DocGo Inc. (DCGO)

DocGo's stock price has significantly declined, with a 77.64% decrease between November 25, 2024, and November 21, 2025. Key events include a Q2 2025 earnings report with a reported loss but beat revenue estimates, and a Q3 2025 earnings report with a net loss of $29.7 million. DocGo acquired SteadyMD, Inc. for $25 million, expanding its telehealth services. The company revised its FY25 adjusted EBITDA and revenue outlook downward. As of November 27, 2025, DocGo has a "Buy" consensus rating from 3 analysts.

DocGo's CFO noted that there isn't "seasonality per se" but rather "fluctuation on a sequential basis" for overall revenue. Historically, buying DocGo stock in August has shown the highest probability of a positive return, while March has the lowest. The company anticipates continued strong demand for its mobile health and transportation services segments. The expansion in DocGo's payer business reflects strong demand for its mobile health services. Revenue can be significantly impacted by large contracts.

DocGo Inc. is a healthcare technology company specializing in mobile medical solutions and digital health services. They operate in the Medical Care Facilities and Health Care Providers & Services industries, integrating mobile medical solutions with digital platforms to deliver healthcare directly to patients. Their services include mobile health, medical transportation, event services, total care management solutions, and a digital transportation management platform.

DocGo operates in 31 U.S. states and the United Kingdom, with a concentrated presence in 26 metropolitan areas across the United States. They have 372 active healthcare partnerships and partnerships with 46 hospital systems across 12 states as of Q4 2023. DocGo also provides on-ship care for Carnival Corporation at ports in the U.S., Canada, England, and Australia.

DocGo was certified as a "Great Place To Work" for the third time and has launched new contracts and programs, including longitudinal care services and a mobile health vaccination program. The acquisition of SteadyMD enhanced DocGo's reputation in digital health. DocGo upgraded to ISO/IEC 27001:2022 Certification, underscoring its commitment to information security. However, the stock price decline and revised financial outlook could negatively impact investor confidence.

Institutions hold 54% of DocGo's shares, insiders own 21.56%, and other investors hold 77.47%. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. Key individual insider shareholders include Lee Bienstock and Norman Rosenberg. Director Stephen K. M.D. Klasko was the top insider buyer over the preceding 90 days.