Update shared on01 Aug 2025
Fair value Increased 10%Analysts have raised their price target for GeneDx Holdings from $104.61 to $113.86, citing the company's accelerating growth and first-mover advantage in rare disease diagnostics, a looming profitability inflection, and favorable shifts in pediatric testing standards.
Analyst Commentary
- Bullish analysts highlight GeneDx as a fast-growing player in the under-penetrated rare disease testing market.
- The company is considered to have a unique first-mover advantage in rare disease diagnostics.
- Analysts see GeneDx at the start of a profitability inflection, with current share levels offering a compelling entry point.
- Recent American Academy of Pediatrics guidance is expected to drive adoption, reinforcing confidence in the company’s outlook.
- Industry expectations suggest exome and genome testing will become standard of care in pediatric rare diseases, benefiting GeneDx’s core business.
What's in the News
- GeneDx Holdings raised its full-year 2024 revenue guidance to $400–$415 million, up from $360–$375 million.
- The company was dropped from multiple Russell indexes, including the 3000, 2000, 2500, Microcap, Small Cap Comp, and associated Value and Growth benchmarks.
- New SeqFirst study data, conducted with Seattle Children's, showed rapid exome/genome sequencing as a first-tier test in non-critical pediatric inpatient settings reduced average genetic diagnosis time from 289 days to 13 days and maintained high diagnostic yield (>40%).
- GeneDx highlighted updated guidance from the American Academy of Pediatrics recommending exome and genome sequencing as first-tier tests for children with global developmental delay or intellectual disability, citing improved diagnostic yield and cost-effectiveness over previous methods.
Valuation Changes
Summary of Valuation Changes for GeneDx Holdings
- The Consensus Analyst Price Target has risen from $104.61 to $113.86.
- The Net Profit Margin for GeneDx Holdings has significantly risen from 8.75% to 19.13%.
- The Future P/E for GeneDx Holdings has significantly fallen from 87.95x to 39.82x.
Disclaimer
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