Mizuho Cuts GoodRx (NASDAQ:GDRX) Price Target to $3.00

GoodRx (NASDAQ:GDRX) had its target price trimmed by Mizuho from $4.00 to $3.00 in a research note published on Friday morning,Benzinga reports. The firm currently has a neutral rating on the stock.

A number of other brokerages have also commented on GDRX. Leerink Partners reiterated an “outperform” rating and issued a $3.00 price target on shares of GoodRx in a research note on Thursday. Morgan Stanley decreased their target price on GoodRx from $5.00 to $4.00 and set an “equal weight” rating on the stock in a research report on Thursday, December 18th. Bank of America reissued a “reduce” rating on shares of GoodRx in a report on Monday, January 5th. Barclays started coverage on GoodRx in a research note on Monday, December 8th. They issued an “underweight” rating and a $3.00 price target for the company. Finally, Wall Street Zen lowered 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 issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $4.52.

GoodRx Stock Down 6.0%

GDRX stock opened at $1.87 on Friday. The company has a current ratio of 2.61, a quick ratio of 2.61 and a debt-to-equity ratio of 0.78. The firm has a market capitalization of $634.73 million, a PE ratio of 20.78, a PEG ratio of 0.71 and a beta of 1.52. GoodRx has a 1-year low of $1.79 and a 1-year high of $5.81. The business’s 50 day simple moving average is $2.51 and its 200 day simple moving average is $3.26.

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

Hedge Funds Weigh In On GoodRx

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GDRX. Vanguard Group Inc. grew its holdings in shares of GoodRx by 7.3% during 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 in the last quarter. Ameriprise Financial Inc. raised 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 valued at $24,001,000 after purchasing an additional 184,734 shares in the last quarter. LSV Asset Management lifted its position in GoodRx by 20.0% during the fourth quarter. LSV Asset Management now owns 2,825,900 shares of the company’s stock worth $7,658,000 after purchasing an additional 471,319 shares during the period. Dimensional Fund Advisors LP grew 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 worth $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 worth about $4,812,000. 63.77% of the stock is owned by institutional investors and hedge funds.

More GoodRx News

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

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.