B+
Bull case
25%
Probability
Target price
$3.79
Analysis reference price unavailable
Analysis 2026-08-24 · RankAlpha Sentiment Codex
GDRX
GoodRxANasdaq / Health Care Equipment & Services
Last Price
Quote time unavailable
Current thesis
Pharma Direct and subscription growth provide a credible path back to durable growth and could offset continued contraction in prescription transactions. [#SEC-8K-2026-08-05]
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +3.9.
What can break
Adjusted EBITDA margin declined to 31.8% from 34.2%, while total revenue fell 1% year over year. [#SEC-8K-2026-08-05]
Momentum
77
Value
69
Sentiment
69
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.61 · Bull $3.79 · Bear $2.92Analysis 2026-08-24; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-24 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $4.03
Why
Momentum77 · Δ7d -2.9
Value69 · Δ7d -0.0
Sentiment69 · Δ7d +3.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +3.9.
Contradictions & invalidation
- • Adjusted EBITDA margin declined to 31.8% from 34.2%, while total revenue fell 1% year over year. [#SEC-8K-2026-08-05]
- • Francisco Partners IV, a 10% owner, reported multiple open-market sales during August 19-21, 2026. [#SEC-FORM4-2026-08-21]
- • The core prescription marketplace remains under pressure, lower unit economics may persist, margins have compressed, and recent open-market sales by a 10% owner add an overhang.
Catalyst clock
2026-08-05
Q2 results and raised FY2026 outlook
Lead driver: Sentiment · See AI snapshot
Momentum
77
9% active weight
Current posture
7d trendImproving
Δ7d
-2.9
Δ21d
-9.1
Value
69
28% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
+0.4
Sentiment
69
62% active weight
Current posture
7d trendImproving
Δ7d
+3.9
Δ21d
-11.2
Why this grade
Composite grade A. Momentum 77.2 / Value 69.3 / Sentiment 68.8
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-24. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$3.61
Analysis reference price unavailable
Analysis 2026-08-24 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$2.92
Analysis reference price unavailable
Analysis 2026-08-24 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$1.27B
Beta
1.50
Shares Out
341.15M
P/E (TTM)
33.0
P/S (TTM)
1.20
P/FCF (TTM)
9.16
Rev YoY
-1.3%
EPS YoY
-31.9%
Gross Margin
+79.5%
Op Margin
+12.0%
Net Debt
$280.99M
Current Ratio
1.38
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data