J P M O R G A N North America Equity Research 06 August 2026 Doximity 1QF27 - Better Tone On Pharma Budgets, AI Monetization and Defensibility DOCS reported a solid 1QF27 beat on both revenue and profitability driven by stronger-than-expected pharma + hospital performance and improved customer interaction velocity tied to the new commercial AI Search motion. Management struck a confident tone on product/engagement (workflow active prescribers +30% yoy, nearly half using AI tools; AI prompt volume +25% QoQ; ...