PACB

PACIFIC BIOSCIENCES OF CALIFORNIA, INC.

Nasdaq · Laboratory Analytical Instruments · Inc. DE · CIK 0001299130
$1.31 -2.96% $406.9M
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)11 New Institutional Positions
Vol
Market Cap$406.9M
Cap SizeSmall Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$193.9M
Inst. Activity11 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$149.6K
Reddit Sentiment43° Neutral
SEC Reports6
Press Releases1
Exchange Nasdaq·Sector Laboratory Analytical Instruments·Inc. DE·CIK 0001299130·Prev Close $1.35

Recent Activity

Jun 8, 2026 short_volume
Short Volume: PACB — 56.5% short (1.2M / 2.0M)
Short: 1,157,590 | Exempt: 52,249 | TRF Vol: 2,048,812 | Short Ratio: 56.5% | Off-exchange volume (d
Jun 4, 2026 SEC
Pacific Biosciences (PACB) filed an 8-K reporting that shareholders approved an amendment to the 2020 Equity Incentive P
8-K — Impact 3/10
Jun 3, 2026 Insider
MOHR MARSHALL was granted 223,492 shares
Director
Jun 3, 2026 Insider
Smith Christopher M was granted 223,492 shares
Director
Jun 3, 2026 Insider
Valantine Hannah was granted 223,492 shares
Director
May 22, 2026 SEC
Pacific Biosciences of California, Inc. (PACB) filed additional definitive proxy soliciting materials (DEFA14A) on May 2
DEFA14A — Impact 3/10
Apr 16, 2026 SEC
PacBio announced a date for its Q1 2026 earnings call but did not release financial results or provide updated guidance.
PRESS-RELEASE — Impact 3/10
Inst.
Nuveen, LLC — DOUBLED
2,950,929 shares ($3.9M)

Price Targets

$2.46 +87.7% upside Strong Buy
Current $1.31 Low $1.50 Median $2.63 High $3.00 6 analysts
$1.50 $3.00

Analyst Ratings

Buy60% buy · 15 analysts
4Strong Buy
5Buy
5Hold
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 ▼ -1.7% $-0.14 — $-0.12 2% YoY 5
Next Q $-0.13 ▼ -2.6% $-0.13 — $-0.12 -5% YoY 5
Current FY $-0.51 $-0.52 — $-0.49 5% YoY 5
Next FY $-0.40 ▲ +5.0% $-0.48 — $-0.23 22% YoY 5

Top Institutional Holders

FundValueMove
ARK Investment Management LLC$47.9M
BlackRock, Inc.$33.4M
SOFTBANK GROUP CORP.$27.0M
VANGUARD CAPITAL MANAGEMENT LLC$16.9M
Sumitomo Mitsui Trust Group,$9.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026MOHR MARSHALLA$0.00
Jun 3, 2026Smith ChristopherA$0.00
Jun 3, 2026Valantine HannahA$0.00
Jun 3, 2026LIVINGSTON RANDALLA$0.00
Jun 3, 2026MILLIGAN JOHNA$0.00

