Veracyte, Inc. (VCYT)

The past six months have seen several events impacting Veracyte's stock price. In Q1 2025, Veracyte reported strong results with revenue growth driven by Decipher and Afirma, but faced challenges with its French subsidiary. In Q2 2025, Veracyte announced strong financial results, with revenue increases and raised its full-year 2025 testing revenue guidance. Veracyte began accepting orders for an expanded version of the Decipher test for metastatic prostate cancer, and production of the Afirma test began transferring to new equipment. In Q3 2025, Veracyte reported another strong quarter with revenue growth and raised its full-year 2025 total revenue and testing revenue guidance. Several analysts adjusted their ratings and price targets for VCYT, and Veracyte's stock hit a new 52-week high. John Leite, Chief Commercial Officer-CLIA, and Director Karin Eastham sold shares.

Veracyte has indicated that its revenue can be impacted by typical seasonality. The company has forecasted a sequential decline in total revenue for the first quarter due to typical seasonality and the impact of prior period cash collections. A sequential decline in Q3 revenue has also been noted due to seasonality and the impact of prior year period cash collections in Q2.

Veracyte, Inc. is a global diagnostics company focused on resolving diagnostic ambiguity in cancer and other serious diseases through genomic technology. The company develops and commercializes genomic tests that provide diagnostic and prognostic information to physicians, improving patient care and potentially avoiding unnecessary invasive procedures. Veracyte's major products are utilized in therapeutic areas such as thyroid, prostate, breast, bladder, and lung cancers, as well as interstitial lung diseases. Key products include Afirma Genomic Sequencing Classifier, Decipher Prostate Genomic Classifiers, Decipher Bladder Genomic Classifier, Prosigna Breast Cancer Assay, Percepta Nasal Swab Test, Envisia Genomic Classifier, and Lymphmark. Veracyte also provides in vitro diagnostics (IVD) services to biopharmaceutical and diagnostics companies.

Veracyte, Inc. is headquartered in South San Francisco, California, United States. The company's operations and market reach extend internationally, with a presence in the US, France, and Israel. It also has offices in San Diego, California, Austin, Texas, and Haifa, Israel.

Veracyte's brand reputation has been positively influenced by the incorporation of its Decipher test into prostate cancer guidelines, enhancing market confidence. New data presented at conferences demonstrated the performance and clinical utility of its Decipher Prostate and Decipher Bladder tests. Study results published in Cell demonstrated the Decipher Prostate Genomic Classifier's ability to predict chemotherapy effectiveness in metastatic prostate cancer patients, and publications using the Afirma GRID Research Tool are helping to advance thyroid nodule testing. Active participation in leading international urological and oncology conferences showcases the company's commitment to evidence generation and clinical validation.

Veracyte, Inc. has significant institutional ownership, with 624 institutional owners and shareholders holding a total of 111,517,037 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Artisan Partners Limited Partnership, Fmr Llc, ARK Investment Management LLC, State Street Corp, Wellington Management Group Llp, Dimensional Fund Advisors Lp, ArrowMark Colorado Holdings LLC, Segall Bryant & Hamill LLC, Driehaus Capital Management LLC, Nuveen LLC, Assenagon Asset Management S.A., Vanguard Fiduciary Trust Co., Amova Asset Management Co., Ltd., Charles Schwab Investment Management, Inc., Deerfield Management Company, L.P., and Oberweis Asset Management, Inc. Individual insiders hold approximately 0.416% of the shares.