Natera Inc. (NTRA): Billionaire Tom Steyer’s Stock Pick with Huge Upside Potential

Natera, Inc. (NASDAQ:NTRA) has been a staple successful the 13F portfolio of Farallon Capital since the 2nd 4th of 2021. Back then, this presumption comprised 500,000 shares. By the 4th fourth of 2022, the money had trimmed this holding down to 143,000 shares. Thereafter, it started loading up connected the banal again. By the 2nd 4th of 2025, this presumption had been accrued to 4.8 cardinal shares. In the pursuing 2 quarters, the money trimmed this involvement by 11% and 8%. Filings for the 4th fourth of 2025 amusement that the money owned conscionable nether 4 cardinal shares successful the company.

Natera, Inc. (NASDAQ:NTRA) is viewed arsenic the ascendant person successful the high-growth Molecular Residual Disease (MRD) market. Earlier this month, a national justice awarded the steadfast a 30% ongoing royalty successful a high-profile patent litigation lawsuit related to its MRD technology. The royalty provides a pure-profit gross watercourse that reinforces Natera’s intelligence spot moat and penalizes competitors utilizing akin detection methods. The halfway operator for institutions is the accelerated adoption of Signatera, which is becoming the modular of attraction for crab recurrence monitoring. In the full-year 2025 results, oncology trial volumes grew by implicit 51%. Natera besides presented 20 abstracts astatine the caller AACR conference, showcasing the standard of its innovation.

While we admit the imaginable of NTRA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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