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Morgan Stanley fixed its concentration on Healthcare Tech and GoodRx (GDRX)

Morgan Stanley cuts GoodRx stock price target as healthcare services face challenges, while GoodRx shows revenue growth through partnerships and DTC expansion.

Category: Business Published Date: 31 December 2025
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Announcement

Morgan Stanley has cut its firm’s price to $4 from $5 for GoodRx (GDRX). GoodRx Holdings Inc. is one of the most affordable penny stocks to invest in. Morgan has maintained a consistent rate for shares of other companies. Learning the next year's overview for the Healthcare Services market, the firm spotlighted a robust environment for the competitive returns within the healthcare provider stocks and healthcare tech. Besides this plan, Morgan has been consistently protective regarding managed care.

Further, the company also underlined that after a not-so-satisfactory 2025, where the subsector struggled a lot with reimbursement challenges, rapid service usage and regulatory shifts. On 8th December, Barclays introduced coverage of GoodRx with a $3 price target and an underweight rating. This initiative was made as the company offered coverage of the US distribution sector and healthcare technology with a holistic, neutral overview.

Even the firm's personal intention and motive are different throughout specific sub-sectors. The company has showcased a robust bullish conviction for the medicine distributors and refered them as the most impressive segment within the group.

This year's trading earnings report of GoodRx

According to the Q3 2025 earnings report, GoodRx Holdings spotlighted an overall revenue of $196 million. This total revenue is an acceleration of $1 million for the past few years. The firm’s Manufacturer Solutions segment evolved as a primary growth driver that elevated around 54% to reach $43.4 million in profit. With the overall revenue growth, the Prescription Transaction segment suffered 9% of reduction because of mitigated transaction volumes and completion of Rite Aid store closures within a unified savings program.

Furthermore, the company made meaningful progress in the DTC sector via high-profile pharmaceutical collaborations. GoodRx also introduced its partnership with Novo Nordisk to provide Wegovy and Ozempic for worth $499 per month. Alongside, GoodRx also partnered with Amgen to offer Repatha for around 60% off the retail list price. These robust initiatives are part of a wider strategy to streamline D2C by serving the platform with affordability on the side that now present in above 200 brand programs involving around 80 different cash-pay prices.

GoodRx, together with its branches provide tools and information that allow consumers to weigh the difference in prices and savings on their respective prescription drug purchases in the US. The potential of GoodRx exemplifies that a few of the AI stocks do hold convincing power to serve higher returns with less risk.

Author

Mansi Kadam

Mansi Kadam

Mansi Kadam is a market research writer with over 3 years of experience analyzing trends in the healthcare industry. At Towards Healthcare, she covers innovations in medical sector, sustainability initiatives, and the evolving regulatory landscape.