Guardant Health is rated a strong buy, driven by its Shield blood-based colorectal cancer screening and a transformative collaboration with Quest Diagnostics. GH's Shield test addresses major barriers to screening, expanding access to 50 million Americans and driving a 335% YoY increase in screening volumes. Revenue growth remains robust, with FY2025 revenue at $981 million (+33% YoY) and Q4 preliminary revenue of $280 million (+39% YoY), outpacing peers.
Guardant Health, Inc. (GH) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Here is how Guardant Health (GH) and Collegium Pharmaceutical (COLL) have performed compared to their sector so far this year.
Guardant Health, Inc.'s Shield ADLT reimbursement, Quest, and guidance raise show good adoption momentum. These positives keep me bullish on GH stock. Their oncology business remains the revenue anchor. Biopharma & Data also came in with good margins and provided some diversification. GH's recent Q3 report showed growing revenues, more Shield tests, and, ex-Screening, they became cash flow positive earlier than expected.
Guardant Health delivered extremely robust Q3 results and raised full-year guidance, with Reveal and Shield beginning to make material contributions. Guardant's therapy selection and biopharma businesses also remain strong. While GH is burning cash, this is in support of the screening business' rapid expansion. The company is now on a clear path to breakeven in the next few years.
Guardant Health, Inc. ( GH ) Q3 2025 Earnings Call October 29, 2025 4:30 PM EDT Company Participants Zarak Khurshid - Vice President of Investor Relations Helmy Eltoukhy - Co-Founder, Co-CEO & Chairman AmirAli Talasaz - Co-CEO & Director Michael Bell - Chief Financial Officer Conference Call Participants Bradley Bowers - Mizuho Securities USA LLC, Research Division Douglas Schenkel - Wolfe Research, LLC Puneet Souda - Leerink Partners LLC, Research Division Subhalaxmi Nambi - Guggenheim Securities, LLC, Research Division Patrick Donnelly - Citigroup Inc., Research Division Tycho Peterson - Jefferies LLC, Research Division William Bonello - Craig-Hallum Capital Group LLC, Research Division Mark Massaro - BTIG, LLC, Research Division Casey Woodring - JPMorgan Chase & Co, Research Division Kyle Mikson - Canaccord Genuity Corp., Research Division Luke Sergott - Barclays Bank PLC, Research Division Daniel Brennan - TD Cowen, Research Division Daniel Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good afternoon. Thank you for attending the Guardant Health Q3 2025 Earnings Call.
The headline numbers for Guardant Health (GH) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Guardant Health (GH) came out with a quarterly loss of $0.39 per share versus the Zacks Consensus Estimate of a loss of $0.48. This compares to a loss of $0.45 per share a year ago.
Guardant Health, Inc. (NASDAQ:GH ) Analyst/Investor Day September 24, 2025 9:00 AM EDT Company Participants Zarak Khurshid - Vice President of Investor Relations Helmy Eltoukhy - Co-Founder, Co-CEO & Chairman AmirAli Talasaz - Co-CEO & Director Darya Chudova - Chief Technology Officer Craig Eagle - Chief Medical Officer Christopher Freeman - Chief Commercial Officer of Oncology Jaime Boyle - Senior Vice President of BioPharma Business Development Stephen Murphy - Senior Vice President of Screening Marketing Michael Bell - Chief Financial Officer Jen Higgins Conference Call Participants Mark Massaro - BTIG, LLC, Research Division Daniel Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Puneet Souda - Leerink Partners LLC, Research Division Douglas Schenkel - Wolfe Research, LLC David Westenberg - Piper Sandler & Co., Research Division Patrick Donnelly - Citigroup Inc., Research Division Daniel Brennan - TD Cowen, Research Division Daniel Leonard - UBS Investment Bank, Research Division Jack Meehan - Nephron Research LLC Casey Woodring - JPMorgan Chase & Co, Research Division Andrew Cooper - Raymond James & Associates, Inc., Research Division Kyle Mikson - Canaccord Genuity Corp., Research Division Mason Carrico - Stephens Inc., Research Division Brandon Couillard - Wells Fargo Securities, LLC, Research Division Presentation Zarak Khurshid Vice President of Investor Relations Good morning, everybody, and thank you for joining us for the Guardant Health 2025 Investor Day. I'm Zarak Khurshid, Vice President of Investor Relations.
Guardant Health, Inc. (NASDAQ:GH ) Morgan Stanley 23rd Annual Global Healthcare Conference September 8, 2025 4:05 PM EDT Company Participants Helmy Eltoukhy - Co-Founder, Co-CEO & Chairman AmirAli Talasaz - Co-CEO & Director Michael Bell - Chief Financial Officer Conference Call Participants Kallum Titchmarsh - Morgan Stanley, Research Division Presentation Kallum Titchmarsh Equity Analyst Okay. Great. I think we can get started, everyone.
Guardant Health, Inc. (NASDAQ:GH ) Q2 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants AmirAli Talasaz - Co-CEO & Director Helmy Eltoukhy - Co-Founder, Co-CEO & Chairman Michael Bell - Chief Financial Officer Zarak Khurshid - Vice President of Investor Relations Conference Call Participants Daniel Anthony Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Daniel Gregory Brennan - TD Cowen, Research Division Eve Burstein - Sanford C. Bernstein & Co., LLC.
Although the revenue and EPS for Guardant Health (GH) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.