Company Performance - Pacific Biosciences of California (PACB) closed at $2.26, reflecting a -4.64% change from the previous day, underperforming the S&P 500's daily loss of 0.43% [1] - Over the past month, PACB shares have gained 26.74%, while the Medical sector has lost 2.36% and the S&P 500 has gained 0.89% [1] Earnings Estimates - The company is expected to release its earnings on February 12, 2026, with projected earnings per share (EPS) of -$0.19, indicating a 5% increase from the same quarter last year [2] - Full-year Zacks Consensus Estimates predict earnings of -$1.89 per share and revenue of $0 million, representing year-over-year changes of -127.71% and 0%, respectively [3] Analyst Insights - Recent changes to analyst estimates for Pacific Biosciences should be monitored, as positive revisions are often seen as a good sign for business outlook [3] - The Zacks Rank system, which includes estimate changes, currently ranks Pacific Biosciences at 3 (Hold), with no changes in the Zacks Consensus EPS estimate over the past month [5] Industry Context - The Medical - Instruments industry, which includes Pacific Biosciences, has a Zacks Industry Rank of 88, placing it in the top 36% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This text expresses the views of the author as of the date indicated and such views are subject to ch ...

MENLO PARK, Calif., Jan. 27, 2026 (GLOBE NEWSWIRE) -- PacBio (NASDAQ: PACB) announced today that it will hold its quarterly conference call to discuss its fourth quarter and full year 2025 financial results on Thursday, February 12, 2026, at 5:00 pm Eastern Time. The call will be webcast and may be accessed at PacBio’s website at https://investor.pacificbiosciences.com/. Date: Thursday, February 12, 2026, at 5:00 pm ET (2:00 pm PT) Listen live via internet or replay: https://investor.pacificbiosciences.com/ ...

Company Performance - Pacific Biosciences of California (PACB) closed at $2.58, reflecting a decrease of -3.37% from the previous day's closing price, underperforming the S&P 500's daily gain of 0.03% [1] - Over the past month, PACB shares have increased by 42.02%, outperforming the Medical sector's slight loss of -0.01% and the S&P 500's gain of 0.6% [1] Earnings Expectations - Analysts anticipate that Pacific Biosciences will report earnings of -$0.19 per share, indicating a year-over-year growth of 5% [2] - For the entire fiscal year, the Zacks Consensus Estimates project earnings of -$1.89 per share and revenue of $0 million, representing changes of -127.71% and 0% from the prior year, respectively [2] Analyst Estimates - Recent changes to analyst estimates for Pacific Biosciences reflect shifting short-term business dynamics, with positive revisions indicating optimism about the business outlook [3] - The Zacks Rank system, which incorporates these estimate changes, provides an actionable rating system for investors [4] Zacks Rank and Industry Performance - The Zacks Rank system ranges from 1 (Strong Buy) to 5 (Strong Sell), with stocks rated 1 delivering an average annual return of +25% since 1988 [5] - Pacific Biosciences currently holds a Zacks Rank of 3 (Hold), with the consensus EPS projection remaining stagnant over the past 30 days [5] - The Medical - Instruments industry, part of the Medical sector, has a Zacks Industry Rank of 92, placing it in the top 38% of all industries [6]

Company Developments - Pacific Biosciences of California, Inc. (PACB) announced that its HiFi whole-genome sequencing technology has been adopted as a first-line approach in a major research effort to study Sudden Unexplained Death in Childhood (SUDC) [1] - The research, led by UW Medicine and Seattle Children's, will sequence trios from 200 families using PacBio's Revio sequencing system with SPRQ-Nx chemistry, enabling comprehensive detection of genetic variation [9] - PACB reported preliminary revenue for the fourth quarter of 2025 of $44.6 million and full year 2025 revenue of $160 million, representing year-over-year growth of 14% and 4%, respectively [3] Market Performance - Following the announcement, PACB shares gained 10.8% in the trading session [3] - Over the last six months, PACB shares have increased by 63.9%, compared to the industry's growth of 11.4% and the S&P 500's rise of 14.8% during the same period [3] - PACB currently has a market capitalization of $643.1 million [6] Technology and Industry Trends - HiFi sequencing is positioned as a first-line approach for complex genetic cases, which is expected to strengthen clinical validation and accelerate adoption [4] - The global long-read sequencing market size was estimated at $538.9 million in 2024 and is projected to reach $1.53 billion by 2030, expanding at a CAGR of 20.12% from 2025 to 2030 [12] - PACB's SPRQ-Nx chemistry enhances the performance of HiFi sequencing by delivering higher throughput, improved data quality, and lower costs, making large-scale whole-genome sequencing studies more practical [10] Future Prospects - The adoption of HiFi sequencing in clinical research is expected to create a recurring revenue stream for PACB as demand for its Revio systems, consumables, and service contracts rises [4] - The new community-developed method, CiFi, enables chromosome-scale, haplotype-resolved genome assemblies from a single sequencing run, addressing limitations of short-read Hi-C [13][14]