Reddit Sentiment

43°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 2 bearish
50 institutional holders with $193.9M total value (146,736,180 shares) as of 2026-Q1. Top holders: ARK, BlackRock,, SOFTBANK. Net buying activity: 11 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ARK Investment Management LLC36,273,288$47.9M24.7%
2BlackRock, Inc.25,267,429$33.4M17.2%
3SOFTBANK GROUP CORP.20,451,570$27.0M13.9%
4VANGUARD CAPITAL MANAGEMENT LLC12,777,449$16.9M8.7%
5Sumitomo Mitsui Trust Group, Inc.7,037,987$9.3M4.8%
6STATE STREET CORP6,121,716$8.1M4.2%
7D. E. Shaw & Co., Inc.3,637,547$4.8M2.5%
8TWO SIGMA INVESTMENTS, LP3,509,613$4.6M2.4%DOUBLED +616.1%
9Nuveen, LLC2,950,929$3.9M2.0%DOUBLED +247.9%
10VANGUARD PORTFOLIO MANAGEMENT LLC2,868,393$3.8M2.0%
11RENAISSANCE TECHNOLOGIES LLC2,489,100$3.3M1.7%TRIM -35.4%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,405,496$3.2M1.6%
13VANGUARD FIDUCIARY TRUST CO1,986,483$2.6M1.4%
14MORGAN STANLEY1,840,461$2.4M1.3%DOUBLED +434.2%
15SUSQUEHANNA INTERNATIONAL GROUP, LLP1,719,165$2.3M1.2%
16BANK OF AMERICA CORP /DE/1,666,706$2.2M1.1%ADD +25.9%
17CITADEL ADVISORS LLC1,576,051$2.1M1.1%
18Invesco Ltd.1,468,148$1.9M1.0%ADD +29.5%
19GOLDMAN SACHS GROUP INC988,467$1.3M0.7%
20DIMENSIONAL FUND ADVISORS LP899,550$1.2M0.6%DOUBLED +177.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Nuveen, LLCDOUBLED848,2192,950,929+247.9%$3.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM3,850,6002,489,100-35.4%$3.3M2026-Q1
DIMENSIONAL FUND ADVISORS LPDOUBLED323,749899,550+177.9%$1.2M2026-Q1
Russell Investments Group, Ltd.DOUBLED23,900469,875+1866.0%$620.2K2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT2,957,400285,700-90.3%$377.1K2026-Q1
HSBC HOLDINGS PLCDOUBLED52,708248,477+371.4%$326.8K2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD104,621148,961+42.4%$196.6K2026-Q1
CWM, LLCDOUBLED6,20353,794+767.2%$71.0K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED19,33743,661+125.8%$58.5K2026-Q1
PRUDENTIAL FINANCIAL INCADD22,73743,487+91.3%$57.4K2026-Q1
Neuberger Berman Group LLCADD21,43530,941+44.3%$40.8K2026-Q1
Allworth Financial LPADD4,0517,928+95.7%$10.5K2026-Q1
Rockefeller Capital Management L.P.DOUBLED1,2465,198+317.2%$6.9K2026-Q1
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
Invesco Ltd.ADD1,106,7731,433,011+29.5%$2.7M2025-Q4
Nuveen, LLCDOUBLED270,184848,219+213.9%$1.6M2025-Q4
WELLS FARGO & COMPANY/MNADD231,955314,014+35.4%$587.2K2025-Q4
ENVESTNET ASSET MANAGEMENT INCTRIM140,968104,621-25.8%$195.6K2025-Q4
STIFEL FINANCIAL CORPADD54,70970,860+29.5%$132.5K2025-Q4
Mariner, LLCDOUBLED11,39640,004+251.0%$74.8K2025-Q4
Wealthfront Advisers LLCTRIM90,20538,041-57.8%$71.1K2025-Q4
FMR LLCADD18,57629,855+60.7%$55.8K2025-Q4
Atria Investments, IncADD21,76127,496+26.4%$51.4K2025-Q4
12 unique insiders with 23 transactions. Net insider value: -$149.6K ($0.00 bought, $149.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026MOHR MARSHALLDirectorAWARD223,492
Jun 3, 2026Smith Christopher MDirectorAWARD223,492
Jun 3, 2026Valantine HannahDirectorAWARD223,492
Jun 3, 2026LIVINGSTON RANDALL SDirectorAWARD223,492
Jun 3, 2026MILLIGAN JOHN FDirectorAWARD223,492
Jun 3, 2026Gibson ChristopherDirectorAWARD74,497
Jun 3, 2026Ericson William W.DirectorAWARD223,492
Jun 3, 2026ORDONEZ KATHYDirectorAWARD223,492
Apr 8, 2026Gibson ChristopherDirectorAWARD57,473
Apr 8, 2026Gibson ChristopherDirectorAWARD77,842
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 ChristopherDirectorAWARD53,913
Mar 3, 2026HENRY CHRISTIAN OSee RemarksSELL12,497$1.51$18.9K
Mar 3, 2026Gibson ChristopherDirectorAWARD73,087
Feb 27, 2026Gibson James R IISee RemarksAWARD333,848
Feb 27, 2026Van Oene MarkSee RemarksAWARD500,000
Feb 27, 2026Farmer MicheleSee RemarksAWARD89,835
Feb 27, 2026Gibson James R IISee RemarksAWARD667,696
Feb 27, 2026Van Oene MarkSee RemarksAWARD1,000,000
Feb 27, 2026HENRY CHRISTIAN OSee RemarksAWARD920,810
Feb 27, 2026HENRY CHRISTIAN OSee RemarksAWARD1,841,621
Feb 27, 2026Farmer MicheleSee RemarksAWARD179,670
Current analyst consensus: Buy (60% buy). Based on 15 analysts: 4 strong buy, 5 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$2.46 mean target +87.7% upside Strong Buy (2.00)
$1.50 Low $3.00 High
MetricValue
Current Price$1.31
Target Low$1.50
Target Mean$2.46
Target Median$2.63
Target High$3.00
# Analysts6
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.13 $-0.14 $-0.12 2.5% -1.7% 2↑ 1↓ $0.0B 2.3% 5
Next Q
2026-09-30
$-0.13 $-0.13 $-0.12 -5.3% -2.6% 1↑ 2↓ $0.0B 12.2% 5
Current FY
2026-12-31
$-0.51 $-0.52 $-0.49 4.6% +0.4% 2↑ 1↓ $0.2B 4.9% 5
Next FY
2027-12-31
$-0.40 $-0.48 $-0.23 21.6% +5.0% 3↑ 1↓ $0.2B 15.5% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.127
7d ago$-0.126-0.001
30d ago$-0.125-0.002
60d ago$-0.125-0.002
90d ago$-0.127-0.000
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
Jun 1, 20264551060%
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.

43°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 2 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 28, 2026160° Warm101
Mar 21, 2026140° Cool011
Mar 21, 2026140° Cool011
Jun 8, 2026
short_volume
Short Volume: PACB — 56.5% short (1.2M / 2.0M)
Short: 1,157,590 | Exempt: 52,249 | TRF Vol: 2,048,812 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
other
PacBio SPRQ-Nx Chemistry Now Shipping Worldwide, Enabling Sub-$300 HiFi Genomes for Large Scale Projects and AI-Enhanced Sequencing
New Revio multi-use SMRT Cells reduce sequencing costs by 30% compared to previous SPRQ chemistry while DeepConsensus improvements and expanded methyl
May 21, 2026
other
PacBio to Participate in the Jefferies Global Healthcare Conference
<p>MENLO PARK, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- PacBio (NASDAQ: PACB), a leading developer of high-quality, highly accurate sequencing solut
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)