CareDx（CDNA）株式概要
CareDx, Inc.は、移植患者の予後を改善し、臓器の健康を向上させるためのソリューションを米国内外で提供しています。 詳細
報酬
リスク分析
リスクチェックの結果、CDNA 、リスクは検出されなかった。
CDNA Community Fair Values
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Analyst Price Targets
CareDx, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$21.63 |
| 52週高値 | US$23.24 |
| 52週安値 | US$10.96 |
| ベータ | 2.49 |
| 1ヶ月の変化 | 1.88% |
| 3ヶ月変化 | 12.36% |
| 1年変化 | 27.61% |
| 3年間の変化 | 171.73% |
| 5年間の変化 | -73.10% |
| IPOからの変化 | 116.30% |
最新ニュース
ナラティブの更新 • Apr 27
CDNA: Wider 2026 Revenue Outlook And CMS Overhang Will Drive Repricing
Analysts have raised their average price target on CareDx by $1 to $26 per share, citing a solid Q4, a wide but above-consensus 2026 revenue outlook, and a view that the stock still appears inexpensive even with ongoing uncertainty around the CMS outcome. Analyst Commentary Recent Street commentary highlights a mix of optimism around CareDx's execution and revenue outlook, alongside ongoing caution tied to policy risk.Seeking Alpha • Apr 18
CareDx: Watch For Profit-Taking After Recent Positive Preliminary Q1 Results
Summary CareDx is a leading precision medicine company specializing in transplant diagnostics, recently divesting its lab products portfolio for $170 million to focus on core testing services. CDNA demonstrates solid revenue growth and improving gross margins, but faces stiff competition from Natera, limited differentiation, and ongoing regulatory headwinds. Despite positive cash flow and a low debt/equity ratio, risks include declining R&D spending, falling book value, insider selling, and policy uncertainty that could impact revenue. I maintain a Hold rating on CDNA, viewing shares as attractive below $18, but prefer Natera for growth-oriented investors given its stronger momentum and market position. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Apr 27
CDNA: Wider 2026 Revenue Outlook And CMS Overhang Will Drive Repricing
Analysts have raised their average price target on CareDx by $1 to $26 per share, citing a solid Q4, a wide but above-consensus 2026 revenue outlook, and a view that the stock still appears inexpensive even with ongoing uncertainty around the CMS outcome. Analyst Commentary Recent Street commentary highlights a mix of optimism around CareDx's execution and revenue outlook, alongside ongoing caution tied to policy risk.Seeking Alpha • Apr 18
CareDx: Watch For Profit-Taking After Recent Positive Preliminary Q1 Results
Summary CareDx is a leading precision medicine company specializing in transplant diagnostics, recently divesting its lab products portfolio for $170 million to focus on core testing services. CDNA demonstrates solid revenue growth and improving gross margins, but faces stiff competition from Natera, limited differentiation, and ongoing regulatory headwinds. Despite positive cash flow and a low debt/equity ratio, risks include declining R&D spending, falling book value, insider selling, and policy uncertainty that could impact revenue. I maintain a Hold rating on CDNA, viewing shares as attractive below $18, but prefer Natera for growth-oriented investors given its stronger momentum and market position. Read the full article on Seeking Alphaナラティブの更新 • Apr 13
CDNA: Wider 2026 Guide And CMS Overhang Will Drive Repricing
Analysts have lifted their price target on CareDx by $1 to $26, citing a solid Q4, a 2026 revenue outlook set above Street estimates, and a view that shares look inexpensive even with ongoing CMS uncertainty. Analyst Commentary Street research points to a mixed but generally constructive view on CareDx, with analysts weighing a solid recent quarter and new long term revenue guidance against ongoing policy risks and execution questions.
