Definitive Healthcare (NASDAQ:DH) Releases Earnings Results, Beats Expectations By $0.03 EPS

Definitive Healthcare (NASDAQ:DH) issued its quarterly earnings data on Thursday. The company reported $0.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.03 by $0.03, FiscalAI reports. Definitive Healthcare had a negative net margin of 76.04% and a positive return on equity of 3.52%. The business had revenue of $55.93 million for the quarter, compared to analysts’ expectations of $55.02 million. 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 Trading Up 3.3%

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

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Robert W. Baird set a $1.10 price objective on shares of Definitive Healthcare 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 report on Friday, February 27th. Canaccord Genuity Group dropped their price target on shares of Definitive Healthcare from $4.00 to $3.00 and set a “hold” rating on the stock in a research report on Friday, February 27th. Barclays dropped their price target on shares of Definitive Healthcare from $2.75 to $1.00 and set an “underweight” rating on the stock in a research report on Monday, March 30th. Finally, Zacks Research upgraded shares of Definitive Healthcare from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Definitive Healthcare currently has an average rating of “Hold” and a consensus price target of $2.86.

Institutional Trading of Definitive Healthcare

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Invesco Ltd. raised its holdings in Definitive Healthcare by 5.8% during the 4th quarter. Invesco Ltd. now owns 117,427 shares of the company’s stock worth $337,000 after buying an additional 6,400 shares during the period. XTX Topco Ltd raised its holdings in Definitive Healthcare by 57.5% during the 4th quarter. XTX Topco Ltd now owns 75,306 shares of the company’s stock worth $216,000 after buying an additional 27,495 shares during the period. Occudo Quantitative Strategies LP acquired a new stake in Definitive Healthcare during the 4th quarter worth about $95,000. Millennium Management LLC raised its holdings in Definitive Healthcare by 230.9% during the 4th quarter. Millennium Management LLC now owns 332,087 shares of the company’s stock worth $953,000 after buying an additional 231,743 shares during the period. Finally, Inspire Investing LLC raised its holdings in Definitive Healthcare by 505.7% during the 4th quarter. Inspire Investing LLC now owns 698,967 shares of the company’s stock worth $2,006,000 after buying an additional 583,562 shares during the period. Institutional investors and hedge funds own 98.67% of the company’s stock.

Definitive Healthcare News Roundup

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

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.