Analyst Daniel Brennan from TD Cowen maintained a Buy rating on Natera and increased the price target to $240.00 from $215.00.
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Daniel Brennan has given his Buy rating due to a combination of factors, primarily driven by Natera’s impressive third-quarter performance. The company’s sales exceeded expectations by 15%, with significant contributions from both the core business and favorable true-ups. Notably, Signatera’s sales surged by 78% year-over-year, with record quarterly volumes, which underscores its strong market momentum.
Furthermore, Natera’s Women’s Health and Transplant segments also demonstrated robust growth, contributing to the overall positive outlook. The company’s gross margins beat consensus estimates, and it generated positive cash flow of $26 million. Additionally, the upward revision of the 2025 revenue guidance by 8% and the early 2026 outlook indicating further sales upside reinforce the company’s growth trajectory. Despite higher operating expenses, the positive revenue trends and Signatera’s performance support Brennan’s optimistic view on Natera’s stock.
Based on the recent corporate insider activity of 198 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of NTRA in relation to earlier this year.