GoodRx’s (GDRX) “Neutral” Rating Reiterated at JPMorgan Chase & Co.

JPMorgan Chase & Co. reissued their neutral rating on shares of GoodRx (NASDAQ:GDRX) in a research note released on Friday, MarketBeat reports.

A number of other research firms have also issued reports on GDRX. TD Cowen lowered their target price on GoodRx from $7.00 to $6.00 and set a “buy” rating for the company in a research note on Monday, November 10th. UBS Group lowered their price objective on shares of GoodRx from $4.25 to $4.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Mizuho dropped their price objective on shares of GoodRx from $5.00 to $4.00 and set a “neutral” rating on the stock in a research note on Thursday, November 6th. Jefferies Financial Group cut shares of GoodRx to a “hold” rating in a research report on Thursday, January 22nd. Finally, Wall Street Zen lowered shares of GoodRx from a “buy” rating to a “hold” rating in a report on Sunday, January 25th. Five research analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $4.52.

GoodRx Price Performance

GoodRx stock opened at $1.87 on Friday. The firm has a fifty day moving average of $2.51 and a 200-day moving average of $3.26. GoodRx has a 52-week low of $1.79 and a 52-week high of $5.81. The company has a quick ratio of 2.61, a current ratio of 2.61 and a debt-to-equity ratio of 0.78. The firm has a market capitalization of $634.73 million, a P/E ratio of 20.78, a PEG ratio of 0.71 and a beta of 1.52.

GoodRx (NASDAQ:GDRX) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $0.09 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.09. GoodRx had a net margin of 3.82% and a return on equity of 9.31%. The firm had revenue of $194.79 million during the quarter, compared to analysts’ expectations of $193.27 million. During the same period in the prior year, the company earned $0.09 EPS. The firm’s revenue was down 1.9% on a year-over-year basis. As a group, analysts predict that GoodRx will post 0.13 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position in shares of GoodRx by 7.3% in the 3rd quarter. Vanguard Group Inc. now owns 9,207,340 shares of the company’s stock worth $38,947,000 after purchasing an additional 624,182 shares during the last quarter. Ameriprise Financial Inc. grew its stake in GoodRx by 4.0% in the second quarter. Ameriprise Financial Inc. now owns 4,819,505 shares of the company’s stock worth $24,001,000 after purchasing an additional 184,734 shares in the last quarter. LSV Asset Management increased its holdings in GoodRx by 20.0% in the fourth quarter. LSV Asset Management now owns 2,825,900 shares of the company’s stock valued at $7,658,000 after buying an additional 471,319 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in GoodRx by 6.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 2,650,452 shares of the company’s stock valued at $7,183,000 after buying an additional 152,934 shares in the last quarter. Finally, Prescott Group Capital Management L.L.C. acquired a new stake in GoodRx during the fourth quarter valued at approximately $4,812,000. 63.77% of the stock is owned by institutional investors and hedge funds.

GoodRx News Roundup

Here are the key news stories impacting GoodRx this week:

• Positive Sentiment: Management guided PharmaDirect revenue to grow at least 30% in 2026, signaling clearer traction in its shift toward pharma manufacturer solutions. GoodRx expects PharmaDirect revenue growth of at least 30% in 2026
• Positive Sentiment: Q4 results: EPS matched Street estimates ($0.09) and revenue modestly beat consensus (~$194.8M vs $193.3M); company highlighted a PharmaDirect surge that helped results. GoodRx Holdings Inc (GDRX) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Management is prioritizing growth in digital subscriptions and self-service prescription flows, a strategy that could boost long-term unit economics if adoption improves. GoodRx Targets Digital Subscription Growth Amid 14% Dip in Active Consumers
• Neutral Sentiment: Earnings call transcript and full Q4 commentary are available for deeper read — useful for parsing management’s cadence on retention, margins and PharmaDirect progress. GoodRx Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analysts and data outlets are parsing key metrics (ARPU, active consumers, PharmaDirect mix) to reconcile the headline numbers with underlying trends. Here’s What Key Metrics Tell Us About GoodRx (GDRX) Q4 Earnings
• Neutral Sentiment: JPMorgan reaffirmed a “neutral” rating on GDRX, leaving its stance unchanged for now. JPMorgan Reaffirms Neutral Rating
• Negative Sentiment: Active consumers fell ~14% in the quarter, a meaningful top-line headwind that raises concern about user engagement and the pace of monetization. Active Consumers Down 14%
• Negative Sentiment: Mizuho lowered its price target from $4.00 to $3.00 and kept a “neutral” rating, signaling reduced near-term expectations from at least one sell-side firm. Mizuho Lowers Price Target

GoodRx Company Profile

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.