CareDx, Inc.
CareDx, Inc. said it received an amended Schedule 13G/A from Baron Capital Group, Inc., BAMCO, Inc., Baron Capital Management, Inc., and Ronald Baron. The filing reports shared beneficial ownership of 1,937,326 CareDx common shares, or 3.75% of the class, down to 5% or less, with shared voting and dispositive power.
CareDx (CDNA) reported Q2 2026 revenue of $131.95M and net income of $110.64M, reversing a prior-year loss. It raised its full-year 2026 revenue outlook to $490–500M, completed a $50M buyback, and filed a $80.3M shelf for ESOP shares. The article links results to Medicare LCD frequency limits starting Aug. 30, 2026.
Baron Capital’s Baron Discovery Fund Q2 2026 investor letter said the fund rose 19.08% (Institutional Shares) in the quarter, lagging the Russell 2000 Growth Index. It highlighted CareDx (NASDAQ:CDNA), citing a CMS MolDX draft LCD that could limit reimbursement, and said the fund increased its position at $11 to $12. CareDx closed at $47.23 on Aug. 11, 2026, and reported 1Q26 revenues up 39% YoY and volumes up 17% YoY.
Over the past 7 days, alphai's AI scored 3 news stories mentioning CDNA (CareDx, Inc.). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.
Recent CDNA coverage spans earnings, insider activity and financial news.
In the last 30 days, CDNA insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($3.9M). The most active reporter was Novack Jeffrey Adam, Secretary and General Counsel, with 2 filings. 60% of those filings were made under pre-arranged Rule 10b5-1 plans.
The filing is a shareholder-structure update showing the Baron group is no longer above the 5% threshold, which can reduce perceived influence and potential signaling around future activism.
Guidance upside is tempered by explicit Medicare LCD utilization caps, keeping reimbursement risk central to the bull case.
Near-term catalyst is CMS MolDX LCD finalization, with upside skew if reimbursement risk eases; additional medium-term support comes from 1Q26 growth and portfolio reshaping (lab divestiture and Naveris acquisition).
The article frames a post-earnings valuation gap, with the stock far above a stated fair value narrative, creating near-term risk of mean reversion despite improved fundamentals.
The article flags insider selling near current prices, which can weigh on sentiment but does not provide new fundamentals.
alphai scores every news story that mentions CDNA with an AI model for sentiment and relevance, and aggregates insider trades from CareDx, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
CareDx, Inc. said it received an amended Schedule 13G/A from Baron Capital Group, Inc., BAMCO, Inc., Baron Capital Management, Inc., and Ronald Baron. The filing reports shared beneficial ownership of 1,937,326 CareDx common shares, or 3.75% of the class, down to 5% or less, with shared voting and dispositive power.
2 min readCareDx (CDNA) reported Q2 2026 revenue of $131.95M and net income of $110.64M, reversing a prior-year loss. It raised its full-year 2026 revenue outlook to $490–500M, completed a $50M buyback, and filed a $80.3M shelf for ESOP shares. The article links results to Medicare LCD frequency limits starting Aug. 30, 2026.
6 min readBaron Capital’s Baron Discovery Fund Q2 2026 investor letter said the fund rose 19.08% (Institutional Shares) in the quarter, lagging the Russell 2000 Growth Index. It highlighted CareDx (NASDAQ:CDNA), citing a CMS MolDX draft LCD that could limit reimbursement, and said the fund increased its position at $11 to $12. CareDx closed at $47.23 on Aug. 11, 2026, and reported 1Q26 revenues up 39% YoY and volumes up 17% YoY.
6 min readCareDx (CDNA) reported Q2 2026 results showing a shift from a prior net loss to net income of $110.64 million, with higher year-over-year revenue and raised full-year guidance, according to the company. The article cites a sharp share-price rise and a fair value estimate of $28 versus a $47.07 close, implying overvaluation.
6 min readCareDx, Inc. reported that independent chairman Michael Goldberg sold about $2.1m of shares at $47.06 each, cutting his stake by 24%. The article says this was the largest insider sale in the past 12 months, with no insider buys recorded. It notes insiders hold about 4.6% of the company.
3 min readGoldberg Michael sold 44,700 shares of CareDx, Inc. (CDNA) at $47.06 ($2.10M total) on 2026-08-04.
2 min readBickerstaff George sold 20,000 shares of CareDx, Inc. (CDNA) at $46.28 ($0.93M total) on 2026-08-05.
1 min readCOURNOYER CHRISTINE sold 16,000 shares of CareDx, Inc. (CDNA) at $46.94 ($0.75M total) on 2026-08-04 under a Rule 10b5-1 trading plan.
2 min readCareDx (CDNA) reported Q2 2026 revenue of $131.95M versus $86.68M a year earlier and net income of $110.64M versus a $8.57M loss. It raised its full-year 2026 revenue outlook to $490M to $500M and filed an $80.30M shelf for 2,267,800 shares tied to an ESOP.
4 min readCareDx (NASDAQ:CDNA) provided Q2 earnings call guidance. Full-year testing volume is forecast at 258,000 to 266,000 tests and testing-services revenue around $400 million, including $24 million specialty oncology. Patient and digital revenue is expected at $72 million, lab products $23 million, and non-GAAP gross margin 71% to 73%. The company also discussed Medicare LCD coverage, Q3 and Q4 test assumptions, and pipeline updates for AlloHeme and HistoMap.
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