Update shared on08 Aug 2025
Fair value Decreased 2.52%Despite a slight rise in Exact Sciences’ future P/E ratio and a modest decline in its net profit margin, the consensus analyst price target remains unchanged at $64.60.
What's in the News
- Exact Sciences raised full-year 2025 revenue guidance to $3.13–$3.17 billion, up from previous estimates of $3.07–$3.12 billion, reflecting strong business momentum (Key Developments, 2025-08-06).
- The company expanded its partnership with Humana, making the FDA-approved Cologuard Plus™ test available as an in-network benefit to Humana’s approximately 5.8 million Medicare Advantage members nationwide starting August 2025, further improving access to advanced colorectal cancer screening (Key Developments, 2025-07-31).
- Exact Sciences’ Oncodetect MRD test received Medicare coverage for serial monitoring of stage II, III, and resectable stage IV colorectal cancer, empowering oncologists with earlier recurrence detection and demonstrating robust validation across multiple studies (Key Developments, 2025-07-09).
- Presentation of new data at ASCO 2025 from the Beta-CORRECT study supported the clinical utility of Oncodetect in predicting colorectal cancer recurrence; next-generation versions, utilizing Broad Institute’s MAESTRO technology to track up to 5,000 variants with high sensitivity, are set to launch in 2026 (Key Developments, 2025-05-28).
- The U.S. Supreme Court upheld Obamacare’s preventive care provisions, maintaining no-cost coverage for cancer screening tests—positively impacting Exact Sciences and its market for screening products such as Cologuard (Reuters, 2025-06-27).
Valuation Changes
Summary of Valuation Changes for Exact Sciences
- The Consensus Analyst Price Target remained effectively unchanged, at $64.60.
- The Future P/E for Exact Sciences has risen slightly from 55.00x to 57.55x.
- The Net Profit Margin for Exact Sciences has fallen slightly from 7.12% to 6.81%.
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