DocGo CEO to Address Investors Amid Strategic Shifts in Mobile Health

NEW YORK, NY – February 17, 2026 – DocGo Inc. (Nasdaq: DCGO) is preparing for a pivotal moment as its Chief Executive Officer, Lee Bienstock, is set to present at the prestigious TD Cowen 46th Annual Health Care Conference in Boston. The presentation, scheduled for 9:10 AM ET on March 2nd, places the mobile health provider on a stage alongside industry giants like Eli Lilly and Jazz Pharmaceuticals, offering a critical platform to articulate its strategy to investors and stakeholders.

This appearance comes at a crucial juncture for the company. Bienstock will engage in one-on-one investor meetings, where he will undoubtedly face questions about the company's recent performance and its path forward. The presentation provides an opportunity for DocGo to reassert its narrative as a leader in the “proactive healthcare revolution” while navigating a complex financial environment.

Setting the Stage for Investors

Investors will be listening intently to Bienstock’s presentation for signals of stability and future growth. DocGo’s recent financial disclosures present a mixed but evolving picture. The company's third-quarter 2025 earnings report revealed an earnings per share of -$0.11, missing analyst consensus estimates. However, quarterly revenue of $70.81 million slightly surpassed expectations.

This revenue figure represented a year-over-year decrease from Q3 2024, a decline the company attributes primarily to the conclusion of lucrative but temporary migrant-related service contracts. When excluding these specific projects, DocGo’s core business demonstrated resilience, with revenue growing by 8% to $62.4 million in the third quarter. More significantly, the company’s non-migrant mobile health revenues surged by over 20% year-over-year, fueled by expansion in key areas such as care gap closures, remote patient monitoring (RPM), and mobile phlebotomy services.

Despite this underlying growth, the company's stock has faced pressure, trading at $0.75 as of mid-February with a market capitalization of around $72.9 million. This led to a notice from Nasdaq in January 2026 regarding its minimum bid price compliance. Against this backdrop, Bienstock’s address at the TD Cowen conference is not merely a routine update; it is a strategic imperative to build confidence, outline a clear path to profitability, and demonstrate the long-term value proposition of its unique healthcare delivery model.

The 'Proactive Healthcare Revolution' in Practice

At the heart of DocGo's pitch is its mission to reshape the traditional “four-wall” healthcare system. The company champions a model of bringing care directly to patients, whether at home or in the workplace, aiming to bridge the gap between physical and virtual services. This integrated platform combines mobile health services, a 50-state virtual care network, remote patient monitoring, and its Ambulnz medical transport services.

Recent strategic moves underscore this commitment. In October 2025, DocGo completed the acquisition of SteadyMD, a B2B virtual care platform. This was a significant step toward expanding its telehealth capabilities across all 50 states, with SteadyMD expected to contribute approximately $25 million in revenue in 2025 and reach EBITDA positivity in 2026. The acquisition has already borne fruit; in January, the SteadyMD division announced an expansion of its clinical workforce to meet soaring demand for GLP-1 weight loss care management, a rapidly growing market segment.

Furthermore, in November 2025, DocGo announced a new partnership with a California-based insurance provider to launch Longitudinal Care Services. This program, targeting 10,000 plan members, focuses on preventative care, chronic care management, and managing transitions of care, directly embodying the company's proactive philosophy. By focusing on continuous engagement rather than episodic treatment, DocGo aims to improve patient outcomes and reduce costly hospitalizations, aligning its business success with the health of its patients.

Navigating a Dynamic Mobile Health Market

DocGo is operating in a sector characterized by explosive growth and rapid innovation. The global virtual care market is projected to reach nearly $14 billion in 2026, with some forecasts predicting the broader telehealth market could hit $175 billion by the same year. The remote patient monitoring market is also on a steep upward trajectory, with estimates suggesting it could grow to over $130 billion by 2034. These trends are driven by technological advancements, evolving patient expectations, and a systemic push toward more efficient and accessible care models.

Key trends shaping this landscape include the rise of hybrid care models that blend virtual and in-person services, the integration of artificial intelligence for data analysis, and the increasing use of wearable technology for continuous health monitoring. For companies like DocGo, success hinges on effective integration with electronic medical records (EMR), demonstrating measurable clinical and financial outcomes, and differentiating themselves in a crowded field.

The competitive landscape is dense, featuring specialized players like Dispatch Health and ModivCare, telehealth giants such as Teladoc and Amwell, and traditional service providers like American Medical Response. DocGo’s unique value proposition lies in its integrated approach, combining the logistics of mobile medical units and transport with the technology of virtual care and RPM, a combination it argues creates a more complete and effective healthcare ecosystem.

Bienstock’s Vision and the Path Forward

Lee Bienstock, who joined DocGo in 2022 after a decade at Google, brings a tech-centric vision to the healthcare space. He frequently speaks of democratizing healthcare access and creating an “always on and always available” system. His presentation will likely emphasize this vision, framing DocGo not just as a service provider but as a technology company poised to solve fundamental challenges in healthcare delivery.

Bienstock's goal is to prove that a proactive care model can bend the cost curve while improving quality of life. By offering over 40 different services aimed at closing care gaps in a patient's home, the company seeks to prevent health crises before they occur. The conference offers him a platform to connect these operational details to a compelling, forward-looking narrative that resonates with the financial community.

As he takes the stage in Boston, Bienstock will be tasked with weaving together the threads of recent financial performance, strategic acquisitions, and a powerful long-term vision. The audience of investors, analysts, and industry peers will be looking for a clear and confident articulation of how DocGo will navigate its current challenges and capitalize on the immense opportunity within the evolving world of mobile and virtual healthcare.