• In September 2025, Guardant Health reported a 30.9% year-over-year revenue increase, raised full-year revenue guidance, and announced partnerships expanding access to its FDA-approved Shield blood test for colorectal cancer, while adding former HHS Secretary Alex Azar to its board of directors.
• These developments highlight Guardant Health’s accelerating momentum in cancer diagnostics, leveraging test innovation, wider distribution, and experienced leadership to strengthen its market position.
• We'll examine how the rapid adoption and broader distribution of the Shield blood test could impact Guardant Health’s long-term growth outlook.

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Guardant Health Investment Narrative Recap

Guardant Health’s investment story centers around broad adoption of non-invasive, blood-based cancer diagnostics, especially the Shield test for colorectal cancer. The September 2025 news, highlighting rapid Shield test expansion and a strengthened board, may accelerate the company’s key short term catalyst: wider payer adoption and utilization. However, the risk of continued high cash burn and lack of profitability remains material and is unaddressed by these developments, so investors should monitor financial execution closely.

Among recent announcements, Guardant’s PathGroup partnership stands out for its relevance: it expands Shield’s reach to over 250 hospitals and health systems, directly addressing the main driver for near-term revenue growth, broadening clinical access and test volumes. The ease of Shield’s integration through PathGroup’s digital systems is expected to remove workflow barriers for providers, potentially supporting faster clinical adoption, though conversion to revenue still hinges on robust insurer and guideline coverage.

But while Shield’s growing footprint is clear, the continued high rate of net losses and the risk of future dilution from...

Guardant Health's narrative projects $1.5 billion in revenue and $82.1 million in earnings by 2028. This requires 22.5% yearly revenue growth and a $495.9 million earnings increase from current earnings of -$413.8 million.

Uncover how Guardant Health's forecasts yield a $61.33 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for Guardant Health range widely from US$61 to over US$311 per share. As Shield’s adoption and payer coverage accelerate, investors’ outlooks remain divided on how quickly these benefits will translate into sustainable profitability.

Explore 3 other fair value estimates on Guardant Health - why the stock might be worth just $61.33!

Build Your Own Guardant Health Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Guardant Health research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Guardant Health research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Guardant Health's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.