PACB stock sentiment todayPacific Biosciences of California, Inc.
Sentiment verdict
Gossip first, financials second — COLD at 75% confidence.
Last updated · cached analysis, refreshes periodically
PACB
Pacific Biosciences of California, Inc.Struggling with a high cash burn rate and slowing instrument placements, PacBio is currently a high-risk turnaround play in a dominant Illumina shadow.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for PACB. Not financial advice.
Price · last 12 months
Gossip
The narrative has shifted from 'long-read revolution' to 'liquidity crisis.' Investors are frustrated by the significant revenue guidance cuts in 2024 and the failure of the Revio system to ramp up as quickly as promised. Chatter focuses on potential delisting risks or dilutive capital raises.
- ·Missed Q1/Q2 revenue targets
- ·Restructuring and workforce reductions
- ·Skepticism over the 'Onso' short-read system adoption
Financial
PacBio is burning through cash at an unsustainable rate relative to its revenue growth. While they have a significant cash runway into 2026 following layoffs, they remain deeply unprofitable with negative gross margins on a GAAP basis.
- ·Negative 50%+ Operating Margin
- ·Annual cash burn exceeding $200M
- ·Slowing Revio system shipments
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $30K on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Intense pricing pressure from Illumina's NovaSeq X
- ·Continued dilution via equity offerings to fund operations
- ·Slow adoption of long-read sequencing in clinical settings
Peer temperature
How direct competitors stack up against PACB right now.
- NEUTRALILMNIllumina, Inc.
HOTTER — despite regulatory woes, it maintains a 70%+ market monopoly and significantly higher recurring consumable revenue.
See full analysis → - NEUTRALONT.LOxford Nanopore Technologies
HOTTER — offers a more portable, lower CAPEX long-read solution that is gaining faster traction in field research and emerging markets.
See full analysis → - NEUTRALTXG10x Genomics
HOTTER — occupies a unique niche in single-cell analysis with better gross margins, though currently facing its own growth headwinds.
See full analysis →
- PACB+9.9%
- ILMN-13.8%
- ONT.L+4.0%
- TXG-22.4%
Analyst price target
Consensus average of 5 analysts · median 2.00
Source: StockAnalysis.com · updated 2026-10-23
AI-generated analysis for informational purposes only. Not financial advice.