CareDx, Inc.

NasdaqGM:CDNA 株式レポート

時価総額:US$1.1b

CareDx マネジメント

マネジメント 基準チェック /24

CareDxの CEO はJohn Hannaで、 Apr2024年に任命され、 の在任期間は 2.08年です。 の年間総報酬は$ 7.18Mで、 9.7%給与と90.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.31%を直接所有しており、その価値は$ 14.76M 。経営陣と取締役会の平均在任期間はそれぞれ1.7年と6.7年です。

主要情報

John Hanna

最高経営責任者

US$7.2m

報酬総額

CEO給与比率9.66%
CEO在任期間2.1yrs
CEOの所有権1.3%
経営陣の平均在職期間1.7yrs
取締役会の平均在任期間6.7yrs

経営陣の近況

Recent updates

ナラティブ更新 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...
User avatar
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...

CEO報酬分析

CareDx の収益と比較して、John Hanna の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$8m

Dec 31 2025US$7mUS$693k

-US$21m

Sep 30 2025n/an/a

US$70m

Jun 30 2025n/an/a

US$58m

Mar 31 2025n/an/a

US$62m

Dec 31 2024US$10mUS$454k

US$53m

報酬と市場: Johnの 総報酬 ($USD 7.18M ) は、 US市場 ($USD 3.72M ) の同規模の企業の平均を上回っています。

報酬と収益: Johnの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

John Hanna (45 yo)

2.1yrs
在職期間
US$7,179,699
報酬

Mr. John Walter Hanna, Jr. is President, Chief Executive Officer & Director of CareDx, Inc since April 15, 2024. He served as General Manager of Endocrinology, Breast Cancer and Lymphoma at Veracyte, Inc....


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
John Hanna
President2.1yrsUS$7.18m1.31%
$ 14.8m
Keith Kennedy
CFO & COO1.7yrsUS$3.22m0.065%
$ 728.3k
Jeffrey Novack
General Counsel & Secretary2.4yrsUS$1.24m0.22%
$ 2.5m
Jessica Meng
Chief Commercial Officer1.7yrsUS$2.58m0.056%
$ 628.2k
Kashif Rathore
Chief Technology Officerno dataデータなしデータなし
Robert Woodward
Chief Scientific Officer2.7yrsデータなしデータなし
Tina Jacobsen
Vice President of Investor Relationsno dataデータなしデータなし
Natasha Wagner
Vice President of Corporate Communicationsno dataデータなしデータなし
Marica Grskovic
Chief Strategy Officer2.3yrsデータなしデータなし
Jing Huang
Chief Data & Artificial Intelligence Officer1.6yrsデータなしデータなし
Jennifer Foley
Chief Product Officer1.1yrsデータなしデータなし
Jeffrey Teuteberg
Chief Medical Officerless than a yearデータなしデータなし
1.7yrs
平均在職期間
47.5yo
平均年齢

経験豊富な経営陣: CDNAの経営陣は 経験豊富 とはみなされません ( 1.7年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
John Hanna
President2.1yrsUS$7.18m1.31%
$ 14.8m
Fred Cohen
Independent Director23.3yrsUS$277.74k0.26%
$ 2.9m
Michael Goldberg
Independent Chairman14.5yrsUS$363.73k0.36%
$ 4.1m
Christine Cournoyer
Independent Director6.7yrsUS$297.74k0.051%
$ 577.7k
Jeffrey Bluestone
Member of Advisory Boardno dataデータなしデータなし
Mary Crow
Member of Advisory Boardno dataデータなしデータなし
Robert Tibshirani
Member of Advisory Boardno dataデータなしデータなし
George Bickerstaff
Independent Director12.1yrsUS$295.24k0.26%
$ 2.9m
Peter Maag
Independent Director13.5yrsUS$277.74k0.57%
$ 6.5m
R. Riggsbee
Independent Director2.2yrsUS$292.74k0.013%
$ 149.4k
Arthur Torres
Independent Director4.7yrsUS$282.74k0.051%
$ 579.6k
Hannah Valantine
Independent Director4.8yrsUS$287.74k0.052%
$ 586.7k
6.7yrs
平均在職期間
69yo
平均年齢

経験豊富なボード: CDNAの 取締役会経験豊富 であると考えられます ( 6.7年の平均在任期間)。


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2026/05/11 10:19
終値2026/05/08 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 KnightBrean Capital Historical (Janney Montgomery)
Mark MassaroBTIG
William BonelloCraig-Hallum Capital Group LLC