Definitive Healthcare (NASDAQ:DH) Announces Quarterly Earnings Results

Definitive Healthcare (NASDAQ:DH) posted its earnings results on Monday. The company reported $0.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.04 by $0.01, FiscalAI reports. The firm had revenue of $55.20 million for the quarter, compared to the consensus estimate of $55.47 million. Definitive Healthcare had a negative net margin of 76.04% and a positive return on equity of 4.04%. Definitive Healthcare updated its FY 2026 guidance to 0.180-0.200 EPS and its Q3 2026 guidance to 0.040-0.050 EPS.

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

• Revenue declined 9% year over year to $55.2 million, with professional services bookings weaker than expected and life sciences recovery taking longer than anticipated.
• Adjusted EBITDA was $14.6 million, or a 26% margin, above guidance, while trailing-12-month unlevered free cash flow reached approximately $50 million. The company raised the midpoint of its full-year adjusted EBITDA guidance to $58 million.
• Net dollar retention improved year over year for the second consecutive quarter, and provider and diversified businesses are showing progress toward returning to growth. Biopharma also posted its strongest new-business quarter in three years outside of Q4, including several win-back customers.
• Full-year 2026 revenue guidance was tightened to $220 million-$222 million, representing an 8%-9% decline, mainly because of weaker professional services expectations. Remaining performance obligations also declined 18% year over year, reflecting fewer multi-year commitments.
• The company launched pilot testing for its AI-powered Turbo platform and is targeting general availability before year-end, but expects no material 2026 revenue contribution; management views the initial benefit primarily as improved retention, with greater revenue potential in 2027.

Definitive Healthcare Stock Performance

Shares of DH stock traded down $0.01 during mid-day trading on Tuesday, hitting $0.69. The stock had a trading volume of 118,218 shares, compared to its average volume of 358,319. Definitive Healthcare has a fifty-two week low of $0.62 and a fifty-two week high of $4.35. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.75 and a quick ratio of 1.75. The company’s 50-day simple moving average is $0.77 and its 200-day simple moving average is $1.11. The firm has a market cap of $72.91 million, a PE ratio of -0.43, a PEG ratio of 11.51 and a beta of 1.35.

Institutional Trading of Definitive Healthcare

Several hedge funds have recently modified their holdings of DH. AQR Capital Management LLC raised its position in Definitive Healthcare by 56.7% in the first quarter. AQR Capital Management LLC now owns 590,149 shares of the company’s stock worth $1,706,000 after acquiring an additional 213,562 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in Definitive Healthcare by 564.2% in the 1st quarter. Goldman Sachs Group Inc. now owns 8,716,725 shares of the company’s stock valued at $25,191,000 after acquiring an additional 7,404,363 shares during the last quarter. Jane Street Group LLC boosted its holdings in Definitive Healthcare by 166.0% in the first quarter. Jane Street Group LLC now owns 105,114 shares of the company’s stock valued at $304,000 after acquiring an additional 65,597 shares during the last quarter. Creative Planning grew its position in Definitive Healthcare by 41.7% in 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, Arrowstreet Capital Limited Partnership acquired a new stake in Definitive Healthcare in the second quarter valued at $4,247,000. 98.67% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DH has been the topic of a number of analyst reports. Zacks Research upgraded Definitive Healthcare from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. Wall Street Zen upgraded shares of Definitive Healthcare from a “hold” rating to a “buy” rating in a research report on Sunday, July 26th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Definitive Healthcare in a research note on Wednesday, June 3rd. Robert W. Baird set a $1.10 price objective on shares of Definitive Healthcare in a report on Friday, May 8th. Finally, Bank of America reaffirmed an “underperform” rating and set a $0.70 target price on shares of Definitive Healthcare in a research note on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Definitive Healthcare presently has a consensus rating of “Reduce” and an average price target of $1.55.

Definitive Healthcare News Roundup

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

• Positive Sentiment: Q2 EPS exceeded expectations. Definitive Healthcare reported adjusted earnings of $0.05 per share, ahead of the $0.04 analyst consensus. Definitive Healthcare Corp. Q2 Earnings Surpass Estimates
• Positive Sentiment: Full-year EPS guidance was raised relative to analyst expectations. Management forecast fiscal 2026 EPS of $0.18-$0.20, above the $0.16 consensus estimate, suggesting better-than-expected profitability or cost control. Definitive Healthcare Reports Financial Results for Second Quarter 2026
• Neutral Sentiment: Third-quarter EPS guidance was broadly in line. The company expects $0.04-$0.05 per share, compared with the $0.04 consensus, while projecting revenue of $54 million-$55 million. Management provided additional outlook commentary during the earnings call. Definitive Healthcare Q2 2026 Earnings Call Transcript
• Negative Sentiment: Revenue guidance fell short of expectations. Third-quarter revenue guidance was below the $55.5 million consensus, and full-year revenue guidance of $220 million-$222 million was below the $223.6 million estimate. This points to slower near-term growth than analysts anticipated. Definitive Healthcare Reports Financial Results for Second Quarter 2026
• Negative Sentiment: Revenue narrowly missed in Q2 and EPS declined year over year. Quarterly revenue was $55.2 million versus the $55.47 million consensus, while EPS fell from $0.07 a year earlier to $0.05. The company also continues to report a substantial negative net margin, increasing execution risk despite positive adjusted earnings. Definitive Healthcare Earnings Results

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.