PACB

PACIFIC BIOSCIENCES OF CALIFORNIA, INC.

Nasdaq · Laboratory Analytical Instruments · Inc. DE · CIK 0001299130
$1.25 +4.62% $369.6M
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)6 New Institutional Positions
Vol
Market Cap$369.6M
Cap SizeSmall Cap
Analyst ConsensusBuy (56%)
Inst. Holders8 funds
Inst. Value$57.7M
Inst. Activity6 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$149.6K
Reddit Sentiment33° Cool
SEC Reports4
Press Releases1
Exchange Nasdaq·Sector Laboratory Analytical Instruments·Inc. DE·CIK 0001299130·Prev Close $1.19

Recent Activity

Price Targets

$2.46 +97.5% upside Strong Buy
Current $1.25 Low $1.50 Median $2.63 High $3.00 6 analysts
$1.50 $3.00

Analyst Ratings

Hold56% buy · 16 analysts
4Strong Buy
5Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Barclays MAINTAIN Underweight → Underweight
Apr 14, 2026 Barclays MAINTAIN Underweight → Underweight
Mar 6, 2026 Barclays DOWNGRADE Equal-Weight → Underweight
Dec 15, 2025 Barclays MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.13 ▼ -0.6% $-0.14 — $-0.12 3% YoY 6
Next Q $-0.13 ▼ -2.0% $-0.13 — $-0.12 -4% YoY 6
Current FY $-0.50 ▲ +0.7% $-0.52 — $-0.49 5% YoY 6
Next FY $-0.40 ▲ +3.4% $-0.48 — $-0.23 20% YoY 6

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$31.9M
RENAISSANCE TECHNOLOGIES LLC$7.2MNEW
TWO SIGMA INVESTMENTS, LP$5.4MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$4.6MNEW
MORGAN STANLEY$4.5MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Apr 8, 2026Gibson ChristopherA$0.00
Apr 8, 2026Gibson ChristopherA$0.00
Apr 1, 2026Gibson JamesSELL$120.8K
Mar 3, 2026Van OeneSELL$9.8K
Mar 3, 2026Gibson ChristopherA$0.00

