Veracyte, Inc. (VCYT) Stock Price & Analysis
Veracyte, Inc. (VCYT) closed at USD 52.17 on Thursday, October 29, 2026, up 3.70% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 50.31; the Oct 29, 2026 session ranged USD 49.63–52.39 on volume of 1,231,141 shares. Market capitalization is $4.19B, with a 52-week range of USD 29.46–60.91 (NGM). Source: Nexqual, retrieved October 29, 2026 at 21:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/VCYT.md
Key facts (VCYT)
- Last four reported quarters (through Jun 30, 2026): revenue $562M, net income $114M (20.4% margin), free cash flow $166M (SEC filings).
- Valuation: P/E 36.6x (avg 89.6x at the last 2 fiscal year-ends).
- Insider open-market sales, last ~7 months: 17 Form 4 filings, $12.9M; 1 not under a Rule 10b5-1 plan ($1.1M); 2 by opportunistic insiders (0 outside 10b5-1 plans), 2 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.92 on a 1–5 scale) (12 analysts), mean target USD 59.73 (range 45–70).
- Total return with dividends: 1Y +47.7% vs S&P 500 +14.4%; 5Y +9.0% vs S&P 500 +79.1%.
- Next earnings: 2026-11-04, EPS estimate USD 0.41, revenue estimate $147M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (VCYT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $220M | $297M | $361M | $446M | $517M | $562M |
| Gross profit | — | $176M | $230M | $298M | $363M | — |
| Operating income | -$81.9M | -$41.1M | -$85.8M | $16.1M | $57.8M | $106M |
| Net income | -$75.6M | -$36.6M | -$74.4M | $24.1M | $66.4M | $114M |
| EPS (diluted) | -$1.11 | -$0.51 | -$1.02 | $0.31 | $0.82 | — |
| Free cash flow | -$37.0M | -$1.0M | $34.3M | $63.8M | $127M | $166M |
| Gross margin | — | 59.2% | 63.6% | 66.9% | 70.1% | — |
| Operating margin | -37.3% | -13.9% | -23.8% | 3.6% | 11.2% | 18.8% |
| Net margin | -34.4% | -12.3% | -20.6% | 5.4% | 12.8% | 20.4% |
| Revenue growth | +86.8% | +35.1% | +21.8% | +23.5% | +16.0% | — |
| Cash + short-term investments | $173M | $179M | $217M | $289M | $413M | — |
| Total debt | $1.1M | — | — | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (VCYT)
P/E 36.6x · P/S 7.5x · P/FCF 25.3x · P/B 3.0x · FCF yield 3.96% · Earnings yield 2.73%
P/E at fiscal year-ends: Dec 2025 51.1x, Dec 2024 128.2x.
Insider sales (SEC Form 4, open-market, last ~7 months) (VCYT)
16 of 17 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-24…2026-10-27 | Holstein Jens | Director | 15,000 | $728K | 35.3% | Yes (adopted June 12, 2026) | Too little history (no open-market trades in 2023) |
| 2026-10-27 | Eastham Karin | Director | 14,850 | $743K | 59.2% | Yes (adopted May 28, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-10-19 | Bhanji Muna | Director | 1,864 | $81K | 4.4% | Yes (adopted June 2, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-09-21 | Leite John | Global Chief Commercial Off | 4,015 | $161K | 3.1% | Yes (adopted June 9, 2026) | Too little history (no open-market trades in 2023) |
| 2026-09-14 | Holstein Jens | Director | 5,000 | $205K | 15.4% | Yes (adopted June 12, 2026) | Too little history (no open-market trades in 2023) |
| 2026-09-04 | Febbo Phillip G. | Chief Scientific & Med Officer | 13,110 | $564K | 9% | Yes (adopted August 21, 2025) | Too little history (no open-market trades in 2023) |
| 2026-09-04 | Chambers Rebecca | Chief Financial Officer | 3,652 | $157K | 2.2% | Yes (adopted August 21, 2025) | Too little history (no open-market trades in 2023) |
| 2026-09-04 | McGuire Annie | EVP, General Counsel | 3,254 | $140K | 2.4% | Yes (adopted August 29, 2025) | Too little history (no open-market trades in 2023) |
| 2026-09-01 | Bhanji Muna | Director | 1,864 | $80K | 4.2% | Yes (adopted June 2, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-06-18 | Eastham Karin | Director | 3,729 | $197K | 19.8% | Yes (adopted September 5, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-04 | McGuire Annie | EVP, General Counsel | 3,176 | $158K | 2.3% | Yes (adopted August 29, 2025) | Too little history (no open-market trades in 2023) |
| 2026-06-04 | Chambers Rebecca | Chief Financial Officer | 3,561 | $177K | 2% | Yes (adopted August 21, 2025) | Too little history (no open-market trades in 2023) |
| 2026-06-04 | Stapley Marc | Chief Executive Officer | 138,051 | $6.9M | 23.9% | Yes (adopted November 24, 2025) | Too little history (no open-market trades in 2023) |
| 2026-06-04 | Leite John | Global Chief Commercial Off | 13,975 | $700K | 9.6% | Yes (adopted June 9, 2025) | Too little history (no open-market trades in 2023) |
| 2026-05-22 | Wygant Jonathan | VP, Chief Accounting Officer | 24,000 | $1.1M | 34.6% | No | Too little history (no open-market trades in 2023) |
