Analysts Weigh In on GoodRx Holdings (GDRX) and Arcutis Biotherapeutics (ARQT)

Analysts at Bank of America Securities and Needham weigh in on GoodRx Holdings and Arcutis Biotherapeutics, respectively. GoodRx Holdings is maintained as a Sell with a price target of $4.00, while Arcutis Biotherapeutics is maintained as a Buy with a price target of $22.00. The analyst consensus on GoodRx Holdings is Moderate Buy, while Arcutis Biotherapeutics has a Strong Buy rating with a price target of $21.66, representing a 43.9% upside.

Analysts at Bank of America Securities and Needham have recently provided their insights on GoodRx Holdings Inc. (GDRX) and Arcutis Biotherapeutics Inc. (ARQT). Despite the challenging healthcare landscape, GoodRx Holdings is maintained as a Sell with a price target of $4.00. In contrast, Arcutis Biotherapeutics is rated as a Strong Buy with a price target of $21.66, representing a 43.9% upside.

GoodRx Holdings Inc. (GDRX) reported a 1% revenue increase to $203.1 million for the quarter ended June 30, 2025, compared to the same period in 2024 [1]. The company's net income margin improved to 6.3%, and the Adjusted EBITDA Margin rose to 34.2%, reflecting operational efficiency [1]. Despite these positive financial indicators, the company faces challenges such as dependence on key industry participants and sensitivity to healthcare policy changes [1]. Analysts at Bank of America Securities have maintained a Moderate Buy rating for GoodRx, indicating cautious optimism.

Arcutis Biotherapeutics Inc. (ARQT) has seen its stock price rise by 5.5% to $15.32, with analysts projecting a consensus price target of $19.40 [2]. The company reported quarterly earnings of ($0.20) EPS, exceeding expectations, and faced a negative net margin of 60.95% [2]. Arcutis Biotherapeutics is a biopharmaceutical company focusing on developing and commercializing treatments for dermatological diseases, with its lead product candidate, ARQ-151, completing Phase III clinical trials for the treatment of plaque psoriasis and atopic dermatitis [2]. Analysts at Needham have issued a Strong Buy rating, with a price target of $22.00, reflecting optimism about the company's potential growth.

In conclusion, while GoodRx Holdings faces external pressures and challenges, it maintains a solid financial profile and strategic foresight. Arcutis Biotherapeutics, with its promising biopharmaceutical pipeline, is seen as a strong investment opportunity by analysts. Both companies are navigating their respective markets with strategic initiatives and a focus on innovation.

References:
[1] https://www.gurufocus.com/news/3043345/decoding-goodrx-holdings-inc-gdrx-a-strategic-swot-insight
[2] https://www.marketbeat.com/instant-alerts/arcutis-biotherapeutics-inc-nasdaqarqt-insider-sells-9070890-in-stock-2025-08-05/