Healthcare tech company GoodRx (NASDAQ: GDRX) will be announcing earnings results this Wednesday after the bell. Here’s what investors should know.
GoodRx beat analysts’ revenue expectations last quarter, reporting revenues of $196 million, flat year on year. It was a slower quarter for the company, with a significant miss of analysts’ EPS estimates. It lost -300,000 customers and ended up with a total of 5.4 million.
Is GoodRx a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting GoodRx’s revenue to decline 2.7% year on year, a deceleration from its flat revenue in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. GoodRx has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at GoodRx’s peers in the healthcare technology segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Tandem Diabetes delivered year-on-year revenue growth of 15%, beating analysts’ expectations by 4.9%, and Hims & Hers Health reported revenues up 28.4%, in line with consensus estimates. Tandem Diabetes traded up 32.7% following the results.
Read our full analysis of Tandem Diabetes’s results here and Hims & Hers Health’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the healthcare technology stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. GoodRx is down 9.1% during the same time and is heading into earnings with an average analyst price target of $4.56 (compared to the current share price of $2.29).
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