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CDCDNA

CareDx, Inc

$CDNA·$3.3B·Medical - Diagnostics & Research·Healthcare
$64.00-4.0%YTD+253.9%1Y+327.0%
Price updated 7h ago·X counts updated 5d ago
CDCDNA
$CDNACareDx, Inc
$64.00-4.01%87 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CDNA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

87X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CDNA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-01

CareDx is bullish, described as closing at highs of day with strength and printing one of the more textbook High Tight Flags in the genomics and diagnostics theme. Bulls flag it as sending out of the base with RS at new highs, and it appears on multiple top-trade-for-tomorrow lists alongside SMTC and ACRS. Traders lament missed entries after balking at limit orders as the stock moved past target zones. The setup is being used as a template that other names like DCTH are trying to mirror.

Read what X is saying about $CDNA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CDNA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

CareDx up 256% YTD with 209% EPS surprises — the transplant-diagnostics compounder is firing into Nov 3 earnings.

CareDx is the leading transplant-diagnostics company — AlloMap and AlloSure for organ-transplant monitoring and surveillance. The 2026 breakout has been exceptional and the P&L surprise cadence confirms it.

  • The P&L is firing on all axes: Q2 revenue grew 39% YoY to $118M at a 1.5% operating margin and $0.05 EPS, with trailing EPS surprises of 209% and 59% — triple-digit beats on consecutive prints only happen when the Street is systematically underestimating adoption cadence.
  • The specific capital-markets positioning is clean: 'High Tight Flag' technical setup in genomics-and-diagnostics theme, RS at new highs, and appearance on multiple top-trade lists alongside SMTC and ACRS.

At 95% of its 52-week range and 151% above the 200-day going into Nov 3 earnings, the setup is late-cycle high-momentum. Another 50%+ EPS surprise plus continued AlloSure adoption commentary is the trigger for continuation; the Medicare lab-fee changes commentary is the one honest hedge — any payer-coverage reset would invalidate the setup fast.

Agrees with X sentimentThe 'textbook High Tight Flag' bullish framing is grounded, and the +209% EPS surprise cadence is specific. The Medicare lab-fee change is a legitimate payer-coverage flag worth watching.

What to watch: Nov 3 Q3 earnings — AlloSure/AlloMap revenue growth, operating margin direction, Medicare coverage commentary, and FY27 guide. 50%+ EPS surprise plus payer-coverage clarity is the trigger; a Medicare-coverage reset is the invalidation.

On the calendar: 2026-11-03 — Q3 earnings

event ahead 30ddiagnostics breakout

Read the AI verdict on $CDNA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Transplant diagnostics company using donor-derived cell-free DNA testing to monitor organ rejection risk post-transplant.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $CDNA.

Medical - Diagnostics & Research · Healthcare

Genetic testing, liquid biopsy, and multi-cancer early detection (MCED) platforms are growing through direct-to-consumer and employer wellness channels; reimbursement coverage expansion by CMS and commercial payers is the adoption bottleneck. Lab volume normalization post-COVID is complete; growth is now driven by novel test launches and test menu expansion for chronic disease management.

What this means for $CDNA

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; CareDx, Inc.

Industry benchmark

19-name peer basket
+25.2%YTD
+27.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-255.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.37$0.23+59.4%
Q1 2026Apr 28, 2026$0.34$0.11+209.1%
Q4 2025Feb 24, 2026$0.12$0.02+503.0%
Q3 2025Nov 4, 2025$0.03$-0.08+138.9%
Next earningsThu, Oct 29·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$117.7M+39.0%71.4%1.5%$0.05$514K
Q4 FY25$108.4M+25.2%66.6%-5.4%$-0.08$19.7M
Q3 FY25$100.1M+20.7%68.7%2.0%$0.03$36.1M
Q2 FY25$86.7M-6.1%66.9%-12.8%$-0.16$8.9M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$495.1M$494.9M – $495.3M$1.20$1.18 – $1.225
FY27$526.0M$522.2M – $529.7M$1.29$1.27 – $1.315
FY28$597.8M$590.2M – $607.8M$1.84$1.28 – $2.723
FY29$707.9M$700.1M – $717.4M$2.11$2.08 – $2.151
FY30$807.4M$798.5M – $818.3M$2.74$2.70 – $2.792

