Should You Be Bullish on Natera (NTRA)?

In its first-quarter 2026 capitalist letter, Baron Health Care Fund highlighted stocks similar Natera, Inc. (NASDAQ:NTRA). Natera, Inc. (NASDAQ:NTRA) is simply a diagnostics institution specializing successful the improvement and commercialization of molecular investigating services. On April 28, 2026, Natera, Inc. (NASDAQ:NTRA) closed astatine $200.17 per share. One-month instrumentality of Natera, Inc. (NASDAQ:NTRA) was -1.50%, and its shares gained 32.62% implicit the past 52 weeks. Natera, Inc. (NASDAQ:NTRA) has a marketplace capitalization of $28.58 billion.

Baron Health Care Fund stated the pursuing regarding Natera, Inc. (NASDAQ:NTRA) successful its Q1 2026 capitalist letter:

"We reacquired shares of Natera, Inc. (NASDAQ:NTRA), a diagnostics institution that provides investigating services successful the oncology, prenatal, and organ transplant settings. We are peculiarly excited astir the committedness of Natera's Signatera minimal residual illness (MRD) tests, which relationship for fractional of the company's revenues contiguous and are the company's cardinal maturation driver. Signatera tests for immoderate grounds of crab compartment DNA successful a patient's humor and tin beryllium utilized to: 1) stratify patients and usher therapy decisions aft surgical tumor removal; 2) show however patients respond to treatment; and 3) observe aboriginal crab recurrence. Signatera is the starring trial successful the MRD class and has been proven to meaningfully impact diligent outcomes successful colorectal cancer, bosom cancer, bladder cancer, and to show immunotherapy response. Natera continues to put successful objective studies to beryllium Signatera’s objective worth successful further attraction settings. In particular, we expect Signatera maturation to payment from precocious published/presented information successful muscle-invasive bladder crab and caput and cervix squamous compartment carcinoma. We besides expect Signatera to motorboat successful Japan pursuing reimbursement for colorectal crab testing, which could thrust important maturation successful 2027 and beyond fixed the ample diligent population. Further, Natera continues to support its enactment presumption by expanding its MRD trial offerings, including launching their full genome sequencing-based trial and the tumor-naïve Latitude test. Overall, we deliberation MRD investigating tin beryllium a $20 cardinal marketplace arsenic oncologists proceed to follow these tests and arsenic its objective inferior is proven successful much settings, and we are bullish that Natera volition proceed to clasp its enactment position."