Track market-moving stories before they get noisy

GoodRx Holdings, Inc. (GDRX - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

As such, the Zacks rating upgrade for GoodRx is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for GoodRx imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for GoodRxFor the fiscal year ending December 2026, this company is expected to earn $0.31 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for GoodRx. Over the past three months, the Zacks Consensus Estimate for the company has increased 9.3%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of GoodRx to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Biocorrx (OTCMKTS:BICX - Get Free Report) and GoodRx (NASDAQ: GDRX - Get Free Report) are both small-cap medical companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, analyst recommendations, earnings, valuation and profitability. Profitability This table compares Biocorrx and GoodRx's net margins,

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for prescription savings in the U.S., today announced that it is working with Eli Lilly and Company to expand access to the newly FDA-approved oral GLP-1 medication, Foundayo™ (orforglipron). Eligible self-pay patients can access Foundayo through GoodRx at a starting price of $149 per month, in line with the lowest available discounted cash price at launch. The offering provides transparent pricing and nationwide.

• GoodRx Holdings shares are advancing steadily. What’s driving GDRX shares up?

This move comes amid a growing demand for GLP-1 treatments, which reflects GoodRx’s ongoing efforts to simplify access to medications.

GoodRx is a platform for medication savings in the U.S., used by nearly 25 million consumers and over one million healthcare professionals annually.

In March, the U.S. Food and Drug Administration (FDA) approved a higher-dose version of  Wegovy, marking an expansion of its treatment portfolio for adults with obesity.

Tiered Pricing Structure Offers FlexibilityPricing scales with quantity, with a two-month supply available for $798 and a three-month supply available for $1,197, giving consumers flexibility and clear expectations around cost.

For patients, Wegovy HD offers an additional FDA-approved step-up option within the Wegovy portfolio, potentially helping eligible patients achieve greater weight-loss benefit without requiring them to switch to a different brand or care pathway.

GoodRx announced that the new Wegovy HD injection is now available to eligible self-pay patients, with pricing options scaling for multiple-month supplies.

Last week, GoodRx revealed that it is expanding access to Eli Lilly and Company's (NYSE:LLY) new oral GLP-1 medication, Foundayo.

GoodRx announced that eligible self-pay consumers can access Foundayo starting at $149 per month.

The company is also expanding access to Zepbound, available to eligible self-pay patients starting at $299 per month at more than 70,000 pharmacies nationwide.

Technical Indicators Show Short-Term StrengthGoodRx’s relative strength index (RSI) is at 56.74, which indicates neutral momentum, suggesting the stock is not currently overbought or oversold.

Additionally, the moving average convergence divergence (MACD) is above its signal line, indicating bullish momentum, which may attract buyers looking for upward movement.

Key Resistance: $2.50 — A level where selling pressure may increase. Key Support: $2 — A level where buying interest may emerge. Analyst Consensus & Recent Actions: The stock carries a Hold rating with an average price target of $3.73. Recent analyst moves include:

Wells Fargo: Overweight (Lowers target to $3.50 on March 4) Citigroup: Buy (Lowers target to $3.50 on March 3) Goldman Sachs: Neutral (Lowers target to $2.50 on March 2) GDRX Stock Price Activity: GoodRx Holdings shares were up 2.69% at $2.29 at the time of publication on Wednesday, according to Benzinga Pro data.

Image via Shutterstock

This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

Key Takeaways OptimizeRx gains from strong adoption of its AI-enabled DAAP, driving scalable pharma engagement.OPRX faces near-term revenue pressure from cautious pharma spending and a shift away from managed services.GoodRx sees solid prescription volume but struggles with pricing pressure and softer telehealth growth. OptimizeRx Corporation (OPRX - Free Report) and GoodRx Holdings, Inc. (GDRX - Free Report) operate in the digital health ecosystem, offering technology-driven solutions that connect stakeholders across healthcare and pharmaceuticals. OptimizeRx serves as a partner to life sciences companies through its proprietary communications network and omnichannel platform, enabling targeted, data-driven engagement at the point of care, including its artificial intelligence (AI)-enabled Dynamic Audience Activation Platform (DAAP) for precise provider interactions.

