Core Insights - Guardant Health, Inc. is ranked fifth in a list of the Top 10 Oncology Stocks to Buy Now, indicating strong market interest and potential for growth [1] - Analysts from Stifel and Mizuho have raised their price targets for Guardant Health, with Stifel increasing it to $120 and Mizuho to $135, reflecting positive sentiment and expectations for future performance [2][3] Company Overview - Guardant Health, Inc. specializes in precision oncology, focusing on non-invasive liquid biopsy tests for cancer detection, treatment selection, and disease monitoring [3] - The company's flagship products, Guardant360 and Guardant Shield, facilitate early cancer detection, biomarker profiling, and real-time monitoring, which are essential for personalized cancer care [3] Market Expectations - Stifel anticipates strong volume and average selling price growth for Guardant Health in 2026, supported by publication and reimbursement events that are expected to maintain investor interest [1] - Mizuho has revised its models for the diagnostics and medical device sectors, indicating a broader positive outlook for the industry in which Guardant operates [2]

JP Morgan Healthcare Conference J anuary 12, 2026 Safe harbor and non-GAAP disclosures Certain statements in this presentation and the accompanying oral commentary are forward-looking statements within the meaning of federal securities laws. These statements relate to future events or Guardant Health, Inc. (the "Company")'s future results and involve known and unknown risks, uncertainties and other factors that may cause the actual results, levels of activity, performance or achievements of the Company or i ...

Core Insights - Guardant Health, Inc. has entered into a strategic agreement with LabFlorida/SunDx Labs to provide access to Guardant Shield, the first FDA-approved blood test for primary screening of colorectal cancer [1] Group 1 - The agreement allows LabFlorida to act as the exclusive distributor of Guardant Shield to senior living communities [1]

Financial Performance - Total revenue for Q2 2025 reached $232.1 million, a 31% increase compared to $177.2 million in Q2 2024[7, 40] - Oncology revenue grew by 22% year-over-year, reaching $158.7 million in Q2 2025, up from $130.3 million in Q2 2024[10, 40] - Biopharma & Data revenue experienced a 28% year-over-year growth, totaling $56 million in Q2 2025 compared to $44 million in Q2 2024[7, 29, 40] - Screening revenue for Q2 2025 was $14.8 million[7, 32, 40] - The company is raising revenue guidance for the full year 2025 to $915 million - $925 million, representing a 24%-25% year-over-year growth[48] Oncology Business - Oncology volume grew by 30% year-over-year[10] - Guardant360 Tissue ASP increased to approximately $2,000, achieving the company's 2028 target ahead of schedule[12] - Reveal identified that 63% of patients with detectable ctDNA experienced recurrence within three years, compared to 15% of those without detectable ctDNA[25] Screening Business - Shield's Q2 2025 revenue reached $15 million[32] - Shield volume in Q2 2025 was 16,000[32] - Shield non-GAAP gross margin improved significantly, reaching 48% in Q1 2025 and 18% in Q4 2024, and 2% in Q2 2025[42]

Financial Performance - Total revenue for Q1 2025 reached $203.5 million, a 21% increase compared to $168.5 million in Q1 2024[7, 45] - Oncology revenue grew by 20% year-over-year, reaching $150.6 million in Q1 2025 compared to $125.7 million in Q1 2024[10, 45] - Biopharma & Data revenue increased by 21% year-over-year, reaching $45.4 million in Q1 2025 compared to $37.6 million in Q1 2024[7, 27, 45] - Screening revenue for Q1 2025 was $5.7 million[7, 30, 45] - The company is raising revenue guidance for the full year 2025 to $880 million - $890 million, representing a 19%-20% year-over-year growth[52] Product and Technology Updates - Oncology volume increased by 25% year-over-year[10] - Guardant360 ASP improved to $3,000-$3,100[11] - Launched upgraded Guardant360 Tissue, a broad multiomic tissue CGP test[14, 15] - Reveal CRC & Shield are gross margin positive following significant COGS reductions[46] Screening - Shield Q1 '25 Revenue is $5.7M and Volume is 9K[30] - Shield has achieved positive gross margin ahead of schedule[36] - Improved Medicare pricing for CRC screening from $920 to $1,495, effective April 1, 2025[34]