Definitive Healthcare (NASDAQ:DH) Posts Quarterly Earnings Results, Beats Estimates By $0.03 EPS

Definitive Healthcare (NASDAQ:DH) issued its earnings results on Thursday. The company reported $0.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.03 by $0.03, FiscalAI reports. The firm had revenue of $55.93 million for the quarter, compared to the consensus estimate of $55.02 million. Definitive Healthcare had a negative net margin of 76.04% and a positive return on equity of 3.52%. Definitive Healthcare updated its Q2 2026 guidance to 0.030-0.040 EPS and its FY 2026 guidance to 0.160-0.19 EPS.

Here are the key takeaways from Definitive Healthcare’s conference call:

• Definitive beat expectations on profitability with Q1 adjusted EBITDA of $15.3M (27% margin), ~260 bps expansion YoY, and about $50M of unlevered free cash flow on a trailing‑12‑month basis.
• Total revenue declined 6% YoY to $55.9M, driven by continued weakness in the life‑sciences vertical; management is guiding Q2 revenue down 8–9% YoY and FY2026 revenue down 6–9% YoY.
• Management highlighted operational progress — claims data has been repaired to at/above historical levels, the company delivered its highest win‑back quarter in >3 years, accelerated integrations (avg time to integrate down to ~45 days and ~75% more integrations vs. the prior 6 months), and plans to roll out AI‑enabled product capabilities later this quarter.
• The company took a $197M non‑cash goodwill impairment tied to the stock price decline (with related TRA remeasurement and tax benefits); this is excluded from adjusted results and does not impact debt covenants but signals market valuation pressure.

Definitive Healthcare Stock Performance

Definitive Healthcare stock traded up $0.03 during midday trading on Friday, reaching $0.95. 412,439 shares of the company traded hands, compared to its average volume of 254,676. The firm has a market capitalization of $100.47 million, a price-to-earnings ratio of -0.59, a price-to-earnings-growth ratio of 83.28 and a beta of 1.34. The business has a 50 day moving average of $1.09 and a two-hundred day moving average of $1.97. Definitive Healthcare has a 12 month low of $0.89 and a 12 month high of $4.70. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.64 and a quick ratio of 1.64.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in DH. AQR Capital Management LLC raised its position in Definitive Healthcare by 56.7% in the first quarter. AQR Capital Management LLC now owns 590,149 shares of the company’s stock worth $1,706,000 after acquiring an additional 213,562 shares during the period. Goldman Sachs Group Inc. raised its position in Definitive Healthcare by 564.2% in the first quarter. Goldman Sachs Group Inc. now owns 8,716,725 shares of the company’s stock worth $25,191,000 after acquiring an additional 7,404,363 shares during the period. Jane Street Group LLC raised its position in Definitive Healthcare by 166.0% in the first quarter. Jane Street Group LLC now owns 105,114 shares of the company’s stock worth $304,000 after acquiring an additional 65,597 shares during the period. Creative Planning raised its position in Definitive Healthcare by 41.7% in the second quarter. Creative Planning now owns 28,628 shares of the company’s stock worth $112,000 after acquiring an additional 8,428 shares during the period. Finally, Arrowstreet Capital Limited Partnership bought a new position in Definitive Healthcare in the second quarter worth approximately $4,247,000. 98.67% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Zacks Research upgraded shares of Definitive Healthcare from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. Barclays lowered their price objective on shares of Definitive Healthcare from $2.75 to $1.00 and set an “underweight” rating on the stock in a research report on Monday, March 30th. Canaccord Genuity Group lowered their price objective on shares of Definitive Healthcare from $4.00 to $3.00 and set a “hold” rating on the stock in a research report on Friday, February 27th. Robert W. Baird set a $1.10 price objective on shares of Definitive Healthcare in a research report on Friday. Finally, Stephens lowered their price objective on shares of Definitive Healthcare from $3.00 to $2.00 and set an “equal weight” rating on the stock in a research report on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $2.86.

Definitive Healthcare News Roundup

Here are the key news stories impacting Definitive Healthcare this week:

• Positive Sentiment: Definitive Healthcare reported Q1 2026 EPS of $0.06, ahead of the $0.03 consensus estimate, and revenue of $55.93 million, above expectations. Article Title
• Positive Sentiment: The company’s FY 2026 guidance calls for EPS of $0.16 to $0.19 and revenue of $220 million to $226 million, both modestly supportive versus market expectations. Article Title
• Neutral Sentiment: Q2 guidance was also close to estimates, with EPS of $0.03 to $0.04 and revenue of $55 million to $56 million, suggesting steady near-term performance rather than a major upside surprise. Article Title
• Neutral Sentiment: Earnings-call transcripts and pre-earnings coverage indicate investors are digesting management’s commentary for signs of sustained margin improvement and demand trends. Article Title
• Negative Sentiment: Despite the earnings beat, Definitive Healthcare still posted a negative net margin of 57.52%, highlighting ongoing profitability challenges that could limit the stock’s upside. Article Title

About Definitive Healthcare

Definitive Healthcare (NASDAQ:DH) is a leading provider of intelligence and analytics on healthcare providers, organizations and the professionals who treat patients. Through its cloud-based platform, the company aggregates data from multiple sources—including claims, government registries, commercial filings and proprietary research—to deliver a unified view of the healthcare landscape. Its solutions enable life sciences companies, healthcare providers, payers and consulting firms to identify market opportunities, optimize sales and marketing efforts, improve operational efficiency and support better patient outcomes.

The company’s flagship offering is a subscription-based data platform that features detailed profiles on physicians, hospitals, health systems and post-acute care facilities.