GoodRx focuses on improving prescription access and affordability through its large-scale consumer platform, offering direct-to-consumer programs, integrated savings and a leading app, while expanding into pharma manufacturer solutions and supporting a more transparent and seamless prescription journey.

Let’s evaluate their fundamentals, growth prospects, market challenges and valuations to determine which one presents a stronger investment opportunity.

The Case for OPRXOptimizeRx is gaining from the strong adoption of its AI-enabled DAAP, which is enabling precise and timely engagement for pharmaceutical customers at critical decision points. On the last earnings call, management indicated that validated performance is helping convert initial pilot programs into broader, scaled deployments across multiple brands, particularly in complex therapeutic areas such as oncology, supporting a more repeatable and durable growth trajectory.

Another key growth driver is increasing traction among mid-tier and long-tail life sciences companies, which management identified as a significant expansion opportunity. The platform’s ability to address core customer needs, such as improving workflow efficiency, enhancing engagement and connecting fragmented point-of-care systems, is strengthening its appeal and driving deeper penetration within this segment.

Momentum is also being supported by favorable AI trends, which management noted are not disrupting the business but instead acting as a potential tailwind. As customers achieve efficiencies in areas like content creation, they are expected to reallocate marketing resources toward solutions that expand reach and engagement, benefiting the company’s platform adoption and utilization. Additionally, the company benefits from its established communications network that links pharmaceutical manufacturers with healthcare providers, enabling targeted and measurable engagement.

Image Source: Zacks Investment Research

OptimizeRx is prioritizing margin stability and cash generation over aggressive expansion. It aims to sustain Rule of 40 performance, even in a challenging environment. OptimizeRx reiterated its focus on adjusted EBITDA, guiding $21-$25 million for 2026, higher than the previously estimated $19-$22 million. The company also anticipates a back-half-weighted performance, with stronger momentum expected later in the year as market conditions stabilize and customer spending trends improve.

However, the company is grappling with softness in contracted revenue, primarily due to a shift away from managed services, which had contributed meaningfully in the prior year. OptimizeRx expects 2026 revenues of $109-$114 million compared with the $118-$124 million provided at the end of the third quarter of 2025. Additionally, pharmaceutical clients are adopting a more cautious spending approach in early 2026 as they navigate most favored nation (MFN) pricing dynamics. This has led to shorter contract durations and a temporary pause in marketing spend across both direct-to-consumer and healthcare provider channels. These factors are expected to weigh on near-term growth, particularly in the first half of the year.

The Case for GDRXGoodRx is benefiting from steady growth in its prescription transactions platform, driven by strong consumer engagement and its ability to deliver price transparency and savings at scale. Expanding partnerships with pharmacies and pharmacy benefit managers (PBMs) are supporting consistent prescription volumes and reinforcing its role as a go-to platform for affordable medication access.

The company is also benefiting from momentum in its pharma manufacturer solutions and subscription offerings, as noted in the document, with increasing adoption of its integrated savings programs and direct-to-consumer solutions supporting revenue diversification, while ongoing enhancements to its platform and partnerships are enabling broader reach and improved user experience across its ecosystem.

GoodRx is facing headwinds from variability in prescription transaction revenues, with certain contractual dynamics and retail pharmacy relationships continuing to adversely impact pricing and margins, leading to pressure on revenue consistency despite stable user engagement levels.

GoodRx is also experiencing challenges related to declines in certain segments of its business, including softness in telehealth and subscription growth compared to prior periods, reflecting changing consumer behavior and a more competitive landscape affecting overall performance.

The company is dealing with ongoing margin pressures and investment requirements, with continued spending on technology, marketing and product innovation weighing on profitability, alongside external factors, such as industry pricing dynamics and partner negotiations contributing to uncertainty in near-term financial outcomes.

