Guardant Health climbs as FDA-related momentum and an analyst price-target hike fuel gains

Guardant Health, Inc. (GH) is up 5.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a cluster of recent FDA-related updates around Guardant360 and the resulting follow-through in investor sentiment, alongside a fresh analyst price-target increase. With the stock already in a multi-day rally, today’s gain looks like continuation buying as traders price in a potentially stronger commercial runway for Guardant360-enabled companion diagnostics.

Details:

The FDA approved vepdegestrant (VEPPANU) on May 1, 2026, and also cleared Guardant360 CDx as an FDA-authorized companion diagnostic to identify breast cancer patients with ESR1 mutations eligible for that therapy.

Guardant also highlighted FDA clearance for Guardant360 CDx as a companion diagnostic for VEPPANU, adding another labeled use case that can support test utilization in advanced breast cancer settings.

In a May 26, 2026 note, BTIG raised its price target on GH to $155 from $145 while maintaining a Buy rating, framing the recent Guardant360 FDA milestone as strategically important.

GH has been in a sharp multi-session upswing into May 27, suggesting momentum and positioning effects amplified the response to the regulatory/analyst backdrop.

Sources:

FDA, Investing.com, MedTech Dive, Trefis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GH Insider Trading Activity

$GH insiders have traded $GH stock on the open market 83 times in the past 6 months. Of those trades, 0 have been purchases and 83 have been sales.

Here’s a breakdown of recent trading of $GH stock by insiders over the last 6 months:

AMIRALI TALASAZ (Co-Chief Executive Officer) has made 0 purchases and 19 sales selling 360,000 shares for an estimated $38,598,163.
HELMY ELTOUKHY (Co-Chief Executive Officer) has made 0 purchases and 2 sales selling 90,565 shares for an estimated $9,402,220.
MICHAEL BRIAN BELL (Chief Financial Officer) has made 0 purchases and 13 sales selling 83,362 shares for an estimated $8,549,852.
TERILYN J. MONROE (Chief People Officer) has made 0 purchases and 14 sales selling 77,601 shares for an estimated $8,303,494.
CHRIS FREEMAN (Chief Commercial Officer) has made 0 purchases and 12 sales selling 55,858 shares for an estimated $6,137,981.
KUMUD KALIA (Chief Information Officer) has made 0 purchases and 3 sales selling 42,000 shares for an estimated $4,021,864.
IAN T CLARK has made 0 purchases and 4 sales selling 35,487 shares for an estimated $3,801,865.
DARYA CHUDOVA (Chief Technology Officer) has made 0 purchases and 3 sales selling 28,386 shares for an estimated $2,985,111.
JOHN G. SAIA (Chief Legal Officer) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,130,228.
MEDINA MANUEL HIDALGO has made 0 purchases and 6 sales selling 3,800 shares for an estimated $384,110.
MUSA TARIQ has made 0 purchases and 4 sales selling 696 shares for an estimated $63,396.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$GH Hedge Fund Activity

We have seen 262 institutional investors add shares of $GH stock to their portfolio, and 252 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

TWO SIGMA INVESTMENTS, LP added 2,057,628 shares (+94.7%) to their portfolio in Q1 2026, for an estimated $190,063,098
PIER 88 INVESTMENT PARTNERS LLC added 2,050,380 shares (+30064.2%) to their portfolio in Q1 2026, for an estimated $189,393,600
GOLDMAN SACHS GROUP INC added 1,808,266 shares (+68.8%) to their portfolio in Q1 2026, for an estimated $167,029,530
FMR LLC added 1,719,648 shares (+71.8%) to their portfolio in Q1 2026, for an estimated $158,843,885
PRICE T ROWE ASSOCIATES INC /MD/ added 1,387,611 shares (+24.6%) to their portfolio in Q1 2026, for an estimated $128,173,628
JENNISON ASSOCIATES LLC removed 966,559 shares (-82.6%) from their portfolio in Q1 2026, for an estimated $89,281,054
WESTFIELD CAPITAL MANAGEMENT CO LP added 823,349 shares (+152.7%) to their portfolio in Q1 2026, for an estimated $76,052,747

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GH Analyst Ratings

Wall Street analysts have issued reports on $GH in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 02/20/2026
Canaccord Genuity issued a "Buy" rating on 12/22/2025
Mizuho issued a "Outperform" rating on 12/17/2025

To track analyst ratings and price targets for $GH, check out Quiver Quantitative's $GH forecast page.

$GH Price Targets

Multiple analysts have issued price targets for $GH recently. We have seen 15 analysts offer price targets for $GH in the last 6 months, with a median target of $130.0.

Here are some recent targets:

Mark Massaro from BTIG set a target price of $155.0 on 05/26/2026
Luke Sergott from Barclays set a target price of $120.0 on 05/08/2026
Casey Woodring from JP Morgan set a target price of $135.0 on 05/08/2026
Daniel Markowitz from Evercore ISI Group set a target price of $95.0 on 05/08/2026
David Westenberg from Piper Sandler set a target price of $130.0 on 02/24/2026
Patrick Donnelly from Citigroup set a target price of $150.0 on 02/20/2026
Puneet Souda from Leerink Partners set a target price of $180.0 on 02/20/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.