Guardant Health Reports Strong Q4 2025 Earnings with Significant Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy GH?
Source: seekingalpha
- Significant Revenue Growth: Guardant Health reported $281.3 million in revenue for Q4 2025, reflecting a 39% year-over-year increase, with full-year revenue reaching $982 million, a 33% growth, indicating strong performance and sustained demand in the oncology sector.
- Success of Shield Product: Shield generated $35 million in revenue in Q4 from approximately 38,000 tests, a substantial increase from 24,000 tests in Q3, marking it as the most successful diagnostic launch in history outside of COVID testing, positioning it as a key growth driver for the future.
- Improved Gross Margins: The non-GAAP gross margin improved to 66% in Q4, driven by reduced costs for Reveal tests and enhanced margins for Shield, with Shield's cost per test declining to approximately $450 by year-end, thereby strengthening the company's profitability.
- Optimistic 2026 Outlook: The company forecasts revenue between $1.25 billion and $1.28 billion for 2026, representing a growth rate of 27% to 30%, with oncology revenue expected to grow by 25% to 27%, reflecting management's confidence in future growth and market potential.
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Analyst Views on GH
Wall Street analysts forecast GH stock price to rise
19 Analyst Rating
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 107.420
Low
105.00
Averages
124.69
High
155.00
Current: 107.420
Low
105.00
Averages
124.69
High
155.00
About GH
Guardant Health, Inc. is a precision oncology company focused on guarding wellness and giving every person more time free from cancer. It provides critical insights into what drives disease through its advanced blood and tissue tests, real-world data, and artificial intelligence (AI) analytics. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and helping doctors select the treatment for patients with advanced cancer. For patients with advanced-stage cancer, it has developed Guardant360 laboratory developed test (LDT), and Guardant360 CDx test, a comprehensive liquid biopsy test to provide tumor mutation profiling with solid tumors and to be used as a companion diagnostic in connection with non-small cell lung cancer (NSCLC), and breast cancer. It offers other tests, including Guardant360 Tissue test, Guardant Reveal blood test, Guardant360 Response blood test and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Guardant Health Reports Strong Q4 2025 Earnings with Significant Growth
- Significant Revenue Growth: Guardant Health reported $281.3 million in revenue for Q4 2025, reflecting a 39% year-over-year increase, with full-year revenue reaching $982 million, a 33% growth, indicating strong performance and sustained demand in the oncology sector.
- Success of Shield Product: Shield generated $35 million in revenue in Q4 from approximately 38,000 tests, a substantial increase from 24,000 tests in Q3, marking it as the most successful diagnostic launch in history outside of COVID testing, positioning it as a key growth driver for the future.
- Improved Gross Margins: The non-GAAP gross margin improved to 66% in Q4, driven by reduced costs for Reveal tests and enhanced margins for Shield, with Shield's cost per test declining to approximately $450 by year-end, thereby strengthening the company's profitability.
- Optimistic 2026 Outlook: The company forecasts revenue between $1.25 billion and $1.28 billion for 2026, representing a growth rate of 27% to 30%, with oncology revenue expected to grow by 25% to 27%, reflecting management's confidence in future growth and market potential.
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- No-Cost Screening: All Shield tests will be provided at no cost to patients and participating organizations, aiming to eliminate financial barriers, particularly in underserved and underscreened communities, reflecting the company's commitment to improving access to screening.
- Innovative Screening Tool: The Shield test is the first FDA-approved non-invasive blood-based screening tool designed for individuals aged 45 and older at average risk, offering a more convenient screening option to increase screening rates and reduce colorectal cancer-related mortality.
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Guardant Health Reports Strong Q4 2025 Earnings with Significant Growth
- Significant Revenue Growth: Guardant Health reported $281.3 million in revenue for Q4 2025, reflecting a 39% year-over-year increase, with full-year revenue reaching $982 million, a 33% growth, indicating strong performance and sustained demand in the oncology sector.
- Success of Shield Product: Shield generated $35 million in revenue in Q4 from approximately 38,000 tests, a substantial increase from 24,000 tests in Q3, marking it as the most successful diagnostic launch in history outside of COVID testing, positioning it as a key growth driver for the future.
- Improved Gross Margins: The non-GAAP gross margin improved to 66% in Q4, driven by reduced costs for Reveal tests and enhanced margins for Shield, with Shield's cost per test declining to approximately $450 by year-end, thereby strengthening the company's profitability.
