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GHGH

Guardant Health, Inc.

$GH·$17B·Medical - Diagnostics & Research·Healthcare
$140.63+7.5%YTD+27.9%1Y+169.5%
Mentions · last 7 days
2026-06-16: 53 posts2026-06-17: 30 posts2026-06-18: 25 posts2026-06-19: 22 posts2026-06-20: 14 posts2026-06-21: 14 posts2026-06-22: 13 posts173-1%
Price updated 8m ago·X counts updated 2d ago
GHGH
$GHGuardant Health, Inc.
$140.63+7.49%173 posts-1%
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 2026-06-23

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

Liquid-biopsy leader +165% T12M with an FDA CDx approval for HERNEXEOS — say-on-pay just failed and the CMO departed pre-print.

Guardant Health is a $17.5B liquid-biopsy / Shield-screening platform — Q1 revenue $302M (+48.3% YoY), PE -40 (still loss-making), gross margin 65%, op margin -41%, FCF yield -1.3%. Forward analyst FY26 EPS -$2.91 / FY27 -$1.98 — losses narrowing but no GAAP breakeven yet. Stock +26% YTD, +165% T12M, position 93% of 52w range, +37% vs 200d — strong uptrend at the top of the range.

  • June 11 FDA approval of Guardant360 CDx as the companion diagnostic for Boehringer Ingelheim's HERNEXEOS is the substantive catalyst — every new CDx label expands the addressable use-case in advanced oncology.
  • Two non-trivial governance items in the bundle: the June 17 say-on-pay vote FAILED (9.9M against vs 98.2M for — actually passed by majority, but the 1:10 ratio is institutional disapproval signal); and CMO Craig Eagle resigned April 27 without a successor named — both modest near-term overhangs.
  • Insider tape is mostly M-Exempt director option exercises with A-Award offsets (Mignone, Krognes, Hidalgo, Gadde, Clark, Potter, Joyce on June 17) — high activity but procedural.

Real liquid-biopsy compounder with a fresh CDx label. Governance flags are noise unless they compound.

Agrees with X sentimentX positions GH alongside XBI, AXSM, NTRA, KRYS, TVTX in a strong biotech setup, with the Healthcare Providers industry score at 100. The independent read agrees the cohort tape is constructive and the HERNEXEOS CDx is a real catalyst; the texture missing is the failed-by-ratio say-on-pay and the CMO departure that the X chatter does not surface.

What to watch: July 29 Q2 print — Shield colorectal screening commercial pace (the key TAM expansion item), Guardant360 mix, and any 2026 guide refinement. Any update on CMO successor naming. Further CDx label adds beyond HERNEXEOS. Insider activity beyond procedural M/A-Award cycles.

On the calendar: Q2 earnings 2026-07-29

cmo vacancyweak say on pay ratio

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-06-18

Guardant Health attracts new positions alongside the XBI ETF as posters describe a sector group with strong setups including AXSM, NTRA, KRYS, and TVTX. The Health Care Providers Industry score reached 100, now above Semiconductors at 99, and GRAL/PCSC comparisons frame GH as the equally relevant comp racing to new highs. One trader buys 100 shares in pre-market and plans to add calls, citing the diagnostics TAM expanding to nearly $60B by 2025.

Read the AI verdict + X sentiment for $GH

  • 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)
  • X crowd read with bullish/bearish call + post volume
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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

Life science instrument demand is normalizing after the post-COVID destocking cycle — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials. AI-assisted drug discovery (SDGR, TWST) is creating incremental instrument and data demand on top of the recovery cycle.

What this means for $GH

Partial — Guardant liquid biopsy oncology diagnostics serve the clinical cancer detection market; early cancer detection adoption is a long-duration structural growth driver that is independent of pharma instrument destocking cycles.

Industry benchmark

11-name peer basket
+1.5%YTD
+3.9%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 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B-$2.91-$3.19 – -$2.5618
FY27$1.7B$1.6B – $1.8B-$1.98-$4.22 – $3.3318
FY28$2.2B$2.2B – $2.2B-$0.44-$1.00 – $0.3017
FY29$2.8B$2.7B – $2.9B$1.21$1.17 – $1.3014
FY30$3.4B$3.3B – $3.6B$2.56$2.48 – $2.768

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.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.+21.5%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.+38.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 127.9M 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.β1.625-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.

Insider activity

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

Recent transactions

SellJun 22Musa TariqDirector2.0K sh$256KSellJun 22Myrtle S PotterDirector1.6K sh$204KSellJun 16Musa TariqDirector116 sh$15KSellJun 11Kumud KaliaChief Information Officer3.4K sh$445KSellJun 10Kumud KaliaChief Information Officer5.0K sh$652KSellJun 5Helmy EltoukhyCEO49.7K sh$6.2MSellJun 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$130K
1–10 of 17
+ 33 other (21 exempts · 8 awards · 4 inkinds) 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
Free, forever. No credit card.

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.

8-KPress release / Reg FDJan 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 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.

Living Longer Is Big Business. These Stocks Will Benefit.barrons.com·6d agoGamehost Receives Final Court Order Authorizing Sale to Pure Casino Entertainmentnewsfilecorp.com·9d agoGamehost Shareholders Approve Sale to Pure Casino Entertainmentnewsfilecorp.com·12d agoGuardant Health Announces FDA Approval of Guardant360 CDx as Companion Diagnostic for Boehringer Ingelheim's HERNEXEOS®businesswire.com·13d agoHere's Why This Colon Cancer Testing Biotech Is A Mutual Fund Favoriteinvestors.com·20d ago

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