GoodRx (NASDAQ:GDRX) Posts Earnings Results, Meets Estimates

GoodRx (NASDAQ:GDRX) released its earnings results on Wednesday. The company reported $0.07 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.07, FiscalAI reports. The firm had revenue of $194.01 million for the quarter, compared to analysts’ expectations of $185.42 million. GoodRx had a net margin of 3.82% and a return on equity of 9.31%. The company’s quarterly revenue was down 4.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.09 earnings per share.

GoodRx Trading Up 10.5%

Shares of NASDAQ GDRX traded up $0.27 during midday trading on Thursday, hitting $2.84. 4,678,199 shares of the company traded hands, compared to its average volume of 2,617,428. GoodRx has a 12-month low of $1.77 and a 12-month high of $5.81. The firm has a market cap of $972.90 million, a P/E ratio of 31.56, a P/E/G ratio of 1.77 and a beta of 1.54. The stock has a 50-day moving average price of $2.20 and a 200 day moving average price of $2.59. The company has a debt-to-equity ratio of 0.78, a quick ratio of 2.61 and a current ratio of 2.61.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in GDRX. Lazard Asset Management LLC raised its holdings in GoodRx by 43.6% in the second quarter. Lazard Asset Management LLC now owns 17,142 shares of the company’s stock worth $85,000 after purchasing an additional 5,201 shares in the last quarter. Brevan Howard Capital Management LP grew its holdings in GoodRx by 7.7% in the third quarter. Brevan Howard Capital Management LP now owns 95,483 shares of the company’s stock worth $404,000 after purchasing an additional 6,842 shares during the period. Tower Research Capital LLC TRC increased its stake in shares of GoodRx by 202.3% during the second 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. Quarry LP purchased a new position in shares of GoodRx during the third quarter valued at approximately $33,000. Finally, Cetera Investment Advisers bought a new stake in shares of GoodRx in the 2nd quarter worth approximately $50,000. Institutional investors own 63.77% of the company’s stock.

GoodRx News Summary

Here are the key news stories impacting GoodRx this week:

• Positive Sentiment: Revenue beat consensus — GoodRx reported Q1 revenue of $194.0M vs. analyst expectations of ~$185.4M, a key catalyst cited by traders. GoodRx Beats Q1 Sales Expectations
• Positive Sentiment: Strong adjusted profitability — management reported Adjusted EBITDA of $58.3M (≈30% margin) and Adjusted Net Income of $23.0M, signaling operating leverage despite year‑over‑year revenue pressure. GoodRx Q1 Results Press Release
• Positive Sentiment: FY‑2026 revenue guidance nudges above consensus — the company updated FY revenue guidance to $765M–$785M, slightly above the $764.4M consensus, which supports forward expectations. GoodRx Guidance & Supplemental
• Positive Sentiment: Industry tailwinds — reporting and trade press note large pharma increasingly routing checkout and patient cost flows through GoodRx, which could expand transaction volumes and out‑of‑pocket capture. Big Pharma Runs Its Checkout Counter Through GoodRx
• Neutral Sentiment: EPS in line with estimates — Q1 EPS was $0.07, matching consensus but below the prior-year $0.09, leaving mixed signals on headline earnings momentum. Zacks: Q1 Earnings Match Estimates
• Negative Sentiment: Revenue still down year‑over‑year — despite the beat, revenue declined ~4.4% vs. the prior year, highlighting that underlying volume weakness persists in some segments. MarketBeat Q1 Recap

Analysts Set New Price Targets

Several equities analysts recently commented on GDRX shares. Wall Street Zen lowered shares of GoodRx from a “buy” rating to a “hold” rating in a report on Sunday, January 25th. Leerink Partners reaffirmed an “outperform” rating and set a $3.00 price objective on shares of GoodRx in a research note on Thursday, February 26th. Mizuho dropped their target price on GoodRx from $4.00 to $3.00 and set a “neutral” rating for the company in a report on Friday, February 27th. The Goldman Sachs Group lowered their price objective on GoodRx from $4.00 to $2.50 and set a “neutral” rating for the company in a research report on Monday, March 2nd. Finally, Wells Fargo & Company cut their target price on shares of GoodRx from $7.00 to $3.50 and set an “overweight” rating on the stock in a report on Wednesday, March 4th. Five analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $3.85.

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.