TickerTalks
Browse all tickers →
TickerTalks›$VCYT
VCVCYT

Veracyte, Inc.

$VCYT·$3.7B·Medical - Diagnostics & Research·Healthcare
$41.25-3.2%YTD+10.1%1Y+37.3%
Mentions · last 7 days
2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 2 posts2026-08-11: 0 posts2026-08-12: 0 posts2026-08-13: 0 posts2026-08-14: 5 posts80%
Price updated 18h ago·X counts updated 16h ago
VCVCYT
$VCYTVeracyte, Inc.
$41.25-3.17%8 posts0%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VCYT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

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

Veracyte is compounding — Prosigna + TrueMRD funding real double-digit revenue growth, Q2 beat +32% surprise.

Veracyte is a molecular-diagnostics platform focused on cancer detection (Decipher prostate, Percepta bronchial, Prosigna breast, Afirma thyroid, plus the emerging TrueMRD product). $3.7B mcap, price $42.58, YTD +10.1%, t12m +38.9%, sitting at 44% of the 52-week range.

What's happening:

  • Q2 2026 (7/30) EPS $0.54 vs $0.41 est (+31.6% surprise), the fourth straight big beat (+31.6%, +52.9%, +29.8%, +59.4%).
  • Revenue Q2 $150M (+15.5% YoY), Q1 $139M (+21.5%), Q4-25 $141M (+18.5%), Q3-25 $132M (+13.8%) — consistent mid-teens growth.
  • Analyst estimates FY26 rev $586M growing to $721M by FY28, EPS $1.81 → $2.01 — modest EPS growth on the revenue trajectory.
  • 8/10 Seeking Alpha: 'Veracyte: Diagnostics With Favorable Economics' — bull thesis.
  • 8/9 Seeking Alpha: 'Veracyte: Core Growth Funds Prosigna And TrueMRD' — the pipeline reinvestment story.
  • 32.2x TTM P/E is stretched but appropriate for the growth rate.
  • D/E 0.03 — essentially unlevered.
  • ROE 8.6%, FCF yield 4.5% — solid cash generation.
  • No insider signal.

What you're watching: Q3 print 11/3 (continued mid-teens revenue growth, TrueMRD initial revenue contribution), Prosigna expansion cadence, and any additional oncology-diagnostic launch commentary.

What to watch: Q3 print 11/3 (revenue growth, TrueMRD contribution), Prosigna expansion, and additional oncology-diagnostic launches.

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

no sentiment

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

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

21-name peer basket
+36.7%YTD
+81.1%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.1.4×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.40%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.-22.3%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.-2.6%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.

Insider activity

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

Recent transactions

SellJun 18Karin EasthamDirector3.7K sh$197KSellJun 4Rebecca ChambersCFO3.6K sh$177KSellJun 4John LeiteGlobal Chief Commercial Off14.0K sh$700KSellJun 4Annie McguireEVP, General Counsel3.2K sh$158KSellJun 4Marc StapleyCEO138.1K sh$6.9MSellMay 22Jonathan WygantVP, Chief Accounting Officer24.0K sh$1.1MSellMay 20Robert S EpsteinDirector10.0K sh$440KSellMay 6Annie McguireSVP, General Counsel10.2K sh$398KSellMar 4John LeiteChief Commercial Officer-CLIA5.3K sh$185KSellMar 4Annie McguireSVP, General Counsel6.7K sh$237K
1–10 of 12
+ 24 other (15 awards · 7 inkinds · 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-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
8-KOfficer or director changeMar 168-K — Item 5.02: Officer or director change
+ 17 other (7 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Bank of America Corp DE Grows Stock Position in Veracyte, Inc. $VCYTdefenseworld.net·3d agoVeracyte: Diagnostics With Favorable Economicsseekingalpha.com·5d agoVeracyte: Core Growth Funds Prosigna And TrueMRDseekingalpha.com·6d agoVeracyte, Inc. (VCYT) Q2 2026 Earnings Call Transcriptseekingalpha.com·16d agoVeracyte (VCYT) Q2 Earnings and Revenues Surpass Estimateszacks.com·16d ago

In themes

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

AI Precision Medicine

More in Medical - Diagnostics & Research

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NEO$TWST$NTRA$A$TMO$PSNL$GH$DHR
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.

PrivacyTermsSupport