For 2026, the company expects revenues of $750-$780 million, implying a decline of 2-6% from $796.9 million reported in 2025. Adjusted EBITDA is expected to be at least $230 million, suggesting a 15% decline from the $270.5 million reported in 2025.

Share Performance for OPRX & GDRXIn the past year, OPRX stock has declined 25.9% while GDRX has plunged 50.8%.

Image Source: Zacks Investment Research

Valuation for OPRX & GDRXIn terms of Price/Book, OPRX shares are trading at 0.94X, lower than GDRX’s 1.28X.

Image Source: Zacks Investment Research

How Do Estimates Compare for OPRX & GDRX?Over the past 60 days, analysts have revised their estimates significantly upward for OPRX’s bottom line for the current year.

Image Source: Zacks Investment Research

For GDRX, estimates have been revised significantly downward over the past 60 days.

Image Source: Zacks Investment Research

OPRX or GDRX: Which Stock is the Better Investment?While OPRX has a Zacks Rank #1 (Strong Buy) at present, GDRX carries a Zacks Rank #4 (Sell). Consequently, in terms of Zacks Rank and valuation, OPRX seems to be a better option at the moment. You can see the complete list of today’s Zacks #1 Rank stocks here.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for prescription savings in the U.S., today announced that it is providing access to self-pay pricing for Novo Nordisk's Ozempic® pill (oral semaglutide), helping eligible patients with type 2 diabetes obtain the medication for as low as $149 per month at pharmacies nationwide. “As Novo Nordisk brings the Ozempic pill to market, we're focused on helping patients access it with clear, transparent pricing,” said We.

GoodRx Holdings, Inc. (GDRX - Free Report) came out with quarterly earnings of $0.07 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -5.41%. A quarter ago, it was expected that this company would post earnings of $0.09 per share when it actually produced earnings of $0.09, delivering no surprise.

Over the last four quarters, the company has not been able to surpass consensus EPS estimates.

GoodRx, which belongs to the Zacks Medical Services industry, posted revenues of $194.01 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 7.73%. This compares to year-ago revenues of $202.97 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

GoodRx shares have lost about 5.5% since the beginning of the year versus the S&P 500's gain of 6%.

What's Next for GoodRx?While GoodRx has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for GoodRx was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.09 on $189.24 million in revenues for the coming quarter and $0.32 on $762.75 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Services is currently in the top 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Co-Diagnostics, Inc. (CODX - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 14.

This company is expected to post quarterly loss of $3.60 per share in its upcoming report, which represents a year-over-year change of +50.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Co-Diagnostics, Inc.'s revenues are expected to be $0.2 million, up 300% from the year-ago quarter.

 | 

Out-of-pocket drug costs are rising for millions of Americans. Coverage gaps are widening. GoodRx is turning both trends into a business.

Pharma Direct, the unit that connects pharmaceutical manufacturers directly to consumers through point-of-sale pricing programs, grew 82% year over year in Q1. The platform now runs more than 125 self-pay programs. GoodRx handled approximately one third of all Wegovy pill transactions in the first two months after launch. Prescription transactions revenue fell 24% year over year.

How GoodRx Became a Drug Access Platform The original GoodRx model was straightforward, allowing consumers to find lower prices on generic drugs at retail pharmacies. That model still runs. But the company has been building a second layer on top of it.

Pharma Direct enables manufacturers to set pricing directly and deliver it to consumers through GoodRx’s extensive retail pharmacy network. When a consumer fills a prescription through one of these programs, the manufacturer’s approved price shows up at the counter. No insurance is required, and no prior authorization is needed. GoodRx handles the infrastructure. The manufacturer owns the program.

“Since the start of the year, we have helped enable access to Ozempic pill, Wegovy HD, Wegovy pill, Zepbound and Zepbound KwikPen,” CEO Wendy Barnes said on the earnings call.

