UBS Raises Natera Price Target to $280 from $218, Keeps Buy Rating Intact
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy NTRA?
Source: Yahoo Finance
- Analyst Rating: Natera (NTRA) has received an average rating of "Buy" from analysts.
- Price Target: The mean price target for Natera is set at $235.20.
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Analyst Views on NTRA
Wall Street analysts forecast NTRA stock price to rise
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 216.100
Low
205.00
Averages
262.92
High
300.00
Current: 216.100
Low
205.00
Averages
262.92
High
300.00
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.
Signatera MRD Enhances Quality of Life in Genitourinary Cancers
- Clinical Trial Results: Natera's presentation of 11 scientific abstracts at ASCO GU, including 4 oral presentations, underscores the potential of Signatera MRD in enhancing the quality of life for patients with genitourinary cancers, particularly in muscle-invasive bladder cancer (MIBC).
- Treatment Response Monitoring: The INDIBLADE and RETAIN multicenter phase 2 trials demonstrate consistent performance of Signatera in monitoring treatment responses across various neoadjuvant regimens, with 73-77% of patients showing ctDNA clearance post-therapy, indicating its critical role in bladder preservation strategies.
- Survival Rate Improvement: The INDIBLADE study reveals that Signatera-negative patients post-ICI treatment achieve a bladder-intact event-free survival (BI-EFS) rate of up to 91%, highlighting Signatera's potential in optimizing clinical decisions, especially in bladder preservation therapies.
- Innovative Risk Stratification: The NIAGARA study presents the first-ever correlation of urinary tumor DNA (utDNA) data with clinical outcomes, suggesting that the combined assessment of utDNA and ctDNA can provide comprehensive risk stratification for residual disease, aiding physicians in identifying patients who may require additional therapy.
See More
Natera Reports Record Q4 2025 Earnings with Strong Growth
- Significant Revenue Growth: Natera reported approximately $666 million in revenue for Q4 2025, reflecting a 40% increase year-over-year and exceeding expectations by $6 million, indicating strong market performance and sustained demand growth.
- Innovative Testing Volume: The company processed about 924,000 tests in Q4, with 225,000 MRD clinical units, marking a 56% increase from the previous year, which not only enhances market share but also strengthens its competitive position in precision medicine.
- Margin Improvement: Natera achieved a gross margin of 66.9%, with expectations to maintain margins between 63% and 65% in 2026, demonstrating ongoing improvements in cost control and operational efficiency that will support future profitability.
- Robust Cash Flow: The company generated over $100 million in cash flow for 2025, with a pristine balance sheet showing over $1 billion in cash and securities, reflecting a strong financial foundation to support future investments and growth.
See More
Natera (NTRA) Q4 2025 Earnings Call Transcript
See More
Natera's Phase 2 Study of Signatera ctDNA Test Announced
- Study Announcement: Natera has announced a Phase 2 study of its Signatera circulating tumor DNA test, aimed at evaluating the test's effectiveness in cancer patients, although specific data has yet to be disclosed, indicating the company's ongoing innovation in tumor detection.
- Market Potential: The initiation of this study may support Natera's further expansion in the personalized medicine and cancer monitoring markets, particularly as ctDNA testing gains increasing recognition and importance.
- Investor Interest: As the study progresses, investors will closely monitor the clinical outcomes of the Signatera test, which could impact Natera's market performance and stock price volatility, reflecting market expectations for new technologies.
- Industry Impact: Natera's research may not only drive its own business growth but also positively influence the entire tumor detection industry, fostering the development and application of related technologies.
See More
SINERGY Trial Validates Signatera Treatment Approach with High Response Rate
- Significant Response Rate: The SINERGY trial demonstrated a strong 63% response rate among patients using the Signatera-guided treatment approach, indicating its potential efficacy in treating recurrent or metastatic head and neck squamous cell carcinoma.
- Reduced Chemotherapy Cycles: 74% of patients were de-escalated from chemo-immunotherapy to immunotherapy alone, resulting in a median of only 2 chemotherapy cycles, which is a substantial two-thirds reduction from the current standard of 6 cycles, thereby alleviating patient treatment burdens.
- Lower Toxicity Rates: The trial reported a severe toxicity rate of 48.1% for grade ≥3, significantly lower than the 85% and 55% rates observed in KEYNOTE-048, showcasing the safety advantages of personalized treatment guided by Signatera.
- Promise of Personalized Treatment: The findings underscore the critical role of ctDNA dynamics in optimizing treatment for recurrent or metastatic head and neck cancer, laying the groundwork for potential changes in treatment standards and addressing the urgent need for personalized therapy.
See More
Stanley Druckenmiller's Investment Portfolio Insights
- Natera Investment Highlight: Natera represents 13.2% of Druckenmiller's portfolio, specializing in women's health and oncology with a market cap of $28.8 billion; despite current losses, revenue is projected to grow at a high-teens percentage rate, indicating strong pricing power and a scalable business model.
- Oncology Testing Growth: Natera's oncology tests surged 54% in Q3, accounting for 24% of total tests, showcasing the potential of its Signatera personalized blood test for cancer patients, which could significantly drive future revenue growth.
- Taiwan Semiconductor's Market Performance: Taiwan Semiconductor accounts for 5.4% of Druckenmiller's portfolio and has seen an 80% stock price increase over the past year, benefiting from a surge in AI spending, although the CEO noted only mild recovery in non-AI markets, highlighting a heavy reliance on AI demand.
