Mobile health firm DocGo's Q3 revenue beats estimates

Reuters
Nov 11
Mobile health firm DocGo's Q3 revenue beats estimates 

Overview

  • DocGo Q3 2025 revenue beats analyst expectations despite a 49% yr/yr decline

  • Adjusted EBITDA loss for Q3 2025 beats analyst estimates

  • Net loss in Q3 2025 due to $16.7 mln non-cash impairments

  • Company achieves record volumes across all major business lines

Outlook

  • DocGo expects full-year 2025 revenue of $315-$320 mln

  • Company anticipates full-year 2026 revenue of $280-$300 mln

  • DocGo forecasts full-year 2025 adjusted EBITDA loss of $25-$28 mln

  • Company projects full-year 2026 adjusted EBITDA loss of $15-$25 mln

Result Drivers

  • MIGRANT PROGRAM WIND-DOWN - Revenue decline attributed to wind-down of migrant-related programs, impacting overall results

  • CORE BUSINESS GROWTH - Excluding migrant-related programs, revenue increased 8% in core business lines

  • RECORD VOLUMES - Achieved record volumes across all major business lines, with notable increases in care gap closure and transitions of care

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$70.81 mln

$70 mln (7 Analysts)

Q3 EPS

-$0.28

Q3 Net Income

-$29.70 mln

Q3 Adjusted EBITDA

Beat

-$7.20 mln

-$8.62 mln (7 Analysts)

Q3 Gross Margin

20.00%

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the healthcare facilities & services peer group is "buy"

  • Wall Street's median 12-month price target for DocGo Inc is $3.00, about 63% above its November 7 closing price of $1.11

Press Release: ID:nBw5XRJhja

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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