ARK Invest Increases Holdings in Gene Editing Firms, PACB Stock Rises
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
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Source: Benzinga
- Investment Strategy Shift: ARK Invest has aggressively trimmed legacy winners like Tesla to fund a multi-million dollar accumulation of gene-editing pioneers, indicating strong confidence in the genomic revolution.
- Increased Holdings in Gene Editing Firms: By late December 2025, ARK increased its stake in CRISPR Therapeutics to over 5% and Beam Therapeutics to 3.41%, enhancing its market position in the genomic revolution.
- AI and Biotechnology Integration: Cathie Wood emphasized the transformative potential of AI in healthcare, asserting that AI accelerates all aspects of genomics, thereby improving drug development and disease diagnosis efficiency.
- Fund Diversification: ARK has also established the Ark Genomic Revolution Fund, dedicated to investing in companies relevant to the genomic revolution across healthcare and information technology sectors, further expanding its investment portfolio.
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Analyst Views on BEAM
Wall Street analysts forecast BEAM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BEAM is 42.00 USD with a low forecast of 21.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 29.020
Low
21.00
Averages
42.00
High
80.00
Current: 29.020
Low
21.00
Averages
42.00
High
80.00
About BEAM
Beam Therapeutics Inc. is a biotechnology company developing precision genetic medicines through base editing. The Company's suite of gene editing technologies is anchored by base editing, a technology that is designed to enable precise, predictable and efficient single base changes, at targeted genomic sequences, without making double-stranded breaks in the deoxyribonucleic acid. Its lead programs are focused on sickle cell disease and alpha-1 antitrypsin deficiency, and it is also advancing programs in other genetic diseases. Its primary programs include BEAM-101, Engineered Stem Cell Antibody Paired Evasion (ESCAPE), BEAM-302 and BEAM-301. BEAM-101 is a patient-specific, autologous hematopoietic stem cell (HSC), investigational therapy. ESCAPE is a potentially non-genotoxic approach to HSC transplantation. BEAM-302 is a liver-targeting lipid nanoparticle formulation of base editing reagents designed to offer a one-time treatment to correct the E342K point mutation (PiZZ genotype).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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ARK Invest Deepens AI Chip and Gene Editing Investments, Sells 86K Tesla Shares
- AI Infrastructure Boost: ARK Invest increased positions in semiconductor companies like AMD, Broadcom, and TSMC, signaling strong confidence in the infrastructure for AI workloads, which is expected to drive long-term growth for these firms.
- Gene Editing Investments: The firm added 196K shares of Intellia Therapeutics and 49K shares of 10x Genomics, continuing to focus on next-generation sequencing and in vivo gene editing, aiming to capture innovative opportunities in the biotech sector.
- Autonomous Driving Focus: ARK invested in companies like WeRide and Pony AI in the autonomous driving and robotics space, reinforcing its strategic positioning in future transportation technologies, which is likely to enhance portfolio diversity and potential returns.
- Trimmed Mature Tech Holdings: ARK sold over 86K shares of Tesla worth more than $37 million and reduced stakes in Unity Software, reflecting a cautious stance on mature tech companies that may impact short-term stock performance.
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