Pacific Biosciences of California, Inc. (PACB)

Over the past six months, PacBio's shares have gained between 36.73% and 40.7%, outperforming the industry and the S&P 500. In Q2 2025, PacBio reported results that surpassed market revenue expectations, with sales up 10.4% year-on-year. In Q3 2025, the company delivered mixed results, beating earnings expectations but falling short on revenues. Several analysts issued price targets for PACB in the last six months, with a median target of $2.00. There has been one instance of insider selling. During Q3 2025, 88 institutional investors added PACB shares to their portfolios, while 82 decreased their positions. PacBio announced plans for a strategic collaboration with the n-Lorem Foundation and EspeRare to advance precision therapies for rare genetic diseases and introduced CiFi, a new long-read 3C method.

Pacific Biosciences has shown some seasonal patterns in its implied volatility, with implied volatility tending to rise most in January and decline to its lowest levels in June. Long purchasing cycles persist as a concern. Management anticipates mid-teen growth in consumables revenue, driven by the acceleration of HiFi sequencing adoption, though this is expected to be partially offset by projected declines in instrument sales. The company also acknowledges ongoing macroeconomic uncertainty, particularly concerning U.S. academic funding and the impact of tariffs in China, which can influence demand.

Pacific Biosciences of California, Inc. (PacBio) is a life science technology company that specializes in advanced sequencing solutions. PacBio's core business revolves around providing comprehensive sequencing systems that offer detailed views of genomes, transcriptomes, and epigenomes. Its major products and technologies include sequencing systems like the Revio, Vega, Sequel, Sequel II, Sequel IIe, and Onso systems, HiFi Long-Read Sequencing Technology, Sequencing by Binding (SBB) Short-Read Sequencing Technology, and consumable products. PacBio's products are applied across a range of fields, including human genetics, plant and animal sciences, infectious disease and microbiology, oncology, and other emerging applications, serving various institutions and companies.

Headquartered in Menlo Park, California, Pacific Biosciences has a global reach, marketing its products through a direct sales force and distribution partners across various regions, including Australia, parts of Asia, Europe, the Middle East, Africa, Central America, and South America. PacBio maintains subsidiaries in the US, Canada, Japan, Germany, China, Singapore, and the UK. The majority of the company's revenue is generated from the Americas, followed by the Asia-Pacific region and Europe, the Middle East, and Africa.

Pacific Biosciences has maintained a reputation as a leader in advanced sequencing solutions, particularly with its HiFi long-read sequencing technology. The company's HiFi long-read sequencing was recognized as Nature Methods' method of the year for 2022. An independent investigation found no evidence to support allegations of improper employment practices and material inaccuracies in its cybersecurity disclosures. Recent collaborations and technological breakthroughs have positively impacted its reputation, including partnerships with SPT Labtech and seqWell, securing Class III Medical Device Registration approval from China's National Medical Products Administration, the adoption of PacBio HiFi as a first-line sequencing approach to investigate Sudden Unexplained Death in Childhood (SUDC), the introduction of CiFi, and a planned collaboration with the n-Lorem Foundation and EspeRare.

Pacific Biosciences has a significant institutional ownership presence, with 320 institutional owners and shareholders holding a total of 237,828,759 shares. Major institutional owners include ARK Investment Management LLC, ARKK - ARK Innovation ETF, BlackRock, Inc., Softbank Group Corp, and Vanguard Group Inc. Institutional ownership accounts for approximately 53.49% of the company's shares, while individual investors hold about 2.35%.