ナラティブの更新 • Mar 30
CDNA: Final MolDX LCD Decision Will Drive 2026 Outlook And Upside Potential
Narrative Update on CareDx Analysts have raised their implied fair value estimate for CareDx to $21.00 from $20.00. This reflects updated views on 2026 revenue guidance, reimbursement uncertainty and the stock's valuation relative to recent Street research commentary.ナラティブの更新 • Mar 16
CDNA: Wider 2026 Outlook And CMS LCD Overhang Will Drive Repricing
The analyst price target for CareDx has shifted from $23 to $24.80, as analysts balance a wider 2026 revenue outlook and recent Q4 performance against ongoing uncertainty around the final CMS LCD and its impact on long term growth. Analyst Commentary Recent Street commentary reflects a split view on CareDx, with some analysts focusing on upside tied to execution and valuation, while others emphasize uncertainty around reimbursement and longer term growth.ナラティブの更新 • Mar 02
CDNA: Final MolDX LCD Outcome Will Shape Appeal Despite 2026 Guidance
The analyst price target for CareDx has been raised from $18 to $20. Analysts point to a higher assumed revenue growth outlook, a slightly higher future P/E, and management's 2026 revenue guidance, while still flagging uncertainty around the final CMS LCD and its impact on longer term growth and volumes.ナラティブの更新 • Feb 16
CDNA: MolDX LCD Outcome Will Temper Appeal Despite Solid 2025 Guidance
Analysts have lowered their outlook on CareDx, reducing the price target to $26. They see a less compelling risk reward profile given uncertainty around the final MolDX LCD and how it could affect 2026 revenue, longer term growth, and near term test volumes.
ナラティブの更新 • Feb 01
CDNA: Reimbursement Outcomes Will Drive Future Upside Despite Cautious Rating
Analysts have trimmed their fair value estimate for CareDx from US$28 to US$26, citing a less compelling risk reward outlook as revenue and longer term growth now appear more closely tied to uncertain reimbursement outcomes and a much higher assumed future P/E. Analyst Commentary Recent research points to a more cautious stance on CareDx, with the key concern being how much future revenue and growth now hinge on reimbursement decisions and a higher assumed future P/E multiple.ナラティブの更新 • Jan 18
CDNA: MolDX LCD Uncertainty Will Restrain Appeal Despite Raised Guidance
Narrative Update on CareDx The analyst price target for CareDx has been reset to US$18.00. This reflects what analysts see as a less compelling risk reward profile, given uncertainty around future revenue tied to the final MolDX LCD and the possibility that upcoming estimates and longer term growth expectations may be too optimistic.ナラティブの更新 • Jan 04
CDNA: Raised Guidance And Share Buyback Will Shape Balanced Outlook
Analysts have raised their price target on CareDx from 14 dollars to 18 dollars, citing expectations for stronger revenue growth and a higher future earnings multiple, despite a modestly higher discount rate and lower projected profit margins. What's in the News Shareholder derivative lawsuits against current and former directors are moving toward a proposed global settlement, with a final approval hearing scheduled for June 30, 2026 in the U.S. District Court for the Northern District of California (shareholder litigation notice).ナラティブの更新 • Dec 17
CDNA: Raised Revenue Outlook And Buyback Activity Will Support Bullish Repricing
Analysts have nudged their price target on CareDx higher from around 21.83 dollars to 23.00 dollars, citing expectations for slightly faster revenue growth and a richer future valuation multiple, despite a more conservative view on long term profit margins and discount rates. What's in the News The board amended and restated company bylaws to adopt a majority voting standard for director elections, with plurality voting only in contested elections (company bylaws filing).分析記事 • Nov 29
CareDx, Inc's (NASDAQ:CDNA) Shares Bounce 25% But Its Business Still Trails The Industry
CareDx, Inc ( NASDAQ:CDNA ) shares have continued their recent momentum with a 25% gain in the last month alone...分析記事 • Nov 12
We Believe CareDx's (NASDAQ:CDNA) Earnings Are A Poor Guide For Its Profitability
CareDx, Inc ( NASDAQ:CDNA ) recently released a strong earnings report, and the market responded by raising the share...分析記事 • Sep 19
CareDx, Inc's (NASDAQ:CDNA) Share Price Boosted 28% But Its Business Prospects Need A Lift Too
Those holding CareDx, Inc ( NASDAQ:CDNA ) shares would be relieved that the share price has rebounded 28% in the last...分析記事 • Aug 27
Calculating The Intrinsic Value Of CareDx, Inc (NASDAQ:CDNA)
Key Insights The projected fair value for CareDx is US$10.87 based on 2 Stage Free Cash Flow to Equity Current share...ナラティブの更新 • Aug 15
Rising Organ Transplant Needs Will Reshape Diagnostics Despite Challenges
CareDx’s consensus price target was reduced from $27.50 to $22.20, primarily due to heightened reimbursement risk stemming from the proposed Palmetto MolDx LCD and recent share price volatility, despite operational stability and some analysts seeing undervaluation at current levels. Analyst Commentary Ongoing uncertainty surrounding the Palmetto MolDx draft Local Coverage Determination (LCD), which proposes to limit reimbursement for certain transplant tests.分析記事 • Jul 23
The Market Doesn't Like What It Sees From CareDx, Inc's (NASDAQ:CDNA) Revenues Yet As Shares Tumble 32%
The CareDx, Inc ( NASDAQ:CDNA ) share price has fared very poorly over the last month, falling by a substantial 32...分析記事 • May 02
Is There An Opportunity With CareDx, Inc's (NASDAQ:CDNA) 28% Undervaluation?
