Pacific Biosciences of California, Inc. (PACB)
Healthcare · NMS
Fundamentals
Valuation and ratings
Pacific Biosciences of California, Inc. trades at USD1.36, which is 60% above the USD0.54 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 15 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
PACB earnings and analyst estimates
Recommendation mix, 7 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Pacific Biosciences of California, Inc.
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 provides Revio, Vega, and Sequel instruments which conduct, monitor, and analyze single-molecule biochemical reactions on SMRT cell microchips; short-read sequencing; and onso instrument. It serves academic and governmental research institutions, commercial testing and service laboratories, genome centers, public health labs, hospitals and clinical research institutes, contract research organizations, pharmaceutical companies, and agricultural companies. The company markets its products through a sales force and distribution partners in Australia, certain parts of Asia, Europe, the Middle East, Africa, Central America, and South America. It has a collaboration with DNAstack Inc. to provide federated dataset of HiFi whole genome sequencing data. The company was formerly known as Nanofluidics, Inc. and changed its name to Pacific Biosciences of California, Inc. in 2005. Pacific Biosciences of California, Inc. was incorporated in 2000 and is headquartered in Menlo Park, California.
PACB passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
5 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cathie Wood, ARK Investment Management LLC$47.88M · 0.4% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$6.46M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$4.80M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$4.63M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$3.29M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Pacific Biosciences of California, Inc. (PACB) undervalued?
Against our discounted cash flow estimate of USD0.54, PACB at USD1.36 is 60% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own PACB?
5 of the institutions we track reported a position in PACB in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
When does PACB report earnings next?
Pacific Biosciences of California, Inc. is scheduled to report on 5 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for PACB, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.