UBS Keeps Hold Rating on GoodRx Holdings with $4.25 Target
ByAinvest
Monday, Aug 11, 2025 4:06 pm ET1min read
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UBS, for instance, lowered its price target to $4.25 from $5.25 while maintaining a Neutral rating. This move follows GoodRx's downgrade in guidance for 2025, primarily due to the bankruptcy of Rite Aid and restructuring at one of its pharmacy benefit manager (PBM) partners [1]. The company's shares have declined nearly 23% in the past week alone, trading near its 52-week low of $3.31 [2].
Morgan Stanley (NYSE: MS) also reduced its price target to $5.00 from $6.00, maintaining an Equalweight rating. The stock currently trades at $3.47, near its 52-week low [3]. The second-quarter results showed revenue of $203 million and EBITDA of $69.4 million, which were approximately 1.5% below consensus estimates. The company's core prescription transaction revenue segment faced headwinds, with monthly active consumers (MACs) declining 14% year-over-year to 5.7 million [3].
Despite these challenges, GoodRx's Pharma Manufacturing Solutions business generated $35 million in revenue, up 32% year-over-year, driven by market penetration and growth in consumer direct pricing [3]. The company maintained an active share repurchase program, buying back 10.2 million shares for $46.4 million in the second quarter [3].
GoodRx's stock has a one-year high of $8.80 and a one-year low of $3.31, with an average volume of 1.47 million shares. The company's corporate insider sentiment is negative, with 48 insiders selling shares over the past quarter [1]. The Moderate Buy consensus has an average price target of $5.48, a 57.93% upside from current levels [1].
References:
[1] https://finance.yahoo.com/news/goodrx-holdings-second-quarter-2025-124816295.html
[2] https://www.investing.com/news/analyst-ratings/goodrx-stock-price-target-lowered-to-425-from-525-at-ubs-93CH-4183315
[3] https://ca.investing.com/news/analyst-ratings/goodrx-stock-falls-as-morgan-stanley-cuts-price-target-on-retail-challenges-93CH-4147117
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UBS maintains a Hold rating on GoodRx Holdings with a $4.25 price target. The company has a Moderate Buy consensus with an average price target of $5.48, a 57.93% upside from current levels. GoodRx Holdings has a one-year high of $8.80 and a one-year low of $3.31, with an average volume of 1.47M. Corporate insider sentiment is negative, with 48 insiders selling shares over the past quarter.
GoodRx Holdings (NASDAQ: GDRX), a leading healthcare discount platform, recently reported its second-quarter 2025 results, which saw revenue of $203.1 million, a 1.2% increase from the same period last year. However, the company's earnings per share (EPS) of $0.09 missed analysts' expectations of $0.10 [2]. This performance has led several major financial institutions to adjust their price targets and ratings for the stock.UBS, for instance, lowered its price target to $4.25 from $5.25 while maintaining a Neutral rating. This move follows GoodRx's downgrade in guidance for 2025, primarily due to the bankruptcy of Rite Aid and restructuring at one of its pharmacy benefit manager (PBM) partners [1]. The company's shares have declined nearly 23% in the past week alone, trading near its 52-week low of $3.31 [2].
Morgan Stanley (NYSE: MS) also reduced its price target to $5.00 from $6.00, maintaining an Equalweight rating. The stock currently trades at $3.47, near its 52-week low [3]. The second-quarter results showed revenue of $203 million and EBITDA of $69.4 million, which were approximately 1.5% below consensus estimates. The company's core prescription transaction revenue segment faced headwinds, with monthly active consumers (MACs) declining 14% year-over-year to 5.7 million [3].
Despite these challenges, GoodRx's Pharma Manufacturing Solutions business generated $35 million in revenue, up 32% year-over-year, driven by market penetration and growth in consumer direct pricing [3]. The company maintained an active share repurchase program, buying back 10.2 million shares for $46.4 million in the second quarter [3].
GoodRx's stock has a one-year high of $8.80 and a one-year low of $3.31, with an average volume of 1.47 million shares. The company's corporate insider sentiment is negative, with 48 insiders selling shares over the past quarter [1]. The Moderate Buy consensus has an average price target of $5.48, a 57.93% upside from current levels [1].
References:
[1] https://finance.yahoo.com/news/goodrx-holdings-second-quarter-2025-124816295.html
[2] https://www.investing.com/news/analyst-ratings/goodrx-stock-price-target-lowered-to-425-from-525-at-ubs-93CH-4183315
[3] https://ca.investing.com/news/analyst-ratings/goodrx-stock-falls-as-morgan-stanley-cuts-price-target-on-retail-challenges-93CH-4147117
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