Pacific Biosciences of California, Inc. (PACB)

Several events impacted PACB's stock price in the past six months. In April 2025, Q1 results showed revenue beating expectations but sales declining year-on-year. Scotiabank adjusted its price target due to disappointing results and potential funding setbacks. Jim Gibson was appointed as the new CFO. PacBio expanded its distribution in China. In August 2025, Q2 results showed revenue growth and reduced operating expenses. PacBio partnered with Target ALS and EpiCypher. PacBio's HiFi sequencing technology was selected for South Korea's national pangenome project and the National Institute on Aging's Long Life Family Study. Pacific Biosciences unveiled major updates to its Revio and Vega platforms. ARK Investment Management increased its position in Pacific Biosciences multiple times.

Pacific Biosciences anticipates typical seasonality in its demand. Q1 2025 guidance projected lower revenue from Revio systems and consumables, partially offset by increased revenue from Vega systems, indicating fluctuations in demand throughout the year.

Pacific Biosciences of California, Inc. (PacBio) develops and commercializes advanced sequencing technologies, focusing on enabling genomics to improve health, agriculture, and the environment. PacBio is known for its Single Molecule, Real-Time (SMRT) sequencing technology, which offers high accuracy and long-read sequencing capabilities. Key products include sequencing systems like Revio, Vega, Sequel, and Sequel II, consumables such as SMRT Cells and reagents, and software solutions like SMRT Link. These products are used in human genetics, plant and animal sciences, infectious disease and microbiology, and oncology, serving academic, governmental, and commercial entities.

Pacific Biosciences is headquartered in Menlo Park, California. The majority of its revenue comes from the Americas, followed by the Asia-Pacific region, and Europe, the Middle East, and Africa. PacBio has a global presence with subsidiaries in the US, Canada, Japan, Germany, China, Singapore, and the UK.

Pacific Biosciences has maintained a positive brand reputation due to technological advancements and strategic collaborations. The selection of PacBio's HiFi sequencing technology for major projects and partnerships with organizations like EpiCypher and Target ALS have enhanced its reputation. New products like the Vega system and innovations such as the SPRQ chemistry for Revio also contribute positively. Financial challenges and macroeconomic pressures could present reputational challenges if not effectively managed.

Pacific Biosciences has a mixed ownership structure including institutional, retail, and individual investors. Major institutional owners include ARK Investment Management LLC, BlackRock, Inc., and Softbank Group Corp. Brook H. Byers is a significant individual shareholder, owning 5.23 million shares, representing 1.74% of the company.