GoodRx downgraded to Neutral at JPMorgan on ‘murky’ outlook

As previously reported, JPMorgan analyst Lisa Gill downgraded GoodRx (GDRX) to Neutral from Overweight and withdraws the firm’s prior price target as it sees a period of execution weighing on the stock. GoodRx posted “slightly positive” Q4 results, but the “focal point” was the lighter-than-expected 2026 guidance and the strategic evolution shifting focus to Pharma Direct and branded drugs, the analyst tells investors. Amid the shift, the firm sees the near-to-medium term outlook as “murky” with Prescription Transaction to be down 14% year-over-year by its estimates in 2026.