Wegovy pill launched with a cash strategy built around GoodRx from day one. Novo, which manufactures the medication, coordinated supply availability, prescriber education and marketing. GoodRx handled pricing infrastructure and pharmacy access. One third of all Wegovy pill transactions in the first two months post-launch ran through GoodRx.

Advertisement: Scroll to Continue

Beyond GLP-1s, the company announced a collaboration with Viatris covering 17 brand medications and introduced discounts from Pfizer across more than 30 essential medications spanning women’s health, migraine, arthritis and rare disease. Those programs are available through a dedicated Pfizer-branded storefront on GoodRx.

Branded storefronts are becoming a new outreach surface within Pharma Direct. Rather than listing a single drug price, they let consumers explore a manufacturer’s full portfolio of savings in one place.

GoodRx is using artificial intelligence (AI) to shape how affordability is surfaced and discovered within those storefronts, developing new ways for manufacturers to engage patients based on their context and needs.

Growth and Pressures Subscriptions grew 16% year over year. The number of subscription plans returned to year-over-year growth. GoodRx for Weight Loss is the primary driver, expanding to cover all FDA-approved GLP-1 therapies during the quarter. The Wegovy pill performed particularly well since launching at the start of the year.

The subscription model combines clinical care, transparent self-pay pricing and broad pharmacy access. Barnes said the retail network is a key differentiator. Unlike some competitors, GoodRx does not require consumers to use a specific home delivery provider. Instead, the consumer can choose between retail or home delivery. The company is extending the subscription model into the employer channel through GoodRx Employer Direct.

Prescription transactions revenue, the legacy core of the business, fell 24% year over year. Monthly active consumers were flat sequentially at 5.3 million. CFO Chris McGinnis said the company has direct contracts with nine of its top 10 retail pharmacies nationwide. ISP programs are performing consistent with expectations and volume looks relatively stable.

What Else Stood Out TrumpRx is an emerging channel. GoodRx enables pricing for many of the brands available on the platform. Early data shows strong demand concentrated in GLP-1 therapies. Barnes said the volume appears incremental, reaching new consumers who had not previously used GoodRx. Marketing spend was down year over year in Q1. McGinnis said early subscription momentum came largely from organic traffic to the platform. The company expects to increase marketing spend throughout the rest of the year, directing dollars toward condition-specific subscription offerings. The Surescripts partnership announced roughly five months ago has not produced material results. Management said the two companies are still determining how best to deploy the offering. GoodRx is watching macroeconomic trends closely. McGinnis cited rising uninsured rates, Medicaid eligibility changes and ACA subsidy shifts as factors that could affect the business through 2026 and beyond. Top-Line Results and Outlook Q1 2026 revenue was $194 million. Prescription transactions revenue was $113.7 million, down 24% year over year. Pharma Direct revenue was $52.2 million, up 82% year over year. Subscription revenue was $24.4 million, up 16% year over year.

For the full year, GoodRx now expects revenue of $765 million to $785 million and adjusted EBITDA of at least $235 million. Pharma Direct revenue is expected to grow more than 50% year over year. Subscription revenue is expected to build throughout the year as condition-specific programs continue to scale.

GoodRx Holdings, Inc. faces ongoing revenue and margin pressure as its legacy business declines and Pharma Direct grows but with lower profitability. GDRX's Q1 results showed a 4% Y/Y revenue drop and EBITDA margin compression to 18.5%, with management expecting continued legacy erosion through 2026. Valuation sensitivity is highest to margin assumptions; the base DCF value is $2.49/share, near the current price, with scenario analysis skewed toward downside risk.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for prescription savings in the U.S., today launched GoodRx Companion, a new $14.99-per-month subscription that brings together free and low-cost generic medications, affordable online care visits, and savings on additional healthcare services in one simple program. Built for a healthcare environment where consumers are increasingly shouldering more out-of-pocket costs, even when they have insurance, Companion tu.