Will Flatiron Partnership Give Natera (NTRA) a New Edge in OncoEMR Integration?

• Flatiron Health recently announced the integration of Natera's oncology testing portfolio into its OncoEMR platform, enabling electronic ordering and results delivery of Natera's tests directly within the EMR workflow for over 4,500 U.S. cancer care providers.
• This collaboration aims to streamline access to molecular residual disease testing, potentially increasing adoption and improving the turnaround of actionable cancer care insights in community-based practices.
• We'll examine how seamless EMR integration could further boost Natera's adoption rates and reshape its investment narrative.

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Natera Investment Narrative Recap

To be a shareholder in Natera, you need confidence in the ongoing growth of advanced molecular diagnostics and the company’s ability to capture increased adoption, especially in oncology. The recent integration with Flatiron Health’s OncoEMR platform is likely to support Natera’s leading short-term catalyst: expanding clinical adoption and payer coverage for Signatera and other MRD tests. However, this event does not materially reduce the major risk of execution delays or setbacks in achieving future reimbursement and regulatory milestones.

Among the recent announcements, the company’s Q3 earnings release stands out. Natera raised its 2025 revenue guidance to a range of US$2.18 billion to US$2.26 billion and outlined strong gross margin expectations. These updates signal confidence in the adoption tailwind described above, but also highlight the ongoing challenge of balancing growth investments with ongoing operating losses and substantial SG&A spend.

In contrast, investors should still be aware of the persistent risk that reimbursement policy changes or regulatory delays could slow Natera’s revenue growth if...

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

Natera's outlook anticipates $3.0 billion in revenue and $110.9 million in earnings by 2028. This assumes a 15.2% annual revenue growth rate and a $364.1 million increase in earnings from the current level of -$253.2 million.

Uncover how Natera's forecasts yield a $222.58 fair value, a 6% downside to its current price.

Exploring Other Perspectives

Eight individual fair value estimates from the Simply Wall St Community span US$49.54 to US$251.17, with some seeing the stock as dramatically undervalued or overvalued. Many remain focused on the risk that regulatory or reimbursement hurdles could affect the company’s revenue trajectory, so explore several different viewpoints as you consider your own.

Explore 8 other fair value estimates on Natera - why the stock might be worth as much as 6% more than the current price!

Build Your Own Natera 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 Natera research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Natera research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Natera'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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