Pacific Biosciences of California, Inc.

Pacific Biosciences of California, Inc.

PACBยทNASDAQ

$1.58

+6.0%
HealthcareMedical - Devices

Pacific Biosciences of California, Inc. designs, develops, and manufactures sequencing systems to resolve genetically complex problems. The company provides PacBio's Systems, which conduct, monitor, and analyse biochemical sequencing reactions; consumable products, including single molecule real-time (SMRT) cells; and various reagent kits designed for specific workflow, such as template preparation kit to convert DNA into SMRTbell double-stranded DNA library formats, including molecular biology reagents, such as ligase, buffers, and exonucleases. It also offers binding kits, such as modified DNA polymerase used to bind SMRTbell libraries to the polymerase in preparation for sequencing; and sequencing kits comprise reagents required for on-instrument, real-time sequencing, including the phospholinked nucleotides. The company serves research institutions; commercial laboratories; genome centers; public health labs, hospitals and clinical research institutes, contract research organizations, and academic institutions; pharmaceutical companies; and agricultural companies. It markets its products through a direct sales force in North America and Europe, as well as through distribution partners in Asia, Europe, the Middle East, Africa, and Latin America. Pacific Biosciences of California, Inc. has a development and commercialization agreement with Invitae Corporation. The company was formerly known as Nanofluidics, Inc. and changed its name to Pacific Biosciences of California, Inc. in 2005. Pacific Biosciences of California, Inc. was incorporated in 2000 and is headquartered in Menlo Park, California.

At a Glance

Live Snapshot
Market Cap$490.75M
EPS-1.8200
P/E Ratio-1.03
Earnings Date08/03/2026
pacb

Pacific Biosciences of California, Inc. Street Expectations Map

PACB ยท NASDAQ

Wall Street analysts project that PACB stock may decline over the coming 12 months. The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Lowest Target
1.00
-36.71%
Consensus Target
1.00
-36.71%
Highest Target
1.00
-36.71%

The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Analyst Consensus Analysis

Upside Potential

-36.7%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Pacific Biosciences of California, Inc. Forward Estimates of Revenue

PACB ยท NASDAQ
Latest Revenue
160.00M
FY 2025
Avg Estimate
176.90M
FY 2026
Estimate Range
175.95M - 177.85M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Pacific Biosciences of California, Inc. Forward Estimates of Net Income

PACB ยท NASDAQ
Latest Net Income
-546.38M
FY 2025
Avg Estimate
-152.80M
FY 2026
Estimate Range
-157.43M - -148.18M
Analyst Spread

Forward Growth Analysis

Projected Growth+72.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Pacific Biosciences of California, Inc. Forward Estimates of EPS

PACB ยท NASDAQ
Latest EPS
-1.82
FY 2025
Avg Estimate
$-0.53
FY 2026
Estimate Range
$-0.55 - $-0.51
Analyst Spread

Forward Growth Analysis

Projected Growth+70.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Pacific Biosciences of California, Inc. Forward Estimates of EBIT

PACB ยท NASDAQ
Latest EBIT
-539.10M
FY 2025
Avg Estimate
-128.21M
FY 2026
Estimate Range
-128.90M - -127.53M
Analyst Spread

Forward Growth Analysis

Projected Growth+76.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Pacific Biosciences of California, Inc. Forward Estimates of EBITDA

PACB ยท NASDAQ
Latest EBITDA
-34.20M
FY 2025
Avg Estimate
-124.04M
FY 2026
Estimate Range
-124.71M - -123.38M
Analyst Spread

Forward Growth Analysis

Projected Growth-262.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Pacific Biosciences of California, Inc. Forward Estimates of SG&A Expense

PACB ยท NASDAQ
Latest SG&A Expense
141.49M
FY 2025
Avg Estimate
180.82M
FY 2026
Estimate Range
179.85M - 181.79M
Analyst Spread

Forward Growth Analysis

Projected Growth+27.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

pacb

Pacific Biosciences of California, Inc. Insider Positioning

PACB ยท NASDAQ

During the last 12 months, insiders have purchased $502K and sold $1.32M worth of PACB shares, resulting in $814K of net selling activity.

3 Months

Bought

0

0.00

Sold

88.2K

120.81K

Net Activity

-121K

-$121K

3-6 Months

Bought

0

0.00

Sold

729.7K

1.16M

Net Activity

-1.2M

-$1.16M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

487.5K

502.12K

Sold

26.8K

35.18K

Net Activity

+467K

+$467K

Top Buyers

1
MM

Mohr Marshall

Director

65.0K sharesโ€ข1 transactions

$67K

2
OK

Ordonez Kathy

Director

65.0K sharesโ€ข1 transactions

$67K

3
LRS

Livingston Randall S

Director

65.0K sharesโ€ข1 transactions

$67K

4
VH

Valantine Hannah

Director

65.0K sharesโ€ข1 transactions

$67K

5
MJF

Milligan John F

Director

65.0K sharesโ€ข1 transactions

$67K

Top Sellers

1
HCO

Henry Christian O

Officer: See Remarks

485.2K sharesโ€ข3 transactions

$771K

2
VOM

Van Oene Mark

Officer: See Remarks

218.2K sharesโ€ข4 transactions

$339K

3
GJRI

Gibson James R Ii

Officer: See Remarks

88.2K sharesโ€ข1 transactions

$121K

4
FM

Farmer Michele

Officer: See Remarks

53.1K sharesโ€ข3 transactions

$84K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Negative insider sentiment with $814K net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.

Buy/Sell Ratio

0.38:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$121K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Buying

5 insider buyers vs. 4 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.