Feb. 20 at 1:14 PM
$GH $110.00 +3.32
Holding long position at
$16.49
https://stocktwits.com/G101SPM/message/641501421
Core Holding
From the other side:
Canaccord Genuity raises their GH tgt to
$135 from
$125. Analyst Kyle Mikson said, "We reiterate our BUY rating on Guardant Health (GH) and increase our price target to
$135 from
$125. We remain bullish after a strong finish to 2025 and solid outlook for 2026 (with multiple potential catalysts). Our price target raise is primarily driven by increased revenue assumptions in the outer years of our 10-year DCF model. After the market close on Thursday, February 19, GH reported 4Q25 results essentially in line with the company's preannouncement in January. Guardant's performance was driven by solid growth in Oncology (supported by expanded indications, e.g., G360 Tissue) and Shield test volumes. The company recognized
$35.1 million in Shield revenue in 4Q, guiding to 111% y/y growth at the midpoint in 2026. Importantly, GH expects to generate
$1.25-1.28 billion in 2026 (with +25-27% y/y core growth in oncology revenue). Additionally, Guardant burned about
$54 million in cash in 4Q25 and appears on track to achieve cash flow breakeven by 4Q27. We believe the shares do not reflect the company's long-term growth potential, as we see it."