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+22.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+120.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 49.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 5George BickerstaffDirector20.0K sh$926KSellAug 5Novack Jeffrey AdamSecretary and General Counsel2.7K sh$124KSellAug 4Christine CournoyerDirector16.0K sh$751KSellAug 4Michael GoldbergDirector44.7K sh$2.1MSellJul 16Hanna John Walter JrCEO118.0K sh$4.5MSellJul 16Hannah ValantineDirector28.8K sh$1.0MSellJun 29Hanna John Walter JrCEO39.9K sh$1.2MSellJun 26Hanna John Walter JrCEO100 sh$3KSellJun 15Hanna John Walter JrCEO17.7K sh$425KSellJun 15Hannah ValantineDirector12.1K sh$280K
1–10 of 15
+ 30 other (13 inkinds · 10 awards · 7 exempts) in window

See when $CDNA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AAcquisition completed (amended)Sep 168-K/A — Item 2.01: Acquisition completed
AI summary

CareDx (CDNA) filed Amendment No. 1 to its June 30, 2026 8-K reporting the acquisition of Naveris, Inc., in order to provide required historical financial statements for Naveris and pro forma financial information per Article 11 of Regulation S-X. The original 8-K announcing deal completion was filed July 7, 2026; this amendment satisfies the SEC's required 71-day filing deadline for acquisition financials. No new strategic details about the Naveris deal are disclosed. This is a routine compliance filing completing the acquisition disclosure obligation.

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CDNA (CDNA) reported financial results for quarter ended June 30, 2026 via 8-K Item 2.02, filed 2026-07-30. Full financials are in the attached press release (Exhibit 99.1). Quarterly earnings contain headline P&L, balance sheet, and guidance. Investors should review the exhibit for revenue, margins, EPS, and any updates to full-year outlook.

8-KAcquisition completedJul 78-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

CareDx (CDNA) completed two back-to-back portfolio transactions: (1) sold CareDx AB (Swedish subsidiary, kitted lab products business) to Eurobio Scientific for $171.7M cash on June 30, 2026; (2) acquired Naveris Inc. via merger for $161.8M cash on July 1, 2026. The net cash effect is roughly neutral (~$10M outflow pre-adjustments), but the deal pair reshapes CareDx — divesting kitted diagnostics while acquiring Naveris's capabilities. Transformative back-to-back portfolio realignment executed within two days.

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

At CareDx's (CDNA) June 11, 2026 Annual Meeting (93% quorum, ~48.1M shares), shareholders approved a 1,600,000 share increase (~3.1% dilution) to the 2024 Equity Incentive Plan, effective upon stockholder approval. The plan amendment was previously adopted by the board April 21, 2026. Routine annual meeting vote with modest dilutive impact from the equity plan expansion.

S-3ASRAuto-shelf registrationApr 28S-3ASR
8-KMaterial agreementApr 288-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-K/AOfficer or director change (amended)Apr 238-K/A — Item 5.02: Officer or director change
+ 11 other (4 13Gs · 3 proxys · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CareDx to Report Third Quarter 2026 Financial Results on October 29, 2026businesswire.com·2d agoCritical Contrast: CollPlant Biotechnologies (NASDAQ:CLGN) & CareDx (NASDAQ:CDNA)defenseworld.net·12d agoCareDx (CDNA) Stock Jumps 13.0%: Will It Continue to Soar?zacks.com·22d agoMedicare Lab Fee Changes Impact BillionToOne, CareDx Differentlybenzinga.com·24d ago5 Top-Ranked High-Efficiency Stocks With Strong Profit Potentialzacks.com·24d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $CDNA on X in the last 7 days.

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