Key Insights The projected fair value for CareDx is US$20.92 based on 2 Stage Free Cash Flow to Equity Current share...
新しいナラティブ • Mar 24
AlloMap Testing And OPTN Project Will Expand Markets Despite Risks
CareDx's growth fueled by expanded testing services and strategic investments aims to improve margins and revenue cycle management.Seeking Alpha • Mar 13
CareDx: Some Litigation Clouds Have Cleared
Summary CareDx, Inc. has cleared up some litigation and legal challenges since I last looked at this diagnostic concern last summer. The company continues to post solid revenue growth and has a rock-solid balance sheet. FY2024 saw progress on numerous fronts, and CDNA delivered margin increases and a massive increase in adjusted EBITDA. An updated analysis around CareDx, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Mar 11
Why CareDx's (NASDAQ:CDNA) Earnings Are Weaker Than They Seem
We didn't see CareDx, Inc's ( NASDAQ:CDNA ) stock surge when it reported robust earnings recently. We decided to have a...Seeking Alpha • Dec 30
CareDx: Too Risky For Me
Summary CareDx faces regulatory challenges and lacks a durable competitive advantage in a fragmented and competitive market, with no clear moat to protect its position, leading to a poor risk-reward profile. Management changes and negative employee reviews indicate potential internal instability, casting doubt on future company performance despite their innovative products. Despite strong gross margins and a solid balance sheet, CareDx's inability to turn a profit and questionable capital allocation methods make it a sell. Read the full article on Seeking Alpha分析記事 • Nov 05
The Market Doesn't Like What It Sees From CareDx, Inc's (NASDAQ:CDNA) Revenues Yet As Shares Tumble 26%
CareDx, Inc ( NASDAQ:CDNA ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Sep 29
CareDx Resolves Key Issues: Poised For Growth In Transplant Diagnostics
Summary CDNA has resolved corporate instability and insurance issues, showing potential for sustainable growth with innovative transplant testing services like AlloSure, AlloMap, and HeartCare. CDNA's products are supported by scientific literature and recent Medicare coverage expansions, enhancing their market potential and revenue growth prospects. The appointment of CEO John W. Hanna provides stable leadership and strategic direction for long-term objectives. Despite ongoing legal disputes with Natera, revised processes may protect future AlloSure revenues. CDNA's valuation is high, but its expanding revenues and recent insurance coverage wins justify a "Buy" rating for investors aware of inherent biotech risks. Read the full article on Seeking Alpha分析記事 • Aug 01
CareDx, Inc's (NASDAQ:CDNA) Share Price Boosted 34% But Its Business Prospects Need A Lift Too
Despite an already strong run, CareDx, Inc ( NASDAQ:CDNA ) shares have been powering on, with a gain of 34% in the last...Seeking Alpha • Jul 15
CareDx: Benefiting From Some Certainty
Summary Today, we circle back to diagnostic testing concern CareDx, Inc for the first time in 2024. The stock has moved up some 60% since the company delivered better than expected quarterly results in early May. The company has appointed a new CEO and seen some certainty around a key patent litigation lawsuit so far this year as well. Can the rally continue, or is the stock overdue for some profit taking? An updated analysis follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Apr 27
