Definitive Healthcare beats Q4 revenue expectations

Definitive Healthcare

26/02/2026 21:50

Overview

Healthcare data firm's Q4 revenue decreased 1% yr/yr, beating analyst expectations

Net loss for Q4 reduced significantly due to lower goodwill impairment charges

Adjusted EBITDA for Q4 improved slightly in margin compared to last year

Outlook

Company expects Q1 2026 revenue between $54.0 mln and $56.0 mln

Definitive Healthcare forecasts full-year 2026 revenue between $220.0 mln and $226.0 mln

Company aims to improve retention rates and increase upsell and cross-sell activity

Result Drivers

CUSTOMER EXPANSION - Definitive Healthcare secured new contracts with a large nonprofit health system and a global leader in therapy solutions, aiding market expansion

STRATEGIC FOCUS - CEO Kevin Coop emphasized focus on improving retention rates and increasing upsell and cross-sell activity

INTEGRATION CAPABILITIES - Seamless integration capabilities were critical in securing contracts, allowing efficient data management and customer success

Company press release: ID:nGNXHSNDt

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$61.53 mln
$59.57 mln (9 Analysts)
Q4 Net Income
-$17.15 mln
Q4 Gross Profit
$46.91 mln
Q4 Pretax Profit
-$17.20 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for Definitive Healthcare Corp is $3.75, about 166% above its February 25 closing price of $1.41

The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 11 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)