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CAIRO, Nov 23 (Reuters) – Oman signed an agreement with Airbus on Sunday to design, manufacture and launch the sultanate’s first communications satellite, Oman’s state news agency reported.

The new satellite would help boost Oman’s communications system and build capacities in areas of space and future technologies, the state news agency said.

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• Earlier this week, Raymond James upgraded its rating on Doximity, emphasizing improved long-term growth potential and opportunities tied to artificial intelligence capabilities.

• The analyst cited that Doximity’s recent focus on AI monetization and durable gains in market share could strengthen future revenue streams and company positioning.

• Let’s explore how the emphasis on AI-driven monetization may reshape Doximity’s investment narrative and its outlook going forward.

Find companies with promising cash flow potential yet trading below their fair value.

To be a Doximity shareholder, you need to believe that its transition toward AI-powered healthcare workflow tools can unlock greater platform stickiness, deeper client relationships, and ultimately a durable source of growth and margin expansion. The recent Raymond James upgrade underscores renewed confidence in AI monetization, but it does not fundamentally change the key near-term catalyst: evidence of material revenue contribution from new AI features. The biggest current risk, ongoing reliance on pharmaceutical marketing budgets and potential regulatory pressures, remains largely unchanged by this news.

Looking at the most recent Q2 FY2026 earnings report, Doximity posted meaningful year-over-year increases in both revenue and net income. While these results show continued business momentum, it’s too soon to see direct financial impact from newer AI-driven initiatives discussed in the Raymond James analysis. With AI monetization still an emerging factor, near-term expectations are best managed around core revenue streams and market share retention rather than immediate windfalls from new technology.

However, in contrast to these positive signals around platform growth, investors should also keep in mind …

Read the full narrative on Doximity (it’s free!)

Doximity’s outlook anticipates $805.8 million in revenue and $280.5 million in earnings by 2028. This is based on analysts’ assumptions of 11.0% annual revenue growth and a $45.4 million earnings increase from the current earnings of $235.1 million.

Uncover how Doximity’s forecasts yield a $71.11 fair value, a 41% upside to its current price.

Eight members of the Simply Wall St Community have fair value estimates for Doximity ranging from US$32.58 up to US$78.58. While some focus on expanding AI integration as a growth catalyst, others see substantial risk in the company’s exposure to pharmaceutical marketing cycles, reminding you to explore multiple viewpoints when forming expectations about future performance.

Explore 8 other fair value estimates on Doximity – why the stock might be worth as much as 56% more than the current price!

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your Doximity research is our analysis highlighting 4 key rewards that could impact your investment decision.

• Our free Doximity research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Doximity’s overall financial health at a glance.

Don’t miss your shot at the next 10-bagger. Our latest stock picks just dropped:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include DOCS.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Spotify Technology (NYSE:SPOT) has been navigating a challenging stretch in the market, with shares down over 16% in the past 3 months. Investors are taking stock of Spotify’s fundamentals and recent financial performance to gauge what could come next.

See our latest analysis for Spotify Technology.

Spotify’s share price has given back some recent gains, falling more than 16% over the last three months as investors weighed up future growth and risk. However, the backdrop remains strong with a 27.5% year-to-date price return and a 22.9% total shareholder return over the past year. Momentum appears to be cooling after a breakout period, yet the company’s long-term story is far from finished.

If you’re watching for fresh ideas beyond streaming giants, this could be the right moment to expand your search and discover See the full list for free.

With shares pulling back sharply while fundamentals remain upbeat, the question now is whether Spotify offers genuine value at these levels or if the market has already factored in all its potential for future growth.

Spotify’s widely followed narrative, according to MichaelP, prices the stock’s fair value notably above its recent close, suggesting there may be more upside for those looking beyond recent volatility. The narrative’s fair value calculation points to an opportunity grounded in long-term cash generation rather than today’s headwinds.

“The market’s obsession with short-term results over long-term results is what led many investors to misunderstand Amazon, Netflix and many others in their early days, and the same is true with Spotify. You’d hear investors say: ‘Yeah, but you aren’t profitable?’ Well, those companies were playing the long game while those investors who only looked a few quarters out missed the boat of companies that had great qualitative metrics that weren’t yet evident in traditional quantitative financial metrics.”

Read the complete narrative.

Curious what bold assumptions are fueling this premium? Fresh revenue strategies, rising margins, and ambitious user milestones are all in play, paving the way for a market-shaking target that challenges conventional thinking. The details may raise some eyebrows. Are you ready for the full story?

Result: Fair Value of $703 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, competition among global streaming platforms and slower-than-expected ad revenue growth could challenge Spotify’s path to sustained margin expansion and dominance.

Find out about the key risks to this Spotify Technology narrative.

Looking at Spotify through the lens of its price-to-earnings ratio, the picture changes. The company trades at 74.3x earnings, significantly higher than both the US Entertainment industry average of 19.4x and the peer average of 67.2x. This is also well above the fair ratio of 36.9x. This suggests investors are currently paying a premium for future growth. Could this signal greater risk if those high expectations are not met?

See what the numbers say about this price — find out in our valuation breakdown.

Keep in mind that if you have a different perspective or prefer to dig into the numbers yourself, it takes less than three minutes to craft your own view. Do it your way.

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Spotify Technology.

Don’t limit your portfolio to just the big names. Some of the most exciting opportunities are just a few clicks away in fast-growing sectors and hidden gems.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include SPOT.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com