Guardian Pharmacy Services Inc. (NYSE: GRDN) is a key player in the long-term care pharmacy services sector. On March 12, 2026, Raymond James updated their rating for GRDN to "Outperform," with a price target increase to $40, as highlighted by StreetInsider. At the time, GRDN's stock was priced at $33.27, with a "hold" action associated with the update.
Guardian Pharmacy Services has demonstrated strong financial performance, reporting quarterly earnings of $0.37 per share, surpassing the Zacks Consensus Estimate of $0.27. This represents a significant increase from the $0.24 per share reported in the same quarter last year. The earnings surprise for this quarter stands at 37.04%, showcasing the company's ability to exceed expectations.
In addition to impressive earnings, Guardian Pharmacy Services reported revenues of $397.62 million for the quarter ending December 2025, exceeding the Zacks Consensus Estimate by 2.41%. This marks a notable increase from the $338.57 million in revenues reported in the same period the previous year. The company has consistently exceeded consensus revenue estimates in the last four quarters.
The company's net income for the fourth quarter surged by 81% to $21.3 million, compared to $11.8 million in the same period the previous year. Adjusted EBITDA also saw a substantial increase of 53%, amounting to $39.5 million. For the full year 2025, Guardian Pharmacy Services reported revenue of $1.45 billion, marking an 18% increase from the previous year.
Guardian Pharmacy Services has been upgraded to a Zacks Rank #2 (Buy), indicating a positive outlook on its earnings prospects. This upgrade is driven by an upward trend in earnings estimates, suggesting potential near-term stock price movements. The company's market capitalization stands at approximately $2.11 billion, with a trading volume of 586,484 shares on the NYSE.
