Morgan Stanley Favors GoodRx (GDRX) and Healthcare Tech Over Managed Care for 2026 Citing Strong Market-Beating Potential

GoodRx Holdings Inc. (NASDAQ:GDRX) is 1 of the cheap penny stocks to put in. On December 18, Morgan Stanley lowered the firm’s terms people connected GoodRx to $4 from $5 and kept an Equal Weight standing connected the shares. In a 2026 outlook for the Healthcare Services sector, the steadfast highlighted a beardown situation for market-beating returns wrong healthcare tech and supplier stocks. In contrast, Morgan Stanley remains cautious connected managed attraction and noted that aft a anemic 2025, the subsector continues to look a tempest of regulatory shifts, reimbursement challenges, and rising work usage.

Earlier connected December 8, Barclays initiated sum of GoodRx with an Underweight standing and $3 terms target. This determination was made arsenic the steadfast initiated sum of the US healthcare exertion and organisation assemblage with an wide neutral outlook, though the firm’s sentiment varies importantly crossed circumstantial sub-sectors. The steadfast expressed beardown bullish condemnation toward cause distributors and cited them arsenic the astir charismatic conception wrong the group.

In its Q3 2025 net report, GoodRx Holdings highlighted a full gross of $196 million, which was a flimsy summation of $1 cardinal year-over-year. The company’s Manufacturer Solutions conception emerged arsenic a superior maturation driver, surging 54% to scope $43.4 million. While the wide gross grew, the Prescription Transaction conception faced a 9% decline, mostly owed to the completion of Rite Aid store closures and little transaction volumes wrong an integrated savings program.

The institution made important strides successful the DTC abstraction done high-profile pharmaceutical partnerships. GoodRx announced collaborations with Novo Nordisk to connection Ozempic and Wegovy for $499 per period and with Amgen to supply Repatha astatine astir 60% disconnected the retail database price. These initiatives are portion of a broader strategy to operationalize D2C affordability, with the level present hosting implicit 200 marque programs, including astir 80 unsocial cash-pay prices.

GoodRx Holdings Inc. (NASDAQ:GDRX), unneurotic with its subsidiaries, offers accusation and tools that alteration consumers to comparison prices and prevention connected their medicine cause purchases successful the US.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.