Reddit Sentiment

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish
8 institutional holders with $57.7M total value (30,840,174 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, TWO. Net buying activity: 6 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC17,037,314$31.9M55.2%
2RENAISSANCE TECHNOLOGIES LLC3,850,600$7.2M12.5%NEW
3TWO SIGMA INVESTMENTS, LP2,877,184$5.4M9.3%DOUBLED +616.1%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,465,853$4.6M8.0%NEW
5MORGAN STANLEY2,410,540$4.5M7.8%DOUBLED +434.2%
6BANK OF AMERICA CORP /DE/1,854,814$3.5M6.0%ADD +25.9%
7WELLS FARGO & COMPANY/MN314,014$587.2K1.0%ADD +35.4%
8FMR LLC29,855$55.8K0.1%ADD +60.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCNEW3,850,600$7.2M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED401,7662,877,184+616.1%$5.4M2025-Q4
MORGAN STANLEYDOUBLED451,2152,410,540+434.2%$4.5M2025-Q4
BANK OF AMERICA CORP /DE/ADD1,472,6901,854,814+25.9%$3.5M2025-Q4
WELLS FARGO & COMPANY/MNADD231,955314,014+35.4%$587.2K2025-Q4
FMR LLCADD18,57629,855+60.7%$55.8K2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED702,7031,472,690+109.6%$1.9M2025-Q3
MORGAN STANLEYTRIM831,770451,215-45.8%$577.6K2025-Q3
TWO SIGMA INVESTMENTS, LPNEW401,766$514.3K2025-Q3
MORGAN STANLEYNEAR_EXIT3,371,732831,770-75.3%$1.0M2025-Q2
BANK OF AMERICA CORP /DE/TRIM1,197,055702,703-41.3%$871.4K2025-Q2
FMR LLCDOUBLED8,74619,123+118.6%$23.7K2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT542,2000-100.0%$0.002025-Q2
MORGAN STANLEYTRIM5,651,5583,371,732-40.3%$4.0M2025-Q1
UBS Group AGADD1,486,0152,284,278+53.7%$2.7M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM1,113,577542,200-51.3%$639.8K2025-Q1
CITADEL ADVISORS LLCTRIM909,581308,622-66.1%$364.2K2025-Q1
FMR LLCTRIM22,6538,746-61.4%$10.3K2025-Q1
MORGAN STANLEYADD3,892,5425,651,558+45.2%$10.3M2024-Q4
UBS Group AGDOUBLED642,8491,486,015+131.2%$2.7M2024-Q4
CITADEL ADVISORS LLCDOUBLED328,622909,581+176.8%$1.7M2024-Q4
WELLS FARGO & COMPANY/MNADD129,221163,154+26.3%$298.6K2024-Q4
MORGAN STANLEYADD3,079,7563,892,542+26.4%$6.6M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,040,303$3.5M2024-Q3
5 unique insiders with 3 transactions. Net insider value: -$149.6K ($0.00 bought, $149.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 8, 2026Gibson ChristopherDirectorA57,473$0.00$0.00
Apr 8, 2026Gibson ChristopherDirectorA77,842$0.00$0.00
Apr 1, 2026Gibson James R IISee RemarksSELL88,185$1.37$120.8K
Mar 3, 2026Van Oene MarkSee RemarksSELL6,504$1.51$9.8K
Mar 3, 2026Gibson ChristopherDirectorA53,913$0.00$0.00
Mar 3, 2026HENRY CHRISTIAN OSee RemarksSELL12,497$1.51$18.9K
Mar 3, 2026Gibson ChristopherDirectorA73,087$0.00$0.00
Feb 27, 2026Gibson James R IISee RemarksA333,848$0.00$0.00
Feb 27, 2026Van Oene MarkSee RemarksA500,000$0.00$0.00
Feb 27, 2026Farmer MicheleSee RemarksA89,835$0.00$0.00
Feb 27, 2026Gibson James R IISee RemarksA667,696$0.00$0.00
Feb 27, 2026Van Oene MarkSee RemarksA1,000,000$0.00$0.00
Feb 27, 2026HENRY CHRISTIAN OSee RemarksA920,810$0.00$0.00
Feb 27, 2026HENRY CHRISTIAN OSee RemarksA1,841,621$0.00$0.00
Feb 27, 2026Farmer MicheleSee RemarksA179,670$0.00$0.00
Current analyst consensus: Hold (56% buy). Based on 16 analysts: 4 strong buy, 5 buy, 6 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$2.46 mean target +97.5% upside Strong Buy (2.13)
$1.50 Low $3.00 High
MetricValue
Current Price$1.25
Target Low$1.50
Target Mean$2.46
Target Median$2.63
Target High$3.00
# Analysts6
RecommendationStrong Buy (2.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.13 $-0.14 $-0.12 3.3% -0.6% 2↑ 1↓ $0.0B 2.1% 6
Next Q
2026-09-30
$-0.13 $-0.13 $-0.12 -4.4% -2.0% 1↑ 2↓ $0.0B 13.2% 6
Current FY
2026-12-31
$-0.50 $-0.52 $-0.49 5.1% +0.7% 2↑ 1↓ $0.2B 5.2% 6
Next FY
2027-12-31
$-0.40 $-0.48 $-0.23 20.0% +3.4% 3↑ 1↓ $0.2B 14.4% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.126
7d ago$-0.125-0.001
30d ago$-0.125-0.001
60d ago$-0.125-0.000
90d ago$-0.128+0.002
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Barclays MAINTAIN Underweight Underweight
Apr 14, 2026 Barclays MAINTAIN Underweight Underweight
Mar 6, 2026 Barclays DOWNGRADE Equal-Weight Underweight
Dec 15, 2025 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20264561056%
Apr 1, 20264561056%
Mar 1, 20264570056%
Feb 1, 20263570053%
Jan 1, 20264570056%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 21, 2026140° Cool011
Mar 21, 2026140° Cool011
May 20, 2026
short_volume
Short Volume: PACB — 62.1% short (1.2M / 1.9M)
Short: 1,151,511 | Exempt: 7,942 | TRF Vol: 1,855,087 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: PACB — 62.6% short (1.6M / 2.6M)
Short: 1,646,969 | Exempt: 9,202 | TRF Vol: 2,630,200 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: PACB — 72.6% short (3.7M / 5.2M)
Short: 3,743,098 | Exempt: 31,270 | TRF Vol: 5,155,038 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: PACB — 70.6% short (3.6M / 5.2M)
Short: 3,642,036 | Exempt: 13,251 | TRF Vol: 5,155,118 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: PACB — 57.1% short (2.2M / 3.9M)
Short: 2,234,719 | Exempt: 10,325 | TRF Vol: 3,915,802 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
fda
HiFi Solves Sub-fertility Consortium in Asia Pacific Reports First Major Study Using HiFi Long-Read Sequencing to Investigate Unexplained Subfertility and Recurrent Pregnancy Loss
Multinational study shows how one comprehensive genomic workflow and secure data collaboration may help reduce fragmented testing for couples seeking
May 8, 2026
short_volume
Short Volume: PACB — 58.8% short (2.7M / 4.7M)
Short: 2,736,771 | Exempt: 118,871 | TRF Vol: 4,654,854 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
PACB Q1 2026 Earnings After Market Close — 2026-05-07
Apr 29, 2026
short_volume
Short Volume: PACB — 65.6% short (2.1M / 3.2M)
Short: 2,121,912 | Exempt: 29,067 | TRF Vol: 3,234,556 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: PACB — 64.3% short (1.3M / 2.0M)
Short: 1,254,273 | Exempt: 13,351 | TRF Vol: 1,950,134 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: PACB — 66.1% short (2.2M / 3.3M)
Short: 2,162,313 | Exempt: 8,277 | TRF Vol: 3,269,560 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: PACB — 67.7% short (1.7M / 2.6M)
Short: 1,738,703 | Exempt: 1,521 | TRF Vol: 2,568,047 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: PACB — 63.3% short (1.0M / 1.7M)
Short: 1,049,221 | Exempt: 2,588 | TRF Vol: 1,656,529 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
contract
PacBio and Lucid Genomics Announce Compatibility Collaboration to Advance Tertiary Analysis for Long-Read Sequencing
Expands access to streamlined genomic data analysis across the PacBio partner ecosystem <pre>Expands access to streamlined genomic data analysis acros
Apr 21, 2026
short_volume
Short Volume: PACB — 59.1% short (1.8M / 3.1M)
Short: 1,846,201 | Exempt: 2,878 | TRF Vol: 3,125,309 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)