Doximity Could Use a Boost From Its AI Search Platform -- Market Talk

Dow Jones05-15

1209 ET - Much of Doximity's future success could depend on whether its artificial intelligence commercial search platform gains traction with pharma advertisers. The company, known as "LinkedIn for doctors," recently launched the search platform and likely won't see meaningful revenue from it until the second half of 2027, KeyBanc Capital Markets analysts say. Shares drop 24% after the company issued full-year revenue guidance that was below Wall Street estimates. "If DOCS can execute and see traction with its new AI tools, this would drive upside to our estimates both this year and beyond," the analysts say. Doximity has closed its first few AI search deals with top 20 pharma manufacturers. But it faces competition from other AI platforms that are generating digital workflow tools for physicians and promoting pharma digital ads on their platforms, the analysts say. (chris.kuo@wsj.com)

(END) Dow Jones Newswires

May 14, 2026 12:09 ET (16:09 GMT)

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Shares drop 24% after the company issued full-year revenue guidance that was below Wall Street estimates. \"If DOCS can execute and see traction with its new AI tools, this would drive upside to our estimates both this year and beyond,\" the analysts say. Doximity has closed its first few AI search deals with top 20 pharma manufacturers. But it faces competition from other AI platforms that are generating digital workflow tools for physicians and promoting pharma digital ads on their platforms, the analysts say. 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