Natera adds $140M to 2026 sales forecast as MRD test volumes climb over 56%

Natera reported revenue of $794M for the quarter to September 2026, against $592M a year earlier, an increase of roughly 34%. The company said it ran more than 1.09M tests in the period and posted a gross margin of about 65%.

Oncology monitoring drove much of the momentum. Natera handled around 316K clinical molecular residual disease (MRD) tests across its Signatera and Latitude products, up by more than 56% on the prior-year level. The material available does not break out how much of the revenue gain came from MRD versus its other testing lines.

Management raised its 2026 revenue outlook by $140M at the midpoint. The updated range itself was not part of the information available. Natera also put forward a revenue projection of $6B for 2029, a forward-looking statement rather than a regulatory or reimbursement commitment.

The earnings presentation, dated 5 November 2026, singled out bladder cancer testing, linking it to an FDA approval and inclusion in NCCN guidelines. The summary does not say which product or indication the approval covers, or what the guideline recommendation specifically says, so the size of the bladder cancer contribution cannot be assessed from the available material.