PresentationHello, everyone, and welcome to the 44th Annual JPMorgan Healthcare Conference. My name is Max Marks, and I'm an associate on the JPM Healthcare Investment Banking team. And it is my pleasure to introduce Christian Henry, CEO of PacBio.Christian HenryPresident, CEO & Director Thank you. Thank you, Max. Thank you to the JPMorgan team for the opportunity to present today. As Max said, my name is Christian Henry, and I'm the President and Chief Executive Officer of PacBio. I'd also like to thank al ...

Pacific Biosciences of California (NasdaqGS:PACB) FY Conference January 12, 2026 01:30 PM ET Company ParticipantsChristian Henry - CEOModeratorHello, everyone, and welcome to the 44th Annual JPMorgan Healthcare Conference. My name is Max Marks, and I'm an associate on the JPM Healthcare Investment Banking team. It is my pleasure to introduce Christian Henry, CEO of PacBio.Christian HenryThank you. Thank you, Max. Thank you to the JPMorgan team for the opportunity to present today. As Max said, my name is Ch ...

Financial Performance & Growth - Preliminary 2025 revenue is approximately $160 million[14] - The company's cash and investments balance as of December 31, 2025, is approximately $280 million[14] - Preliminary Q4 2025 revenue is approximately $44.6 million[14] - Consumables revenue is expected to be approximately $82 million in 2025[16] - Human genomics is fueling growth in consumables, with the human market reaching approximately $48.9 million in 2025[19] Instrument Placements & Technology - Total instrument placements in 2025 reached 210[14] - Revio placements in 2025 totaled 61, with a 20% shipment growth in clinical and commercial accounts[22] - Total Revio product line shipments since launch in 2023 are approximately $334 million[24] - Vega placements in 2025 are approximately 140, representing approximately 65% of new to PacBio customers[31, 34] - Vega product line shipments in 2025 are approximately $24 million[32] Market & Clinical Adoption - The total addressable market is approximately $9 billion in 2028, expected to grow approximately 7% annually[12] - Shipments to clinically focused customers grew over 40% in 2025[38]

Core Insights - The collaboration between PacBio, n-Lorem Foundation, and EspeRare aims to utilize long-read whole-genome sequencing to develop individualized antisense oligonucleotide (ASO) therapies for ultra-rare genetic diseases [1][2][5] Group 1: Collaboration Details - PacBio will provide scientific expertise and long-read whole genome sequencing technology to assess the design and feasibility of ASO therapies [2][4] - The collaboration intends to enhance the understanding of genomic architecture, which is crucial for effective ASO therapy development [3][5] Group 2: Goals and Impact - The integration of long-read sequencing is expected to reduce the need for multiple tests, accelerate target validation, and improve confidence in ASO design [3][4] - The collaboration aims to establish HiFi long-read whole genome sequencing as the preferred platform for precision therapeutic development in rare diseases [5][6] Group 3: Organizational Roles - n-Lorem Foundation focuses on providing free, individualized ASO therapies for patients with rare genetic diseases, while EspeRare works to advance therapies through strategic partnerships [5][10][12] - Together, these organizations create a complementary ecosystem that spans patient identification, molecular characterization, therapy development, and clinical implementation [5][12]

Financial Results - Pacific Biosciences of California, Inc. announced preliminary financial results for the quarter and year ended December 31, 2025[4]. - The financial statements for the quarter and year ended December 31, 2025, have not yet been finalized or audited, indicating potential changes in final results[8]. - The financial information provided is preliminary and should not be relied upon without further confirmation[8]. Revenue Expectations - The company expects preliminary revenue estimates for the quarter to be significantly impacted by market conditions[6]. - Cash, cash equivalents, and investments balance as of December 31, 2025, are anticipated to be lower than previous estimates[6]. Company Classification and Stock Information - The company is classified as an emerging growth company under the Securities Act[3]. - Pacific Biosciences' common stock is traded on the NASDAQ under the symbol PACB[2]. Company Details - The company is headquartered in Menlo Park, California[1]. - The press release detailing these updates was issued on January 12, 2026[4]. - The company has not elected to use the extended transition period for complying with new financial accounting standards[3].