GoodRx Holdings Inc. (GDRX) Stock Falls on Q4 2025 Earnings

GoodRx Holdings Inc. (GDRX) reported results for Q4 2025 with total revenue of $194.8 million, down 1.9% year-over-year, and gross profit of $177.3 million, down 4.9% year-over-year.

Operating profit: $14.6 million (down 19.6% YoY)

Net income attributable to common shareholders: $5.4 million (down 19.5% YoY)

Diluted earnings per share: $0.02 (flat year-over-year)

Cost of sales: $17.5 million (up 43.2% YoY)

Cash flow and balance sheet highlights:

Cash from operating activities: $32.9 million (down 26.5% YoY)

Purchases of property, plant and equipment: -$1.2 million (up 666.1% YoY)

Cash and cash equivalents: $261.8 million (down 41.6% YoY)

Total liabilities: $787.8 million (up 18.8% YoY)

The quarter came in slightly below consensus, with revenue versus an estimate of $197.1 million and EPS versus an estimate of $0.09. Shares moved on the news, falling roughly -13.5% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

GoodRx Holdings Inc. Insider Trading Activity

GoodRx Holdings Inc. insiders have traded $GDRX stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $GDRX stock by insiders over the last 6 months:

EQUITY VII, L.P. SPECTRUM has made 0 purchases and 4 sales selling 39,787 shares for an estimated $159,967.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

GoodRx Holdings Inc. Hedge Fund Activity

We have seen 108 institutional investors add shares of GoodRx Holdings Inc. stock to their portfolio, and 104 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. added 1,775,502 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,811,610
MILLENNIUM MANAGEMENT LLC added 1,636,270 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,434,291
CITADEL ADVISORS LLC removed 1,521,044 shares (-97.8%) from their portfolio in Q4 2025, for an estimated $4,122,029
LAKEWOOD CAPITAL MANAGEMENT, LP removed 1,492,274 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $4,044,062
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,488,137 shares (+10242.5%) to their portfolio in Q4 2025, for an estimated $4,032,851
PATHWAY CAPITAL MANAGEMENT, LP removed 986,158 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,672,488
PACER ADVISORS, INC. removed 871,520 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,361,819

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

GoodRx Holdings Inc. Analyst Ratings

Wall Street analysts have issued reports on $GDRX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

TD Cowen issued a "Buy" rating on 11/10/2025

To track analyst ratings and price targets for GoodRx Holdings Inc., check out Quiver Quantitative's $GDRX forecast page.

GoodRx Holdings Inc. Price Targets

Multiple analysts have issued price targets for $GDRX recently. We have seen 8 analysts offer price targets for $GDRX in the last 6 months, with a median target of $4.0.

Here are some recent targets:

Glen Santangelo from Jefferies set a target price of $2.75 on 01/22/2026
Daniel Grosslight from Citigroup set a target price of $4.5 on 01/09/2026
Craig Hettenbach from Morgan Stanley set a target price of $4.0 on 12/18/2025
Glen Santangelo from Barclays set a target price of $3.0 on 12/09/2025
Lisa Gill from JP Morgan set a target price of $5.0 on 11/11/2025
Charles Rhyee from TD Cowen set a target price of $6.0 on 11/10/2025
Kevin Caliendo from UBS set a target price of $4.0 on 11/06/2025