DocGo Inc. (DCGO)

DocGo's stock (DCGO) has significantly declined over the past year, decreasing by 80.24%. As of early February 2026, the stock had a year-to-date return of -2.97% and a monthly decrease of 4.09%. In Q3 2025, DocGo reported an EPS of -$0.11, exceeding expectations, but lowered its FY25 revenue guidance to $300 million - $330 million. In December 2025, DocGo extended its share repurchase program to 2026.

DocGo's business is shifting its focus from pandemic-related services towards high-growth mobile health services and commercial payers. There is reported "record demand" in medical transport, which is driving operational improvements and direct hiring. This indicates a dynamic demand landscape, with the company adapting to evolving healthcare needs rather than being tied to fixed seasonal fluctuations.

DocGo, Inc. is a healthcare company providing technology-enabled mobile health and medical transportation services. The company operates through three segments: Mobile Health Services, Transportation Services, and Corporate. Mobile Health Services include care gap closure, primary/preventative care, remote patient monitoring, mobile phlebotomy, and event services, enhanced by the acquisition of SteadyMD in 2025. Transportation Services offer integrated medical mobility solutions like BLS, ALS, and Critical Care ambulance services, along with non-emergency wheelchair transportation. DocGo also provides a virtual care platform with a 50-state virtual care network, direct-to-consumer telehealth, and virtual physician support, utilizing a proprietary technology platform to drive efficiencies and enhance patient care.

DocGo operates in the United States and the United Kingdom. In the UK, Ambulnz Community Partners has expanded services in the East of England, Central England, and Greater Manchester. In the United States, the company has a 50-state virtual care network.

DocGo's brand reputation has been influenced by the acquisition of SteadyMD in November 2025, expanding its virtual care capabilities. SteadyMD is expanding its clinical workforce to meet rising demand for GLP-1 weight loss care. However, the company also faced news regarding investors seeking approval of a $12.5 million deal over claims related to a former CEO. Analyst ratings for DocGo are mixed, with some sources indicating a "Buy" consensus and others a "Hold" consensus.

DocGo Inc. has a diverse ownership structure. Institutional investors hold approximately 49.25% of the company's shares, company insiders hold about 19.61%, and other public investors account for 31.14%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and Deerfield Management Company, L.p.. Significant individual insider holders include Director Stanley Vashovsky, Director Michael J Burdiek, and CEO Lee Bienstock.