GoodRx (NASDAQ:GDRX – Get Free Report) had its target price cut by analysts at Mizuho from $4.00 to $3.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Mizuho’s price target suggests a potential upside of 61.73% from the company’s previous close.
A number of other research analysts have also weighed in on GDRX. Jefferies Financial Group lowered shares of GoodRx to a “hold” rating in a research note on Thursday, January 22nd. Citigroup lowered their target price on shares of GoodRx from $5.00 to $4.50 and set a “buy” rating on the stock in a report on Friday, January 9th. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of GoodRx in a research note on Friday. Barclays assumed coverage on GoodRx in a report on Monday, December 8th. They set an “underweight” rating and a $3.00 price objective for the company. Finally, UBS Group lowered their price objective on GoodRx from $4.25 to $4.00 and set a “neutral” rating for the company in a research note on Thursday, November 6th. Five research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, GoodRx has a consensus rating of “Hold” and a consensus target price of $4.52.
Read Our Latest Report on GDRX
GoodRx Stock Down 6.8%
GoodRx (NASDAQ:GDRX – Get Free Report) last issued its earnings results on Wednesday, February 25th. The company reported $0.09 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.09. GoodRx had a return on equity of 9.25% and a net margin of 3.82%.The company had revenue of $194.79 million for the quarter, compared to analyst estimates of $193.27 million. During the same period in the prior year, the firm earned $0.09 earnings per share. GoodRx’s revenue for the quarter was down 1.9% on a year-over-year basis. As a group, research analysts forecast that GoodRx will post 0.13 EPS for the current year.
Hedge Funds Weigh In On GoodRx
Hedge funds and other institutional investors have recently made changes to their positions in the stock. Quarry LP purchased a new stake in GoodRx during the third quarter worth about $33,000. Cetera Investment Advisers purchased a new stake in shares of GoodRx during the 2nd quarter worth approximately $50,000. Boothbay Fund Management LLC bought a new stake in shares of GoodRx in the 3rd quarter worth approximately $43,000. Meridian Wealth Management LLC bought a new stake in shares of GoodRx in the 4th quarter worth approximately $29,000. Finally, Shay Capital LLC bought a new position in GoodRx during the third quarter valued at $47,000. 63.77% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about GoodRx
Here are the key news stories impacting GoodRx this week:
- Positive Sentiment: Management said PharmaDirect (its manufacturer-facing business) is expected to grow revenue by at least 30% in 2026, signaling a strategic shift toward higher-growth, higher-margin services that could improve long‑term unit economics. GoodRx expects Pharma Direct revenue growth of at least 30% in 2026
- Positive Sentiment: Q4 results largely met consensus: EPS of $0.09 matched estimates and revenue of $194.8M slightly beat the $193.3M consensus — evidence the core business is roughly in line with expectations. Press Release / Q4 2025 Results
- Neutral Sentiment: JPMorgan reaffirmed a “neutral” rating on GDRX — a reminder that some sell‑side analysts remain cautious and expect more evidence the strategic shift to PharmaDirect will offset consumer weakness. Benzinga: JPMorgan neutral rating
- Neutral Sentiment: Complete Q4 earnings call transcripts and highlights are available for investors to parse management’s cadence on subscriptions, consumer trends and PharmaDirect execution. Useful if you want management color beyond the press release. Earnings call transcript
- Negative Sentiment: FY2026 revenue guidance of $750M–$780M came in well below the Street (~$815M), which is the primary driver of the selloff — investors punished the stock for a materially lower top‑line outlook. MarketBeat: Guidance and Q4 recap
- Negative Sentiment: Active consumer metrics weakened — reports note a ~14% decline in active consumers, highlighting demand softness in the core consumer prescription business and the need for successful product/marketing initiatives to restore growth. PYMNTS: Active consumers down 14%
- Negative Sentiment: Market reaction: coverage noted shares fell sharply after the print (one headline cited an ~11.8% drop), reflecting investor disappointment with forward guidance despite the modest beat on the quarter. Yahoo Finance: Q4 sales top estimates but stock drops
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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