JPMorgan Chase & Co. Reiterates Neutral Rating for GoodRx (NASDAQ:GDRX)

GoodRx (NASDAQ:GDRX)‘s stock had its “neutral” rating reiterated by research analysts at JPMorgan Chase & Co. in a research report issued on Friday, Marketbeat reports.

A number of other brokerages have also commented on GDRX. Leerink Partners reissued an “outperform” rating and set a $3.00 price objective on shares of GoodRx in a report on Thursday. TD Cowen decreased their target price on GoodRx from $7.00 to $6.00 and set a “buy” rating for the company in a research report on Monday, November 10th. Barclays began coverage on GoodRx in a report on Monday, December 8th. They set an “underweight” rating and a $3.00 price target on the stock. Jefferies Financial Group cut shares of GoodRx to a “hold” rating in a research note on Thursday, January 22nd. Finally, UBS Group decreased their price objective on shares of GoodRx from $4.25 to $4.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. Five 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.com, the stock has a consensus rating of “Hold” and an average target price of $4.52.

GoodRx Stock Down 6.0%

GoodRx stock opened at $1.87 on Friday. The company has a current ratio of 3.11, a quick ratio of 3.11 and a debt-to-equity ratio of 0.81. GoodRx has a 1-year low of $1.79 and a 1-year high of $5.81. The firm’s fifty day simple moving average is $2.51 and its 200-day simple moving average is $3.26. The company has a market capitalization of $634.73 million, a P/E ratio of 20.78, a P/E/G ratio of 0.71 and a beta of 1.50.

GoodRx (NASDAQ:GDRX) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.09 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.09. GoodRx had a net margin of 3.82% and a return on equity of 9.25%. 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 posted $0.09 earnings per share. GoodRx’s revenue for the quarter was down 1.9% on a year-over-year basis. Sell-side analysts forecast that GoodRx will post 0.13 earnings per share for the current fiscal year.

Institutional Investors Weigh In On GoodRx

Hedge funds and other institutional investors have recently modified their holdings of the stock. LSV Asset Management boosted its position in shares of GoodRx by 517.1% during the 3rd quarter. LSV Asset Management now owns 2,354,581 shares of the company’s stock valued at $9,960,000 after acquiring an additional 1,973,017 shares in the last quarter. Prescott Group Capital Management L.L.C. acquired a new position in GoodRx in the fourth quarter worth about $4,812,000. Northwestern Mutual Wealth Management Co. boosted its holdings in GoodRx by 10,242.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,502,666 shares of the company’s stock valued at $4,072,000 after purchasing an additional 1,488,137 shares in the last quarter. Pacer Advisors Inc. acquired a new stake in GoodRx during the third quarter valued at approximately $3,687,000. Finally, AQR Capital Management LLC grew its stake in shares of GoodRx by 188.0% in the 4th quarter. AQR Capital Management LLC now owns 1,158,546 shares of the company’s stock valued at $3,140,000 after purchasing an additional 756,209 shares during the period. Institutional investors and hedge funds own 63.77% of the company’s stock.

Key Headlines Impacting GoodRx

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.