Definitive Healthcare Corp. (DH)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
$1.13-8.13%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · DH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -75.4% |
| Our one-year growth estimate | diamond | -4.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 70.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 9 industry peers · Company calendar date is not available
DH — CEO transition
Dated 2026-09-02
CEO — Clay Ritchey: The filing announces the appointment of a new external CEO, which is a significant management change but not a departure of a sitting executive.
Why it matters: Retention can show whether customers are staying and spending more. DH said it improved for two straight quarters, while revenue still fell year over year.
Supportive ifDH reports net dollar retention above the prior quarter for a third straight quarter.
Worry ifDH reports net dollar retention flat or lower than the prior quarter.
Why it matters: DH reported about $11.5 million in quarterly cash from operations in both Q1 and Q2. A drop below zero would break that recent pattern.
Worry ifCash from operations for the quarter falls below $0.
Less concerning ifQuarterly cash from operations stays at or above $10 million.
Why it matters: Turbo is DH's new AI-powered healthcare data platform. Paid use would show whether this launch adds to customer demand.
Supportive ifDH names customers that bought Turbo or reports paid Turbo revenue in a later earnings release.
Worry ifDH reports no paying Turbo customers in its next two earnings updates, or delays paid access.
Why it matters: Q2 revenue fell 9% year over year. Q3 results will show whether the decline eased and whether full-year revenue guidance still holds.
Watch forQ3 revenue is at least $54.0 million, within the August guidance range, and year-over-year decline is smaller than 9%.
Also watch forQ3 revenue is below $54.0 million, or year-over-year decline is 9% or worse.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$256 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $802 loss on $10,000 · 8.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,857 loss on $10,000 · 78.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Advent made a non-binding $1.02-per-share offer. A signed deal would resolve a key uncertainty; a withdrawn or changed offer would not.
Watch forThe company files a signed merger agreement with Advent at $1.02 per share or more.
Also watch forAdvent withdraws its offer, or the company reports that talks ended without a deal.
Why it matters: DH has kept its full-year adjusted EBITDA range at $57 million to $59 million. Results within that range would support its profit plan despite falling revenue.
Supportive ifDH reports 2026 adjusted EBITDA of $57 million or more, within its $57 million to $59 million guidance range.
Worry ifDH cuts its 2026 adjusted EBITDA range below $57 million or reports less than $57 million for the year.