PacBio Q4 Revenue Exceeds Expectations at $44.65M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy PACB?
Reports Q4 revenue $44.65M, consensus $42.79M. "Our fourth quarter results exceeded expectations, with revenue growing 14% year-over-year and 16% sequentially," said Christian Henry, president and CEO of PacBio. "Consumables revenue reached an all-time record, and we were especially pleased with our growth in the clinical market throughout the year. Following the sale of our short-read assets, we have strengthened our balance sheet, which positions us to drive adoption of our long-read platforms. With the upcoming launch of SPRQ-Nx, designed to significantly lower sequencing costs, we are entering 2026 well-positioned to drive our next phase of growth."
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Analyst Views on PACB
Wall Street analysts forecast PACB stock price to rise
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 1.630
Low
2.00
Averages
2.40
High
3.00
Current: 1.630
Low
2.00
Averages
2.40
High
3.00
About PACB
Pacific Biosciences of California, Inc. is a life science technology company. It is engaged in designing, developing, and manufacturing advanced sequencing solutions that enable scientists and clinical researchers to resolve genetically complex problems. Its products and technology under development stem from two differentiated core technologies, which include its HiFi long-read sequencing technology and its Sequencing by Binding short-read sequencing technology. Its products address solutions across a set of applications, including human genetics, plant and animal sciences, infectious disease and microbiology, oncology, and other emerging applications. It has developed HiFi long-read sequencing based on Single-Molecule Real-Time technology, which detects the nucleotide sequence and epigenetic status of individual deoxyribonucleic acid molecules. Its Revio, Sequel, Sequel II and Sequel IIe instruments conduct, monitor, and analyze single-molecule biochemical reactions in real time.
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.
PacBio (PACB) Q4 2025 Earnings Call Transcript
See More
Pacific Biosciences Set to Announce Q4 Earnings on February 12
- Earnings Announcement: Pacific Biosciences (PACB) is set to release its Q4 earnings on February 12, with a consensus EPS estimate of -$0.13, reflecting a 35% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $42.79 million, representing a 9.2% year-over-year increase, suggesting stable growth in market demand that could bolster investor confidence moving forward.
- Historical Performance Review: Over the past two years, PACB has beaten EPS estimates 88% of the time, although it has only surpassed revenue estimates 38% of the time, indicating a relatively stable performance in profitability but a need for improvement in revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced three upward revisions and two downward adjustments, reflecting market divergence and uncertainty regarding the company's future performance.
See More
PacBio Completes Sale of Short-Read DNA Technology Assets
- Asset Sale Completion: PacBio completed the sale of short-read DNA sequencing technology assets to Illumina for $48.1 million in net cash proceeds, aimed at strengthening its balance sheet and refocusing on long-read sequencing development.
- Strategic Shift: In response to challenging macroeconomic conditions, PacBio paused the development of its high-throughput short-read sequencing platform, reallocating resources to innovations in the long-read sequencing market, which is expected to enhance its market share.
- Accelerated Technology Development: The transaction enables PacBio to expedite the development of SPRQ-Nx chemistry, which will be launched globally at a competitive pricing structure, providing a more comprehensive view of the genome and further solidifying its leadership in genomic sequencing.
- Future Growth Potential: The CEO of PacBio stated that this transaction not only strengthens the company's balance sheet but also lays the groundwork for the next phase of growth, expected to drive the adoption of its differentiated long-read sequencing platform and enhance market competitiveness.
See More
Pacific Biosciences Announces Q4 and Full Year 2025 Financial Results Date
- Earnings Release Date: Pacific Biosciences will report its Q4 and full-year 2025 financial results on February 12, 2026, at 5:00 PM ET, demonstrating the company's commitment to transparency and investor communication.
- Revenue Growth: Preliminary fourth-quarter revenue is expected to reach approximately $44.6 million, reflecting a 14% year-over-year increase, while full-year revenue is projected at $160 million, a 4% rise from the previous year, driven primarily by strong sales of the Vega sequencing platform.
- System Placement Trends: The deployment count for the Vega system surged to 42 units in Q4 2025 from just 7 units a year earlier, while the Revio system placements slightly declined to 21 units, indicating a market preference shift towards the Vega platform.
- Stock Performance: Over the past year, PACB's stock traded between $1.84 and $2.12, closing at $2.57 with a 1.98% increase, reflecting market confidence in the company's growth potential.
See More
Pacific Biosciences (PACB) Reports 14% Q4 Revenue Growth for 2025
- Revenue Growth: Pacific Biosciences anticipates approximately $44.6 million in Q4 2025 revenue, up 14% from $39.2 million in the prior year, driven by strong sales of its Vega sequencing platform, indicating robust performance.
- Instrument and Consumables Revenue: Q4 2025 instrument revenue is expected to rise to $17.3 million from $15.3 million, while consumables revenue jumps from $18.8 million to $21.6 million, reflecting sustained market demand and operational efficiency.
- System Deployment Trends: The placement count for the Vega system surged to 42 units in Q4 2025 from 7 units year-over-year, while the Revio system placements declined from 23 to 21 units, highlighting a shift in market preference towards Vega amid challenges for Revio.
- Future Outlook: CEO Christian Henry noted that the SPRQ-Nx technology's cost reductions and enhanced multiomic capabilities are expected to catalyze growth in 2026 and beyond, demonstrating the company's confidence in future market opportunities.
