GDRX

In the past six months (approximately March 2026 - September 2026), GoodRx reported Q1 2026 revenue of $194.0 million and net income of $1.2 million, with significant growth in Pharma Direct and subscription revenue, leading to raised full-year guidance. For Q2 2026, revenue was $200.4 million, with net income of $8.5 million, and EPS of $0.08 exceeded expectations, driven by strong subscription and Pharma Direct growth despite a decrease in prescription transaction revenue. GoodRx is strategically shifting from a transaction-based discount platform to a diversified provider of subscription services and manufacturer-sponsored programs. The company launched 'Employer Direct' in Q1 2026, 'GoodRx Companion' in Q2 2026, and the 'GoodRx Companion Family Plan' in September 2026, also expanding its offerings to include the Ozempic pill in May 2026. The stock experienced significant volatility, surging approximately 64% from a March 2026 low before experiencing pullbacks due to broader market factors. Investor focus has also been on the company's cost-discipline efforts and a recent CFO transition.