Definitive Healthcare (NASDAQ:DH) Releases Quarterly Earnings Results

Definitive Healthcare (NASDAQ:DH) released its earnings results on Thursday. The company reported $0.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.03 by $0.03, FiscalAI reports. The business had revenue of $55.93 million for the quarter, compared to the consensus estimate of $55.02 million. Definitive Healthcare had a positive return on equity of 3.52% and a negative net margin of 76.04%. Definitive Healthcare updated its Q2 2026 guidance to 0.030-0.040 EPS and its FY 2026 guidance to 0.160-0.19 EPS.

Here are the key takeaways from Definitive Healthcare’s conference call:

• Definitive beat expectations on profitability with Q1 adjusted EBITDA of $15.3M (27% margin), ~260 bps expansion YoY, and about $50M of unlevered free cash flow on a trailing‑12‑month basis.
• Total revenue declined 6% YoY to $55.9M, driven by continued weakness in the life‑sciences vertical; management is guiding Q2 revenue down 8–9% YoY and FY2026 revenue down 6–9% YoY.
• Management highlighted operational progress — claims data has been repaired to at/above historical levels, the company delivered its highest win‑back quarter in >3 years, accelerated integrations (avg time to integrate down to ~45 days and ~75% more integrations vs. the prior 6 months), and plans to roll out AI‑enabled product capabilities later this quarter.
• The company took a $197M non‑cash goodwill impairment tied to the stock price decline (with related TRA remeasurement and tax benefits); this is excluded from adjusted results and does not impact debt covenants but signals market valuation pressure.

Definitive Healthcare Stock Performance

NASDAQ DH traded up $0.03 during trading on Friday, reaching $0.95. 412,439 shares of the company’s stock were exchanged, compared to its average volume of 254,676. The business has a 50 day moving average price of $1.09 and a 200-day moving average price of $1.97. The stock has a market capitalization of $100.47 million, a P/E ratio of -0.59, a PEG ratio of 83.28 and a beta of 1.34. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.64 and a quick ratio of 1.64. Definitive Healthcare has a fifty-two week low of $0.89 and a fifty-two week high of $4.70.

Definitive Healthcare News Summary

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

• Positive Sentiment: Definitive Healthcare reported Q1 2026 EPS of $0.06, ahead of the $0.03 consensus estimate, and revenue of $55.93 million, above expectations. Article Title
• Positive Sentiment: The company’s FY 2026 guidance calls for EPS of $0.16 to $0.19 and revenue of $220 million to $226 million, both modestly supportive versus market expectations. Article Title
• Neutral Sentiment: Q2 guidance was also close to estimates, with EPS of $0.03 to $0.04 and revenue of $55 million to $56 million, suggesting steady near-term performance rather than a major upside surprise. Article Title
• Neutral Sentiment: Earnings-call transcripts and pre-earnings coverage indicate investors are digesting management’s commentary for signs of sustained margin improvement and demand trends. Article Title
• Negative Sentiment: Despite the earnings beat, Definitive Healthcare still posted a negative net margin of 57.52%, highlighting ongoing profitability challenges that could limit the stock’s upside. Article Title

Hedge Funds Weigh In On Definitive Healthcare

A number of institutional investors have recently bought and sold shares of DH. AQR Capital Management LLC increased its position in Definitive Healthcare by 56.7% during the first quarter. AQR Capital Management LLC now owns 590,149 shares of the company’s stock worth $1,706,000 after buying an additional 213,562 shares during the last quarter. Goldman Sachs Group Inc. increased its position in Definitive Healthcare by 564.2% during the first quarter. Goldman Sachs Group Inc. now owns 8,716,725 shares of the company’s stock worth $25,191,000 after buying an additional 7,404,363 shares during the last quarter. Jane Street Group LLC increased its position in Definitive Healthcare by 166.0% during the first quarter. Jane Street Group LLC now owns 105,114 shares of the company’s stock worth $304,000 after buying an additional 65,597 shares during the last quarter. Creative Planning increased its position in Definitive Healthcare by 41.7% during the second quarter. Creative Planning now owns 28,628 shares of the company’s stock worth $112,000 after buying an additional 8,428 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership acquired a new position in Definitive Healthcare during the second quarter worth approximately $4,247,000. Institutional investors and hedge funds own 98.67% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Canaccord Genuity Group lowered their target price on Definitive Healthcare from $4.00 to $3.00 and set a “hold” rating on the stock in a research report on Friday, February 27th. Stephens lowered their target price on Definitive Healthcare from $3.00 to $2.00 and set an “equal weight” rating on the stock in a research report on Friday, February 27th. Robert W. Baird set a $1.10 target price on Definitive Healthcare in a research report on Friday. Zacks Research raised Definitive Healthcare from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Definitive Healthcare in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Definitive Healthcare has an average rating of “Hold” and an average target price of $2.86.

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.