See More
PacBio Unveils CiFi Technology for Chromosome-Scale Assemblies in Single Sequencing Run
- Technological Innovation: PacBio's newly launched CiFi method integrates 3C with HiFi long-read sequencing, enabling chromosome-scale assemblies in a single sequencing run, significantly enhancing efficiency and accuracy in genomic research.
- Reduced Sample Requirements: This technology allows for the generation of reference-quality assemblies with limited sample input, thereby lowering the costs and complexities associated with genome projects by requiring fewer cells and libraries.
- Multi-Contact Resolution Capability: CiFi overcomes the limitations of traditional Hi-C methods by producing long HiFi reads that capture multiple chromatin interactions, which increases contact density and improves data quality.
- Broad Application Prospects: The successful application of this technology in assembling the genomes of prairie and meadow voles demonstrates its potential value in biodiversity studies and functional genomics, indicating a wide range of future applications in the field of genomics.
See More
PacBio (PACB) Q4 2025 Earnings Call Transcript
See More
Pacific Biosciences Set to Announce Q4 Earnings on February 12
- Earnings Announcement: Pacific Biosciences (PACB) is set to release its Q4 earnings on February 12, with a consensus EPS estimate of -$0.13, reflecting a 35% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $42.79 million, representing a 9.2% year-over-year increase, suggesting stable growth in market demand that could bolster investor confidence moving forward.
- Historical Performance Review: Over the past two years, PACB has beaten EPS estimates 88% of the time, although it has only surpassed revenue estimates 38% of the time, indicating a relatively stable performance in profitability but a need for improvement in revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced three upward revisions and two downward adjustments, reflecting market divergence and uncertainty regarding the company's future performance.
See More
PacBio Completes Sale of Short-Read DNA Technology Assets
- Asset Sale Completion: PacBio completed the sale of short-read DNA sequencing technology assets to Illumina for $48.1 million in net cash proceeds, aimed at strengthening its balance sheet and refocusing on long-read sequencing development.
- Strategic Shift: In response to challenging macroeconomic conditions, PacBio paused the development of its high-throughput short-read sequencing platform, reallocating resources to innovations in the long-read sequencing market, which is expected to enhance its market share.
- Accelerated Technology Development: The transaction enables PacBio to expedite the development of SPRQ-Nx chemistry, which will be launched globally at a competitive pricing structure, providing a more comprehensive view of the genome and further solidifying its leadership in genomic sequencing.
- Future Growth Potential: The CEO of PacBio stated that this transaction not only strengthens the company's balance sheet but also lays the groundwork for the next phase of growth, expected to drive the adoption of its differentiated long-read sequencing platform and enhance market competitiveness.
See More
Pacific Biosciences Announces Q4 and Full Year 2025 Financial Results Date
- Earnings Release Date: Pacific Biosciences will report its Q4 and full-year 2025 financial results on February 12, 2026, at 5:00 PM ET, demonstrating the company's commitment to transparency and investor communication.
- Revenue Growth: Preliminary fourth-quarter revenue is expected to reach approximately $44.6 million, reflecting a 14% year-over-year increase, while full-year revenue is projected at $160 million, a 4% rise from the previous year, driven primarily by strong sales of the Vega sequencing platform.
- System Placement Trends: The deployment count for the Vega system surged to 42 units in Q4 2025 from just 7 units a year earlier, while the Revio system placements slightly declined to 21 units, indicating a market preference shift towards the Vega platform.
- Stock Performance: Over the past year, PACB's stock traded between $1.84 and $2.12, closing at $2.57 with a 1.98% increase, reflecting market confidence in the company's growth potential.
See More
Pacific Biosciences (PACB) Reports 14% Q4 Revenue Growth for 2025
- Revenue Growth: Pacific Biosciences anticipates approximately $44.6 million in Q4 2025 revenue, up 14% from $39.2 million in the prior year, driven by strong sales of its Vega sequencing platform, indicating robust performance.
- Instrument and Consumables Revenue: Q4 2025 instrument revenue is expected to rise to $17.3 million from $15.3 million, while consumables revenue jumps from $18.8 million to $21.6 million, reflecting sustained market demand and operational efficiency.
- System Deployment Trends: The placement count for the Vega system surged to 42 units in Q4 2025 from 7 units year-over-year, while the Revio system placements declined from 23 to 21 units, highlighting a shift in market preference towards Vega amid challenges for Revio.
- Future Outlook: CEO Christian Henry noted that the SPRQ-Nx technology's cost reductions and enhanced multiomic capabilities are expected to catalyze growth in 2026 and beyond, demonstrating the company's confidence in future market opportunities.
See More
PacBio Unveils CiFi Technology for Chromosome-Scale Assemblies in Single Sequencing Run
- Technological Innovation: PacBio's newly launched CiFi method integrates 3C with HiFi long-read sequencing, enabling chromosome-scale assemblies in a single sequencing run, significantly enhancing efficiency and accuracy in genomic research.
- Reduced Sample Requirements: This technology allows for the generation of reference-quality assemblies with limited sample input, thereby lowering the costs and complexities associated with genome projects by requiring fewer cells and libraries.
- Multi-Contact Resolution Capability: CiFi overcomes the limitations of traditional Hi-C methods by producing long HiFi reads that capture multiple chromatin interactions, which increases contact density and improves data quality.
- Broad Application Prospects: The successful application of this technology in assembling the genomes of prairie and meadow voles demonstrates its potential value in biodiversity studies and functional genomics, indicating a wide range of future applications in the field of genomics.
See More
