Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Veracyte, Inc. (VCYT)
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
$52.52+4.43%
Close 2026-11-04 · 1-day change
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.95 → 1.94 EPS · FY ending Dec 31, 2027 · 7 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 7; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VCYT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations grows above $35M | Cash from operations jumped from $5.4M to $35.2M, supporting growth and investments. | Intact | Cash from operations falls below $30M over next year | Cash from operations: $45.826M FY2026-Q2; GAAP. Published target: Cash from operations >= $35M. Target period is not explicitly aligned with this observation. Jul 31, 202645,826,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented healthcare business with improving profitability, rather than a turnaround. The multi-year view is intact, with management delivering on its stated priorities, though risk remains elevated.
Valuation is expensive versus peers, with a 1.1 premium, while the expectations gap is modestly negative. The market appears to recognize the recent operating strength, and the evidence labels current expectations as justified with low fragility.
Near term, revenue growth has remained strong, operating income has improved, and cash from operations has increased; management is on track against all three stated priorities. A recent earnings beat and acquisition announcement add context, but the evidence gives limited detail on the acquisition’s likely contribution. Near-term miss risk is rated low, though a past deep miss and possible guidance cuts remain risks.
Over the next few quarters, the thesis hinges on continued revenue growth and progress in profitability and cash generation. A guidance cut or further weakening in jobs data could pressure the business backdrop, while strong results and guidance from healthcare peers could support sector momentum.
For the 1-to-3-year view, VCYT’s operating progress supports an intact thesis, but its expensive valuation and elevated risks make execution important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit rises with better cost control, shown by operating income up from $2.9M to $22.6M. |
| Intact |
| Operating income falls below prior year levels or turns negative |
Operating income: $22.98M FY2026-Q2; GAAP. Published target: Operating income remains positive and growing. Target period is not explicitly aligned with this observation. Jul 31, 202622,980,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows to about $575M in FY26 | Veracyte grows revenue about 13% yearly, driven by new tests. | Intact | Revenue falls below $570M in FY26 | Revenue: $150.321M FY2026-Q2; GAAP. Published target: ~$575M. Annual target cannot be compared with a quarterly or TTM observation. Jul 31, 2026150,321,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.88 → $1.94 · observed estimates
$0.66B → $0.66B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.88 | $655,981,228 | 7 / 9 |
| 2026-07-25 | $1.89 | $654,944,910 | 11 / 12 |
| 2026-07-26 | $1.89 | $654,944,910 | 11 / 12 |
| 2026-07-27 | $1.89 | $654,944,910 | 11 / 12 |
| 2026-07-28 | $1.89 | $654,944,910 | 11 / 12 |
| 2026-07-29 | $1.88 | $655,981,228 | 7 / 9 |
| 2026-07-30 | $1.89 | $654,944,910 | 11 / 12 |
| 2026-07-31 | $1.89 | $654,944,910 | 11 / 12 |
| 2026-08-01 | $1.88 | $655,981,228 | 7 / 9 |
| 2026-08-02 | $1.93 | $656,785,450 | 10 / 11 |
| 2026-08-03 | $1.93 | $656,785,450 | 10 / 11 |
| 2026-08-04 | $1.93 | $656,785,450 | 10 / 11 |
| 2026-08-05 | $1.85 | $657,927,587 | 5 / 8 |
| 2026-08-06 | $1.95 | $659,215,760 | 11 / 12 |
| 2026-08-08 | $1.85 | $657,927,587 | 5 / 8 |
| 2026-08-09 | $1.95 | $659,215,760 | 11 / 12 |
| 2026-08-10 | $1.95 | $659,215,760 | 11 / 12 |
| 2026-08-12 | $1.85 | $657,927,587 | 5 / 8 |
| 2026-08-13 | $1.95 | $659,215,760 | 11 / 12 |
| 2026-08-14 | $1.85 | $657,927,587 | 5 / 8 |
| 2026-08-15 | $1.85 | $657,927,587 | 5 / 8 |
| 2026-08-16 | $1.85 | $657,927,587 | 6 / 8 |
| 2026-08-17 | $1.85 | $657,927,587 | 6 / 8 |
| 2026-08-18 | $1.85 | $657,927,587 | 6 / 8 |
| 2026-08-19 | $1.85 | $657,927,587 | 6 / 8 |
| 2026-08-20 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-21 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-22 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-23 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-24 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-25 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-26 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-27 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-28 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-29 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-30 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-08-31 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-01 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-02 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-03 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-04 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-05 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-06 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-07 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-08 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-09 | $1.95 | $659,223,362 | 7 / 9 |
| 2026-09-10 | $1.95 | $659,219,279 | 7 / 9 |
| 2026-09-11 | $1.96 | $660,491,037 | 7 / 9 |
| 2026-09-12 | $1.96 | $660,491,037 | 7 / 9 |
| 2026-09-13 | $1.96 | $660,491,037 | 7 / 9 |
| 2026-09-14 | $1.96 | $660,491,037 | 7 / 9 |
| 2026-09-15 | $1.96 | $660,491,037 | 7 / 9 |
| 2026-09-16 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-17 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-18 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-19 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-20 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-21 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-22 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-23 | $1.95 | $660,492,406 | 7 / 9 |
| 2026-09-24 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-09-25 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-09-26 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-09-27 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-09-28 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-09-29 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-09-30 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-10-01 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-10-02 | $1.95 | $660,488,637 | 7 / 9 |
| 2026-10-03 | $1.95 | $660,242,483 | 7 / 9 |
| 2026-10-04 | $1.95 | $660,242,483 | 7 / 9 |
| 2026-10-05 | $1.95 | $660,242,483 | 7 / 9 |
| 2026-10-06 | $1.95 | $660,242,483 | 7 / 9 |
| 2026-10-07 | $1.95 | $660,242,483 | 7 / 9 |
| 2026-10-08 | $1.95 | $660,242,483 | 7 / 9 |
| 2026-10-09 | $1.95 | $658,622,561 | 7 / 9 |
| 2026-10-10 | $1.95 | $658,622,561 | 7 / 9 |
| 2026-10-11 | $1.95 | $658,622,561 | 7 / 9 |
| 2026-10-12 | $1.95 | $658,622,561 | 7 / 9 |
| 2026-10-13 | $1.95 | $658,622,561 | 7 / 9 |
| 2026-10-14 | $1.95 | $658,618,937 | 7 / 9 |
| 2026-10-15 | $1.95 | $658,618,937 | 7 / 9 |
| 2026-10-16 | $1.95 | $658,618,937 | 7 / 9 |
| 2026-10-17 | $1.95 | $658,618,937 | 7 / 9 |
| 2026-10-18 | $1.95 | $658,626,330 | 7 / 9 |
| 2026-10-19 | $1.95 | $658,626,330 | 7 / 9 |
| 2026-10-20 | $1.95 | $658,626,330 | 7 / 9 |
| 2026-10-21 | $1.95 | $658,626,330 | 7 / 9 |
| 2026-10-22 | $1.95 | $658,626,330 | 7 / 9 |
| 2026-10-23 | $1.95 | $658,626,330 | 7 / 9 |
| 2026-10-24 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-10-25 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-10-26 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-10-27 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-10-28 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-10-29 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-10-30 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-10-31 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-11-01 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-11-02 | $1.94 | $660,038,420 | 7 / 8 |
| 2026-11-03 | $1.94 | $660,026,412 | 7 / 8 |
| 2026-11-04 | $1.94 | $660,026,412 | 7 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 11 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.