Update shared on 18 Nov 2025
Fair value Decreased 5.19%The analyst price target for GoodRx Holdings has been reduced from approximately $5.37 to $5.09 per share. Analysts cite ongoing headwinds in the pharmacy ecosystem but acknowledge some positive developments in new partnerships and offerings.
Analyst Commentary
Recent analyst commentary on GoodRx Holdings reflects a mix of optimism about select strategic moves and ongoing concerns regarding broader industry trends and company-specific challenges.
Bullish Takeaways
- New partnerships, including potential collaborations in the weight loss and direct-to-consumer drug channels, are viewed as valuable for expanding GoodRx's platform and offerings.
- Bullish analysts remain upbeat about GoodRx's potential role in emerging PBM models and direct-to-consumer initiatives. These areas could drive long-term growth opportunities.
- Certain new offerings show early promise and indicate that GoodRx is actively working to adapt its business to the changing pharmacy landscape.
- Some analysts consider the current valuation to be overly discounting short-term challenges. This may present a possible upside if execution improves and the benefits of partnerships become evident over time.
Bearish Takeaways
- Persistent headwinds related to pharmacy closures and reimbursement changes continue to weigh on the fundamental outlook and limit near-term growth.
- Cautious analysts question whether recent partnership announcements and new initiatives will be enough to overcome core pressures on GoodRx’s traditional business model.
- Regulatory changes, particularly the shift from list prices to net prices, are expected to negatively impact the company’s original business strategy.
- Analysts do not anticipate a material financial impact from new collaborations or models until at least 2027, extending the timeline to tangible growth.
What's in the News
- GoodRx will not be partnering with the new federal government TrumpRx platform. The site plans to direct consumers to pharmaceutical companies instead. (CBS News)
- The company was previously in talks with the Trump administration about potentially joining the TrumpRx website. The platform is set to launch in 2026 and would allow drugmakers to sell some medicines directly to consumers. (Reuters)
- BlinkRx, a company with Donald Trump Jr. on its board, is hosting a summit for leading drugmakers. GoodRx is among the companies expected to benefit from potential industry changes encouraged by the Trump administration. (Wall Street Journal)
Valuation Changes
- Consensus Analyst Price Target has decreased from $5.37 to $5.09 per share, reflecting a modest reduction in expected fair value.
- Discount Rate has risen slightly from 8.73% to 9.56%. This change suggests an increased perception of risk or uncertainty in the company’s outlook.
- Revenue Growth expectation has declined marginally from 5.83% to 5.74%.
- Net Profit Margin forecast has decreased from 11.17% to 10.49%. This indicates slightly lower anticipated profitability.
- Future P/E multiple has increased slightly from 18.18x to 18.40x. This points to a minor expansion in expected valuation relative to earnings.
Disclaimer
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