DocGo's Strategic Shift and Growth Potential: A Buy RecommendationWe reiterate our Buy rating, $3 PT on DocGo following a solid quarter of execution as DCGO continues to transition the business away from migrant related revenues. Despite modest outperformance in Q3, management only narrowed the guidance for FY25, while providing an initial FY26 outlook that came in slightly below expectations; while soft, the formal guidance assumes no incremental wins, a notable change from prior philosophy, which would contemplate pipeline conversion. With opportunities for near term wins and expansions on the medical transport side, and even more so within the mobile health segment (specifically the payor business), we see a setup for a beat & raise cadence in FY26 on both the top- and bottom-line, as revenue outperformance should carry high incremental margins. Given this framework, we remain buyers at these levels.