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

GoodRx (NASDAQ:GDRX) had its target price lowered by stock analysts at Mizuho from $4.00 to $3.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Mizuho’s target price would indicate a potential upside of 60.43% from the stock’s current price.

A number of other equities analysts also recently issued reports on the company. Leerink Partners reissued an “outperform” rating and set a $3.00 price target on shares of GoodRx in a research report on Thursday. Jefferies Financial Group lowered shares of GoodRx to a “hold” rating in a research note on Thursday, January 22nd. Weiss Ratings reissued a “sell (d)” rating on shares of GoodRx in a research report on Tuesday, December 23rd. Morgan Stanley reduced their price target on shares of GoodRx from $5.00 to $4.00 and set an “equal weight” rating for the company in a report on Thursday, December 18th. Finally, Bank of America reaffirmed a “reduce” rating on shares of GoodRx in a research report on Monday, January 5th. Five analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, GoodRx currently has a consensus rating of “Hold” and an average target price of $4.52.

GoodRx Stock Down 6.0%

NASDAQ GDRX opened at $1.87 on Friday. The company has a quick ratio of 3.11, a current ratio of 3.11 and a debt-to-equity ratio of 0.81. The company has a fifty day moving average of $2.51 and a two-hundred day moving average of $3.26. The firm has a market capitalization of $634.73 million, a price-to-earnings ratio of 20.78, a PEG ratio of 0.71 and a beta of 1.50. GoodRx has a 52 week low of $1.79 and a 52 week high of $5.81.

GoodRx (NASDAQ:GDRX) last announced its earnings results on Wednesday, February 25th. The company reported $0.09 earnings per share for the quarter, meeting the consensus estimate of $0.09. The business had revenue of $194.79 million for the quarter, compared to the consensus estimate of $193.27 million. GoodRx had a net margin of 3.82% and a return on equity of 9.25%. The business’s revenue for the quarter was down 1.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.09 earnings per share. On average, analysts predict that GoodRx will post 0.13 earnings per share for the current year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Quarry LP acquired a new position in shares of GoodRx in the 3rd quarter valued at $33,000. Cetera Investment Advisers purchased a new stake in GoodRx during the 2nd quarter valued at about $50,000. Boothbay Fund Management LLC acquired a new position in shares of GoodRx in the third quarter valued at about $43,000. Meridian Wealth Management LLC acquired a new position in shares of GoodRx in the fourth quarter valued at about $29,000. Finally, Shay Capital LLC purchased a new position in shares of GoodRx in the third quarter worth about $47,000. Institutional investors own 63.77% of the company’s stock.

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

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.