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NTNTRA

Natera, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$NTRA·$53B·Medical - Diagnostics & Research·Healthcare
$369.39+0.8%YTD+60.0%1Y+105.4%
Price updated 12h ago·X counts updated 4d ago
NTNTRA
$NTRANatera, Inc.
$369.39+0.84%86 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NTRA 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.

86X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $NTRA'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 81% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-08

Cramer is talking about Natera for the first time ever on CNBC — 'it's over' framing. NTRA is grouped with TEM, MRK and MRNA in the healthcare/genomics basket.

Read what X is saying about $NTRA

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

Proven numbersAcceleratingAI verdict · as of 2026-09-19

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

Natera at 100% of 52-week range — genomics-testing leader compounding at 39% YoY.

Natera is the leading molecular-diagnostics company — Panorama non-invasive prenatal testing, Prospera transplant monitoring, and Signatera minimal-residual-disease testing for oncology. The equity is at 100% of the 52-week range and the operating engine is compounding hard.

  • The Q2 print shows the trajectory: revenue $753M growing 39% YoY, gross margin 65%, and EPS -$0.47 versus -$0.49 consensus (a small beat despite still-negative earnings) — this is a business scaling through its unit-economics inflection, and the accelerating revenue is what's carrying the equity.
  • The valuation is stretched but explicable: 13.3x TTM sales for a business with 39% YoY revenue growth, 65% gross margin, and near-monopoly positions in specific testing verticals — Signatera is what defines the AI-plus-genomics-testing story and has real durable growth.
  • The insider tape has a specific cluster: director Jonathan Sheena sold $1.12M + $2.10M on Sep 17 (across two transactions) — that's a real ~$3.2M director sale into 100% of the 52-week range, and the founder-Moshkevich small gift is unrelated but worth noting.

Nov 5 Q3 earnings is the tell. A confirming beat plus specific commentary on Signatera commercial scale and Prospera transplant-monitoring adoption extends the trend; a soft mix commentary or a specific reimbursement-headwind callout resets. Watch $340 as trend support and $400 as the level that continues the acceleration. Cramer talking about NTRA for the first time is a real institutional-flow tell that positioning is broadening.

Agrees with X sentimentThe Cramer 'it's over' framing captures the mainstream-adoption inflection correctly — retail flow expands after Cramer coverage, and NTRA at 100% of 52-week range reflects that. What the crowd is missing is the Sep 17 Sheena $3.2M director sale — a specific insider trim at the top that deserves weighting.

What to watch: Nov 5 Q3 earnings — Signatera revenue growth, Prospera transplant-testing adoption, and Panorama market share. Watch $340 trend support.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $NTRA

  • 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.

Molecular diagnostics leader in non-invasive prenatal testing (Panorama), oncology liquid biopsy (Signatera), and carrier screening.

Industry overviewAI analysisGenerated by AI from underlying data

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

Medical - Diagnostics & Research · Healthcare

AI-powered liquid biopsy and multi-cancer early detection are the structural growth drivers; Illumina's S&P 500 inclusion drives near-term passive buying. Lab instrument destocking has largely resolved, supporting Agilent and Thermo Fisher revenue visibility heading into the next capex cycle.

What this means for $NTRA

Direct beneficiary — Signatera ctDNA monitoring and Panorama NIPT address multi-billion dollar market opportunities; growing clinical evidence reinforces reimbursement position for both products.

Industry benchmark

16-name peer basket
+26.7%YTD
+46.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-144.7How 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
-11.9%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
-13.0%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
0.3%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
13.3Same 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
-15.1%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
65.2%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 2026Aug 6, 2026$-0.47$-0.49+4.8%
Q1 2026May 7, 2026$-0.56$-0.54-3.3%
Q4 2025Feb 26, 2026$0.35$-0.51+168.4%
Q3 2025Nov 6, 2025$-0.64$-0.39-65.9%
Next earningsThu, Nov 5·consensus EPS $-0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$696.6M+38.8%64.8%-13.4%$-0.60$18.0M
Q4 FY25$665.5M+39.8%67.1%-3.4%$0.35$37.8M
Q3 FY25$592.2M+34.7%64.9%-16.5%$-0.64$24.5M
Q2 FY25$546.6M+32.2%63.5%-20.2%$-0.74$11.7M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B-$1.35-$1.57 – -$0.7717
FY27$3.5B$3.4B – $3.6B-$0.13-$1.07 – $0.6717
FY28$4.2B$3.9B – $4.8B$1.61-$0.41 – $4.5518
FY29$5.0B$4.8B – $5.3B$2.81$2.64 – $3.0310
FY30$5.9B$5.7B – $6.3B$5.31$5.01 – $5.739

