Definitive Healthcare Corp. Class A (DH)

In the past six months, Definitive Healthcare Corp. has experienced several events impacting its stock. On August 6, 2025, the Q2 2025 earnings call reported a revenue decline but exceeded expectations, increasing full-year revenue guidance. As of October 25, 2025, the average analyst rating is "Reduce," with an average one-year price objective of $4.28. Some analysts have adjusted price targets, while Weiss Ratings reissued a "sell" rating. Insider selling activity has been reported, including transactions by Richard Douglas Booth, Jason Ronald Krantz, William Moschella, Kate Marie Shamsuddin, Kevin Coop and CFO Casey Heller.

The provided information does not explicitly detail demand seasonality for Definitive Healthcare Corp.'s products and services. However, the company operates on a subscription-based business model, generating recurring revenue. Quarterly fluctuations in customer retention and new business suggest some seasonality in demand or customer behavior, particularly around year-end and the beginning of the new fiscal year.

Definitive Healthcare Corp. is a leading provider of healthcare commercial intelligence, offering data and analytics solutions through its SaaS platform. The company provides information on healthcare providers, assisting customers in optimizing product development, go-to-market planning, and sales and marketing execution. Definitive Healthcare operates within the Healthcare sector, leveraging AI and ML to analyze data and generate new intelligence. The company's strategic initiatives include product innovation and platform enhancement with new data sets. Definitive Healthcare primarily generates revenue from subscription fees.

Definitive Healthcare Corp. primarily derives the majority of its revenue from the United States. However, the company is actively exploring opportunities for geographic expansion beyond the U.S., targeting international markets with similar healthcare dynamics.

Definitive Healthcare is recognized as a market leader in healthcare commercial intelligence, with a strong focus on innovation and customer satisfaction. Analyst sentiment has been mixed, with a consensus "Reduce" rating. The Q2 2025 earnings call highlighted challenges from revenue decline and macroeconomic pressures, though improvements in customer retention and new business were also noted. Churn dynamics, particularly in life sciences, and downsells rather than outright churn, have been a focus.

Institutional investors hold a significant portion of Definitive Healthcare Corp.'s stock, with approximately 98.67% held by institutions. Insider ownership was reported at 16.28% in the latest annual proxy report, and more recently at 9.42%. New York State Common Retirement Fund, Raymond James Financial Inc., and Creative Planning are among the institutional investors that have recently adjusted their stakes in the company.