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 7,296 funds
0
Analysts bullish %
of 4 analysts
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
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
2% less funds holding
Funds holding: 167 [Q4 2024] → 164 (-3) [Q1 2025]
15% less capital invested
Capital invested by funds: $632M [Q4 2024] → $536M (-$96.4M) [Q1 2025]
16.57% less ownership
Funds ownership: 130.39% [Q4 2024] → 113.82% (-16.57%) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5
14%
upside
Avg. target
$5.69
30%
upside
High target
$7
60%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
UBS Kevin Caliendo | 20%upside $5.25 | Neutral Maintained | 13 May 2025 |
Goldman Sachs Eric Sheridan | 14%upside $5 | Neutral Maintained | 9 May 2025 |
Wells Fargo Stan Berenshteyn | 60%upside $7 | Overweight Maintained | 29 Apr 2025 |
Truist Securities Jailendra Singh | 26%upside $5.50 | Hold Maintained | 10 Apr 2025 |
Financial journalist opinion
Based on 6 articles about GDRX published over the past 30 days
Neutral
Business Wire
5 days 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
6 days 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 week 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 week 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
3 weeks 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.
Positive
Benzinga
3 weeks ago
GoodRx Offers Value Proposition As Pharmacy Costs Shifts To Consumers: Analyst
JP Morgan analyst Lisa C. Gill revised her 2025 outlook on GoodRx Holdings GDRX following the company's first-quarter earnings.
Positive
Zacks Investment Research
1 month ago
Buy 5 Health and Fitness Stocks to Enhance Your Portfolio Returns
Five Health and Fitness stocks to buy now are: SFM, DXCM, HIMS, UNFI, GDRX.
Positive
The Motley Fool
1 month ago
Why GoodRx Holdings Stock Triumphed on Thursday
Niche healthcare company GoodRx Holdings (GDRX 11.87%) was looking spry and healthy on the stock market Thursday. Investors were happy to take a few doses of it following the company's release of its latest set of quarterly earnings, and they cranked the price of the shares nearly 12% higher.
Positive
Zacks Investment Research
1 month ago
GDRX vs. PGNY: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Medical Services sector might want to consider either GoodRx Holdings, Inc. (GDRX) or Progyny (PGNY). But which of these two stocks is more attractive to value investors?
Neutral
Seeking Alpha
1 month ago
GoodRx Holdings, Inc. (GDRX) Q1 2025 Earnings Call Transcript
GoodRx Holdings, Inc. (NASDAQ:GDRX ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Aubrey Reynolds – Director-Investor Relations Wendy Barnes – President and Chief Executive Officer Chris McGinnis – Chief Financial Officer Conference Call Participants Lisa Gill – JPMorgan John Ransom – RJF Charles Rhyee – TD Cowen Jailendra Singh – Truist Securities Craig Hettenbach – Morgan Stanley George Hill – Deutsche Bank Steven Valiquette – Mizuho Securities Allen Lutz – Bank of America Michael Cherny – Leerink Partners Daniel Grosslight – Citi Operator Ladies and gentlemen, thank you for standing by and welcome to the GoodRx First Quarter 2025 Earnings Call. As a reminder, today's conference is being recorded.
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