Adaptive Biotechnologies(US:ADPT) ZACKS·2025-11-06 01:31Core Insights - Adaptive Biotechnologies reported a revenue of $93.97 million for the quarter ended September 2025, marking a year-over-year increase of 102.4% and exceeding the Zacks Consensus Estimate of $68.02 million by 38.15% [1] - The company posted an EPS of -$0.15, an improvement from -$0.22 a year ago, with a surprise of 6.25% compared to the consensus estimate of -$0.16 [1] Revenue Performance - ClonoSEQ test volume reached 27,111, surpassing the average estimate of 26,482 based on three analysts [4] - Total Immune Medicine revenues were reported at $37.19 million, significantly higher than the average estimate of $11.95 million, reflecting a year-over-year change of 314.8% [4] - Revenues from MRD-Regulatory milestone stood at $6.5 million, exceeding the average estimate of $2.08 million [4] - Total MRD revenues were $56.79 million, compared to the average estimate of $48.74 million, representing a year-over-year increase of 51.6% [4] - MRD-Service revenue was reported at $50.29 million, slightly above the average estimate of $46.66 million [4] - Immune Medicine revenue from collaboration reached $33.74 million, significantly higher than the two-analyst average estimate of $10.36 million, with a year-over-year change of 860.8% [4] - Immune Medicine revenue from service was $3.44 million, below the estimated $4.37 million, reflecting a year-over-year decline of 36.9% [4] Stock Performance - Shares of Adaptive Biotechnologies have returned +17.9% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]