| 2026-05-20 | Epstein Robert S | Director | 10,000 | $440K | 16% | Yes (adopted December 5, 2025) | Too little history (no open-market trades in 2023) |
| 2026-05-06 | McGuire Annie | SVP, General Counsel | 10,204 | $398K | 6.6% | Yes (adopted August 29, 2025) | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (VCYT)
Consensus Buy (mean 1.92 on a 1–5 scale), 12 analysts; mean target USD 59.73 (low 45, high 70).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-15 | Freedom Capital Markets | Maintained | Buy | $66 |
| 2026-09-09 | UBS | Target raised | Buy | $52 → $65 |
| 2026-08-04 | Piper Sandler | Target lowered | Overweight | $66 → $54 |
| 2026-08-04 | Stephens & Co. | Target lowered | Overweight | $68 → $55 |
| 2026-08-04 | Morgan Stanley | Target lowered | Underweight | $47 → $44 |
| 2026-08-03 | Canaccord Genuity | Target lowered | Hold | $60 → $50 |
| 2026-07-31 | Needham | Target raised | Buy | $57 → $69 |
| 2026-07-30 | Needham | Target raised | Buy | $57 → $69 |
| 2026-07-15 | Piper Sandler | Initiated | Overweight | $66 |
| 2026-07-14 | Canaccord Genuity | Target raised | Hold | $42 → $60 |
| 2026-07-09 | Morgan Stanley | Target raised | Underweight | $37 → $47 |
Total return (dividends reinvested) (VCYT)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +47.7% | +9.0% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +47.9% | +1.7% |
| Volatility (annualized) | 64.5% | 58.1% |
| Max drawdown | -39.2% (Nov 2025→Mar 2026) | -68.8% (Nov 2021→Oct 2022) |
VCYT earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Jul 30, 2026 | Quarter ended Jun 30, 2026 | $0.54 | $0.43 | Beat +25.6% | -16.9% |
| May 5, 2026 | Quarter ended Mar 31, 2026 | $0.52 | $0.33 | Beat +57.6% | +23.1% |
| Feb 25, 2026 | Quarter ended Dec 31, 2025 | $0.53 | $0.41 | Beat +29.3% | +8.6% |
| Jan 12, 2026 | Quarter ended Dec 31, 2025 | $0.53 | $0.41 | Beat +29.3% | +2.4% |
| Nov 4, 2025 | Quarter ended Sep 30, 2025 | $0.51 | $0.32 | Beat +59.4% | +26.3% |
| Aug 6, 2025 | — | — | — | — | +10.7% |
| May 7, 2025 | — | — | — | — | +2.1% |
| Feb 24, 2025 | — | — | — | — | -14.6% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
VCYT recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Sep 14, 2026 | 8-K | Entered a material agreement; Completed an acquisition or sale of assets; Regulation FD disclosure “Merger Agreement On September 10, 2026, Veracyte, Inc., a Delaware corporation ("Veracyte"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Compass Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Veracyte ("Merger Sub"), Convergent Genomics Inc., a Delaware corporation ("Convergent"), and Shareholder Representative Services LLC, as the exclusive representative of the Securityholder Indemnifying Parties (as defined in the Merger Agreement) in connection with the…” |
| Jul 31, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Jul 30, 2026 | 8-K | Quarterly results |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
VCYT revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Testing revenue | $145.7M | 96.9% | +19.1% |
| Other Testing Revenue | $4.5M | 3.0% | +150.0% |
| Product revenue | $3.9M | 2.6% | +7.2% |
| Biopharmaceutical and other revenue | $802,000 | 0.5% | -81.4% |
| Biopharmaceutical revenue | $802,000 | 0.5% | -69.5% |
| Total revenue | $150.3M | 100% | — |
VCYT revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $496.6M | 96.0% | +17.3% |
| Non Us | $20.5M | 4.0% | -7.6% |
| Total revenue | $517.1M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
VCYT suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Laboratory | “Our high complexity clinical labs that design, develop and manufacture our laboratory developed tests are subject to the Clinical Laboratory Improvement Amendment (CLIA) regulations, a federal law that regulates clinical laboratories that perform testing on specimens derived from humans for the purpose of providing information for the diagnosis, prevention or treatment of disease.” |
| Supplier | BRUKER CORP (BRKR) | “For example, we rely on NanoString (now Bruker Spatial Biology as a result of Bruker Corporation's asset acquisition of NanoString) for certain components and raw materials for the Prosigna test and nCounter service kits.” |
| Partner | ILLUMINA, INC. (ILMN) | “In 2023, we announced a multi-year agreement with Illumina, Inc. to also develop and offer some of our molecular tests in Canada, Europe, the Middle East, Asia Pacific and Latin America as decentralized IVD tests on their NextSeq 550Dx NGS instrument thereby leveraging the large installed base.” |
Quoted from the company's 10-K filed Feb 26, 2026.
