Veracyte, Inc. (VCYT) Stock Rises on Q4 2025 Earnings

Veracyte, Inc. (VCYT) reported fourth-quarter 2025 results with revenue of $140.6 million, up 18.6% year-over-year and above the estimate of $136.3 million. Diluted earnings per share were $0.51, outperforming the consensus estimate of $0.22.

Gross profit: $102.0 million (up 29.5% YoY)

Operating profit: $22.9 million (up 449.6% YoY)

Net income attributable to common shareholders: $41.1 million (up 704.8% YoY)

Cash from operating activities: $52.6 million (up 114.4% YoY)

Cash and cash equivalents: $362.6 million (up 51.7% YoY)

Cost of sales: $38.7 million (down 3.1% YoY)

Capital expenditures (purchases of property, plant and equipment): $3.8 million (down 8.7% YoY)

Total liabilities: $96.4 million (down 22.3% YoY)

Quarter included meaningful improvements in profitability and cash generation versus the prior year.

Stock moved higher, up 4.9% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Veracyte Inc. Insider Trading Activity

Veracyte Inc. insiders have traded $VCYT stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.

Here’s a breakdown of recent trading of $VCYT stock by insiders over the last 6 months:

EVAN/ FA JONES has made 0 purchases and 7 sales selling 44,302 shares for an estimated $2,001,863.
KARIN EASTHAM has made 0 purchases and 4 sales selling 29,674 shares for an estimated $1,296,114.
REBECCA CHAMBERS (Chief Financial Officer) has made 0 purchases and 3 sales selling 20,278 shares for an estimated $908,955.
ANNIE MCGUIRE (SVP, General Counsel) has made 0 purchases and 6 sales selling 20,910 shares for an estimated $866,023.
MARC STAPLEY (Chief Executive Officer) has made 0 purchases and 3 sales selling 15,335 shares for an estimated $594,208.
JONATHAN WYGANT (VP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 10,920 shares for an estimated $449,907.
JENS HOLSTEIN has made 0 purchases and 3 sales selling 10,000 shares for an estimated $423,563.
PHILLIP G. FEBBO (Chief Scientific & Med Officer) sold 8,349 shares for an estimated $300,709
JOHN LEITE (Chief Commercial Officer-CLIA) has made 0 purchases and 2 sales selling 4,086 shares for an estimated $201,117.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Veracyte Inc. Hedge Fund Activity

We have seen 162 institutional investors add shares of Veracyte Inc. stock to their portfolio, and 179 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FULLER & THALER ASSET MANAGEMENT, INC. added 1,381,437 shares (+inf%) to their portfolio in Q4 2025, for an estimated $58,158,497
WELLINGTON MANAGEMENT GROUP LLP removed 1,336,838 shares (-39.6%) from their portfolio in Q4 2025, for an estimated $56,280,879
ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,107,426 shares (-15.0%) from their portfolio in Q4 2025, for an estimated $46,622,634
FMR LLC removed 1,057,488 shares (-15.6%) from their portfolio in Q4 2025, for an estimated $44,520,244
ARROWMARK COLORADO HOLDINGS LLC removed 984,290 shares (-38.7%) from their portfolio in Q4 2025, for an estimated $41,438,609
DRIEHAUS CAPITAL MANAGEMENT LLC added 631,710 shares (+inf%) to their portfolio in Q4 2025, for an estimated $26,594,991
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 603,688 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $25,415,264

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Veracyte Inc. Government Contracts

We have seen $1,486,499 of award payments to $VCYT over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

DECIPHER: GENOMIC SEQUENCING CLASSIFIER: $324,059
TO - PROSTATE TESTING: $281,000
DECIPHER PROSTATE TESTING: $236,563
DECIPHER PROSTATE TESTING ANN ARBOR, SAGINAW, BATTLE CREEK - BASE: $129,623
VERACYTE PROSTATE CANCER TESTING PACKAGING AND TRANSPORT VA SAN FRANCISCO: $129,623

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Veracyte Inc. Congressional Stock Trading

Members of Congress have traded $VCYT stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $VCYT stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/12.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Veracyte Inc. Analyst Ratings

Wall Street analysts have issued reports on $VCYT in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Underweight" rating on 11/11/2025
UBS issued a "Buy" rating on 11/05/2025
Freedom Capital Markets issued a "Buy" rating on 10/17/2025

To track analyst ratings and price targets for Veracyte Inc., check out Quiver Quantitative's $VCYT forecast page.

Veracyte Inc. Price Targets

Multiple analysts have issued price targets for $VCYT recently. We have seen 6 analysts offer price targets for $VCYT in the last 6 months, with a median target of $46.5.

Here are some recent targets:

Subbu Nambi from Guggenheim set a target price of $50.0 on 01/05/2026
Tejas Savant from Morgan Stanley set a target price of $48.0 on 12/02/2025
Mike Matson from Needham set a target price of $44.0 on 11/05/2025
Kyle Mikson from Canaccord Genuity set a target price of $43.0 on 11/05/2025
Lu Li from UBS set a target price of $48.0 on 11/05/2025
Keith Hinton from Freedom Capital Markets set a target price of $45.0 on 10/17/2025