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GHGH

Guardant Health, Inc.

$GH·$20B·Medical - Diagnostics & Research·Healthcare
$147.33-1.9%YTD+44.0%1Y+223.9%
Mentions · last 7 days
2026-07-20: 16 posts2026-07-21: 16 posts2026-07-22: 8 posts2026-07-23: 9 posts2026-07-24: 11 posts2026-07-25: 6 posts2026-07-26: 6 posts74+19%
Price updated 3d ago·X counts updated 12h ago
GHGH
$GHGuardant Health, Inc.
$147.33-1.91%74 posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-25

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Guardant Health is up 224% T12M as cancer-diagnostics rerates — Q2 earnings Wednesday tests the growth trajectory against the biotech rotation.

Guardant Health is a US-listed cancer-diagnostics company specializing in liquid-biopsy testing for cancer treatment selection and screening. Shares are up 44% year-to-date and 224% over twelve months at the 80th percentile of the 52-week range, and July 30 Q2 earnings is the near-term catalyst.

  • Revenue trajectory is genuinely accelerating: Q1 revenue grew 48% YoY to $302M with 65% gross margin — the specific pattern of a cancer-diagnostics business where the Guardant360 franchise plus Shield screening rollout is driving sustained high-growth trajectory, and prior four quarters (48%, 39%, 39%, 31%) show sustained acceleration.
  • The biotech-rotation basket positioning is real: Guardant Health is being included in fresh biotech-rotation baskets alongside INCY, JAZZ, LLY, NBIX, NTRA, TGTX, and XBI — that's the specific institutional-rotation pattern supporting the current 16x sales multiple.
  • The technical setup is being rewarded: sentiment cites GH broke out of a four-week tight consolidation and pulled back to the 21-EMA with an oops-reversal close above — that's the specific technical pattern that historically precedes multi-week positive drift, and biotech is broadly in Stage 2 uptrends with massive relative strength.
  • Fundamentals reflect the commercial-stage biotech transition: 16x sales for a business growing 48% with 65% gross margin is elevated but reasonable — the -41% operating margin reflects continued Shield screening rollout investment, and the multi-billion market cap is priced on multi-year growth math rather than current cash economics.

July 30 Q2 2026 earnings is the near-term hinge — a beat with continued 40%+ revenue growth plus specific commentary on Shield screening adoption and any Medicare coverage-decision updates is what could extend this leg toward $170+; a soft print or a Shield reimbursement setback is what would trigger a give-back given how sharp the T12M move has been.

Agrees with X sentimentX is bullish on the biotech rotation and the specific GH technical setup, and I fully agree — the operational trajectory (48% revenue growth) validates the case, the biotech-basket rotation is a real institutional pattern, and the specific technical framing (four-week consolidation breakout, 21-EMA reversal) is directionally sound.

What to watch: July 30 Q2 2026 earnings — the deciding numbers are Q2 revenue growth continuation, Shield screening adoption commentary, and any Medicare coverage-decision updates; a Shield reimbursement setback is the near-term risk.

On the calendar: 2026-07-30 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-07-25

Guardant Health is a leading stock in a strong biotech group — after breaking out of a 4-week tight consolidation, GH pulled back to the 21 EMA and closed above it. Positive news keeps stacking with peers like NTRA and TEM raising, and GH is one of the strongest weekly setups heading into earnings next week. Biotech theme is 'still so hot' with GH/ILMN/TVTX/XBI in Stage 2 uptrends with massive RS and high-tight flags. Direction is decisively long the biotech rotation.

Read the AI verdict + X sentiment for $GH

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What it does

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

Develops liquid biopsy blood tests for early cancer detection and treatment guidance using circulating tumor DNA analysis.

Industry overviewAI analysisGenerated by AI from underlying data

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

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

What this means for $GH

Neutral — Develops liquid biopsy blood tests for early cancer detection and treatment guidance using circulating tumor DNA analysis; limited read-through from medical - diagnostics & research macro dynamics to this specific revenue mix.