Companies that name VCYT in their SEC reports
| Relationship to VCYT | Company | Filing | Sentence |
|---|---|---|---|
| partner | Eikon Therapeutics, Inc. (EIKN) | 10-K Mar 30, 2026 | “At Veracyte, he led collaborations with companies such as Bayer AG, AstraZeneca plc, and Johnson & Johnson, Inc., and orchestrated multiple acquisitions.” |
VCYT customer concentration
In the period ended Jun 30, 2026, 2 direct customers each accounted for at least 10% (33%, 13%) of revenue, per the company's 10-Q filed Jul 31, 2026. The company does not name them.
VCYT company outlook (results filed Jul 30, 2026)
- “The company is raising 2026 total revenue guidance to $590 million to $596 million, or 14% to 15% growth, from prior guidance of $582 to $592 million, or 13% to 14% growth.”
- “The company is also raising testing revenue guidance to $576 million to $582 million, or 17% to 18% growth, from prior guidance of $570 million to $580 million, excluding the contribution from recently launched tests.”
- “The company continues to expect adjusted EBITDA margin to be greater than 26%.”
Quoted word-for-word from the SEC 8-K results press release.
VCYT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.41 | $0.44 | -6.2% | $147.2M | 11 |
| Next quarter (ends Dec 2026) | $0.45 | $0.45 | -1.0% | $157.3M | 11 |
| Current fiscal year (ends Dec 2026) | $1.91 | $1.80 | +5.8% | $593.8M | 11 |
| Next fiscal year (ends Dec 2027) | $1.94 | $1.89 | +3.0% | $660.1M | 11 |
VCYT options: expected move
Options price a move of about ±17.8% (±$8.90) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±13.1% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 88.8% | ±17.8% |
| Dec 18, 2026 | 50 | 68.6% | ±20.8% |
| Mar 19, 2027 | 141 | 61.6% | ±30.4% |
| Jun 17, 2027 | 231 | 62.5% | ±38.9% |
30-day implied volatility 84.1% vs 57.3% realized over the last 30 trading days. Put/call ratio (volume) 0.43. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 21:19 UTC)
| Price | USD 52.17 |
|---|---|
| Change | ▲ 3.70% (up) |
| Previous Close | USD 50.31 |
| Open | USD 50.82 |
| Day Range | USD 49.63 – 52.39 |
| 52-Week Range | USD 29.46 – 60.91 |
| Volume | 1,231,141 shares |
| Market Cap | $4.19B |
| Exchange | NGM |
Technical Analysis (VCYT)
Nexqual's technical model rates VCYT "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 29, 2026 at 21:19 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 70.8 (overbought) |
| vs SMA50 | Above (USD 44.26) |
| MACD | 1.57 (positive) |
Analyst Ratings (VCYT)
Wall Street analysts rate VCYT "Buy" based on 12 analysts, with a mean price target of USD 59.73 (range USD 45–70), per Nexqual as of October 29, 2026 at 21:19 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 12 |
| Mean Target | USD 59.73 |
| High Target | USD 70 |
| Low Target | USD 45 |
| Buy / Hold / Sell | 11 / 1 / 0 |
Earnings (VCYT)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.41 |
| Revenue Estimate | $147.16M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.54 vs est 0.43 ▲ beat |
| 2026-03-31 | USD 0.52 vs est 0.33 ▲ beat |
| 2025-12-31 | USD 0.53 vs est 0.41 ▲ beat |
| 2025-09-30 | USD 0.51 vs est 0.32 ▲ beat |
Source: Nexqual, October 29, 2026 at 21:19 UTC.
