PacBio Earnings: What To Look For From PACB

PacBio Earnings: What To Look For From PACB

Petr Huřťák

Wed, February 11, 2026 at 12:04 PM GMT+9 2 min read

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PACB

-1.63%

Genomics company Pacific Biosciences of California (NASDAQ:PACB) will be announcing earnings results this Thursday after market hours. Here’s what to expect.

PacBio missed analysts’ revenue expectations by 4.5% last quarter, reporting revenues of $38.44 million, down 3.8% year on year. It was a slower quarter for the company, with a significant miss of analysts’ revenue estimates.

Is PacBio a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting PacBio’s revenue to grow 9.7% year on year to $43.04 million, a reversal from the 32.8% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.13 per share.

PacBio Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. PacBio has missed Wall Street’s revenue estimates five times over the last two years.

Looking at PacBio’s peers in the life sciences tools & services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Illumina delivered year-on-year revenue growth of 5%, beating analysts’ expectations by 3.2%, and Medpace reported revenues up 32%, topping estimates by 3.3%. Illumina traded down 10.4% following the results while Medpace was also down 16.1%.

Read our full analysis of Illumina’s results here and Medpace’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the life sciences tools & services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.7% on average over the last month. PacBio is down 9.9% during the same time and is heading into earnings with an average analyst price target of $2.42 (compared to the current share price of $1.82).

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