Shares of GoodRx Holdings, Inc. (NASDAQ:GDRX – Get Free Report) have received an average rating of “Hold” from the sixteen analysts that are presently covering the stock, MarketBeat Ratings reports. Three analysts have rated the stock with a sell rating, seven have issued a hold rating and six have issued a buy rating on the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $4.5962.
A number of brokerages have recently commented on GDRX. JPMorgan Chase & Co. lowered their price target on GoodRx from $6.00 to $5.00 and set an “overweight” rating on the stock in a report on Tuesday, November 11th. TD Cowen decreased their target price on shares of GoodRx from $7.00 to $6.00 and set a “buy” rating for the company in a research report on Monday, November 10th. Mizuho dropped their price target on shares of GoodRx from $5.00 to $4.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Wall Street Zen lowered shares of GoodRx from a “buy” rating to a “hold” rating in a research note on Sunday, January 25th. Finally, Citigroup lowered their price objective on shares of GoodRx from $5.00 to $4.50 and set a “buy” rating on the stock in a research note on Friday, January 9th.
View Our Latest Stock Report on GoodRx
GoodRx Stock Performance
GoodRx (NASDAQ:GDRX – Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.09 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.09. The business had revenue of $194.79 million during the quarter, compared to analyst estimates of $193.27 million. GoodRx had a return on equity of 9.25% and a net margin of 3.82%.The business’s revenue for the quarter was down 1.9% compared to the same quarter last year. During the same period in the prior year, the company posted $0.09 EPS. On average, analysts predict that GoodRx will post 0.13 earnings per share for the current year.
Institutional Trading of GoodRx
A number of hedge funds and other institutional investors have recently modified their holdings of the company. Alpine Global Management LLC acquired a new position in GoodRx during the fourth quarter worth about $177,000. Virtu Financial LLC lifted its holdings in GoodRx by 903.3% in the 4th quarter. Virtu Financial LLC now owns 133,886 shares of the company’s stock valued at $363,000 after acquiring an additional 120,542 shares during the last quarter. Invesco Ltd. boosted its position in shares of GoodRx by 48.8% during the 4th quarter. Invesco Ltd. now owns 186,534 shares of the company’s stock valued at $506,000 after purchasing an additional 61,193 shares in the last quarter. Mercer Global Advisors Inc. ADV acquired a new position in shares of GoodRx in the 4th quarter worth approximately $51,000. Finally, EP Wealth Advisors LLC bought a new stake in shares of GoodRx in the 4th quarter worth approximately $44,000. Institutional investors own 63.77% of the company’s stock.
Key Headlines Impacting GoodRx
Here are the key news stories impacting GoodRx this week:
- Positive Sentiment: Management is steering the business toward higher-margin, manufacturer-focused offerings: GoodRx expects PharmaDirect revenue to grow at least 30% in 2026 as it shifts more resources to pharma manufacturer solutions — a structural revenue diversification that could improve long-term margins. GoodRx expects Pharma Direct revenue growth of at least 30% in 2026 amid shift to pharma manufacturer solutions
- Positive Sentiment: Management highlighted a PharmaDirect “surge” and strategic pivot on the earnings call, reiterating the company’s push into B2B manufacturer solutions and product initiatives that management believes will drive higher-value revenue. GoodRx Holdings Inc (GDRX) Q4 2025 Earnings Call Highlights: PharmaDirect Surge and Strategic …
- Positive Sentiment: GoodRx launched “GoodRx Employer Direct,” expanding into the employer benefits market — a new commercial channel that could accelerate recurring contract revenue if adoption scales. GoodRx Expands Into Employer Market With Launch of “GoodRx Employer Direct”
- Neutral Sentiment: Q4 results: EPS of $0.09 met expectations and revenue of $194.8M was roughly in line with estimates, with only modest YoY revenue decline — shows stability but no upside surprise. See the full call transcript for management color. GoodRx Holdings, Inc. (GDRX) Q4 2025 Earnings Call Transcript
- Neutral Sentiment: Analyst/metrics breakdowns note mixed key metrics — useful for deeper due diligence but not clearly directional for the stock near term. Here’s What Key Metrics Tell Us About GoodRx (GDRX) Q4 Earnings
- Negative Sentiment: FY2026 revenue guidance ($750M–$780M) came in materially below the consensus (~$815M), creating downward earnings visibility and triggering investor concern about growth trajectory. Company FY2026 guidance update
- Negative Sentiment: User engagement weakness: management flagged a ~14% decline in active consumers, and commentary stressed a shift toward self-service and subscription growth — slower core engagement increases near-term revenue risk. The market reacted negatively, sending shares lower despite results roughly meeting estimates. GoodRx Targets Digital Subscription Growth Amid 14% Dip in Active Consumers
- Negative Sentiment: Market reaction: Even though sales slightly beat estimates, headlines note an ~11.8% stock decline on the day as investors focused on the weaker guidance and engagement metrics. GoodRx’s (NASDAQ:GDRX) Q4 CY2025 Sales Top Estimates But Stock Drops 11.8%
GoodRx Company Profile
GoodRx Holdings, Inc (NASDAQ: GDRX) operates a digital healthcare platform designed to help consumers compare prescription drug prices at retail pharmacies across the United States. Through its website and mobile applications, GoodRx aggregates pricing and discount information from a wide network of pharmacies, enabling users to access coupons and savings programs on both generic and brand-name medications. The platform also features price transparency tools that inform patients about cost variations and available discounts to alleviate the financial burden of prescription medications.
In addition to its core drug pricing service, GoodRx offers telehealth services under the GoodRx Care brand, providing virtual consultations for a range of non-emergency conditions and prescription needs.
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