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TickerTalks›$VCYT
VCVCYT

Veracyte, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 15% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (42 mentions/wk)
$VCYT·$3.6B·Medical - Diagnostics & Research·Healthcare
$45.23-0.4%YTD+4.0%1Y+34.6%
Price updated 12h ago·X counts updated 1d ago
VCVCYT
$VCYTVeracyte, Inc.
$45.23-0.44%42 posts0.9×
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.

42X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $VCYT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

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 numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Veracyte is compounding revenue at 15%+ with three straight massive earnings beats and eight Decipher studies at ASTRO — insider selling has picked up but the trend is intact.

Veracyte is a $3.6B-cap molecular-diagnostics company with a genuinely accelerating operating profile in prostate, thyroid, and now new-indication cancer tests.

  • Up 4% year to date and 35% over the last twelve months, positioned mid-range on the 52-week and slightly above the 200-day moving average — coiled after a strong twelve-month run.
  • Q2 revenue $150M grew 15% year over year at 72% gross margin with 15% operating margin and $43M of free cash flow.
  • Three straight earnings beats of 30-53% surprise magnitude — the estimate bar has been reset repeatedly and Veracyte keeps clearing it.
  • Trailing P/E 32, free-cash-flow yield 4%, and beta 1.93 — priced for continued growth with volatility.
  • Announced eight Decipher-focused studies for presentation at ASTRO 2026 — near-term reinforcement of the primary product's clinical evidence base.
  • Twelve insider dispositions over the last month (individually small — 4K, 5K, 3K, 13K shares) — routine 10b5-1 selling but worth noting.

The November 3 print needs to sustain the mid-teens growth and margin expansion trajectory, or the ASTRO catalyst has to do the heavy lifting.

What to watch: November 3 print — revenue growth staying above 15%, operating margin lifting toward 20%, and the ASTRO 2026 Decipher study readouts.

On the calendar: 2026-11-03 — Q3 earnings

no sentiment sampleinsider selling cluster

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

Genetic testing, liquid biopsy, and multi-cancer early detection (MCED) platforms are growing through direct-to-consumer and employer wellness channels; reimbursement coverage expansion by CMS and commercial payers is the adoption bottleneck. Lab volume normalization post-COVID is complete; growth is now driven by novel test launches and test menu expansion for chronic disease management.

What this means for $VCYT

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

Industry benchmark

18-name peer basket
+48.1%YTD
+81.9%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 $0.43

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.1.2×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.50%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.-1.6%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.+6.5%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 today2.1% 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 21John LeiteGlobal Chief Commercial Off4.0K sh$161KSellSep 14Jens HolsteinDirector5.0K sh$205KSellSep 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$177K
1–10 of 14
+ 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
Free, forever. No credit card.

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
AI summary

Veracyte, Inc. (VCYT) entered into and immediately closed the acquisition of Convergent Genomics Inc. on September 14, 2026, paying $150M cash at closing with up to $30M in additional milestone payments tied to UroAmp bladder cancer test publications and reimbursement milestones. Convergent adds the UroAmp urine tumor DNA technology to Veracyte's oncology diagnostics portfolio. An accretive strategic bolt-on — cash-funded, immediately closed acquisition expanding Veracyte into bladder cancer diagnostics.

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.

+ 14 other (6 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 Announces Eight Decipher-Focused Studies to Be Presented at ASTRO 2026globenewswire.com·4d agoVeracyte (VCYT) Surges 10.8%: Is This an Indication of Further Gains?zacks.com·4d agoVeracyte (NASDAQ:VCYT) Insider John Leite Sells 4,015 Sharesdefenseworld.net·6d agoSquarepoint Ops LLC Sells 49,301 Shares of Veracyte, Inc. $VCYTdefenseworld.net·10d agoCorient Private Wealth LP Has $9.52 Million Holdings in Veracyte, Inc. $VCYTdefenseworld.net·12d 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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