Pacific Biosciences of California, Inc. (PACB)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$2.55+4.51%
Close 2026-11-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
QuarterlyIQ Insights · PACB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
2026 Financial Outlook PacBio now expects revenue for the full year 2026 to be in the range of $155 million to $160 million.
Stated in 3 of 3 supplied quarters. Management reported: “2026 Financial Outlook PacBio now expects revenue for the full year 2026 to be in the range of $155 million to $160 million.” “Recent Business Highlights • Delivered total revenue of $40.6 million, reflecting continued instrument and consumables demand • SPRQ-Nx adoption built through the quarter, with over half of Revio consumables revenue tied to SPRQ-Nx and two-thirds of the Revio installed base opting to upgrade software for use of SPRQ-Nx by the end of the quarter • Delivered 35 new Vega systems in the quarter, up 9% year-over-year, with more than 90% sold to new customers, and launched SPRQ-Nx for Vega in late August • Partnered with GeneDx to add long-read whole genome sequencing capabilities to its genome testing portfolio.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“2026 Financial Outlook PacBio now expects revenue for the full year 2026 to be in the range of $155 million to $160 million.”
“2026 Financial Outlook PacBio expects revenue for the full year 2026 to be in the range of $155 million to $165 million.”
“2026 Financial Outlook PacBio expects revenue for the full year 2026 to be in the range of $165 million to $175 million.”
The decrease in GAAP and non-GAAP operating expenses primarily reflects lower personnel and related expenses, resulting from PacBio’s restructuring initiatives.
Stated in 3 of 3 supplied quarters. Management reported: “The decrease in GAAP and non-GAAP operating expenses primarily reflects lower personnel and related expenses, resulting from PacBio’s restructuring initiatives.” “Non-GAAP operating expenses totaled $47.0 million for the third quarter of 2026 compared to $53.9 million for the third quarter of 2025.”
“The decrease in GAAP and non-GAAP operating expenses primarily reflects lower personnel and related expenses, resulting from PacBio’s restructuring initiatives.”
“The preprint demonstrates that PacBio HiFi whole genome sequencing can provide a more complete view of reproductive genetics in one workflow • Implemented restructuring actions primarily to streamlin…”
“Non-GAAP operating expenses totaled $49.9 million for the first quarter of 2026, compared to $61.7 million for the first quarter of 2025.”
Recent Business Highlights • Delivered total revenue of $40.6 million, reflecting continued instrument and consumables demand • SPRQ-Nx adoption built through the quarter, with over half of Revio con…
Stated in 3 of 3 supplied quarters. Management reported: “Recent Business Highlights • Delivered total revenue of $40.6 million, reflecting continued instrument and consumables demand • SPRQ-Nx adoption built through the quarter, with over half of Revio consumables revenue tied to SPRQ-Nx and two-thirds of the Revio installed base opting to upgrade software for use of SPRQ-Nx by the end of the quarter • Delivered 35 new Vega systems in the quarter, up 9% year-over-year, with more than 90% sold to new customers, and launched SPRQ-Nx for Vega in late August • Partnered with GeneDx to add long-read whole genome sequencing capabilities to its genome testing portfolio.”
“Recent Business Highlights • Delivered total revenue of $40.6 million, reflecting continued instrument and consumables demand • SPRQ-Nx adoption built through the quarter, with over half of Revio con…”
“About PacBio PacBio (NASDAQ: PACB) is a premier life science technology company that designs, develops, and manufactures advanced sequencing solutions to help scientists and clinical researchers reso…”
“Based on this success, we plan to execute a broad commercial rollout to all Revio customers later this month, which we believe will further catalyze consumable growth and Revio instrument demand.”
Drive broader commercial adoption of SPRQ-Nx chemistry and increase placements of Revio sequencing systems globally.
Focus on improving gross profit margins while managing higher compute, memory, and manufacturing costs.
Over the trailing year it converted 0.37x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
26 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.