Personalis, Inc. (PSNL)

Over the past six months, Personalis, Inc. (PSNL) stock price has increased. In January 2026, Personalis reported preliminary Fourth Quarter and Full Year 2025 results and announced a new publication on cancer immunotherapy response monitoring. In December 2025, a publication highlighted the importance of NeXT Personal in lung cancer, and ARK Investment Management LLC increased its investment in PSNL. In November 2025, Personalis participated in the Piper Sandler Healthcare Conference, announced Medicare coverage for its MRD test in breast cancer, and reported Third Quarter 2025 financial results, which included a narrowed revenue outlook. In July 2025, Personalis and Tempus expanded their MRD partnership to include colorectal cancer. In May 2025, Personalis reported First Quarter 2025 financial results, with revenue increasing due to biopharma customers and the VA MVP, and reached a milestone of 2,000 tests delivered.

While no explicit statement on demand seasonality was found, the company has noted the "lumpy and unpredictable nature of our legacy translational research business". Volumes related to the U.S. Department of Veterans Affairs Million Veteran Program (VA MVP) have fluctuated quarter to quarter, suggesting that demand for certain services may not be consistent throughout the year.

Personalis, Inc. is a genomics company that develops, markets, and sells advanced cancer genomic tests and services. Its core business focuses on genomic sequencing and analytics solutions for personalized cancer vaccines and immunotherapies. Key products include NeXT Personal for detecting minimal residual disease (MRD), ImmunoID NeXT Platform for a multi-dimensional view of tumors, NeXT Personal Dx for MRD detection, NeXT Dx for therapy selection, and Whole Exome Sequencing (WES) and Whole Genome Sequencing (WGS) services. Personalis partners with biopharmaceutical companies for cancer therapy development and personalized medicines, supporting translational research, biomarker discovery, and clinical trials.

Personalis, Inc. has an operational presence in the United States and the United Kingdom. The company is headquartered in Fremont, California, with its CLIA-certified, CAP-accredited laboratory located in Menlo Park, California.

Personalis, Inc. holds a "Moderate Buy" consensus rating from analysts. Positive events include new publications on its ctDNA testing, Medicare coverage for its NeXT Personal MRD test, and expanded partnerships. The company's collaboration with Moderna also highlights its strong partnerships. Lower guidance for Q4 2025 and a revised revenue forecast may have impacted its reputation.

Institutional investors hold the majority of Personalis, Inc. stock, with major holders including Merck & Co., Inc., Lightspeed Management Company, L.L.C., and ARK Investment Management LLC. Public companies own about 30% of the company, while the general public owns approximately 12% to 24.21% of the stock. Insiders own a smaller percentage of the shares.