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VCVCYT

Veracyte, Inc.

$VCYT·$3.3B·Medical - Diagnostics & Research·Healthcare
$40.81-1.0%YTD-3.0%1Y+29.3%
Price updated 10m ago·X counts updated 2d ago
VCVCYT
$VCYTVeracyte, Inc.
$40.82-0.96%14 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VCYT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

14X posts · last 7 days
Aug 31Sep 13

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VCYT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-15

Catching its breath after a run — could pick back up or fade from here.

Molecular diagnostics operator up 29% t12m but 16% below the 50-day post-Convergent Genomics acquisition — fresh urology platform, tape still digesting.

VCYT is $41.21, +29.3% over the last year and -3% YTD, sitting 16% below the 50-day, 3% below the 200-day, and 37% up its 52-week range — the tape is in the pullback phase of an otherwise up-trending name.

  • The strategic move is fresh — the Convergent Genomics acquisition adds a urinary tumor DNA testing platform, expanding the Decipher Prostate franchise into a broader urology diagnostics portfolio; the market response has been muted while integration is priced in.
  • Operational fundamentals remain strong — Q2 revenue $150.3M, +15.5% YoY, gross margin 72%, operating margin 17%, ROIC 6.6%, PE 32. Afirma, Decipher and Percepta together drive a durable diagnostics revenue base.
  • There is no fresh X sentiment sample in the pack — the news feed is dominated by the acquisition and a GF Score of 81 continuation coverage; Concurrent Investment Advisors' new position adds sponsorship but not a chatter thesis.

Beta 1.93 (volatile despite defensive-sounding industry) and volume multiplier 0.74 — measured pullback; the Nov 3 print is the next real event.

What to watch: Nov 3 Q3 print for revenue growth trajectory and Decipher/Afirma volumes; Convergent integration commentary and cross-sell into urology; Morgan Stanley Healthcare Conference disclosures; whether the 50-day gets reclaimed.

On the calendar: 2026-11-03 Q3 earnings

sparse x sentiment

Read the AI verdict on $VCYT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Genomic diagnostics company providing cancer classification tests for thyroid, lung, breast, and bladder cancer to guide treatment decisions.

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

AI-powered liquid biopsy and multi-cancer early detection are the structural growth drivers; Illumina's S&P 500 inclusion drives near-term passive buying. Lab instrument destocking has largely resolved, supporting Agilent and Thermo Fisher revenue visibility heading into the next capex cycle.

What this means for $VCYT

Direct beneficiary — Afirma, Decipher, and Percepta genomic classifiers for thyroid, prostate, and lung cancer have established reimbursement, lowering adoption friction for oncologists.

Industry benchmark

16-name peer basket
+21.7%YTD
+45.6%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 $0.43

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

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.37%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 79.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 4Rebecca ChambersCFO3.7K sh$157KSellSep 4Annie McguireEVP, General Counsel3.3K sh$140KSellSep 4Phillip G. FebboChief Scientific & Med Officer13.1K sh$564KSellSep 1Muna BhanjiDirector1.9K sh$80KSellJun 18Karin EasthamDirector3.7K sh$197KSellJun 4Annie McguireEVP, General Counsel3.2K sh$158KSellJun 4Marc StapleyCEO138.1K sh$6.9MSellJun 4Rebecca ChambersCFO3.6K sh$177KSellJun 4John LeiteGlobal Chief Commercial Off14.0K sh$700KSellMay 22Jonathan WygantVP, Chief Accounting Officer24.0K sh$1.1M
1–10 of 12
+ 23 other (12 inkinds · 9 awards · 2 exempts) in window

See when $VCYT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAcquisition completedSep 148-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Veracyte, Inc. (VCYT) disclosed annual meeting results: six director nominees were elected to serve until 2027 (Barr, Bhanji, Eastham, Epstein, Holstein, Jones, and Miller — all with high approval rates), and the 2023 Equity Incentive Plan amendment was approved by stockholders. The equity plan amendment was described in the April 22, 2026 proxy statement. This is a routine annual governance disclosure; the equity plan amendment approval enables ongoing employee retention grants.

3New insider — initial holdingsMar 253
+ 15 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Veracyte Acquires Convergent Genomics, Expanding its Urology Diagnostics Portfolio with a Urinary Tumor DNA Testing Platformglobenewswire.com·1d agoConcurrent Investment Advisors LLC Takes Position in Veracyte, Inc. $VCYTdefenseworld.net·4d agoVeracyte Inc (VCYT) Shares Surge 3.3% -- What GF Score of 81 Tells Investorsgurufocus.com·6d ago3 Medical Instruments Stocks Banking on GenAI to Tackle Industry Woeszacks.com·6d agoVeracyte to Participate in the Morgan Stanley 24th Annual Global Healthcare Conferenceglobenewswire.com·14d ago

In themes

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

AI Precision Medicine

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Voices on X · last 7 days

No standout posts about $VCYT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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