Stanley Druckenmiller's Investment Moves: In the second quarter of 2025, Stanley Druckenmiller added significant positions in Entegris Inc, Microsoft Corp, and Warner Bros. Discovery Inc, while also increasing stakes in Insmed Inc and Roku Inc. He completely exited 15 holdings and reduced positions in 18 stocks, maintaining a diverse portfolio across various industries.
Portfolio Composition: As of the second quarter of 2025, Druckenmiller's portfolio consisted of 69 stocks, with major holdings including Natera Inc, Teva Pharmaceutical Industries Ltd, and Insmed Inc, primarily concentrated in sectors such as Healthcare, Technology, and Consumer Cyclical.
NTRA
$227.4+Infinity%1D
Analyst Views on NTRA
Wall Street analysts forecast NTRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTRA is 233.50 USD with a low forecast of 172.00 USD and a high forecast of 280.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast NTRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTRA is 233.50 USD with a low forecast of 172.00 USD and a high forecast of 280.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
2 Hold
0 Sell
Strong Buy
Current: 228.400
Low
172.00
Averages
233.50
High
280.00
Current: 228.400
Low
172.00
Averages
233.50
High
280.00
JPMorgan
NULL
to
Overweight
maintain
$250 -> $260
2025-12-15
New
Reason
JPMorgan
Price Target
$250 -> $260
2025-12-15
New
maintain
NULL
to
Overweight
Reason
JPMorgan raised the firm's price target on Natera to $260 from $250 and keeps an Overweight rating on the shares. The firm updated models in the life science tools and diagnostics group.
Barclays
NULL -> Overweight
maintain
$230 -> $270
2025-12-15
New
Reason
Barclays
Price Target
$230 -> $270
2025-12-15
New
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on Natera to $270 from $230 and keeps an Overweight rating on the shares. The firm adjusted ratings and price targets in the life sciences and diagnostics tools space as part of its 2026 outlook. The last of the estimate cuts, recovering end markets and tools being the "most under-owned space in healthcare" creates a "great setup" for outperformance of the tools group in 2026, the analyst tells investors in a research note.
Wells Fargo
Equal Weight
maintain
$190 -> $205
2025-12-15
New
Reason
Wells Fargo
Price Target
$190 -> $205
2025-12-15
New
maintain
Equal Weight
Reason
Wells Fargo raised the firm's price target on Natera to $205 from $190 and keeps an Equal Weight rating on the shares. With U.S. policy uncertainty lifting on Pharma and forward growth expectations already well-anchored with room for upside, the firm likes the setup for Tools.
JPMorgan
NULL -> Overweight
maintain
$240 -> $250
2025-11-25
Reason
JPMorgan
Price Target
$240 -> $250
2025-11-25
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Natera to $250 from $240 and keeps an Overweight rating on the shares. The firm updated the company's model.
About NTRA
Natera, Inc. provides cell-free DNA (cfDNA) and genetic testing, dedicated to oncology, women’s health, and organ health. The Company's cfDNA technology platform combines novel molecular biology techniques with bioinformatics software and artificial intelligence. It has leveraged its platform to develop non-invasive prenatal test on the market (Panorama), the first tumor-specific assay for truly individualized cancer care (Signatera), best-in-class rejection assessment for kidney transplantation (Prospera) and others. In the women’s health space, it develops and commercializes non- or minimally- invasive tests to evaluate risk for, and thereby enable early detection of, a range of genetic conditions, such as Down syndrome. In oncology, it is focused on detecting molecular residual disease and recurrence monitoring in solid tumors, among others. In organ health, it offers tests to assess kidney, heart, and lung transplant rejection as well as genetic testing for chronic kidney disease.
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.