- Capital Expenditure Challenges: Taiwan Semiconductor's capital expenditures are expected to significantly increase to $101 billion over the next three years, which may limit future cash flow margin expansion, necessitating careful consideration of potential risks for investors.
See More
Signatera MRD Enhances Quality of Life in Genitourinary Cancers
- Clinical Trial Results: Natera's presentation of 11 scientific abstracts at ASCO GU, including 4 oral presentations, underscores the potential of Signatera MRD in enhancing the quality of life for patients with genitourinary cancers, particularly in muscle-invasive bladder cancer (MIBC).
- Treatment Response Monitoring: The INDIBLADE and RETAIN multicenter phase 2 trials demonstrate consistent performance of Signatera in monitoring treatment responses across various neoadjuvant regimens, with 73-77% of patients showing ctDNA clearance post-therapy, indicating its critical role in bladder preservation strategies.
- Survival Rate Improvement: The INDIBLADE study reveals that Signatera-negative patients post-ICI treatment achieve a bladder-intact event-free survival (BI-EFS) rate of up to 91%, highlighting Signatera's potential in optimizing clinical decisions, especially in bladder preservation therapies.
- Innovative Risk Stratification: The NIAGARA study presents the first-ever correlation of urinary tumor DNA (utDNA) data with clinical outcomes, suggesting that the combined assessment of utDNA and ctDNA can provide comprehensive risk stratification for residual disease, aiding physicians in identifying patients who may require additional therapy.
See More
Natera Reports Record Q4 2025 Earnings with Strong Growth
- Significant Revenue Growth: Natera reported approximately $666 million in revenue for Q4 2025, reflecting a 40% increase year-over-year and exceeding expectations by $6 million, indicating strong market performance and sustained demand growth.
- Innovative Testing Volume: The company processed about 924,000 tests in Q4, with 225,000 MRD clinical units, marking a 56% increase from the previous year, which not only enhances market share but also strengthens its competitive position in precision medicine.
- Margin Improvement: Natera achieved a gross margin of 66.9%, with expectations to maintain margins between 63% and 65% in 2026, demonstrating ongoing improvements in cost control and operational efficiency that will support future profitability.
- Robust Cash Flow: The company generated over $100 million in cash flow for 2025, with a pristine balance sheet showing over $1 billion in cash and securities, reflecting a strong financial foundation to support future investments and growth.
See More
Natera (NTRA) Q4 2025 Earnings Call Transcript
See More
Natera's Phase 2 Study of Signatera ctDNA Test Announced
- Study Announcement: Natera has announced a Phase 2 study of its Signatera circulating tumor DNA test, aimed at evaluating the test's effectiveness in cancer patients, although specific data has yet to be disclosed, indicating the company's ongoing innovation in tumor detection.
- Market Potential: The initiation of this study may support Natera's further expansion in the personalized medicine and cancer monitoring markets, particularly as ctDNA testing gains increasing recognition and importance.
- Investor Interest: As the study progresses, investors will closely monitor the clinical outcomes of the Signatera test, which could impact Natera's market performance and stock price volatility, reflecting market expectations for new technologies.
- Industry Impact: Natera's research may not only drive its own business growth but also positively influence the entire tumor detection industry, fostering the development and application of related technologies.
See More
SINERGY Trial Validates Signatera Treatment Approach with High Response Rate
- Significant Response Rate: The SINERGY trial demonstrated a strong 63% response rate among patients using the Signatera-guided treatment approach, indicating its potential efficacy in treating recurrent or metastatic head and neck squamous cell carcinoma.
- Reduced Chemotherapy Cycles: 74% of patients were de-escalated from chemo-immunotherapy to immunotherapy alone, resulting in a median of only 2 chemotherapy cycles, which is a substantial two-thirds reduction from the current standard of 6 cycles, thereby alleviating patient treatment burdens.
- Lower Toxicity Rates: The trial reported a severe toxicity rate of 48.1% for grade ≥3, significantly lower than the 85% and 55% rates observed in KEYNOTE-048, showcasing the safety advantages of personalized treatment guided by Signatera.
- Promise of Personalized Treatment: The findings underscore the critical role of ctDNA dynamics in optimizing treatment for recurrent or metastatic head and neck cancer, laying the groundwork for potential changes in treatment standards and addressing the urgent need for personalized therapy.
See More
Stanley Druckenmiller's Investment Portfolio Insights
- Natera Investment Highlight: Natera represents 13.2% of Druckenmiller's portfolio, specializing in women's health and oncology with a market cap of $28.8 billion; despite current losses, revenue is projected to grow at a high-teens percentage rate, indicating strong pricing power and a scalable business model.
- Oncology Testing Growth: Natera's oncology tests surged 54% in Q3, accounting for 24% of total tests, showcasing the potential of its Signatera personalized blood test for cancer patients, which could significantly drive future revenue growth.
- Taiwan Semiconductor's Market Performance: Taiwan Semiconductor accounts for 5.4% of Druckenmiller's portfolio and has seen an 80% stock price increase over the past year, benefiting from a surge in AI spending, although the CEO noted only mild recovery in non-AI markets, highlighting a heavy reliance on AI demand.
- Capital Expenditure Challenges: Taiwan Semiconductor's capital expenditures are expected to significantly increase to $101 billion over the next three years, which may limit future cash flow margin expansion, necessitating careful consideration of potential risks for investors.
See More
