GoodRx (NASDAQ:GDRX) Issues Earnings Results

GoodRx (NASDAQ:GDRX) released its quarterly earnings data on Wednesday. The company reported $0.09 earnings per share for the quarter, meeting the consensus estimate of $0.09, FiscalAI reports. GoodRx had a net margin of 3.82% and a return on equity of 9.31%. The company had revenue of $194.79 million during the quarter, compared to analyst estimates of $193.27 million. During the same quarter in the previous year, the business posted $0.09 EPS. GoodRx’s revenue for the quarter was down 1.9% compared to the same quarter last year.

GoodRx Stock Down 6.0%

Shares of NASDAQ GDRX opened at $1.87 on Monday. GoodRx has a one year low of $1.79 and a one year high of $5.81. The company has a debt-to-equity ratio of 0.78, a current ratio of 2.61 and a quick ratio of 2.61. The firm’s 50 day simple moving average is $2.51 and its two-hundred day simple moving average is $3.26. The stock has a market capitalization of $634.73 million, a P/E ratio of 20.78, a PEG ratio of 0.71 and a beta of 1.52.

Institutional Investors Weigh In On GoodRx

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Quarry LP purchased a new stake in GoodRx in the third quarter worth $33,000. Cetera Investment Advisers purchased a new position in GoodRx during the 2nd quarter valued at $50,000. Boothbay Fund Management LLC bought a new position in GoodRx in the 3rd quarter worth $43,000. Shay Capital LLC purchased a new stake in shares of GoodRx in the 3rd quarter worth about $47,000. Finally, Tower Research Capital LLC TRC boosted its stake in shares of GoodRx by 202.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 11,327 shares of the company’s stock valued at $56,000 after purchasing an additional 7,580 shares in the last quarter. Institutional investors own 63.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on GDRX. Wall Street Zen lowered shares of GoodRx from a “buy” rating to a “hold” rating in a research report on Sunday, January 25th. Mizuho reduced their price objective on shares of GoodRx from $4.00 to $3.00 and set a “neutral” rating for the company in a research note on Friday. UBS Group dropped their target price on GoodRx from $4.25 to $4.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Leerink Partners reaffirmed an “outperform” rating and issued a $3.00 price target on shares of GoodRx in a report on Thursday. Finally, TD Cowen decreased their price objective on GoodRx from $7.00 to $6.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. Five analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $4.52.

Key Stories Impacting GoodRx

Here are the key news stories impacting GoodRx this week:

• Positive Sentiment: Management guided PharmaDirect revenue to grow at least 30% in 2026, signaling clearer traction in its shift toward pharma manufacturer solutions. GoodRx expects PharmaDirect revenue growth of at least 30% in 2026
• Positive Sentiment: Q4 results: EPS matched Street estimates ($0.09) and revenue modestly beat consensus (~$194.8M vs $193.3M); company highlighted a PharmaDirect surge that helped results. GoodRx Holdings Inc (GDRX) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Management is prioritizing growth in digital subscriptions and self-service prescription flows, a strategy that could boost long-term unit economics if adoption improves. GoodRx Targets Digital Subscription Growth Amid 14% Dip in Active Consumers
• Neutral Sentiment: Earnings call transcript and full Q4 commentary are available for deeper read — useful for parsing management’s cadence on retention, margins and PharmaDirect progress. GoodRx Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analysts and data outlets are parsing key metrics (ARPU, active consumers, PharmaDirect mix) to reconcile the headline numbers with underlying trends. Here’s What Key Metrics Tell Us About GoodRx (GDRX) Q4 Earnings
• Neutral Sentiment: JPMorgan reaffirmed a “neutral” rating on GDRX, leaving its stance unchanged for now. JPMorgan Reaffirms Neutral Rating
• Negative Sentiment: Active consumers fell ~14% in the quarter, a meaningful top-line headwind that raises concern about user engagement and the pace of monetization. Active Consumers Down 14%
• Negative Sentiment: Mizuho lowered its price target from $4.00 to $3.00 and kept a “neutral” rating, signaling reduced near-term expectations from at least one sell-side firm. Mizuho Lowers Price Target

About GoodRx

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.