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SaaS

SaaS

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May 20, 2026

Doximity's Growth Reset

Record FY26 revenue, free cash flow, and engagement, but a FY27 guide that cut growth from 13% to 4% and a ~64% stock drop. AI Search monetization is management's answer

Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.

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