- Optimistic 2026 Outlook: The company forecasts revenue between $1.25 billion and $1.28 billion for 2026, representing a growth rate of 27% to 30%, with oncology revenue expected to grow by 25% to 27%, reflecting management's confidence in future growth and market potential.
See More
Latest Ratings and Outlook from Wall Street
- Nvidia Rating Reaffirmed: Citi reiterates Nvidia as a buy, anticipating the stock will outperform in the second half of 2026 as demand visibility extends into 2027, recommending investors add to their positions given attractive valuations.
- Toast Upgraded to Outperform: Bernstein upgrades Toast from market perform to outperform, noting that despite a 26% year-to-date decline, the restaurant tech company is positioned as an AI winner, suggesting a positive outlook.
- Carvana Maintains Overweight Rating: JPMorgan reiterates Carvana as overweight, asserting that fears surrounding AI are overblown, with the company's vertically integrated infrastructure providing a unique competitive moat to leverage AI effectively.
- Melco Upgraded to Buy: UBS upgrades Melco from neutral to buy, highlighting that despite a 27% year-to-date decline, enhancements at its City of Dreams in Macau are expected to offset margin pressures and branding fee increases in 2026.
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Guardant Health Launches Colorectal Cancer Screening Grant Program
- Grant Program Launch: Guardant Health has announced the initiation of its Community Colorectal Cancer Screening Grant Program, aimed at supporting community organizations in expanding screening access during March's Colorectal Cancer Awareness Month, with up to 100 Shield tests provided per selected organization to enhance screening participation.
- No-Cost Testing: All Shield tests will be provided at no cost to patients and participating organizations, a move that not only alleviates financial burdens but also promotes health equity by removing barriers to screening in underserved and underscreened communities.
- Innovative Screening Tool: The Shield test is the first blood-based screening option for colorectal cancer approved by the FDA, intended for adults aged 45 and older at average risk, offering a more convenient screening alternative designed to increase acceptance and participation rates.
- Application Deadline: Interested organizations must submit their applications by February 17, 2026, with approval notifications sent via email on February 20, reflecting the company's commitment to supporting community health advocacy and outreach efforts.
See More
Guardant Health Launches Colorectal Cancer Screening Grant Program
- Grant Program Launch: Guardant Health has announced the launch of its Community Colorectal Cancer Screening Grant Program, aimed at supporting community organizations in expanding screening access during March's Colorectal Cancer Awareness Month, with up to 100 Shield tests provided per selected organization to enhance screening participation.
- No-Cost Screening: All Shield tests will be provided at no cost to patients and participating organizations, aiming to eliminate financial barriers, particularly in underserved and underscreened communities, reflecting the company's commitment to improving access to screening.
- Innovative Screening Tool: The Shield test is the first FDA-approved non-invasive blood-based screening tool designed for individuals aged 45 and older at average risk, offering a more convenient screening option to increase screening rates and reduce colorectal cancer-related mortality.
- Application Deadline: Interested organizations must submit their applications by midnight PST on February 17, 2026, with approval notifications sent via email on February 20, 2026, encouraging groups with strong community and health outreach capabilities to apply.
See More
AI Drives Transformation in Genomics and Biological Manufacturing
- Genomics Advancement: Illumina secures U.S. Medicare reimbursement for its TruSight™ Oncology Comprehensive test, expected to significantly enhance the generation of clinically relevant genomic data, thereby advancing routine genomic profiling in cancer care.
- Liquid Biopsy Expansion: Guardant Health expands the availability of its Shield™ colorectal cancer screening test to U.S. military personnel and their families, enhancing the foundational data generation for precision medicine through ctDNA analysis.
- Drug Discovery Innovation: Recursion Pharmaceuticals leverages AI and machine learning to accelerate drug discovery, emphasizing platform scalability to reduce development time and costs, while attracting institutional interest from firms like ARK Investment Management.
- Spider Silk Production Plan: Kraig Biocraft Laboratories plans large-scale deployment of its transgenic silkworm platform in 2026, aiming to achieve a production capacity of 10 metric tons of recombinant spider silk per month by May, potentially opening new markets for high-performance materials.
See More
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- Price Increase Announcement: Cub's target price has been raised to $175 from the previous $110.
- Market Impact: This adjustment reflects a significant change in market expectations and valuation for Cub.
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