Covaris Workflow Launch: Social media lit up with talk of PacBio's new joint workflow with Covaris for HiFi long-read sequencing of FFPE tumor samples. Enthusiasts pointed to its potential to unlock oncology research markets previously inaccessible, boasting superior structural variant detection. The announcement fueled buzz around AI-enhanced genomics discoveries.
Barclays Price Target Cut: Amid the optimism, Barclays slashed its PacBio target to $1 from $1.50 while keeping an underweight rating. Traders debated if this reflects broader concerns over commercialization risks and competition in sequencing tech. The downgrade tempered some excitement on the platform.
Mixed Market Views: While some hailed the tech breakthrough as a bullish catalyst, others eyed research-only limitations and analyst skepticism. Volume spiked as day traders weighed short-term pops against longer hurdles. Sentiment splits between innovation hopes and valuation worries.
Note: This discussion summary was generated from an AI condensation of post data.
PacBio Insider Trading Activity
PacBio insiders have traded $PACB stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $PACB stock by insiders over the last 6 months:
- CHRISTIAN O HENRY (See Remarks) has made 0 purchases and 3 sales selling 485,164 shares for an estimated $771,309.
- OENE MARK VAN (See Remarks) has made 0 purchases and 3 sales selling 191,401 shares for an estimated $304,165.
- JAMES R II GIBSON (See Remarks) sold 88,185 shares for an estimated $120,813
- MICHELE FARMER (See Remarks) has made 0 purchases and 3 sales selling 53,146 shares for an estimated $84,365.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PacBio Revenue
PacBio had revenues of $2.8M in Q4 2024. This is a decrease of -6.97% from the same period in the prior year.
You can track PACB financials on Quiver Quantitative's PACB stock page.
PacBio Hedge Fund Activity
We have seen 105 institutional investors add shares of PacBio stock to their portfolio, and 90 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EDMOND DE ROTHSCHILD HOLDING S.A. removed 10,675,200 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $19,962,624
- ARK INVESTMENT MANAGEMENT LLC added 6,340,125 shares (+20.5%) to their portfolio in Q4 2025, for an estimated $11,856,033
- MADRONE ADVISORS, LLC removed 4,976,089 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $9,305,286
- D. E. SHAW & CO., INC. added 4,438,273 shares (+inf%) to their portfolio in Q4 2025, for an estimated $8,299,570
- RENAISSANCE TECHNOLOGIES LLC added 3,850,600 shares (+inf%) to their portfolio in Q4 2025, for an estimated $7,200,622
- CASDIN CAPITAL, LLC added 3,500,000 shares (+483.6%) to their portfolio in Q4 2025, for an estimated $6,545,000
- POINT72 ASSET MANAGEMENT, L.P. added 2,957,400 shares (+inf%) to their portfolio in Q4 2025, for an estimated $5,530,338
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PacBio Government Contracts
We have seen $1,990,462 of award payments to $PACB over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- VEGA BENCHTOP LONG READ SEQUENCER FROM PACIFIC BIOSCIENCES A LONG READ GENOMIC SEQUENCER THAT PROVIDES HIG...: $343,000
- PACBIO REAGENT KITS. ALL REAGENTS FOR SEQUENCING 24 REVIO SMRT CELLS QUANTITY 8, AND ASSOCIATED LIBRARY PRE...: $232,853
- REVIO SMRT CELLS AND SEQUENCING REAGENTS - NEW AWARD: $198,082
- REVIO SPRQ REAGENT KIT, 24-PACK, PACIFIC BIOSCIENCES OF CALIFORNIA (NON-IT): $194,860
- PACBIO SEQUENCING SUPPLIES: $97,560
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
PacBio Analyst Ratings
Wall Street analysts have issued reports on $PACB in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stephens & Co. issued a "Overweight" rating on 11/10/2025
To track analyst ratings and price targets for PacBio, check out Quiver Quantitative's $PACB forecast page.
PacBio Price Targets
Multiple analysts have issued price targets for $PACB recently. We have seen 3 analysts offer price targets for $PACB in the last 6 months, with a median target of $2.0.
Here are some recent targets:
- Luke Sergott from Barclays set a target price of $1.0 on 04/14/2026
- David Westenberg from Piper Sandler set a target price of $2.0 on 11/11/2025
- Mason Carrico from Stephens & Co. set a target price of $2.0 on 11/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
