Definitive Healthcare (NASDAQ:DH) Releases Quarterly Earnings Results, Beats Expectations By $0.01 EPS

Definitive Healthcare (NASDAQ:DH) posted its earnings results on Monday. The company reported $0.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.04 by $0.01, FiscalAI reports. The business had revenue of $55.20 million during the quarter, compared to analyst estimates of $55.47 million. Definitive Healthcare had a positive return on equity of 3.18% and a negative net margin of 77.00%. 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 opened at $0.64 on Wednesday. The firm has a market cap of $67.92 million, a price-to-earnings ratio of -0.40, a PEG ratio of 11.27 and a beta of 1.35. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.81. The business’s 50 day moving average is $0.77 and its two-hundred day moving average is $1.10. Definitive Healthcare has a 52-week low of $0.62 and a 52-week high of $4.35.

Institutional Trading of Definitive Healthcare

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Invesco Ltd. lifted its position in shares of Definitive Healthcare by 5.8% during the fourth quarter. Invesco Ltd. now owns 117,427 shares of the company’s stock worth $337,000 after purchasing an additional 6,400 shares during the last quarter. XTX Topco Ltd raised its stake in Definitive Healthcare by 57.5% during the fourth quarter. XTX Topco Ltd now owns 75,306 shares of the company’s stock valued at $216,000 after buying an additional 27,495 shares in the last quarter. Occudo Quantitative Strategies LP acquired a new stake in Definitive Healthcare during the fourth quarter valued at approximately $95,000. Millennium Management LLC lifted 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 last quarter. Finally, Inspire Investing LLC lifted 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 last quarter. Institutional investors own 98.67% of the company’s stock.

Wall Street Analyst Weigh In

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

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.