William Blair Reduces Doximity Stake by $20.89 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy DOCS?
Source: Fool
- Share Reduction Details: According to a SEC filing dated February 9, 2026, William Blair reduced its Doximity stake by 372,184 shares during Q4 2025, with an estimated transaction value of $20.89 million, indicating a waning confidence in the company.
- Market Value and Performance Impact: The quarter-end value of Doximity's stake decreased by $184.77 million, primarily due to stock price declines and share sales, highlighting the company's poor market performance, particularly with its stock down 66% year-over-year.
- Investor Focus: Although this sale accounted for only 15% of William Blair's holdings, investors should closely monitor the firm's future stock strategy, especially as Doximity trades at its lowest valuation in history.
- Market Outlook Analysis: Despite a slowdown in sales growth to 10%, Doximity's potential in the pharmaceutical advertising market remains strong, with a full launch of AI applications expected in 2026, which could provide new growth momentum for the company.
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Analyst Views on DOCS
Wall Street analysts forecast DOCS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DOCS is 62.75 USD with a low forecast of 50.00 USD and a high forecast of 82.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
10 Buy
4 Hold
1 Sell
Moderate Buy
Current: 27.730
Low
50.00
Averages
62.75
High
82.00
Current: 27.730
Low
50.00
Averages
62.75
High
82.00
About DOCS
Doximity, Inc. provides a digital platform for the United States medical professionals. It offers marketing, hiring, and workflow solutions to pharmaceutical manufacturers, health systems, medical recruiting firms, and other healthcare companies. Its marketing solutions enable its pharmaceutical and health system customers to get the right content, services, and peer connections to the right medical professionals through a variety of modules. Its hiring solutions provide digital recruiting capabilities to health systems and medical recruiting firms, enabling them to identify, connect with, and hire from its network of both active and passive medical professional candidates, who might otherwise be missed through traditional recruiting channels. Its workflow solutions include its telehealth, on-call scheduling, and AI-powered workflow tools, are designed to help clinicians streamline their clinical workflow, reduce their administrative burden, and connect with patients and colleagues.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
William Blair Reduces Doximity Stake by $20.89 Million
- Share Reduction Details: According to a SEC filing dated February 9, 2026, William Blair reduced its Doximity stake by 372,184 shares during Q4 2025, with an estimated transaction value of $20.89 million, indicating a waning confidence in the company.
- Market Value and Performance Impact: The quarter-end value of Doximity's stake decreased by $184.77 million, primarily due to stock price declines and share sales, highlighting the company's poor market performance, particularly with its stock down 66% year-over-year.
- Investor Focus: Although this sale accounted for only 15% of William Blair's holdings, investors should closely monitor the firm's future stock strategy, especially as Doximity trades at its lowest valuation in history.
- Market Outlook Analysis: Despite a slowdown in sales growth to 10%, Doximity's potential in the pharmaceutical advertising market remains strong, with a full launch of AI applications expected in 2026, which could provide new growth momentum for the company.
See More
William Blair Reduces Doximity Holdings
- Reduction in Holdings: William Blair sold 372,184 shares of Doximity in Q4 2025, with an estimated transaction value of $20.89 million, indicating a potential decline in confidence regarding the stock's future performance.
- Decline in Position Value: The quarter-end value of Doximity's holdings decreased by $184.77 million, reflecting both trading activities and stock price movements, suggesting a weakening market outlook for the company.
- Change in Asset Allocation: Post-sale, Doximity represented only 0.67% of William Blair's assets under management, indicating a diminished significance of the stock within the fund and potentially lowering investor interest.
- Poor Market Performance: As of February 6, 2026, Doximity shares were priced at $27.73, down 66% year-over-year and significantly underperforming the S&P 500, highlighting increasing competitive pressures in the healthcare information services sector.
See More
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- Consumer Confidence Boost: The University of Michigan's consumer sentiment index unexpectedly rose to 57.3, a six-month high, surpassing expectations of 55.0, reflecting optimistic consumer sentiment about the economic outlook, which supports further market gains.
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See More
U.S. Stocks Surge as Tech Earnings Boost Market Sentiment
- Tech Stock Rebound: The S&P 500 rose by 1.20% and the Dow Jones Industrial Average surged by 1.48%, reaching an all-time high, driven by better-than-expected tech earnings that boosted investor confidence in the sector's recovery.
- Bitcoin Recovery: Bitcoin rebounded over 7% from a 1.25-year low, lifting cryptocurrency-exposed stocks and alleviating concerns about liquidity in the crypto market, indicating renewed investor interest in digital assets.
- Amazon Investment Concerns: Amazon's announcement of a $200 billion investment in data centers, chips, and other equipment led to a more than 9% drop in its stock, raising doubts about the long-term returns of its AI investments and potentially impacting future investor confidence.
- Earnings Season Insights: With 79% of S&P 500 companies exceeding expectations and Q4 earnings projected to grow by 8.4%, this indicates strong corporate profitability, which may provide ongoing support for the market despite economic uncertainties.
See More
William Blair Reduces Doximity Stake by $20.89 Million
- Share Reduction Details: According to a SEC filing dated February 9, 2026, William Blair reduced its Doximity stake by 372,184 shares during Q4 2025, with an estimated transaction value of $20.89 million, indicating a waning confidence in the company.
