Natera ($NTRA) podcast mentions
Timestamped Natera ($NTRA) mentions across our podcast corpus.
I was out, but Justin brought you a story about whether or not you should sell bonds now, and also how to reposition fixed income in a high oil, high rate world. He also answered a listener question on ticker NTRA, which is Natera Inc. If you happen to miss that episode, I encourage you to check it out. And remember, The best way to never miss an episode of Invest Talk is to subscribe wherever you get your podcasts. All righty. Well, today we have a lot planned for you, including my main focus point about the AI stock sell-off of 2026 and whether or not it's an overreaction or a real warning sign for investors. We saw recently Anthropic's bombshell disclosure that its Claude AI was used for weapons research, spying, cyberattacks, and that sent AI-related stocks tumbling this week, raising fresh questions about the sector's regulatory future.
Luke Guerrero · InvestTalk · AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors? · 2026-09-22So what do you think? Walmart now down 3%. I want to buy Walmart. But Target, see, a new CEO came in and he just kind of energized the place, cut prices on 10,000 items. That's what they needed. They needed price cuts. The stores look absolutely terrific. Walmart's just Walmart, and when you have a situation where it's just a continually good company, no one gets excited about it. I don't care. Buy some Walmart and put it away, and I'll be very happy with it. So will you. The Magnificent Seven finally are cheap compared to the rest of the market, and I think it's time to buy. Why? Because everything at a price. Oh man, tonight, Five Below is known for selling those viral squishy dumplings. We got hundreds of them. I had a couple last night for dinner with a little hot sauce. But after today's drop, the toys aren't the only thing getting squeezed. Could today's move be your chance to buy? I'm going to give you my take. And Natera is helping change the way we detect and monitor disease. You brought my— look, I had this on MI Diversified. You brought it to my attention. We've done the work. I'm very excited about it. We're going to take a closer look. And SoFi has been fighting its way back after months of turbulence. Can this fintech favorite keep the rebound going? I got the CEO in person. So stay with Kramer.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/3/26 · 2026-09-03Last week during Am I Diversified, Somers in Pennsylvania stopped me with a stock called Natera. Now it's hot and I simply haven't been following it closely enough to give a good answer. So now I want to circle back because it is an intriguing story. See, Natera is a diagnostics company focused on genetic testing for everything from cancer care, prenatal screening, and organ transplants. Their technology lets them analyze tiny fragments of DNA that circulate in the blood rather than having to scoop it out of a cell, which lets them detect information early, especially when we're talking about embryos. Now, originally, this Natera was a, it was a women's health company with non-invasive prenatal tests. It just draws some blood from the mother rather than going right in with the big amniocentesis needle. Remember that scary thing? But gradually, well, unless you're Robert DeNault, but gradually they've taken their DNA testing platform and then pushed it aggressively into cancer screening, which is a lot bit more money. They can help detect microscopic traces of cancer that are too small to appear on traditional imaging. So let's say your cancer goes into remission. Natera's blood test can quickly let you know if the cancer is coming back. Company published fresh lymphoma data this week that was very strong. Their test was a much better way to spot cancer than PET scans or CT scans. If you look at the analyst research, solid tumor molecular residual disease could be a $20 to $30 billion business. And right now These guys only have a small fraction of that. Natera also has this organ transplant test to spot early indicators that the transplant's being rejected. Medicare now covers this for kidney, heart, and lung transplant recipients. Who wouldn't want it? If you're in one of those situations, believe me, you want to take that. Put it all together and this prenatal testing company has turned itself into what I would consider to be a precision medicine platform. And that's why Natera stock is up 55% over the past few months, up 95% over the past 12 months. If you look at the other players in genetic testing, they've also been cleaning up. Too. Some of that's because there's been this rotation into healthcare stocks that keep talking about, especially the ones with the highest growth. But some of it's company-specific.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/3/26 · 2026-09-03See, about a month ago, Daterra reported a phenomenal quarter with much better than expected revenue, surging gross margin, and a total test volume up 22.4%. Their oncology tests, cancer tests volumes were up 57.2% year over year. While the company's not yet profitable, which does bother me, it's heading in the right direction. It lost $0.47 per share. 2 cents better than expected, much more than the 74-cent loss they reported a year ago. But they're losing money and I don't like that. But Wall Street sees Natera turning profitable in 2028, with tremendous earnings growth from there through 2031. The balance sheet gives management plenty of room to keep investing. They finished the quarter with roughly $1.09 billion in cash and equivalents against only $80 million in debt. Now, on top of that, management raised its guidance. Natera increased its full-year revenue forecast by $100 million to the midpoint to between $2.85 billion and $2.91 billion. That's a lot. And they see their gross margin coming in between 64% and 66% with positive free cash flow. That combination is exactly what we want to see. It's what's really drawing the buyers. This product pipeline adds another layer here. See, Signet Terra, which is their cancer test, has achieved significant regulatory milestones. Medicare coverage expanded for their kidney transplant test. International expansion starting to matter to their cancer test has gotten some big approvals in Japan. Now, Netero has some major backers. One that jumped out to me, Stanley Druckenmiller. He's the big-time hedge fund billionaire, absolutely loves the stock. At least as of a few months ago, his family office had an $865 million position in this company at the end of June. Netero alone represented close to 20% of the portfolio, and nothing else comes close to it in terms of scale. Now, look, you got to take these 13F forms with a grain of salt. I know Stanley, you're saying, Jim, come on, but I'd never buy a stock simply because Stanley Druckenmiller owned it as a couple, as a filing. A couple of months ago, filings were backward-looking. Still, it does tell you that Druckenmiller had a lot of conviction in Atari at the end of June. When one of the most successful investors of all time has such a large stake in a single company, you better believe that catches my attention.