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.1.5×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.100%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.+21.1%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.+52.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 136.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β1.535-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

SellSep 16Jonathan SheenaCO-FOUNDER3.1K sh$1.1MSellSep 15Jonathan SheenaCO-FOUNDER6.0K sh$2.1MSellSep 15Matthew RabinowitzChair52.0K sh$18.1MSellSep 14Matthew RabinowitzChair50.0K sh$16.7MSellSep 11Matthew RabinowitzChair50.0K sh$16.4MSellSep 2Solomon MoshkevichPresident15.2K sh$5.0MSellSep 1Solomon MoshkevichPresident3.0K sh$962KSellSep 1Chapman Steven LeonardCEO1.7K sh$545KSellAug 10John FeskoPresident6.5K sh$2.1MSellAug 10Jonathan SheenaCO-FOUNDER6.0K sh$2.0M
1–10 of 50
+ 11 other (9 awards · 1 gift · 1 exempt) in window

See when $NTRA 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-KOfficer or director changeJul 68-K — Item 5.02: Officer or director change
AI summary

Natera, Inc. announced that director Monica Bertagnolli, M.D., resigned from the Board of Directors effective July 1, 2026 to take a position with the National Academy of Medicine. Her resignation was explicitly not the result of any disagreement with the company on operational, policy, or practice matters. Dr. Bertagnolli is a prominent oncologist who also served as director of the National Cancer Institute. Natera has not disclosed plans to immediately fill her board seat.

8-K/AOfficer or director change (amended)Jun 168-K/A — Item 5.02: Officer or director change
AI summary

Natera, Inc. filed an 8-K/A amending its original June 5, 2026 filing to report that the Board increased from 11 to 12 members and appointed Thomas Lynch as a Class I director effective June 2, 2026, with a term expiring at the 2028 annual meeting. Lynch's appointment follows no arrangement or understanding with any third party. This amendment corrects or supplements the original disclosure (Job 29); the substantive event is unchanged. Routine board addition of an independent director to Natera's growing genomics company board.

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Natera, Inc. held its 2026 Annual Meeting on June 11, 2026, at which stockholders approved an amendment to the Amended and Restated 2015 Equity Incentive Plan increasing the reserved share pool by 3.2 million shares. The Annual Meeting also included director elections and other routine proposals (results not fully detailed in the excerpt). The filing also covers the Thomas Lynch board appointment described in a companion 8-K (Job 29). The 3.2M share increase is mildly dilutive, providing runway for employee equity grants as Natera scales its genomics testing business.

3New insider — initial holdingsJun 93
AI summary

Thomas J. Lynch, Jr. filed a Form 3 (initial statement of beneficial ownership) for Natera, Inc. following his appointment as a new Class I board member effective June 2, 2026. The filing is addressed c/o Natera's Austin, Texas headquarters. Initial share ownership figures are not visible in the available excerpt. Routine administrative SEC filing accompanying the new board appointment.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change
AI summary

Natera's Board of Directors voted to increase its size from 11 to 12 members and appointed Thomas Lynch as a Class I director, effective June 2, 2026, with a term expiring at the 2028 annual meeting of stockholders. There is no arrangement or understanding between Lynch and any third party concerning his appointment. An 8-K/A (Job 22) was subsequently filed to amend or supplement this disclosure. Routine board expansion adding one independent director.

3New insider — initial holdingsApr 93
8-KOfficer or director changeApr 18-K — Item 5.02: Officer or director change
+ 11 other (3 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.

Natera CEO Steven Chapman Sells 1,698 Shares for $545,000fool.com·20h agoLargest MRD Study in Lung Cancer Highlights Strong Prognostic Value for SignateraTMgurufocus.com·1d agoLargest MRD Study in Lung Cancer Highlights Strong Prognostic Value for SignateraTMbusinesswire.com·1d agoThis Surprising Stock Has Been Stanley Druckenmiller's No. 1 Position for 8 Straight Quarters.fool.com·5d agoArizona State Retirement System Purchases 2,899 Shares of Natera, Inc. $NTRAdefenseworld.net·9d ago

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Voices on X · last 7 days

No standout posts about $NTRA on X in the 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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