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Guardant (GH): Start of a new product cycle

  • Writer: Abacus Research
    Abacus Research
  • Sep 17, 2025
  • 1 min read

Guardant Health is a leader in liquid biopsy, a blood test, for cancer profiling and now screening.


Guardant has two new liquid biopsy products that look to be ramping fast and are well positioned. There is a massive TAM to go after, >>$100bn vs Industry revenues of ~$3-5bn.

  • Shield, one of the new products, could be the start of a very big thing for GH, and Q2 2025 showed very encouraging momentum.


We believe that Shield could make the company: revenues could increase from $60m this year to $700m in 2028 with potential upside if Shield becomes a multi-cancer screening platform. In our opinion Guardant has a meaningful first mover advantage, it just needs to prove commercial execution.


Potential Upside: $150 (+170%) over 3 years

Sensible Downside: $23(-50%)


 
 
 

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