BofA Securities on Doximity Inc (DOCS): 'No shift from DTC, but HCP growth is accelerating'

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Piper: 'We Would be Buyers of DOCS and PHR Following Pharma Marketing KOL Lunch in Boston'

December 16, 2025 5:59 AM EST

Piper: 'We Would be Buyers of DOCS and PHR Following Pharma Marketing KOL Lunch in Boston'.

The analyst comments "Yesterday we hosted a small group lunch in Boston with 2 pharma marketing KOLs. The event leaves us incrementally positive on CY26 product-market fit and selling season dynamics for... More

Morgan Stanley Upgrades Doximity Inc (DOCS) to Overweight

December 15, 2025 2:40 AM EST

Morgan Stanley analyst Craig Hettenbach upgraded Doximity Inc (NYSE: DOCS) from Equalweight to Overweight with a price target of $65.00 (from $62.00).


The analyst comments: "Relative to our checks, Doximity's guidance and Street estimates look conservative. We increased our y/y revenue growth estimates for FY26/27/28 from 13%/10%/9% to... More

These are the best U.S. healthcare tech and distribution stocks to buy: Barclays

December 13, 2025 10:00 AM EST

Analysts at Barclays have initiated coverage on the U.S. Health Tech & Distribution Sector with a Neutral industry view and 18 companies under coverage. Despite this sector view, the firm notes that it sees differentiated performance across sub-sectors and highlights four stocks as Best Ideas.

Among sub-sectors, the investment bank is most bullish on Drug Distributors, and has a more mixed view on Dental and Healthcare Information Technology (HCIT) companies.

The Technology & Distribution industry has always presented a challenge in having a sector view as it is broadly comprised of smaller sub-segments, analysts at the firm said in a... More