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GHGH

Guardant Health, Inc.

$GH·$24B·Medical - Diagnostics & Research·Healthcare
$177.73+0.2%YTD+73.7%1Y+186.7%
Price updated 6h ago·X counts updated 2d ago
GHGH
$GHGuardant Health, Inc.
$177.73+0.23%104 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GH 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.

104X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 85% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-09

Guardant Health received FDA approval for the Guardant360 CDx liquid biopsy as a companion diagnostic for AstraZeneca's ETCAMAH, backed by data showing a 56% risk reduction. Alger's Amy Zhang named it a healthcare pick that's insulated from geopolitical risk. Chartists note $GH holding its 50D with an 8-week coil forming.

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  • 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 $GH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-29

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

Guardant Health is +186% TTM on the Guardant360 FDA companion-diagnostic approval — the AI-oncology narrative is real.

Guardant Health is the leading liquid-biopsy company (Guardant360 for advanced cancer, Shield for early detection). The FDA companion-diagnostic approval for AstraZeneca's ETCAMAH is the specific catalyst that took the tape from strong to spectacular.

The pieces of the setup:

  • The FDA approval is real and specific: Guardant360 CDx as a companion diagnostic for AstraZeneca's ETCAMAH, backed by data showing 56% risk reduction — that's a specific commercial-scale expansion of Guardant's addressable market.
  • Growth is genuinely elite: Q1 revenue grew 48% YoY to $302M with 65% gross margin — this is a real diagnostic-platform re-acceleration story, not a chart-driven trade.
  • The tape is running: +73% YTD, +186% TTM with the stock at 95% of its 52-week range and +45% above 200-day MA — every technical signal is stretched, but the underlying revenue growth backs it, and Alger's Amy Zhang naming it a healthcare pick adds institutional flow.

The bull path is Q3 (Oct 28, consensus -$0.29 EPS) confirming continued Guardant360 volume growth plus any additional companion-diagnostic approval. The bear path is a competitive liquid-biopsy approval that closes the moat. Watch Guardant360 volume, Shield adoption, and any AstraZeneca-related commentary.

Agrees with X sentimentAgree with bulls on the setup — the FDA companion-diagnostic approval and the 48% revenue growth are real, specific catalysts. What deserves more weight: director selling ($1.2M by Steve Krognes on Sept 16 plus other trims) is a specific counter-signal at 95% of 52-week range, and the AI-oncology multiple has priced meaningful acceleration.

What to watch: Oct 28 Q3 print (consensus -$0.29 EPS) — Guardant360 volume, Shield adoption, and any additional companion-diagnostic approval. A competitive liquid-biopsy approval is the specific moat risk.

On the calendar: 2026-10-28 — Q3 earnings

insider selling

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  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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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

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 $GH

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

Industry benchmark

18-name peer basket
+43.5%YTD
+72.3%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
Q2 2026Jul 30, 2026$-0.90$-0.76-18.1%
Q1 2026May 7, 2026$-0.85$-0.81-5.5%
Q4 2025Feb 19, 2026$-1.00$-0.77-30.4%
Q3 2025Oct 29, 2025$-0.74$-0.79+6.3%
Next earningsWed, Oct 28·consensus EPS $-0.75

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 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.3B – $1.4B-$3.20-$3.35 – -$2.9220
FY27$1.8B$1.8B – $1.9B-$1.91-$4.66 – $5.9120
FY28$2.5B$2.2B – $3.2B-$0.08-$72.62 – $35.3719
FY29$3.1B$3.0B – $3.5B$2.36$2.19 – $2.689
FY30$3.8B$3.6B – $4.2B$5.39$5.01 – $6.1215

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.0.8×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.95%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.+8.5%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.+44.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 128.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.585-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellSep 16Steve E. KrognesDirector6.7K sh$1.2MSellSep 16Alex M AzarDirector826 sh$145KSellSep 16Musa TariqDirector116 sh$20KSellSep 15Darya ChudovaCTO7.7K sh$1.4MSellSep 11Kumud KaliaChief Information Officer4.0K sh$632KSellAug 21Amirali TalasazCEO37.5K sh$6.3MSellAug 17Musa TariqDirector116 sh$18KSellAug 12Terilyn J. MonroeChief People Officer46.3K sh$7.6MSellAug 10Chris FreemanChief Commercial Officer63.6K sh$10.8MSellAug 5Hidalgo Medina ManuelDirector950 sh$156K
1–10 of 34
+ 67 other (44 exempts · 10 inkinds · 8 awards · 4 gifts · 1 other) 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

S-3ASRAuto-shelf registrationJul 30S-3ASR
AI summary

Guardant Health Inc filed an S-3ASR automatic shelf registration statement on July 30, 2026, registering securities for issuance on a delayed or continuous basis under Rule 415. As a large accelerated filer, the shelf becomes effective immediately upon filing without SEC review. No specific dollar amount, security type, or use of proceeds is disclosed in the excerpt. This is a capital markets housekeeping filing that creates no immediate dilution but provides Guardant Health full flexibility to raise equity, debt, or hybrid capital at any time until the shelf expires.

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 (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Reviewing Guardant Health (NASDAQ:GH) & CorVel (NASDAQ:CRVL)defenseworld.net·2d agoAI-Fueled Precision Oncology Firm Guardant Health Is In Focus. Here's Why.investors.com·9d agoGuardant Health (NASDAQ:GH) versus InfuSystem (NYSE:INFU) Critical Reviewdefenseworld.net·9d agoGuardant Health (NASDAQ:GH) Director Sells $144,550.00 in Stockdefenseworld.net·10d agoGuardant Health, Inc. (GH) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·15d ago

In themes

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AI Precision Medicine

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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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