GoodRx (NASDAQ:GDRX) Announces Earnings Results

GoodRx (NASDAQ:GDRX) posted its quarterly earnings results 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 9.25%. The business had revenue of $194.79 million during the quarter, compared to analysts’ expectations of $193.27 million. During the same quarter in the prior year, the company posted $0.09 EPS. The business’s revenue for the quarter was down 1.9% on a year-over-year basis.

GoodRx Stock Down 6.8%

Shares of NASDAQ:GDRX traded down $0.14 during midday trading on Friday, hitting $1.86. 2,633,948 shares of the company’s stock traded hands, compared to its average volume of 3,137,557. The company has a debt-to-equity ratio of 0.81, a quick ratio of 3.11 and a current ratio of 3.11. GoodRx has a twelve month low of $1.85 and a twelve month high of $5.81. The company has a market cap of $629.64 million, a PE ratio of 20.61, a P/E/G ratio of 0.93 and a beta of 1.50. The firm’s fifty day moving average price is $2.52 and its two-hundred day moving average price is $3.27.

Analyst Ratings Changes

Several brokerages have recently issued reports on GDRX. UBS Group decreased 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. Wall Street Zen cut GoodRx from a “buy” rating to a “hold” rating in a research report on Sunday, January 25th. Weiss Ratings reiterated a “sell (d)” rating on shares of GoodRx in a research report on Tuesday, December 23rd. Mizuho lowered their target price on GoodRx from $4.00 to $3.00 and set a “neutral” rating on the stock in a research note on Friday. Finally, TD Cowen dropped their price target on shares of GoodRx from $7.00 to $6.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. Five equities 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. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $4.52.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. RPO LLC acquired a new stake in GoodRx in the 4th quarter worth approximately $65,000. Alliancebernstein L.P. bought a new stake in GoodRx in the third quarter valued at about $64,000. Virtu Financial LLC acquired a new position in GoodRx during the third quarter worth $56,000. Tower Research Capital LLC TRC increased its holdings 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 worth $56,000 after buying an additional 7,580 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV bought a new stake in GoodRx during the 4th quarter worth about $51,000. 63.77% of the stock is currently owned by institutional investors.

Key GoodRx News

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

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.