AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced it will present new data in genitourinary malignancies at the American Society of Clinical Oncology Genitourinary Cancers Symposium (ASCO GU), taking place February 26-28, 2026. Across four oral presentations in muscle-invasive bladder cancer (MIBC), these data reinforce Signatera's role in identifying patients who benefit from adjuvant immunotherapy, supporting. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-37478 NATERA, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 01-0894487 State or Other Juris ...

Natera (NTRA) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of a loss of $0.46 per share. This compares to a loss of $0.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +175.43%. A quarter ago, it was expected that this genetic testing company would post a loss of $0.39 per share when it actually produced a loss of $0.64, delivering a surprise of -64.1%.Over the last four quarters, ...

For the quarter ended December 2025, Natera (NTRA) reported revenue of $665.5 million, up 39.8% over the same period last year. EPS came in at $0.35, compared to -$0.41 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $660.45 million, representing a surprise of +0.76%. The company delivered an EPS surprise of +175.43%, with the consensus EPS estimate being -$0.46.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...

Natera (NasdaqGS:NTRA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAlexey Aleshin - General Manager of Oncology and Chief Medical OfficerCasey Woodring - VP of Equity ResearchDaniel Markowitz - VP of Equity ResearchDoug Schenkel - Managing Director of Life Science Tools and DiagnosticsJohn Fesko - President and Chief Business OfficerMichael Brophy - CFORicki Levitus - Equity Research AssociateSolomon Moshkevich - President of Clinical DiagnosticsSteve Chapman - CEOConference Call ...

Natera (NasdaqGS:NTRA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAlexey Aleshin - General Manager of Oncology and Chief Medical OfficerCasey Woodring - VP of Equity ResearchDaniel Markowitz - VP of Equity ResearchDoug Schenkel - Managing Director of Life Science Tools and DiagnosticsJohn Fesko - President and Chief Business OfficerMichael Brophy - CFORicki Levitus - Equity Research AssociateSolomon Moshkevich - President of Clinical DiagnosticsSteve Chapman - CEOConference Call ...

Natera (NasdaqGS:NTRA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker10Welcome to Natera's 2025 fourth quarter financial results conference call. At this time, all participants are in a listen-only mode. Following management's prepared remarks, we will hold a Q&A session. To ask a question at that time, please press Star, followed by One on your touchtone phone. If anyone has difficulty hearing the conference, please press Star zero for operator assistance. As a reminder, this call is being rec ...

Natera, Inc. Q4'2025 Earnings Presentation February 26, 2026 Safe harbor statement This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including statements regarding our market opportunity, our anticipated products and launch schedules, our reimbursement coverage and our product costs, our commercial and strategic partnerships and potential acq ...

Group 1: Natera - Natera represents 13.2% of the Duquesne Family Office holdings, with a market cap of $28.8 billion, specializing in genetic testing for women's health, oncology, and organ health [4] - The company is currently loss-making but is projected to have revenue growth at a high-teens percentage rate over the next couple of years, with a gross profit margin increasing from 61.8% in Q3 2024 to 64.9% in Q3 2025 [4] - Natera's oncology tests grew by 54% in Q3, making up 24% of total tests, and the bullish case for the stock is supported by its Signatera personalized blood test for detecting molecular residual disease in cancer patients [5][6] Group 2: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing represents 5.4% of the portfolio and has seen an 80% increase over the last year, driven by AI spending [8] - The company reported robust AI-related demand in 2025, while non-AI markets showed only a mild recovery, indicating a dependency on AI spending for future prospects [9] - Capital spending is projected to exceed $101 billion over the next three years due to rising costs and growth support needs, which may limit free cash flow margin expansion opportunities [10][12]

Core Insights - Stanley Druckenmiller's Duquesne Family Office made significant portfolio adjustments in Q4 2025, including large positions in financial sector ETFs and a notable exit from Meta [1][2] Group 1: Portfolio Adjustments - In Q4, Druckenmiller opened positions in the Financial Select Sector SPDR ETF (XLF) with 5.4956 million shares, valued at approximately $301 million, making it the second-largest holding in the portfolio at 6.7% of total assets [3] - The Duquesne Family Office also acquired 1.1739 million shares of the Invesco S&P 500 Equal Weight ETF (RSP), valued at about $225 million, representing 5% of the portfolio [4] - Additionally, a new position was taken in the iShares MSCI Brazil ETF (EWZ) with 3.5526 million shares, valued at approximately $113 million, accounting for 2.51% of the portfolio [5] Group 2: Technology Sector Moves - Druckenmiller completely exited his position in Meta Platforms, selling all 76,100 shares, which resulted in a negative exposure change of about 1.38% [6] - Conversely, he significantly increased his stake in Alphabet (GOOGL) by 282,800 shares, a 276.71% increase, bringing the total holding to 385,000 shares valued at around $120 million [7] - The position in Sea Ltd (SE) was also increased by 669,900 shares, a 244.32% rise, with a total holding value of approximately $120 million [8] Group 3: Overall Portfolio Composition - As of the end of Q4 2025, Druckenmiller's portfolio consisted of 62 stocks, with the top five holdings being Natera Inc, Financial Select Sector ETF (XLF), Insmed Inc, S&P 500 Equal Weight ETF (RSP), and Teva Pharmaceutical [8] Group 4: Market Implications - Druckenmiller's trading activities have garnered significant attention on Wall Street, particularly due to his close relationships with key economic decision-makers in the new administration [9] - The potential influence of "Druckenmiller economics," which opposes deficits, inflation, and tariffs, may permeate policy-making through his former associates now in power [10]