Why Investors Shouldn't Be Surprised By CareDx, Inc's (NASDAQ:CDNA) 28% Share Price Plunge
CareDx, Inc ( NASDAQ:CDNA ) shares have had a horrible month, losing 28% after a relatively good period beforehand. The...分析記事 • Mar 02
CareDx, Inc's (NASDAQ:CDNA) Share Price Boosted 40% But Its Business Prospects Need A Lift Too
CareDx, Inc ( NASDAQ:CDNA ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Dec 27
CareDx, Inc's (NASDAQ:CDNA) Shares Bounce 26% But Its Business Still Trails The Industry
CareDx, Inc ( NASDAQ:CDNA ) shares have continued their recent momentum with a 26% gain in the last month alone. Taking...分析記事 • Dec 27
CareDx, Inc's (NASDAQ:CDNA) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
Despite an already strong run, CareDx, Inc ( NASDAQ:CDNA ) shares have been powering on, with a gain of 26% in the last...株主還元
| CDNA | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 5.1% | 2.4% | 1.1% |
| 1Y | 27.6% | 34.6% | 28.7% |
業界別リターン: CDNA過去 1 年間で34.6 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: CDNAは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| CDNA volatility | |
|---|---|
| CDNA Average Weekly Movement | 10.1% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CDNA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CDNAの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1998 | 763 | John Hanna | caredx.com |
CareDx, Inc.は、移植患者の予後を改善し、臓器の健康を促進するためのソリューションを米国および海外で提供しています。腎移植患者向けのドナー由来無細胞DNA（dd-cfDNA）ソリューションであるAlloSure Kidney、心臓移植患者向けの遺伝子発現プロファイリングソリューションであるAlloMap Heart、心臓移植患者向けのdd-cfDNAソリューションであるAlloSure Heart、肺移植患者向けのdd-cfDNAソリューションであるAlloSure Lungを提供している。また、免疫静止期、活性傷害、急性細胞性拒絶反応、抗体媒介性拒絶反応など、明確な生物学的プロセスに関する情報を提供するHeartCare、腎移植生検組織における同種移植片拒絶反応と拒絶反応のタイプを同定するソリューションHistoMap Kidney、急性骨髄性白血病および骨髄異形成症候群患者の再発を予測するモニタリング検査AlloHemeも提供している。さらに、ヒト白血球抗原（HLA）タイピングの精度を高めるQTYPE、配列特異的プライマー技術に基づくHLA対立遺伝子のタイピングに使用されるOlerup SSP、移植患者管理ソフトウェアOttrも提供している。さらに、高解像度HLAタイピングソリューションであるAlloSeq Tx、血液中のdd-cfDNAを測定するサーベイランスソリューションであるAlloSeq cfDNA、幹細胞移植レシピエントのキメリズム検査ソリューションであるAlloSeq HCT、同種細胞治療を受けた患者の生着と細胞の持続の薬物動態をモニターするソリューションであるAllocell、XynQAPI、MedActionPlan、CareDx pharmacy、AlloHome、HLA Data Systemsのソフトウェアソリューションを提供している。イルミナ社とは、NGS製品および技術の販売、開発、商業化に関するライセンス契約を結んでいる。旧社名はXDx, Inc.で、2014年3月に社名をCareDx, Inc.に変更した。同社は1998年に法人化され、カリフォルニア州ブリスベンに本社を置いている。
CareDx, Inc. 基礎のまとめ
| CDNA 基礎統計学 | |
|---|---|
| 時価総額 | US$1.12b |
| 収益（TTM） | -US$8.19m |
| 売上高(TTM) | US$412.82m |
2.7x
P/Sレシオ-136.4x
PER（株価収益率CDNA は割高か？
公正価値と評価分析を参照収益と収入
| CDNA 損益計算書（TTM） | |
|---|---|
| 収益 | US$412.82m |
| 売上原価 | US$128.45m |
| 売上総利益 | US$284.37m |
| その他の費用 | US$292.56m |
| 収益 | -US$8.19m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.16 |
| グロス・マージン | 68.88% |
| 純利益率 | -1.98% |
| 有利子負債／自己資本比率 | 0% |
CDNA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 18:22 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CareDx, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Paul Knight | Brean Capital Historical (Janney Montgomery) |
| Mark Massaro | BTIG |
| William Bonello | Craig-Hallum Capital Group LLC |