GoodRx Holdings, Inc.
No SEC Form 4 filings for $GDRX in the last 30 days.
GoodRx reported Q2 revenue of $200.4M, down 1%, and raised its full-year outlook, citing a projected 70% revenue increase from Pharma Direct. Oscar Health reported first-half 2026 results with revenue up 70% to $4.9B and record profitability, attributing gains to its AI platform and “Oswal” tools. Both cited shifting consumer insurance needs.
GoodRx (NASDAQ:GDRX) reported Q2 CY2026 revenue of $200.4 million, down 1.3% year over year, but 3.5% above Wall Street estimates. Full-year revenue guidance was $797.5 million at the midpoint, 2.8% above analysts’ views. Non-GAAP EPS was $0.08, in line with consensus, and the stock rose 5.4% to $3.45.
GoodRx Holdings, Inc. (GDRX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. gdrx-20260731 0001809519 FALSE 2701 Olympic Boulevard Santa Monica California 0001809519 2026-07-31 2026-07-31 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________ FORM 8-K ________________________________________ CURREN
Over the past 7 days, alphai's AI scored 5 news stories mentioning GDRX (GoodRx Holdings, Inc.). Coverage has skewed bullish: 3 bullish, 2 neutral, and 0 bearish.
Recent GDRX coverage spans earnings, corporate actions and technology.
Raised full-year outlook anchored to Pharma Direct growth is the key tradable catalyst, despite a decline in monthly active consumers.
Beat on revenue and slightly better-than-expected full-year guidance likely supports near-term upside, but YoY revenue decline and margin compression temper the rally.
Leadership change at CFO/Treasurer with new equity and performance awards; likely modest near-term sentiment impact but not a fundamental guidance change.
Raised FY 2026 guidance alongside strong Pharma Direct and subscription growth suggests improving fundamentals and supports a bullish repricing versus prior expectations.
Earnings timing and the stated revenue trajectory (prior beat, expected decline) set up a near-term volatility window, but no new guidance is disclosed in the text.
alphai scores every news story that mentions GDRX with an AI model for sentiment and relevance, and aggregates insider trades from GoodRx Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
GoodRx reported Q2 revenue of $200.4M, down 1%, and raised its full-year outlook, citing a projected 70% revenue increase from Pharma Direct. Oscar Health reported first-half 2026 results with revenue up 70% to $4.9B and record profitability, attributing gains to its AI platform and “Oswal” tools. Both cited shifting consumer insurance needs.
5 min readGoodRx (NASDAQ:GDRX) reported Q2 CY2026 revenue of $200.4 million, down 1.3% year over year, but 3.5% above Wall Street estimates. Full-year revenue guidance was $797.5 million at the midpoint, 2.8% above analysts’ views. Non-GAAP EPS was $0.08, in line with consensus, and the stock rose 5.4% to $3.45.
4 min readGoodRx Holdings, Inc. (GDRX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. gdrx-20260731 0001809519 FALSE 2701 Olympic Boulevard Santa Monica California 0001809519 2026-07-31 2026-07-31 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________ FORM 8-K ________________________________________ CURREN
2 min readGoodRx Holdings, Inc. (GDRX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 gdrxq226-exx991pressrelease.htm EX-99.1 GDRX Q2'26 - EX-99.1 (Press Release) Exhibit 99.1 GOODRX REPORTS SECOND QUARTER 2026 RESULTS Pharma Direct and Subscription Revenue Increased 76% and 39% , Respectively, Year-Over-Year Company Raises Full-Year 2026 Revenue and Adj
6 min readGoodRx (NASDAQ: GDRX) is set to report earnings Wednesday after the bell. The company reported $194 million revenue last quarter, down 4.4% year over year, and slightly topped full-year guidance versus analysts. For the upcoming quarter, analysts expect revenue to fall 4.7% year over year. The average analyst price target is $3.21 vs. $3.16.
3 min readTeladoc (NYSE:TDOC) and GoodRx (NASDAQ:GDRX) shares fell about 2.8% and 2.6% after OpenAI launched a ChatGPT health feature that lets US users connect Apple Health data and medical records from supported providers. OpenAI said it has over 300 million weekly health-related ChatGPT users and that data is encrypted and not used to train models.
3 min readGoodRx (NASDAQ: GDRX) shares rose 2.6% after the company announced a partnership with Paytient to embed GoodRx’s prescription savings into employer-sponsored benefits. The integration is designed to offer lower cash prices at 70,000+ U.S. pharmacies. After the initial move, GDRX traded around $3.01, up 1.9%.
4 min readGoodRx Holdings, Inc. (GDRX) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. gdrx-20260616 0001809519 FALSE 2701 Olympic Boulevard Santa Monica California 0001809519 2026-06-16 2026-06-16 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________ FORM 8-K ________________________________________ CURREN
2 min readGoodRx (NASDAQ:GDRX) launched GoodRx Companion, a $14.99/month subscription aimed at patients with chronic conditions. The service offers savings on more than 200 generic medications and discounts on certain dental services, and it charges $19 for telehealth visits for common issues. The company said it is intended to strengthen its recurring revenue base beyond individual prescription transactions.
4 min readSimply Wall St discusses how changing expectations for GoodRx Holdings (GDRX) are affecting analyst views and valuation. It cites demand drivers such as uninsured/underinsured growth and rising drug prices, plus potential margin gains from pharma solutions, digital health integrations, and condition subscriptions. Risks highlighted include reliance on PBM/pharmacy partners, cash-pay script pressure, competition, and possible drug-pricing regulation shifts.
5 min read
