Pacific Biosciences
PACB Small CapHealthcare · Medical Devices
Updated: Jul 6, 2026, 22:20 UTC
Price Chart
Key Metrics
Valuation Analysis
About the Company
Pacific Biosciences of California, Inc. designs, develops, and manufactures sequencing solutions to resolve genetically complex problems. The company provides sequencing systems; consumable products, including single molecule real-time (SMRT) technology; long-read sequencing; and various reagent kits designed for specific workflow, such as preparation kit to convert DNA into SMRTbell double-stranded DNA library formats, including molecular biology reagents, such as ligase, buffers, and exonucleases. It also offers binding kits, such as modified DNA polymerase used to bind SMRTbell libraries to the polymerase in preparation for sequencing; and sequencing kits comprise reagents required for on-instrument, real-time sequencing, including the phospholinked nucleotides. In addition, the company
Pacific Biosciences Stock at a Glance
Pacific Biosciences (PACB) is currently trading at $1.66 with a market capitalization of $515.6M. The 52-week range spans from $1.09 to $2.73; the current price is 39.2% below the yearly high. Year-over-year revenue growth stands at +0.1%.
💰 Dividend
Pacific Biosciences currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.
📊 Analyst Rating
6 analysts rate Pacific Biosciences (PACB) on consensus: Buy. The average price target is $2.46, implying +48.09% from the current price. Analyst price targets range from $1.50 to $3.00.
Pacific Biosciences: The Investment Case in Detail
Pacific Biosciences (PACB) operates in the Healthcare — specifically Medical Devices — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.
The Bull Case
Wall Street consensus sits at Buy with an average price target implying roughly 48.09% upside from current levels — analyst sentiment is firmly constructive.
The Bear Case
Revenue growth has slowed to just 0.1%, which is below nominal GDP — the business is no longer outgrowing the broader economy. Net margins remain negative, meaning every euro of revenue is still producing losses — the path to profitability is the central question for shareholders. The debt-to-equity ratio of 29855.79% is elevated, meaning the company relies heavily on creditors — refinancing terms will become more important than operational performance in the next economic downturn.
What to Watch Next
- The analyst consensus price target implies 48.09% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.
Investment Thesis: Strengths & Weaknesses
- Analyst consensus: Buy
- –Currently unprofitable
- –High leverage (D/E 29855.79)
- –High volatility (Beta 2.29)
- –High short interest (22.42%)
- –Negative free cash flow
Technical Snapshot
The price is in a transition zone relative to the moving averages — no clear signal.
Risk Profile
The data points to above-average price swings, elevated short interest (22.42%), higher leverage relative to equity.
Trading Data
Related Stocks in the Same Sector
Pacific Biosciences at 1.12 dollars: the long-read DNA sequencing pioneer trading near book wipeout
The Real Story
Pacific Biosciences (PacBio) is the original pioneer of long-read DNA sequencing — the SMRT (Single Molecule Real-Time) technology that reads DNA fragments tens of thousands of bases long versus Illumina's short reads of 150 to 300 bases. Long reads matter for genomics applications where structural variants, repetitive regions, and full-length transcripts are critical: clinical hereditary disease diagnosis, plant genomics, microbiome research, and personalized cancer-genome assembly.
The market hates this stock for three reasons. First, Oxford Nanopore (UK competitor) eats the lower end of the long-read market. Second, Illumina is rolling out its own long-read product (Complete Long Read) which threatens PacBio's high-end labs. Third, PacBio cash burn pushed the company to a 2024 dilutive capital raise that sent shares from $9 to under $2. Trailing EPS minus 0.41, EV/EBITDA negative — clinical-stage-economics, not yet a profitable sequencer.
What Smart Money Thinks
BlackRock and Vanguard are passive holders. Casdin Capital (life-sciences hedge fund) had a position but reduced through 2024. No major activist or strategic. Insider buying has been limited.
Explore the BMI Smart-Money Tracker →
📈 The 3 Real Bull Points
📉 The 3 Real Bear Points
Valuation in Context
Traditional valuation does not apply. EV/Sales 4.86 on $160M revenue, negative book equity (low denominator drives the P/B 140 number), high cash burn. The stock is an option on either a Revio-driven installed-base flywheel or an M&A premium. Probability of zero is real (20 to 30 percent) but probability of $5 to $8 takeout is also real.
🗓️ Next 3 Catalyst Dates
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💬 Daniel's Take
PACB is a binary biotech-economics name dressed as a medical-device company. I would only own this in a long-read-sequencing basket alongside Oxford Nanopore (LSE: ONT) and as a 0.3 to 0.5 percent option-style position. The upside if Revio compounds and M&A happens is 3x to 5x; the downside is 80 percent drawdown to dilutive raise. Not investing — speculating with a thematic hedge.
Sources (3)
Disclaimer: This article is not investment advice. Investing in stocks carries risks, including total loss.
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