GoodRx HoldingsGDRX
GDRX
About: GoodRx Holdings Inc is a consumer-focused digital healthcare platform that aims to lower the cost of healthcare in the United States. It operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and provides access to negotiated prices through codes that can be used to save money on prescriptions across the United States. GoodRx generates revenue from core business from pharmacy benefit managers (PBMs) that manage formularies and prescription transactions including establishing pricing between consumers and pharmacies. It also offers various healthcare products and services, including pharma manufacturer solutions, subscriptions, and telehealth services.
Employees: 738
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
150% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $1.31M
119% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 32
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
1% less funds holding
Funds holding: 167 [Q4 2024] → 165 (-2) [Q1 2025]
15% less capital invested
Capital invested by funds: $632M [Q4 2024] → $536M (-$95.8M) [Q1 2025]
16.45% less ownership
Funds ownership: 130.39% [Q4 2024] → 113.94% (-16.45%) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5
2%
upside
Avg. target
$5.13
5%
upside
High target
$5.25
7%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
UBS Kevin Caliendo | 7%upside $5.25 | Neutral Maintained | 13 May 2025 |
Goldman Sachs Eric Sheridan | 2%upside $5 | Neutral Maintained | 9 May 2025 |
Financial journalist opinion
Based on 5 articles about GDRX published over the past 30 days
Neutral
Business Wire
2 days ago
GoodRx Appoints Amazon Pharmacy Veteran Laura Jensen as President of Pharma Solutions
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the appointment of Laura Jensen as Chief Commercial Officer and President of Pharma Solutions, effective July 28, 2025. In this role, Laura will lead the company's Pharma Manufacturer Solutions offering and oversee strategic initiatives aimed at growing and enhancing innovative partnerships across the pharmaceutical industry. Her deep cross-sector experience uni.
Neutral
Zacks Investment Research
2 weeks ago
OPRX vs. GDRX: Which Health Tech Stock Has Stronger Revenue Momentum?
OPRX is growing faster with rising subscription revenues and strong pharma demand, while GDRX lags due to slower consumer growth.
Neutral
Business Wire
3 weeks ago
GoodRx Announces Date for Second Quarter 2025 Earnings Release and Conference Call
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX) (“GoodRx” or the “Company”), the leading platform for medication savings in the U.S., today announced it will release its second quarter 2025 financial results after U.S. markets close on Wednesday, August 6, 2025. GoodRx management will also hold a conference call and webcast the following morning, Thursday, August 7, 2025 at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time) to discuss the results and the Company's busin.
Positive
Zacks Investment Research
3 weeks ago
GDRX vs. HQY: Which Stock Is the Better Value Option?
Investors with an interest in Medical Services stocks have likely encountered both GoodRx Holdings, Inc. (GDRX) and HealthEquity (HQY). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
3 weeks ago
GoodRx: A One Big Beautiful Bill Act Beneficiary
GoodRx connects uninsured and underinsured consumers with prescription discounts, acting as a broker between consumers, PBMs, and pharmacies. Recent OBBBA legislation will significantly cut Medicaid spending, leaving millions more Americans uninsured or underinsured over the next decade. GoodRx stands to benefit as its platform becomes increasingly relevant for the growing population losing Medicaid coverage and seeking affordable prescriptions.
Neutral
Business Wire
1 month ago
GoodRx Launches New Erectile Dysfunction Subscription Service to Simplify Access and Eliminate Treatment Barriers
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the launch of a new subscription service for erectile dysfunction (ED). Designed to meet consumers where they are and remove common barriers such as high costs, long wait times, and inconvenience, this all-in-one solution offers a fast, discreet, and affordable option for ED treatment. A new report from GoodRx reveals a clear gap in care: nearly 1 in 3 U.S. men.
Neutral
Business Wire
1 month ago
GoodRx Launches Community Link to Offer Independent Pharmacies Cost-Plus Pricing
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the launch of GoodRx Community Link. Designed to address the industry challenges that independent community pharmacies face around complex reimbursement models and competitive pressures, Community Link leverages a cost-plus pricing model based on NADAC to provide predictable pricing and favorable economics. This announcement showcases GoodRx's commitment to help.
Positive
Seeking Alpha
1 month ago
GoodRx: Stabilizing Revenue Amid Healthy Profit Gains
I'm reiterating my Buy rating on GoodRx, as its valuation is compelling and the business is showing signs of stabilization under new leadership. GoodRx's recurring revenue base, expanding pharma partnerships, and robust EBITDA margins support the investment thesis for a rebound. Despite risks like Rite Aid's bankruptcy and flat consumer growth, GoodRx's direct pharma channel is growing double digits and offsetting headwinds.
Neutral
Business Wire
1 month ago
GoodRx Open Sources Lifecycle to Support Innovation in Software Development Velocity and Developer Productivity
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced it is open-sourcing Lifecycle, a homegrown development tool designed to improve team velocity, streamline review workflows, and reduce infrastructure overhead. Lifecycle is now available to the public under the Apache 2.0 license, inviting developers and organizations to adopt, contribute to, and build upon the platform. The tool allows engineering, quality assu.
Neutral
Business Wire
2 months ago
GoodRx to Launch Direct Contracting for Independent Community Pharmacies
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced that it will launch a new offering for independent community pharmacies - GoodRx Community Link - in June 2025. GoodRx Community Link will enable locally owned and operated pharmacies to directly contract with GoodRx on pricing and manage participation in the company's Integrated Savings Programs (ISP). Direct contracts leverage cost-plus models to provide indep.
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