Why Guardant Health (GH) Is Up 31.3% After Raising Guidance on Shield Test Momentum and Q3 Growth

• Guardant Health reported third-quarter 2025 results showing sales rising to US$265.2 million, up from US$191.48 million the previous year, and improved net loss figures; the company also raised its full-year revenue guidance and highlighted substantial growth in its oncology and screening segments, particularly for its FDA-approved Shield blood test.
• Recent clinical data and presentations confirm Shield's potential to drive higher cancer screening adherence, positioning Guardant Health at the forefront of non-invasive cancer diagnostics.
• We’ll now explore what Guardant Health’s improved revenue outlook and Shield’s clinical momentum mean for its long-term growth thesis.

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Guardant Health Investment Narrative Recap

To own Guardant Health today, an investor needs to believe in the rapid adoption of blood-based cancer diagnostics and the company’s ability to scale while narrowing net losses. The recent surge in both sales and revenue guidance underscores growing demand for its Shield test, which remains the most important catalyst; however, persistently high costs and ongoing losses still make a clear path to profitability a key risk, and these financial pressures are not meaningfully changed by the latest quarter’s results.

The most immediately relevant announcement is Guardant’s raised full-year revenue guidance, now expecting US$965 million to US$970 million for 2025. This update directly reinforces recent momentum in oncology and screening segments, particularly with higher-than-anticipated Shield test volumes supporting the positive near-term outlook, yet it also raises the stakes for sustaining commercial payer adoption and further regulatory wins as Shield becomes a more significant portion of revenue.

On the other hand, investors should be aware of the ongoing risk that sustained high operating expenses and net losses could put pressure on future capital needs...

Read the full narrative on Guardant Health (it's free!)

Guardant Health's outlook anticipates $1.5 billion in revenue and $82.1 million in earnings by 2028. This depends on a 22.5% annual revenue growth rate and a $495.9 million earnings increase from current earnings of -$413.8 million.

Uncover how Guardant Health's forecasts yield a $69.55 fair value, a 25% downside to its current price.

Exploring Other Perspectives

Four fair value perspectives from the Simply Wall St Community put Guardant Health’s value between US$18.87 and US$249.38. While many see strong growth potential, the company’s continued lack of profitability shapes wide-ranging expectations, reminding you to explore a breadth of views before making decisions.

Explore 4 other fair value estimates on Guardant Health - why the stock might be worth over 2x more than the current price!

Build Your Own Guardant Health Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Guardant Health research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Guardant Health research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Guardant Health's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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