美国MITBBS

云端AI 医疗股docs 后天季报，现在冲到一年最高点， docs 现在已经有稳定的revenue, 花街对它的态度也不错，每个季报给的预期它都能beat 并有surprise, 可以控制仓位，小赌怡情

Lilyamao 写了： ↑06 2月 2025, 15:28

云端AI 医疗股docs 后天季报，现在冲到一年最高点， docs 现在已经有稳定的revenue, 花街对它的态度也不错，每个季报给的预期它都能beat 并有surprise, 可以控制仓位，小赌怡情

今天季报已经出来啦，盘后暴涨 +20%

Doximity, Inc. $DOCS FY25 Q3 Earnings Report 2025/02/06

Q3 Results

• EPS: $0.45 (Est. $0.34)
• Revenue: $168.6M (Est. $135.3M)

Key Metrics

• Clinical Workflow Tool Users: Over 610,000
• AI Tool Usage: +60% QoQ
• Adjusted EBITDA: $102.0M (YoY+39%)
• Free Cash Flow: $63.4M (YoY+30%)
• Operating Cash Flow: $65.2M (YoY+30%)

Earnings Highlights

• Newsfeed users surpassed 1 million
• AI tools growth rate up 60% QoQ
• Adjusted EBITDA margin maintained at 60.5%
• Net income of $75.2M (44.6% margin) showing significant growth
• Continuous improvement in cash generation capabilities

CEO (Jeff Tangney) Comment
"In Q3, we achieved record engagement with over 610,000 healthcare providers using our clinical workflow tools. Our AI tools grew 60% quarter-over-quarter, while our newsfeed reached more than one million unique providers."

Key Fundamentals

• Market Cap: $10.9B
• P/E: 67.02
• Forward P/E: 46.6
• PEG: N/A

Market Assessment

• Stock Price (Regular): $58.26 (+0.21%)
• Stock Price (After Hours): $72.43 (+24.32%)
• Pre-Earnings Analyst Target: $55.59 ($65.00 ~ $31.00) Buy
• Earnings Surprise Rate (AI Est.): +15.8%
• Post-Earnings Target Price (AI Est.): $69.80

Earnings Summary-kun (AI) Comment
"The company has demonstrated significant strength in its digital platform for healthcare professionals, with notable growth in AI tools and expanded newsfeed user base. The adjusted EBITDA margin of 60.5% and sustained free cash flow growth indicate a robust business model. The expansion in clinical workflow tool adoption and accelerated AI tool growth suggest continued growth potential. This earnings report reinforces their position as a leader in healthcare digital transformation. POYO!"

Doximity, Inc. Overview

• Sector: Healthcare Technology
• Profile: Leading digital platform for U.S. medical professionals