Definitive Healthcare (NASDAQ:DH) Issues Q1 2026 Earnings Guidance

Definitive Healthcare (NASDAQ:DH) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.030-0.030 for the period, compared to the consensus estimate of 0.050. The company issued revenue guidance of $54.0 million-$56.0 million, compared to the consensus revenue estimate of $57.2 million. Definitive Healthcare also updated its FY 2026 guidance to 0.140-0.170 EPS.

Definitive Healthcare Price Performance

DH stock traded down $0.12 during trading on Friday, reaching $1.28. 603,936 shares of the company were exchanged, compared to its average volume of 344,256. The stock’s 50 day moving average price is $2.18 and its 200 day moving average price is $2.88. The company has a market cap of $180.94 million, a P/E ratio of -1.02 and a beta of 1.59. Definitive Healthcare has a 52-week low of $1.14 and a 52-week high of $4.70. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.60 and a current ratio of 1.60.

Analyst Ratings Changes

A number of analysts have issued reports on DH shares. Wall Street Zen lowered Definitive Healthcare from a “buy” rating to a “hold” rating in a research note on Saturday. Canaccord Genuity Group lowered their target price on Definitive Healthcare from $4.00 to $3.00 and set a “hold” rating for the company in a research note on Friday. Stephens dropped their price target on shares of Definitive Healthcare from $3.00 to $2.00 and set an “equal weight” rating on the stock in a research note on Friday. Barclays cut their target price on Definitive Healthcare from $3.00 to $2.75 and set an “underweight” rating on the stock in a research report on Monday, December 8th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Definitive Healthcare in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Definitive Healthcare currently has a consensus rating of “Hold” and a consensus target price of $3.52.

Definitive Healthcare News Roundup

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

• Positive Sentiment: Q4 revenue came in roughly in-line to slightly above estimates (reported ~$61.5M vs. some analyst estimates around $59–61M), showing top-line stability versus a year ago. Read More.
• Positive Sentiment: Cash and cash equivalents increased year-over-year (reported ~$163.6M), which supports near-term liquidity. Read More.
• Neutral Sentiment: Reported GAAP EPS results were reported as meeting some consensus figures (sources show EPS in-line with a $0.06 consensus), so headline EPS didn’t surprise to the upside. Read More.
• Neutral Sentiment: Brokerage consensus has settled around a “Hold” average recommendation, reflecting mixed views across analysts. Read More.
• Negative Sentiment: The company cut guidance: Q1 FY2026 EPS guidance (~$0.03) and revenue guidance ($54M–$56M) both sit below consensus, and full‑year 2026 guidance ($0.14–$0.17 EPS; $220M–$226M revenue) also trails Street expectations — the primary driver of today’s downside. Read More.
• Negative Sentiment: Analysts lowered price targets and kept cautious ratings (Canaccord cut its target from $4.00 to $3.00 with a Hold; Stephens trimmed its target to $2.00 with Equal Weight), amplifying selling pressure. Read More.
• Negative Sentiment: Underlying profitability metrics showed deterioration in some reports (wider operating loss and larger net loss year-over-year), and multiple institutional holders trimmed positions in the latest quarter, suggesting reduced confidence from larger investors. Read More.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Goldman Sachs Group Inc. boosted its holdings in Definitive Healthcare by 564.2% in the first quarter. Goldman Sachs Group Inc. now owns 8,716,725 shares of the company’s stock worth $25,191,000 after purchasing an additional 7,404,363 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Definitive Healthcare by 1.6% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,073,197 shares of the company’s stock worth $8,417,000 after acquiring an additional 33,612 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in Definitive Healthcare by 11.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,216,007 shares of the company’s stock worth $4,937,000 after buying an additional 127,055 shares in the last quarter. Bank of America Corp DE lifted its stake in Definitive Healthcare by 23.7% during the second quarter. Bank of America Corp DE now owns 769,397 shares of the company’s stock worth $3,001,000 after purchasing an additional 147,599 shares during the period. Finally, Inspire Investing LLC raised its stake in Definitive Healthcare by 505.7% during the fourth quarter. Inspire Investing LLC now owns 698,967 shares of the company’s stock worth $2,006,000 after acquiring an additional 583,562 shares in the last quarter. 98.67% of the stock is owned by hedge funds and other institutional investors.

About Definitive Healthcare

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.