Bernstein Reiterates Buy Rating on Natera, Inc.

On June 26, 2026, Bernstein reiterated its buy rating on Natera, Inc. (NasdaqGS: NTRA), setting a price target of $310. This move signals continued confidence in the diagnostics company's future prospects.

Other Institutional Activity in Natera, Inc.

Several institutional investors have recently adjusted their positions in Natera. JPMorgan Chase & Co added 532,333 shares, bringing its total to 13,386,667 shares valued at about $2.50 billion, marking a 4.1% increase. Price T Rowe Associates also grew its stake by 1,312,887 shares to a total of 12,184,876 shares worth around $2.44 billion, reflecting a 12.1% increase. Meanwhile, BlackRock trimmed its position by 182,103 shares, resulting in 10,677,338 shares valued at approximately $2.14 billion, a 1.7% decrease. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions, with holdings of 6,008,496 shares and 5,644,695 shares, respectively.

Natera, Inc. Stock Down 18.1%

Shares of Natera traded near $267.74 on Friday. The company, valued at approximately $37.34 billion, operates in the healthcare sector, specifically in diagnostics and research. It has a forward P/E ratio that is not meaningful due to its lack of profitability, and a beta of 1.544, indicating higher volatility compared to the market. The stock's 52-week range is between $131.81 and $271.47, with a 50-day moving average of $211.31 and a 200-day moving average of $208.15. Natera maintains a current ratio of 2.959 and a quick ratio of 2.697, with a debt-to-equity ratio of 13.533.

Recent Earnings

For the most recent quarter, Natera reported revenue of approximately $2.50 billion, with a growth rate of 38.8%. However, the company posted a net margin of -9.05% and a return on equity of -15.02%, indicating ongoing challenges with profitability. The next earnings report is expected on May 7, 2026.

Insider Buying and Selling at Natera, Inc.

Recent insider activity at Natera includes several planned sales. On June 17, 2026, Sheena Jonathan sold 1,500 shares at an average price of $219.88. A day earlier, Chapman Rowan sold 2,964 shares at $216.78. On June 15, Sheena Jonathan sold 3,150 shares at $211.14, while Executive Chairman Matthew Rabinowitz sold 50,000 shares at $214.91, also part of a planned sale. Rabinowitz sold another 50,000 shares on June 12 at $214.03. On June 5, Gail Boxer Marcus sold 11,000 shares at $217.21, not under a planned sale.

Analysts Set New Price Targets

On June 26, 2026, Bernstein reiterated its buy rating for Natera with a target price of $310. BTIG maintained its buy rating on June 24 with a target of $275, and Barclays also maintained a buy rating with a $260 target on the same day. The consensus among 20 analysts remains a buy, with a mean target price of $260.30.

About Natera, Inc.

Natera, Inc. is a diagnostics company based in Austin, Texas. It focuses on developing and commercializing molecular testing services globally. The company offers a range of tests, including Signatera for cancer monitoring, Panorama for prenatal screening, and Prospera for transplant rejection assessment. With a workforce of over 6,000 employees, Natera serves various medical and research institutions worldwide.

Bottom Line

Bernstein's reaffirmation of its buy rating on Natera, Inc. underscores the firm's confidence in the company's growth trajectory. While Natera continues to face profitability challenges, its robust product portfolio and institutional interest position it as a significant player in the diagnostics sector. Investors should note that analyst ratings are forward-looking assessments and may not reflect current market conditions.