Definitive Healthcare (NASDAQ:DH) Issues FY 2026 Earnings Guidance

Definitive Healthcare (NASDAQ:DH) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.140-0.170 for the period, compared to the consensus earnings per share estimate of 0.210. The company issued revenue guidance of $220.0 million-$226.0 million, compared to the consensus revenue estimate of $233.5 million. Definitive Healthcare also updated its Q1 2026 guidance to 0.030-0.030 EPS.

Definitive Healthcare Stock Performance

Definitive Healthcare stock traded down $0.17 during midday trading on Friday, reaching $1.24. 134,762 shares of the company traded hands, compared to its average volume of 365,729. Definitive Healthcare has a 12 month low of $1.14 and a 12 month high of $4.70. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.60 and a quick ratio of 1.60. The business has a 50 day moving average of $2.21 and a two-hundred day moving average of $2.89. The firm has a market capitalization of $174.58 million, a price-to-earnings ratio of -0.74 and a beta of 1.59.

Analyst Ratings Changes

A number of analysts recently commented on the company. Morgan Stanley reiterated an “underperform” rating and set a $3.50 price objective on shares of Definitive Healthcare in a research report on Thursday, December 18th. Weiss Ratings restated a “sell (d-)” rating on shares of Definitive Healthcare in a research note on Wednesday, January 21st. Wall Street Zen cut shares of Definitive Healthcare from a “strong-buy” rating to a “buy” rating in a research note on Sunday, December 28th. Canaccord Genuity Group cut their target price on shares of Definitive Healthcare from $5.00 to $4.00 and set a “hold” rating for the company in a research report on Monday, November 10th. Finally, Barclays decreased their price target on shares of Definitive Healthcare from $3.00 to $2.75 and set an “underweight” rating on the stock in a research report on Monday, December 8th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, three have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $3.94.

Key Stories Impacting Definitive Healthcare

Here are the key news stories impacting Definitive Healthcare this week:

• Positive Sentiment: Revenue roughly met or slightly beat expectations for Q4 (about $61.5M) and the company reported results that included a revenue beat vs. some analyst models, which helped limit downside after the print. MarketBeat Q4 Results
• Positive Sentiment: Cash and cash equivalents rose materially year‑over‑year to about $163.6M, improving the company’s liquidity profile and providing runway despite operating losses. Quiver Quant: Cash/Balance Sheet
• Neutral Sentiment: Reported EPS was in line with the Zacks/consensus figure ($0.06), meaning the quarter itself did not dramatically surprise the Street on an EPS basis. Zacks: EPS Match
• Neutral Sentiment: Brokerage coverage remains cautious — the recent average recommendation is “Hold,” indicating limited near‑term analyst enthusiasm. American Banking News: Analyst Consensus
• Negative Sentiment: Management lowered guidance: Q1 2026 EPS guidance of $0.03 vs. consensus ~$0.05 and revenue guidance of $54–$56M vs. ~ $57.2M; FY 2026 EPS guidance $0.14–$0.17 vs. consensus ~$0.21 and revenue $220–226M vs. ~$233.5M — this guidance cut is the primary driver of the stock’s decline. GlobeNewswire: Q4 Results & Guidance
• Negative Sentiment: Operating losses widened and the company reported a year‑over‑year decline in operating performance and a net loss on some GAAP measures, which raises profitability and margin concerns. Quiver Quant: Profitability Metrics
• Negative Sentiment: Several institutional holders trimmed positions in Q4 (multiple large reductions noted), a sign of reduced institutional confidence that can add selling pressure. Quiver Quant: Institutional Moves

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in DH. BNP Paribas Financial Markets grew its holdings in Definitive Healthcare by 32.9% during the 3rd quarter. BNP Paribas Financial Markets now owns 17,811 shares of the company’s stock valued at $72,000 after buying an additional 4,407 shares in the last quarter. Invesco Ltd. boosted its position in shares of Definitive Healthcare by 5.8% during the fourth quarter. Invesco Ltd. now owns 117,427 shares of the company’s stock worth $337,000 after acquiring an additional 6,400 shares during the last quarter. Raymond James Financial Inc. bought a new position in shares of Definitive Healthcare during the second quarter worth $32,000. Creative Planning grew its stake in Definitive Healthcare by 41.7% during the second quarter. Creative Planning now owns 28,628 shares of the company’s stock valued at $112,000 after acquiring an additional 8,428 shares in the last quarter. Finally, Schonfeld Strategic Advisors LLC bought a new stake in Definitive Healthcare in the 4th quarter valued at $35,000. 98.67% of the stock is currently owned by institutional investors.

Definitive Healthcare Company Profile

Definitive Healthcare (NASDAQ:DH) is a leading provider of intelligence and analytics on healthcare providers, organizations and the professionals who treat patients. Through its cloud-based platform, the company aggregates data from multiple sources—including claims, government registries, commercial filings and proprietary research—to deliver a unified view of the healthcare landscape. Its solutions enable life sciences companies, healthcare providers, payers and consulting firms to identify market opportunities, optimize sales and marketing efforts, improve operational efficiency and support better patient outcomes.

The company’s flagship offering is a subscription-based data platform that features detailed profiles on physicians, hospitals, health systems and post-acute care facilities.