2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
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Analysts have nudged their fair value estimate for GoodRx Holdings slightly lower, from about US$4.95 to roughly US$4.56 per share, while also modestly increasing the discount rate from around 9.79% to about 9.88% and refining the long term revenue growth assumption from roughly 5.59% to about 5.52%.
This small reset reflects a tug of war between enthusiasm for new offerings and partnerships on one side, and caution around sector headwinds and how quickly any benefits might show up in the numbers on the other. Stay tuned to see how you can keep on top of these shifting assumptions and the evolving narrative around GoodRx from here.
Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value GoodRx Holdings.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
Citi reaffirmed a Buy stance in early 2026 with a price target of US$4.50, signaling that some on the Street still see room for upside in GoodRx relative to their assessment of the sector. Citi highlighted GoodRx within its broader health tech and distribution outlook and described its stance on the group as "cautiously optimistic" for 2026. This puts GoodRx in the bucket of names that could benefit if sentiment toward the group improves. BofA acknowledged that GoodRx is making progress expanding partnerships, including around weight loss offerings and subscriptions. Some investors may view this as supportive of longer term growth potential even if the firm remains cautious overall.
🐻 Bearish Takeaways
Jefferies downgraded GoodRx in January 2026, which adds to the more cautious voices on the stock and signals concern around the balance of risks and rewards at current levels. BofA kept an Underperform rating and cut its price target to US$3 from US$3.40 after GoodRx announced new weight loss related initiatives, citing ongoing headwinds from pharmacy closures and reimbursement changes that it sees as constraints on the story. Wells Fargo recently flagged that monetization of TrumpRx is unlikely to be material for GoodRx in the near term. This may temper expectations around how quickly newer opportunities can influence revenue and valuation.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NasdaqGS:GDRX 1-Year Stock Price Chart
What's in the News
GoodRx technology is being used to power the TrumpRx website, which is tied to President Trump’s prescription drug initiative and gives the company a role in a high profile effort focused on prescription affordability. GoodRx partnered with 60 Degrees Pharmaceuticals to offer eligible consumers savings of up to 30% on ARAKODA, an FDA approved, once weekly malaria prevention drug, across more than 70,000 pharmacies starting February 2, 2026. Surescripts launched Script Corner, a patient experience product that includes an exclusive GoodRx partnership for discounted cash prices and provides patients visibility into insurance copays, GoodRx prices, and other savings at pharmacies that use Surescripts. GoodRx expanded its presence in weight loss and high cost brand drugs, rolling out RxSmartSaver at over 200 Giant Eagle pharmacies for GLP 1 treatments such as Ozempic and Wegovy injections, and listing the newly FDA approved Wegovy pill at cash prices starting at US$149 per month for lower doses through April 15, 2026, with higher dose pricing up to US$299 per month, alongside planned telehealth connections for eligibility assessments and prescriptions where appropriate.
Story Continues
How This Changes the Fair Value For GoodRx Holdings
Fair Value: Trimmed slightly from about US$4.95 to roughly US$4.56 per share. Discount Rate: Adjusted modestly higher from about 9.79% to around 9.88%, which typically implies a more cautious stance on risk. Revenue Growth: Assumed long term revenue growth rate refined from roughly 5.59% to about 5.52%, a small downward tweak. Net Profit Margin: Target profit margin moved marginally from about 10.34% to roughly 10.33%, indicating only a minimal change in profitability expectations. Future P/E: Assumed future P/E multiple reduced from about 18.36x to roughly 17.01x, reflecting a slightly more conservative view on how the market may value earnings.
🔔 Never Miss an Update: Follow The Narrative
Narratives on Simply Wall St let you connect the story you believe about a company with the numbers behind it, from future revenue, earnings and margins through to a fair value. Each Narrative lives on the Community page, links that story to a forecast and fair value, and helps you compare that fair value to today’s price. As news or earnings arrive, the Narrative updates so you can quickly reassess whether the numbers still fit your view.
If you want the full GoodRx story tied directly to assumptions and valuation, it is worth reading the original Narrative on GoodRx Holdings:
How weight loss offerings, pharma partnerships and telemedicine integrations could support higher margin and more diversified revenue streams over time. What assumptions sit behind revenue of US$948.2m, earnings of US$105.9m and an 11.2% profit margin by around 2028, and how a future 18.2x P/E ties into fair value estimates. Which risks, from PBM and pharmacy model changes to new competitors and regulation, could challenge this thesis and lead to a different fair value outcome.
You can follow the full GoodRx Narrative at this Community Narrative page and keep track of how new data affects the story over time. Curious how numbers become stories that shape markets? Explore Community Narratives
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased met…