GoodRx stock price plunges 12%, weak revenue guidance for 2026

LootboxPhobia · 2026-02-26T02:07:58+00:00

GoodRx Holdings reported Q4 results in line with expectations, but its 2026 revenue guidance fell short of analyst forecasts, leading to a 12% drop in stock price. The company's FY2025 revenue saw slight growth, with the Pharma Direct division performing well. The CEO stated that several core priorities were successfully executed.

LootboxPhobia

2026-02-26 02:07:58

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Santa Monica, California - GoodRx Holdings, Inc. (NASDAQ:GDRX) reported fourth-quarter results in line with analyst expectations, but issued 2026 revenue guidance well below Wall Street forecasts, causing the stock to drop 12%.

The medication savings platform reported adjusted earnings per share of $0.09 for the quarter, matching analyst estimates, with revenue of $194.8 million, slightly above the consensus of $193.43 million. Revenue declined 2% from $198.6 million in the same period last year.

However, the company’s full-year 2026 revenue guidance is $750-780 million, well below the analyst consensus of $815.9 million, with a midpoint of $765 million, 6% below expectations.

For 2025, full-year revenue grew 1% to $796.9 million from $792.3 million in 2024. The company’s Pharma Direct segment (formerly Pharma Manufacturer Solutions) grew 41% year-over-year to $151.4 million, driven by expanded market penetration with pharmaceutical manufacturers. However, prescription transaction revenue declined 6% to $544.0 million, mainly due to retail pharmacy closures and reduced transaction volume from comprehensive savings programs, leading to a decrease in monthly active consumers.

GoodRx President and CEO Wendy Barnes said, “We closed the year strong by executing key priorities, expanding manufacturer partnerships, growing our differentiated subscription services, and strengthening retail relationships.”

Adjusted EBITDA for 2025 was $270.5 million, with a profit margin of 33.9%, up from $260.2 million and a 32.8% margin in 2024. The company repurchased 48.9 million shares in 2025, costing $217.4 million. Management expects adjusted EBITDA in 2026 to exceed $230 million.

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