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/3/26 · 2026-09-03And I get the appeal. But there are real risks here. Atari is not cheap and it's certainly not undiscovered. Stock trades at roughly 16 times this year's expected sales, not earnings, but sales, even as the company is losing money., and shares are already up 43% year to date. The industry itself comes with plenty of uncertainty as well. These tests require continued clinical validation. Competitors are spending aggressively on liquid biopsy and cancer monitoring. Insurance reimbursement matters and regulatory standards can change. This kind of valuation, even a modest slowdown could hit this stock hard. So I'm not telling you to chase the Terrier, but I am telling you that the caller who brought it up and Stanley Druckenmiller are probably on to something. In the end, I think this is a promising story. The Terrier is doing incredible things with these DNA fragment blood tests and their business is on fire. I think it represents a major facet of personalized medicine, something I care about. So I think it is the future of health care. Bottom line, I would put Natera on my watch list because it's moved so much. I think it's just run to the point where I can't justify chasing it, but it's definitely worth waiting for a pullback and then doing some buying. Let's go to Bill in Massachusetts. Bill.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/3/26 · 2026-09-03And okay, so let's take them. Let's take them. J&J is best of breed. Triple-A balance sheet, 18 drugs, no loss of equivalent of— you're not going to have any expiration problems. Okay. Lilly has one huge drug that we know is going to be a franchise for many, many years. I do like a diversified pattern more, and Pfizer's starting to creep up and is playing catch-up, but I need a reason to recommend it. So I'm going to say J&J, Lilly, and then Pfizer. And thank you for the kind words and for the buying of my books. All right, now if you like Natera, I'm actually giving my blessing to put up— yeah, look, let it pull back a little bit, you can put a position. I really like the story, I just don't like the losses. Watch where I made money at, including my sit-down with SoFi. How is that stock faring in the current rate environment? It's very rate sensitive. I've got the CEO. Then the market's taking its cues from the bond market. But is there enough money on the sidelines to keep stocks running? I'll explain in a positive— in a positive light, though. And all your calls, rapid fire, in tonight's edition of the Lightning Round. So stay with Kramer. What do you make of the action in SoFi Technologies, digital bank of choice for the younger generation? I've been a longtime believer in this one. And by the way, last year my faith was rewarded as the stock went from $8 to an all-time high of $32 and change in November. Fortunately, SoFi spent the last 6 months bouncing between $15 and $20. Even though the company reported a really solid top and bottom line beat in late July, stock actually sold off, 9% response. I didn't understand that. Since then, though, it's been rallying hard. To the point where it's now up more than 10% since that quarter. So can the stock keep rebounding? Let's shoot with Andy Noto, old friend, CEO of SoFi. Well, Andy, back— I can't believe you're here. It's great to see you in person.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/3/26 · 2026-09-03Let me see. I want to be sure I get to see where these are right now. PNC. Okay, that's a nice— yeah, look, PNC is a nice regional bank. I'm never going to get, you know, say, oh, you can't own that one. It's terrific. I have no really edge on it, but it's nice. Palantir, what I was looking at was trying to see whether it closed above 200 because, you know, a lot of people said to me, Jim, when it went back to 150, you really let us down and never went above went to $200. I'm telling you, this is going through $200, okay? And I like it very much. This is a very good consultant company. I know it's much more than that, but I'm using that term. Okay, Herc Rentals, I only like URI. I don't like the rental business. It's too, uh, hit or miss. Okay, Coupang, we're not going to own any comp— any companies from that area. And Netera, now this is a tough one. Um, here's what I want to do before— I know that this is just really about, about We're really only caring about sectors, but I have to do more work on Natera before I say whether I'm going to blast it. So I'm going to say a bank, we get rid of this rental company. I like this consultant. We're not going to take anything from here. We're going to use— we're going to play here. What we're going to do is after what's happened today, I am saying, you know what, I want Salesforce. I want Salesforce there. I'm not kidding. And I'm going to come back on Natera. I just shouldn't be able to just say, hey, listen, Natera is fine. You don't have to worry about it. Let's go to Jeff in California. Jeff.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/27/26 · 2026-08-27Healthcare, the most important healthcare stocks after 18 months of indifference are back in gear. Look at Lilly, look at intuitive surgical, look at Natera, look at the turns even like Bristol and BMW.
Steve Eisman · The Real Eisman Playbook · 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40 · 2026-01-05