- Market Value and Performance Impact: The quarter-end value of Doximity's stake decreased by $184.77 million, primarily due to stock price declines and share sales, highlighting the company's poor market performance, particularly with its stock down 66% year-over-year.
- Investor Focus: Although this sale accounted for only 15% of William Blair's holdings, investors should closely monitor the firm's future stock strategy, especially as Doximity trades at its lowest valuation in history.
- Market Outlook Analysis: Despite a slowdown in sales growth to 10%, Doximity's potential in the pharmaceutical advertising market remains strong, with a full launch of AI applications expected in 2026, which could provide new growth momentum for the company.
See More
William Blair Reduces Doximity Holdings
- Reduction in Holdings: William Blair sold 372,184 shares of Doximity in Q4 2025, with an estimated transaction value of $20.89 million, indicating a potential decline in confidence regarding the stock's future performance.
- Decline in Position Value: The quarter-end value of Doximity's holdings decreased by $184.77 million, reflecting both trading activities and stock price movements, suggesting a weakening market outlook for the company.
- Change in Asset Allocation: Post-sale, Doximity represented only 0.67% of William Blair's assets under management, indicating a diminished significance of the stock within the fund and potentially lowering investor interest.
- Poor Market Performance: As of February 6, 2026, Doximity shares were priced at $27.73, down 66% year-over-year and significantly underperforming the S&P 500, highlighting increasing competitive pressures in the healthcare information services sector.
See More
Major Wall Street Rating Updates on Monday
- Robinhood Upgrade: Wolfe upgraded Robinhood from Peer Perform to Outperform to capitalize on the recent selloff due to deteriorating sentiment in the crypto ecosystem, indicating that investors should seize the buying opportunity.
- Bullish on TeraWulf and Cipher Mining: Morgan Stanley initiated coverage on TeraWulf and Cipher Mining with an Overweight rating, citing significant upside potential from attractive valuations in the bitcoin mining sector.
- Timken's New CEO Drives Growth: KeyBanc upgraded Timken from Sector Weight to Overweight with a $130 price target, primarily based on expectations that new CEO Lucian Boldea will enhance organic growth initiatives and improve margins.
- Align Technologies Brand Strength: HSBC upgraded Align Technologies from Hold to Buy, emphasizing that its strong brand presence and R&D culture are key long-term growth drivers in the orthodontics market.
See More
US Stocks Surge, Dow Hits All-Time High
- Dow Hits Record High: The Dow Jones Industrial Average surged 2.47% to reach an all-time high, reflecting market optimism about economic recovery, particularly amid strong rebounds in tech and chipmaker stocks.
- Consumer Confidence Rises: The University of Michigan's consumer sentiment index unexpectedly increased to 57.3, surpassing expectations of 55.0, indicating enhanced consumer confidence that could drive future spending.
- Bitcoin Rebounds: Bitcoin surged over 11% from a 1.25-year low, lifting cryptocurrency-exposed stocks and signaling renewed investor interest and confidence in crypto assets.
- Strong Corporate Earnings: Over 79% of S&P 500 companies exceeded earnings expectations, with S&P earnings growth projected at 8.4% for Q4, providing robust support for the market and indicating ongoing improvement in corporate profitability.
See More
U.S. Stocks Surge as Tech Earnings Boost Market Sentiment
- Market Performance: The S&P 500 Index rose by 1.10%, and the Dow Jones Industrial Average increased by 1.60%, reaching an all-time high, reflecting positive market sentiment driven by strong tech earnings results.
- Tech Stock Recovery: Gen Digital and Roblox surged over 7% and 9%, respectively, after forecasting full-year adjusted EPS and bookings above consensus, indicating a robust recovery in the tech sector that may attract more investment.
- Consumer Confidence Boost: The University of Michigan's consumer sentiment index unexpectedly rose to 57.3, a six-month high, surpassing expectations of 55.0, reflecting optimistic consumer sentiment about the economic outlook, which supports further market gains.
- Inflation Expectations Shift: While short-term inflation expectations fell, long-term expectations ticked up slightly, indicating market concerns regarding the Fed's monetary policy, which could influence future investment decisions and market volatility.
See More
U.S. Stocks Surge as Tech Earnings Boost Market Sentiment
- Tech Stock Rebound: The S&P 500 rose by 1.20% and the Dow Jones Industrial Average surged by 1.48%, reaching an all-time high, driven by better-than-expected tech earnings that boosted investor confidence in the sector's recovery.
- Bitcoin Recovery: Bitcoin rebounded over 7% from a 1.25-year low, lifting cryptocurrency-exposed stocks and alleviating concerns about liquidity in the crypto market, indicating renewed investor interest in digital assets.
- Amazon Investment Concerns: Amazon's announcement of a $200 billion investment in data centers, chips, and other equipment led to a more than 9% drop in its stock, raising doubts about the long-term returns of its AI investments and potentially impacting future investor confidence.
- Earnings Season Insights: With 79% of S&P 500 companies exceeding expectations and Q4 earnings projected to grow by 8.4%, this indicates strong corporate profitability, which may provide ongoing support for the market despite economic uncertainties.
See More
