GoodRx HoldingsGDRX
GDRX
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
253% more call options, than puts
Call options by funds: $4.22M | Put options by funds: $1.2M
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
11% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 46
1% more funds holding
Funds holding: 165 [Q3] → 166 (+1) [Q4]
13.71% less ownership
Funds ownership: 144.1% [Q3] → 130.39% (-13.71%) [Q4]
36% less capital invested
Capital invested by funds: $986M [Q3] → $632M (-$354M) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$6
35%
upside
Avg. target
$6.75
52%
upside
High target
$8
81%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Stan Berenshteyn 22% 1-year accuracy 2 / 9 met price target | 81%upside $8 | Overweight Maintained | 28 Feb 2025 |
Citigroup Daniel Grosslight 39% 1-year accuracy 9 / 23 met price target | 41%upside $6.25 | Buy Maintained | 10 Jan 2025 |
Keybanc Scott Schoenhaus 26% 1-year accuracy 8 / 31 met price target | 35%upside $6 | Overweight Maintained | 8 Jan 2025 |
Financial journalist opinion
Based on 3 articles about GDRX published over the past 30 days
Positive
Seeking Alpha
1 week ago
GoodRx: Great Value For Patient Investors (Upgrade)
GoodRx is a great small-cap value stock to buy amid the recent downturn. I'm upgrading the stock to a buy. GoodRx showcases strong adjusted EBITDA despite slower growth, making it an attractive target for private equity deals as public equities become less appealing. The company's new CEO is driving a wholesale change in business strategy, chasing relationships directly with pharmaceutical manufacturers.
Neutral
Business Wire
2 weeks ago
GoodRx Appoints Aaron Crittenden as President of Rx Marketplace and Scott Pope, PharmD, as Chief Pharmacy Officer and Head of Clinical Engagement
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the appointment of Aaron Crittenden as President of Rx Marketplace and Scott Pope, PharmD, as Chief Pharmacy Officer and Head of Clinical Engagement, effective immediately. Aaron will be responsible for the management and financial performance of GoodRx's Rx Marketplace offering, working with key retail pharmacy, pharmacy benefit manager (PBM), employer, and man.
Neutral
Business Wire
3 weeks ago
GoodRx Report Reveals Striking Gender Divide in Prescription Medication Spending
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today released a new report, The Prescription Drug Gender Divide, detailing how women shoulder a significantly greater out-of-pocket cost burden than men. The data shows that in 2024, women spent $8.8 billion – or 30% – more than men on out-of-pocket prescription costs. Combined with the common responsibilities of managing a career, family planning, and caregiving, women are le.
Neutral
Benzinga
1 month ago
GoodRx Reports Mixed Q4: Pharma Strength Amid Subscription Decline, Sluggish Prescription Sales
GoodRx Holdings Inc. GDRX reported fourth-quarter revenue of $198.6 million, up slightly by 1% year over year, missing the management guidance of around $200 million and consensus of $199.75 million.
Neutral
Seeking Alpha
1 month ago
GoodRx Holdings, Inc. (GDRX) Q4 2024 Earnings Call Transcript
GoodRx Holdings, Inc. (NASDAQ:GDRX ) Q4 2024 Earnings Conference Call February 27, 2025 8:00 AM ET Company Participants Aubrey Reynolds - Director, IR Wendy Barnes - CEO Chris McGinnis - CFO Conference Call Participants Lisa Gill - J.P. Morgan John Ransom - RJF Charles Rhyee - TD Cowen Michael Cherny - Leerink Partners Jenny Cao - Truist Scott Schoenhaus - KeyBanc Stan Berenshteyn - Wells Fargo Securities Steven Valiquette - Mizuho Securities Jay Jin - Morgan Stanley George Hill - Deutsche Bank Allen Lutz - Bank of America Operator Ladies and gentlemen, thank you for standing by, and welcome to the GoodRx Fourth Quarter and Full Year 2024 Earnings Call.
Neutral
Zacks Investment Research
1 month ago
Here's What Key Metrics Tell Us About GoodRx (GDRX) Q4 Earnings
While the top- and bottom-line numbers for GoodRx (GDRX) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
GoodRx Holdings, Inc. (GDRX) Q4 Earnings Match Estimates
GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.09 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.08 per share a year ago.
Neutral
Business Wire
1 month ago
GoodRx Reports Fourth Quarter and Full Year 2024 Results
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX) ("we," "us," "our," “GoodRx,” or the “Company”), the leading prescription savings platform in the U.S., has released its financial results for the fourth quarter and full year of 2024. Fourth Quarter 2024 Highlights Revenue1 of $198.6 million Net income of $6.7 million; Net income margin of 3.4% Adjusted Net Income1 of $34.7 million; Adjusted Net Income Margin1 of 17.5% Adjusted EBITDA1 of $67.1 million; Adjusted EBITDA.
Positive
Zacks Investment Research
1 month ago
Insights Into GoodRx (GDRX) Q4: Wall Street Projections for Key Metrics
Beyond analysts' top -and-bottom-line estimates for GoodRx (GDRX), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.
Neutral
Business Wire
1 month ago
GoodRx Achieves HITRUST i1 Certification to Manage Data Protection and Mitigate Cybersecurity Threats
SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading medication savings platform in the U.S., today announced its drug savings platform residing with Amazon Web Services (AWS) has earned certified status for 2025 by HITRUST for information security. This milestone underscores GoodRx's dedication to safeguarding data and maintaining specific standards of cybersecurity in healthcare. HITRUST i1 Certification demonstrates that GoodRx's drug savings platform is leveraging a set.
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