Update shared on04 Sep 2025
Fair value Increased 0.33%Analysts raised Natera’s price target slightly to $198.45, citing strong Q2 results, continued leadership in liquid biopsy, robust pipeline momentum, and increasing market opportunities in cancer screening and prenatal testing.
Analyst Commentary
- Bullish analysts cited Natera's solid Q2 beat, with significant revenue upside and sustained business momentum, leading to raised outlooks for 2025.
- Revised models incorporate more realistic valuation multiples, reflecting sector-wide reassessment in the life sciences and diagnostics space.
- Analysts highlighted Natera's leadership in liquid biopsy, with #1 positions in a $30B total addressable market covering noninvasive prenatal testing and minimal residual disease.
- The company’s pipeline includes additional test approvals in existing markets and a potential near-term launch in its largest market opportunity, supporting expectations for continued double-digit revenue growth.
- Ongoing and anticipated product launches, particularly in cancer screening, represent market-doubling opportunities and support bullish price target revisions.
What's in the News
- Natera announced positive phase III IMvigor011 trial results in muscle-invasive bladder cancer (MIBC), showing Signatera-positivity predicts benefit from atezolizumab, with plans to finalize premarket approval as a companion diagnostic.
- The company launched a proprietary AI foundation model platform for oncology, including a Digital Patient Simulator and NeoPredict, demonstrating strong initial performance in clinical decision support and immunotherapy prediction.
- Natera launched Fetal Focus, a noninvasive prenatal test for inherited conditions, targeting situations where the biological father is unavailable, supported by promising data from the EXPAND clinical trial.
- The company raised its 2025 revenue outlook by $80 million to $2.02–$2.10 billion while maintaining operating expense guidance.
- Natera dropped from the Russell 2500, Russell 2500 Growth, and Russell 2500 Growth Benchmark indexes.
Valuation Changes
Summary of Valuation Changes for Natera
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $197.80 to $198.45.
- The Net Profit Margin for Natera remained effectively unchanged, moving only marginally from 3.63% to 3.70%.
- The Future P/E for Natera remained effectively unchanged, moving only marginally from 341.40x to 335.39x.
Disclaimer
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