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GHGH

Guardant Health, Inc.

$GH·$17B·Medical - Diagnostics & Research·Healthcare
$130.63-0.2%YTD+28.0%1Y+167.0%
Mentions · last 7 days
2026-06-05: 17 posts2026-06-06: 13 posts2026-06-07: 10 posts2026-06-08: 18 posts2026-06-09: 19 posts2026-06-10: 23 posts2026-06-11: 24 posts126+22%
Price updated 12m ago·X counts updated 21h ago
GHGH
Guardant Health, Inc.$GH
$130.63-0.21%126 posts+22%
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.

Driven by hypeAcceleratingAI verdict · as of 2026-06-12

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

Guardant Health just landed an FDA companion-diagnostic approval — and longtime founder Helmy Eltoukhy took $12.6M off the table the same week

Guardant Health is the liquid-biopsy diagnostics leader that just landed FDA approval of Guardant360 CDx as the companion diagnostic for Boehringer Ingelheim's HERNEXEOS. The operational momentum is real — top-line growth is accelerating into the 40%-plus zone — but the loudest single piece of new evidence is co-founder Helmy Eltoukhy filing a $12.6M open-market sale on June 8, alongside roughly $5M of officer-and-director sales over the prior two weeks. Q1 revenue grew 48% YoY to $302M with operating margin -40% and free cash flow at -$71M; EPS missed by 5% at -$0.85 against -$0.81; trailing P/E is negative, price-to-sales 16, debt-to-equity negative reflecting accumulated losses; 2026 consensus revenue is $1.31B with EPS of -$2.93 turning to -$2.00 in 2027 as the company narrows toward profitability. The stock sits 96% of the way up its 52-week range, up 167% in twelve months and 28% year-to-date.

What to watch: July 29 print for the first read on Q2 momentum after the companion-diagnostic approval; further insider Form 4 activity at $130+, particularly co-founder AmirAli Talasaz's pattern matching Eltoukhy's; competitor liquid-biopsy commentary from Natera and Exact Sciences; the next reimbursement-coverage milestone for Shield colon-cancer screening.

On the calendar: 2026-07-29 — Q2 2026 earnings

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What it does

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

Guardant Health, Inc., established in Redwood City, California, in 2011, is a precision oncology company that delivers a range of diagnostic blood tests, comprehensive data sets, and advanced analytical solutions both within the United States and internationally. For patients with advanced-stage cancer, the company's core offerings include several liquid biopsy-based tests such as Guardant360 (available in LDT and CDx versions) and GuardantOMNI. Complementing these diagnostic tools, Guardant Health also provides GuardantINFORM, an in-silico research platform leveraging an extensive clinical-genomic liquid biopsy dataset derived from advanced cancer patients. Innovation is a key focus, with the company currently developing the LUNAR-2 test, designed for the early detection of colorectal cancer in eligible asymptomatic individuals. Another emerging solution in development is GuardantConnect, an integrated software platform intended to link biopharmaceutical and clinical clients by connecting patients whose Guardant360 tests reveal actionable alterations with potentially relevant clinical trials. Furthermore, Guardant Health offers the Guardant Reveal Test, which aids in selecting neoadjuvant and adjuvant treatments for early-stage cancer patients. Its portfolio also includes a Guardant360 product for tissue genotyping and Guardant-19 for novel coronavirus detection. The company extends its expertise to biopharmaceutical companies and medical institutions through various development services, encompassing companion diagnostic development, regulatory approval support, clinical study management (including setup, monitoring, and maintenance), testing development, and kit fulfillment.

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

Life science instrument platform consolidation and cell therapy manufacturing scale-up are the structural drivers — TMO's investor day provides revenue visibility on CDMO and instrument demand while DHR and A benefit from pharma R&D spending normalization after post-COVID correction.

See how Medical - Diagnostics & Research shapes $GH

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $GH's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

9-name peer basket
+0.1%YTD
+3.4%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 earningsWed, Jul 29·consensus EPS $-0.42

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B-$2.93-$3.22 – -$2.5817
FY27$1.7B$1.6B – $1.8B-$2.00-$4.26 – $3.3617
FY28$2.2B$2.2B – $2.2B-$0.45-$1.01 – $0.3016
FY29$2.7B$2.6B – $2.8B$1.21$1.18 – $1.3115
FY30$3.2B$3.1B – $3.3B$2.56$2.49 – $2.7615

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.96%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.+28.3%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.+41.8%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 today1.2% 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.β1.625-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.

Know if $GH is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

SellJun 5Helmy EltoukhyCEO100.0K sh$12.6MSellJun 5Bell Michael BrianCFO2.0K sh$257KSellJun 4Steve E. KrognesDirector9.3K sh$1.2MSellJun 3Meghan V. JoyceDirector10.0K sh$1.3MSellMay 28Hidalgo Medina ManuelDirector1.0K sh$130KSellMay 27John G. SaiaChief Legal Officer10.0K sh$1.3MSellMay 22Chris FreemanChief Commercial Officer24.4K sh$2.9MSellMay 20John G. SaiaChief Legal Officer20.0K sh$2.1MSellMay 20Amirali TalasazCEO210.0K sh$23.1MSellMay 20Ian T ClarkDirector6.9K sh$735K
1–10 of 12
+ 6 other (6 exempts) 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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Recent news

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

Guardant Health Announces FDA Approval of Guardant360 CDx as Companion Diagnostic for Boehringer Ingelheim's HERNEXEOS®businesswire.com·1d agoHere's Why This Colon Cancer Testing Biotech Is A Mutual Fund Favoriteinvestors.com·8d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: CoreWeave, Danaher, Hewlett Packard Enterprise, Intuit, Knight-Swift, Meta Platforms, Starwood Property Trust, Tripadvisor, and More247wallst.com·10d agoGuardant Health and Collaborators to Present 38 Abstracts Highlighting Breadth and Expanded Clinical Utility of Guardant Liquid Biopsy Tests Powered by InfinityAI at 2026 ASCO Annual Meetinggurufocus.com·15d agoGuardant Health and Collaborators to Present 38 Abstracts Highlighting Breadth and Expanded Clinical Utility of Guardant Liquid Biopsy Tests Powered by InfinityAI at 2026 ASCO Annual Meetingbusinesswire.com·15d ago

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