Industry benchmark

16-name peer basket
+25.3%YTD
+36.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-39.7How 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
-27.5%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
-41.4%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
-1.3%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
16.1Same 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
184%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
64.9%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
-9.3Total 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
Q1 2026May 7, 2026$-0.85$-0.81-5.5%
Q4 2025Feb 19, 2026$-0.90$-0.77-17.4%
Q3 2025Oct 29, 2025$-0.39$-0.48+18.7%
Q2 2025Jul 30, 2025$-0.44$-0.52+15.4%
Next earningsThu, Jul 30·consensus EPS $-0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$301.7M+48.3%65.2%-40.2%$-0.85$-71.2M
Q4 FY25$281.3M+39.4%64.6%-43.0%$-1.00$-41.9M
Q3 FY25$265.2M+38.5%64.7%-37.3%$-0.74$-45.8M
Q2 FY25$232.1M+30.9%65.0%-45.9%$-0.80$-65.9M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B-$2.88-$3.11 – -$2.6318
FY27$1.7B$1.7B – $1.8B-$1.88-$2.62 – -$1.2918
FY28$2.3B$2.2B – $2.3B$0.04-$0.03 – $0.0917
FY29$2.9B$2.8B – $3.0B$1.81$1.74 – $1.9314
FY30$3.6B$3.5B – $3.8B$3.39$3.27 – $3.618

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.0.6×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.80%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.+7.6%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.+40.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 127.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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.β1.595-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

SellJul 16Musa TariqDirector116 sh$19KSellJun 29Amirali TalasazCEO143.0K sh$21.7MSellJun 26Amirali TalasazCEO117.0K sh$17.6MSellJun 22Musa TariqDirector2.0K sh$256KSellJun 22Myrtle S PotterDirector1.6K sh$204KSellJun 16Musa TariqDirector116 sh$15KBuyJun 15Kumud KaliaChief Information Officer600 sh$78KSellJun 15Kumud KaliaChief Information Officer600 sh$79KSellJun 11Kumud KaliaChief Information Officer3.4K sh$445KSellJun 10Kumud KaliaChief Information Officer600 sh$79K
1–10 of 23
+ 51 other (33 exempts · 10 inkinds · 8 awards) in window

See when $GH 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-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Guardant Health (GH) held its 2026 Annual Meeting on June 17, 2026. Two directors were elected: Clark (70.5M votes for) and Hidalgo (81.9M votes for). Notably, the say-on-pay advisory vote FAILED with 98.2M votes for versus 9.9M against — unusual alignment suggesting institutional disapproval of executive compensation. Auditor ratification (Deloitte) passed with 115.9M votes for.

8-KOfficer or director changeApr 278-K — Item 5.02: Officer or director change
AI summary

Guardant Health, Inc. announced via 8-K (Item 5.02) on April 27, 2026, the resignation of Chief Medical Officer Craig Eagle, M.D., effective May 8, 2026. No successor was named in the filing and no reason for the departure beyond the standard disclosure was provided. The departure of a CMO at a diagnostics company with a commercially launched liquid biopsy test (Shield) is a notable leadership change that could affect regulatory relationships and clinical strategy.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

ISCG vs. VOOG: Small-Cap Growth vs. S&P 500 Growth -- Which ETF Is the Better Buy?fool.com·3d agoGuardant Health (GH) May Report Negative Earnings: Know the Trend Ahead of Next Week's Releasezacks.com·4d agoAmova Asset Management Americas Inc. Sells 156,738 Shares of Guardant Health, Inc. $GHdefenseworld.net·6d agoArtisan Mid Cap Fund Q2 2026 Performance Reviewseekingalpha.com·12d agoISCG vs. RZG: Which Small-Cap Growth ETF Is the Better Buy for Investors?fool.com·14d ago

In themes

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

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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