BofA Securities reduced its price target on GoodRx to $2.60 from $3.00 while reiterating an Underperform rating, reflecting a 4.0x multiple on calendar-year 2026 EBITDA versus a prior 4.5x. The firm cited ongoing headwinds in the pharmacy ecosystem, including closures of hundreds of retail locations by major chains and reimbursement shifts that depressed prescription transactions through 2025. Recent changes in pharmacy benefit manager contracts could also accelerate net pricing at the counter, further pressuring GoodRx’s core revenue stream. BofA acknowledged progress in revenue diversification—highlighting new subscription services for erectile dysfunction, hair loss and weight loss, plus expanded pharmaceutical partnerships—but noted that over two-thirds of revenue remains tied to PBM relationships, leaving growth outlook uncertain into 2026.

GoodRx announced that the FDA-approved oral semaglutide pill branded as Wegovy® is now offered at a cash price of $149 per month through its platform at more than 70,000 U.S. pharmacies. The company expects this to drive incremental traffic and deepen engagement with its consumer base, complementing existing savings on injectable formulations. Later this quarter, customers will be able to consult a licensed provider via GoodRx for Weight to evaluate treatment options and access the oral therapy. Management projects the launch could add several hundred thousand new prescription transactions annually if adoption rates match those seen in similar oral chronic-disease therapies.