Veracyte, Inc. (VCYT)
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
QuarterlyIQ Insights · VCYT
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 this business ranks within health care on a research-validated quality screen. As of 2026-11-04.
The screen ranks VCYT against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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 Veracyte now expects 2026 total revenue guidance of $590 million to $593 million, representing 14% to 15% growth, compared to prior guidance of $590 million to $596 million.
Stated in 4 of 4 supplied quarters. Management reported: “2026 Financial Outlook Veracyte now expects 2026 total revenue guidance of $590 million to $593 million, representing 14% to 15% growth, compared to prior guidance of $590 million to $596 million.” “2026 Financial Outlook The company is raising 2026 total revenue guidance to $590 million to $596 million, or 14% to 15% growth, from prior guidance of $582 to $592 million, or 13% to 14% growth.” Revenue was $150.321 million in 2026-Q2.
“2026 Financial Outlook Veracyte now expects 2026 total revenue guidance of $590 million to $593 million, representing 14% to 15% growth, compared to prior guidance of $590 million to $596 million.”
“2026 Financial Outlook The company is raising 2026 total revenue guidance to $590 million to $596 million, or 14% to 15% growth, from prior guidance of $582 to $592 million, or 13% to 14% growth.”
“2026 Financial Outlook The company is raising 2026 total revenue guidance to $582 million to $592 million, or 13% to 14% growth, from prior guidance of $570 to $582 million, or 10% to 13% growth.”
“2026 Financial Outlook The company is reiterating 2026 total revenue guidance of 10% to 13% growth, or $570 million to $582 million, driven by testing revenue guidance of 14% to 16% growth, or $560 m…”
Further, the company continues to expect adjusted EBITDA margin of greater than 26% for 2026.
Stated in 4 of 4 supplied quarters. Management reported: “Further, the company continues to expect adjusted EBITDA margin of greater than 26% for 2026.” “Additionally, the company is raising guidance for adjusted EBITDA margin to greater than 26%, from approximately 25% prior.” Operating income was $22.980 million in 2026-Q2.
“Further, the company continues to expect adjusted EBITDA margin of greater than 26% for 2026.”
“Q2 was a milestone quarter for Veracyte as we launched two new products, Prosigna LDT and TrueMRD for MIBC, while also delivering strong double-digit revenue growth, profitability and cash generatio…
Stated in 3 of 4 supplied quarters. Management reported: ““Q2 was a milestone quarter for Veracyte as we launched two new products, Prosigna LDT and TrueMRD for MIBC, while also delivering strong double-digit revenue growth, profitability and cash generation,” said Marc Stapley, Veracyte’s chief executive officer.” “We believe we are approaching an inflection point with the upcoming launches of Prosigna LDT and TrueMRD, two of the most significant new products in our history, creating meaningful opportunities for market expansion in Breast, Bladder and other cancers, alongside continued growth in our Prostate and Thyroid businesses.””
Key Business Highlights • Acquired Convergent Genomics, Inc., expanding our urology portfolio with a urinary tumor DNA testing platform to help guide bladder cancer care across the patient journey.
Stated in 1 of 4 supplied quarters. Management reported: “Key Business Highlights • Acquired Convergent Genomics, Inc., expanding our urology portfolio with a urinary tumor DNA testing platform to help guide bladder cancer care across the patient journey.” “Veracyte also plans to expand its use of the UroAmp platform to additional indications, including intravesical maintenance therapy monitoring and surveillance following treatment with curative intent.”
Share Repurchase Program Veracyte announced today that its Board of Directors has authorized a share repurchase program for up to $100 million of its common stock.
Stated in 1 of 4 supplied quarters. Management reported: “Share Repurchase Program Veracyte announced today that its Board of Directors has authorized a share repurchase program for up to $100 million of its common stock.”
Over the trailing year it converted 8.42x of net income into operating cash flow. Historically, Health Care names rated robust grew net income 54% of the time over the next year (vs 44% for the rest of the cohort, n=2525).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 43% of the time over the next year (vs 45% for the rest of the cohort, n=9530).
Not investment advice. As of 2026-11-04.
“The company continues to expect adjusted EBITDA margin to be greater than 26%.”
“Additionally, the company is raising guidance for adjusted EBITDA margin to greater than 26%, from approximately 25% prior.”
“Further, adjusted EBITDA margin is expected to be approximately 25%.”
““Q2 was a milestone quarter for Veracyte as we launched two new products, Prosigna LDT and TrueMRD for MIBC, while also delivering strong double-digit revenue growth, profitability and cash generatio…”
“We believe we are approaching an inflection point with the upcoming launches of Prosigna LDT and TrueMRD, two of the most significant new products in our history, creating meaningful opportunities fo…”
“Looking ahead, 2026 will be an exciting year as we launch Prosigna as an LDT and TrueMRD, expanding our reach to more patients across the continuum of care while also continuing to invest in clinical…”
“Key Business Highlights • Acquired Convergent Genomics, Inc., expanding our urology portfolio with a urinary tumor DNA testing platform to help guide bladder cancer care across the patient journey.”
“Share Repurchase Program Veracyte announced today that its Board of Directors has authorized a share repurchase program for up to $100 million of its common stock.”