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TickerTalks›$VCYT
VCVCYT

Veracyte, Inc.

$VCYT·$3.7B·Medical - Diagnostics & Research·Healthcare
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Mentions · last 7 days
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VCVCYT
$VCYTVeracyte, Inc.
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AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Veracyte, Inc. operates as a diagnostics company in the United States and internationally. The company offers Afirma Genomic Sequencing Classifier for cancerous thyroid nodules; Decipher Prostate Genomic Classifiers for prostate cancer diagnosis; Decipher Bladder Genomic Classifier for bladder cancer diagnosis; Prosigna Breast Cancer Assay for breast cancer diagnosis; and Percepta Nasal Swab Test for lung cancer diagnosis. It also provides the nCounter analysis system services. The company was formerly known as Calderome, Inc. and changed its name to Veracyte, Inc. in March 2008. Veracyte, Inc. was incorporated in 2006 and is headquartered in South San Francisco, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $VCYT.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

Industry benchmark

19-name peer basket
+27.0%YTD
+65.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.54$0.41+31.6%
Q1 2026May 5, 2026$0.52$0.34+52.9%
Q4 2025Feb 25, 2026$0.53$0.41+29.8%
Q3 2025Nov 4, 2025$0.51$0.32+59.4%
Next earningsTue, Nov 3·consensus EPS $0.44

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$150.3M+15.5%72.6%15.1%$0.32$43.0M
Q1 FY26$139.1M+21.5%72.3%17.1%$0.36$32.3M
Q4 FY25$140.6M+18.5%74.4%18.4%$0.52$48.3M
Q3 FY25$131.9M+13.8%69.2%17.4%$0.24$42.0M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$586.4M$580.4M – $589.8M$1.81$1.79 – $1.849
FY27$656.0M$644.2M – $668.7M$1.88$1.83 – $1.949
FY28$721.2M$680.6M – $748.7M$2.01$1.66 – $2.157
FY29$836.7M$815.1M – $857.5M$2.19$2.12 – $2.263
FY30$935.7M$911.5M – $958.9M$2.40$2.32 – $2.486

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Veracyte, Inc. (VCYT) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoVeracyte (VCYT) Q2 Earnings and Revenues Surpass Estimateszacks.com·1d agoVeracyte Announces Second Quarter 2026 Financial Resultsglobenewswire.com·1d agoVeracyte to Participate in Upcoming Investor Conferencesglobenewswire.com·3d agoFirst Trust Advisors LP Buys 833,543 Shares of Veracyte, Inc. $VCYTdefenseworld.net·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Precision Medicine

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