Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
GoodRx Holdings Inc (GDRX)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
$3.49-6.18%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.35 → 0.35 EPS · FY ending Dec 31, 2027 · 8 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 8 to 8; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for GDRX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Defend market position against new entrants like TrumpRx | A primary condition in GoodRx Holdings Inc's published investment case. The stated target is No material loss of market share or pricing power in next 4 quarters. | Under Pressure | Significant market share loss or pricing pressure from competitors within next 4 quarters | Qualitative: Moat breach flagged (May 2026) vs No material loss target May 2026 headlines report TrumpRx entry and 'Legacy Moat Breach', challenging GDRX's competitive position against new entrants. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth and profitability story with strong recent financial performance, robust earnings quality, and a supportive Healthcare sector backdrop. The long-term thesis is intact, but the business still carries high risk and management execution is mixed.
The evidence says GDRX is cheap versus peers, while its priced-in tag is justified and the expectations gap is slightly negative. Valuation confidence is low, so the gap between expectations and results is not clear-cut.
Near term, Pharma Direct and subscription growth are strong, and management raised its 2026 Adjusted EBITDA guidance; quarterly Adjusted EBITDA also increased. However, total revenue edged down and the Adjusted EBITDA margin narrowed in 2026-Q2, while recent earnings reports were in line and the evidence notes a history of recent misses.
The multi-year view hinges on whether growth in Pharma Direct and subscriptions can support overall revenue while margins remain strong. Near term, a guidance cut after the recent raise would damage management credibility, while further weakening in jobs data could add pressure; continued strength from Healthcare peers would support the sector backdrop.
Over the next 1 to 3 years, the thesis rests on turning fast segment growth and better profitability into steadier overall growth without losing margin discipline. The setup remains intact, but high risk and mixed execution keep the evidence balanced. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain stable management and governance | A supporting condition in GoodRx Holdings Inc's published investment case. The stated target is No further major executive or board departures in next 4 quarters. | Under Pressure | Additional key executive or board member departures within next 4 quarters | 1 board departure vs 0 allowed Board member Ian T. Clark resigned on 2026-04-03, constituting a major governance departure. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain strong profit margins and free cash flow yield near 11% | It has a strong profit margin and free cash flow yield of 11%. | Broken | FCF yield falls below 10% next 4 quarters | Free cash flow yield: 12% As of 2026-11-05; trailing twelve months. The target timing and basis require a separate assessment. Nov 5, 202612 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain revenue growth near $775 million in FY26 | GoodRx helps people save on prescription drugs with steady revenue near $775 million in 2026. | Intact | revenue falls below $765 million in FY26 | Revenue: $200.411M FY2026-Q2; GAAP. Published target: >= $765 million revenue in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026200,411,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.36 → $0.35 · observed estimates
$0.82B → $0.84B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.36 | $818,655,637 | 8 / 11 |
| 2026-07-25 | $0.36 | $817,915,110 | 12 / 14 |
| 2026-07-26 | $0.36 | $817,915,110 | 12 / 14 |
| 2026-07-27 | $0.36 | $817,910,658 | 8 / 11 |
| 2026-07-28 | $0.36 | $817,910,658 | 8 / 11 |
| 2026-07-29 | $0.36 | $817,910,658 | 8 / 11 |
| 2026-07-30 | $0.36 | $817,915,110 | 12 / 14 |
| 2026-07-31 | $0.36 | $817,915,110 | 12 / 14 |
| 2026-08-01 | $0.36 | $817,910,800 | 8 / 11 |
| 2026-08-02 | $0.36 | $817,910,800 | 8 / 11 |
| 2026-08-03 | $0.36 | $817,915,110 | 12 / 14 |
| 2026-08-04 | $0.36 | $817,915,110 | 12 / 14 |
| 2026-08-05 | $0.36 | $817,915,110 | 12 / 14 |
| 2026-08-06 | $0.36 | $817,910,800 | 8 / 11 |
| 2026-08-07 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-08 | $0.36 | $828,347,620 | 12 / 14 |
| 2026-08-09 | $0.36 | $828,347,620 | 12 / 14 |
| 2026-08-10 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-12 | $0.36 | $836,127,090 | 12 / 14 |
| 2026-08-13 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-14 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-15 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-16 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-17 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-18 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-19 | $0.36 | $821,633,469 | 8 / 11 |
| 2026-08-20 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-21 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-22 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-23 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-24 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-25 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-26 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-27 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-28 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-29 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-30 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-08-31 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-01 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-02 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-03 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-04 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-05 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-06 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-07 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-08 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-09 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-10 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-11 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-12 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-13 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-14 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-15 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-16 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-17 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-18 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-19 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-20 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-21 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-22 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-23 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-24 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-25 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-26 | $0.36 | $839,876,804 | 8 / 11 |
| 2026-09-27 | $0.36 | $839,876,804 | 8 / 10 |
| 2026-09-28 | $0.36 | $839,876,804 | 8 / 10 |
| 2026-09-29 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-09-30 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-01 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-02 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-03 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-04 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-05 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-06 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-07 | $0.35 | $838,387,341 | 8 / 10 |
| 2026-10-08 | $0.35 | $838,388,687 | 8 / 10 |
| 2026-10-09 | $0.35 | $838,388,687 | 8 / 10 |
| 2026-10-10 | $0.35 | $838,388,687 | 8 / 10 |
| 2026-10-11 | $0.35 | $838,388,687 | 8 / 10 |
| 2026-10-12 | $0.35 | $838,388,687 | 8 / 10 |
| 2026-10-13 | $0.35 | $838,388,687 | 8 / 10 |
| 2026-10-14 | $0.35 | $835,933,380 | 8 / 10 |
| 2026-10-15 | $0.35 | $835,933,380 | 8 / 10 |
| 2026-10-16 | $0.35 | $835,933,380 | 8 / 10 |
| 2026-10-17 | $0.35 | $835,933,380 | 8 / 10 |
| 2026-10-18 | $0.35 | $835,933,534 | 8 / 10 |
| 2026-10-19 | $0.35 | $835,933,534 | 8 / 10 |
| 2026-10-20 | $0.35 | $836,223,603 | 8 / 10 |
| 2026-10-21 | $0.35 | $836,225,841 | 8 / 10 |
| 2026-10-22 | $0.35 | $836,225,841 | 8 / 10 |
| 2026-10-23 | $0.35 | $836,225,841 | 8 / 10 |
| 2026-10-24 | $0.35 | $836,225,841 | 8 / 10 |
| 2026-10-25 | $0.35 | $836,225,841 | 8 / 10 |
| 2026-10-26 | $0.35 | $836,225,841 | 8 / 10 |
| 2026-10-27 | $0.35 | $836,225,841 | 8 / 10 |
| 2026-10-28 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-10-29 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-10-30 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-10-31 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-11-01 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-11-02 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-11-03 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-11-04 | $0.35 | $836,222,964 | 8 / 10 |
| 2026-11-05 | $0.35 | $836,222,964 | 8 / 10 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 8 Hold · 2 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.