Definitive Healthcare Corp. (DH)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
$1.05+0.96%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
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 | -66.9% |
| Our one-year growth estimate | diamond | -3.8% |
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
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 63.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 22 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: New customer wins or expansions can signal growth potential. This affects future revenue streams.
Supportive ifLook for news about new customer contracts or expansions over $100,000.
Worry ifNo new customer wins or expansions reported in the next quarter.
Why it matters: Going over this guidance shows strong performance. It also shows good cost control.
Supportive ifAdjusted net income guidance is over $29 million.
Worry ifAdjusted net income guidance falls below $27 million.
Why it matters: Continued customer wins show the company's data solutions are in demand and can drive growth.
Supportive ifNew customer contracts or expansions will be announced in the next quarter.
Worry ifNo new customer wins or expansions reported in the next quarter.
Why it matters: Dropping below guidance shows problems in making more money.
Worry ifOperating income is less than $10.5 million.
Less concerning ifOperating income is more than $11.5 million.
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 | ±$338 on $10,000 · ±3.4% | 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 | $8,540 loss on $10,000 · 85.4% | 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: If healthcare sector growth gets better, it may help Definitive Healthcare.
Supportive ifHealthcare sector revenue growth rises back toward 10% or higher.
Worry ifHealthcare sector revenue growth keeps slowing down.
Why it matters: Earnings below this level show problems in making more money.
Worry ifAdjusted net income was below $5.5 million.
Less concerning ifAdjusted net income was above $6 million.
Why it matters: Compliance status affects if the company stays listed on Nasdaq.
Worry ifThey announced they follow Nasdaq listing rules.
Less concerning ifFurther notice of delisting from Nasdaq.
Why it matters: A big new customer win would help management focus on growth.
Supportive ifA new contract with a major customer is worth over $500,000.
Worry ifNo new major customer wins announced in the next quarter.
Why it matters: A revenue drop below this level would signal ongoing struggles in customer growth and retention.
Worry ifQ3 revenue reported below $54 million.
Less concerning ifQ3 revenue reported above $55 million.
Why it matters: Better retention rates mean customers are happier and the company can grow.
Supportive ifNet dollar retention rates are higher than last quarter.
Worry ifNet dollar retention rates are lower than last quarter.