Financials & Fundamentals (VCYT)
| Total Revenue | $561.90M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +15.50% |
| Gross Margin | +73.76% |
| Operating Margin | +15.29% |
| Profit Margin | +20.37% |
| ROE | +8.77% |
| Debt / Equity | 0.03 |
| Current Ratio | 9.16 |
| Total Cash | $485.23M |
| Total Debt | $40.11M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $165.99M (29.5% of revenue) |
Source: Nexqual, October 29, 2026 at 21:19 UTC.
Financial Health Score (VCYT)
Nexqual rates Veracyte, Inc.'s overall financial health "Strong" across five dimensions, as of October 29, 2026 at 21:19 UTC.
| Growth | Strong — Revenue +16% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 72%, operating 19% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Strong — $485M cash vs $40M debt, net cash position |
| Cash Flow | Strong — FCF $166M (last 4 quarters to Jun 2026, SEC), 30% margin |
| Efficiency | Mixed — ROE 8%, ROA 7.7% (last 4 quarters, SEC) |
Ownership (VCYT)
| Insider Ownership | +0.55% |
|---|---|
| Institutional Ownership | +115.03% |
| Shares Outstanding | 80.39M |
| Float | 79.89M |
| Short % of Float | +14.44% |
Source: Nexqual, October 29, 2026 at 21:19 UTC.
Leadership (VCYT)
Veracyte, Inc. is led by Marc A. Stapley, CEO & Director, per Nexqual as of October 29, 2026 at 21:19 UTC.
| CEO & Director | Marc A. Stapley |
|---|---|
| Executive VP & CFO | Rebecca Chambers |
| Chief Scientific & Medical Officer | Phillip G. Febbo |
| Senior Vice President of Global Operations | Keith Gligorich |
| Director of Investor Relations | Kelly Gura |
Major Backers & Investors (VCYT)
Notable institutional backers of Veracyte, Inc. include FMR, LLC, Artisan Partners Limited Partnership, First Trust Advisors LP, according to Nexqual as of October 29, 2026 at 21:19 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 9.58% |
| Artisan Partners Limited Partnership | 6.89% |
| First Trust Advisors LP | 3.12% |
| ARK Invest | 2.86% |
| Wellington Management | 2.83% |
| First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd. | 1.98% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.78% |
| Vanguard Group | 10.34% |
| State Street | 5.84% |
| Dimensional Fund Advisors | 3.52% |
Source: Nexqual, October 29, 2026 at 21:19 UTC.
From Veracyte, Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- IVDs and diagnostic kits, including collection systems that are sold and distributed in the United States, are regulated as medical devices by the FDA.
- Despite measures taken to protect our intellectual property, unauthorized parties might copy aspects of our technology or obtain and use information that we regard as proprietary.
- Clinical laboratory tests like our proprietary genomic tests are regulated under CLIA, as well as by applicable state laws.
- With both prospective and retrospective studies over time, we focus on evidence that allows us to answer key clinical questions while also demonstrating the clinical benefit and impact of our tests, which is needed to drive their adoption and guideline inclusion.
Partnerships
- In 2023, we announced a multi-year agreement with Illumina, Inc. to also develop and offer some of our molecular tests in Canada, Europe, the Middle East, Asia Pacific and Latin America as decentralized IVD tests on their NextSeq 550Dx NGS instrument thereby leveraging the large installed base.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes in healthcare policy, including legislation reforming the U.S. healthcare system, recent U.S. judicial decisions and potential changes in the regulatory environment, may have a material adverse effect on our financial condition and operations.
- We may be involved in litigation related to intellectual property, which may be time-intensive and costly and may adversely affect our business, operating results or financial condition.
- We are subject to ongoing and increasingly extensive regulatory requirements, which may be subject to change, and our failure to comply with these requirements could substantially harm our business.
- Changes in either the patent laws or in interpretations of patent laws in the United States or other countries may diminish the value of our intellectual property. We cannot predict the breadth of claims that may be allowed or enforced in our patents or in third-party patents. We may not develop additional proprietary products, methods and technologies that are patentable.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CDNA | CareDx, Inc. | USD 71.52 | ▼ 0.85% |
| ADPT | Adaptive Biotechnologies Corpor | USD 28.17 | ▼ 0.7% |
| SHC | Sotera Health Company | USD 18.7 | ▲ 0.27% |
| BLLN | BillionToOne, Inc. | USD 114.84 | ▲ 0.74% |
| RDNT | RadNet, Inc. | USD 73.65 | ▲ 0.15% |
| GRAL | GRAIL, Inc. | USD 158.92 | ▲ 0.66% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 21:19 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt