• 简

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Pacific Biosciences (PACB) Is Up 13.9% After Revio, Vega and SPRQ-Nx Drive New Customer Growth

    Simply Wall St·01/08/2026 13:30:14
    语音播报
    • In its most recent quarter, Pacific Biosciences of California reported strong uptake of its Revio and Vega sequencing platforms and launched the SPRQ-Nx chemistry, which lowers long-read sequencing costs and broadens clinical research applications through its PureTarget portfolio.
    • An important angle is that many recent system placements came from first-time customers, meaning the company is expanding its installed base rather than relying solely on existing users.
    • We’ll now examine how the new SPRQ-Nx chemistry and broader Revio and Vega adoption could influence Pacific Biosciences’ investment narrative.

    We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

    Pacific Biosciences of California Investment Narrative Recap

    To own Pacific Biosciences, you need to believe long read sequencing will keep gaining ground in research and clinical settings, and that PacBio’s technology can secure a meaningful share of that demand despite ongoing losses. The latest update reinforces that story by showing stronger Revio and Vega uptake and lower sequencing costs from SPRQ-Nx, but it also underlines the key near term risk that elongated purchasing cycles and funding uncertainty at academic and government customers can still weigh on revenue.

    The recent launch of SPRQ-Nx chemistry, paired with the Revio and Vega platforms, looks especially relevant here because it directly targets cost per genome, which sits at the heart of PacBio’s growth catalysts. By making long read sequencing more affordable for population and clinical projects, SPRQ-Nx can support higher consumables use and broader adoption across hospitals and research programs, even as institutions take longer to approve and fund new instrument purchases.

    Yet, while technology is moving forward, investors should also be aware of how prolonged funding constraints and slower purchasing cycles could...

    Read the full narrative on Pacific Biosciences of California (it's free!)

    Pacific Biosciences of California's narrative projects $242.5 million revenue and $34.5 million earnings by 2028. This requires 15.8% yearly revenue growth and about a $560.9 million earnings increase from $-526.4 million today.

    Uncover how Pacific Biosciences of California's forecasts yield a $2.36 fair value, a 11% upside to its current price.

    Exploring Other Perspectives

    PACB 1-Year Stock Price Chart
    PACB 1-Year Stock Price Chart

    Four Simply Wall St Community fair value views span roughly US$2.36 to US$6.00 per share, showing a wide spread in expectations. When you set that against PacBio’s dependence on academic and government funding, it underlines how differently future execution and risk can be interpreted and why it can be helpful to compare several perspectives before forming your own view.

    Explore 4 other fair value estimates on Pacific Biosciences of California - why the stock might be worth over 2x more than the current price!

    Build Your Own Pacific Biosciences of California Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    Interested In Other Possibilities?

    Our top stock finds are flying under the radar-for now. Get in early:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.