GDRXGoodRx Holdings, Inc.
The schedule
- Thu15Oct
Heightened federal and FTC scrutiny surrounding PBM spread pricing and rebating practices under the current Trump administration.
- Fri15Jan
Scaling of GoodRx's Pharma Manufacturer Solutions platform targeting self-pay GLP-1 weight loss medications.
- Sun7Feb
Q3 2026 results measuring seasonal prescription trends and free cash flow generation following direct-to-consumer investments.
- Sun9May
Fourth-quarter earnings and critical initial FY2027 top-line and EBITDA guidance.
- Sun8Aug
Q1 2027 financial performance update and review of margin expansion initiatives.
Past
- Sun9Aug
Actual outcome: Bull · $3.59 at outcome
GoodRx reported Q2 2026 revenue of $200.4 million and in-line EPS, alongside a strong adjusted EBITDA margin of 31.8%. The stock exceeded the bull target as growth in its Pharma Direct and subscription businesses, coupled with a new TrumpRx partnership, successfully offset pressure in core prescription transaction revenue and signaled renewed growth momentum.
Q2 2026 Earnings Release evaluating core prescription transaction volume and integrated savings program adoption post-PBM renewals.
- Wed1Jul
Actual outcome: Bull
GoodRx successfully secured its major PBM and retail pharmacy contract renewals on stable economic terms, avoiding any adverse pricing changes or partner losses. This successful renegotiation alleviated concerns over margin compression and stabilized its core network economics, allowing the stock to reach its bull target.
GoodRx successfully secured its major PBM and retail pharmacy contract renewals on stable economic terms, avoiding any adverse pricing changes or partner losses. This successful renegotiation alleviated concerns over margin compression and stabilized its core network economics, allowing the stock to reach its bull target.
- Wed6May
Actual outcome: Bull · $2.63 at outcome
GoodRx reported Q1 2026 earnings that matched Wall Street estimates, delivering $194 million in revenue and positive net income. The stock trended toward the bull target, supported by strategic expansions like offering self-pay pricing for Novo Nordisk's Ozempic pill, which demonstrated continued traction in its core prescription savings and pharma manufacturer solutions.
GoodRx reported Q1 2026 earnings that matched Wall Street estimates, delivering $194 million in revenue and positive net income. The stock trended toward the bull target, supported by strategic expansions like offering self-pay pricing for Novo Nordisk's Ozempic pill, which demonstrated continued traction in its core prescription savings and pharma manufacturer solutions.