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Pacific Biosciences Of California, Inc.. (PACB) Stock Fundamental Analysis & AI Rating 2026

PACB Nasdaq Laboratory Analytical Instruments DE CIK: 0001299130
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
92% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
88% Conf

📊 PACB Key Takeaways

Revenue: $160.0M
Net Margin: -341.5%
Free Cash Flow: $-113.9M
Current Ratio: 5.15x
Debt/Equity: 167.66x
EPS: $-1.82
AI Rating: STRONG SELL with 95% confidence
Pacific Biosciences Of California, Inc.. (PACB) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $160.0M, net profit margin of -341.5%, and return on equity (ROE) of -10,214.5%, Pacific Biosciences Of California, Inc.. demonstrates mixed fundamentals in the Industrial sector. Below is our complete PACB stock analysis for 2026.

Is Pacific Biosciences Of California, Inc.. (PACB) a Good Investment?

Claude

Pacific Biosciences exhibits critical financial distress with a debt-to-equity ratio of 167.66x and stockholders' equity of only $5.3M against $784.1M in total assets, indicating severe balance sheet deterioration. The company burns $111.2M annually in operating cash with an operating margin of -346.2%, while generating only 3.9% revenue growth, making current operations fundamentally unsustainable without major restructuring or external capital injection.

ChatGPT

Fundamentals show severe, persistent unprofitability with deeply negative operating and net margins and a -$114M free cash outflow, while leverage is extreme and equity nearly exhausted, elevating solvency risk. Modest 3.9% revenue growth and solid current/quick ratios do not offset weak gross margins and negative interest coverage, implying a high likelihood of dilution or restructuring absent a rapid operational turnaround.

Why Buy Pacific Biosciences Of California, Inc.. Stock? PACB Key Strengths

Claude
  • + Positive gross margin of 28.6% demonstrates core product/technology viability
  • + Strong short-term liquidity with 5.15x current ratio and $63.7M cash
  • + Operates in specialized genomics sector with sustained customer demand
ChatGPT
  • + Strong current and quick ratios
  • + Positive YoY revenue growth (3.9%)
  • + Low capex requirements (asset-light)

PACB Stock Risks: Pacific Biosciences Of California, Inc.. Investment Risks

Claude
  • ! Debt-to-equity ratio of 167.66x with $896.8M long-term debt exceeding total assets by $112.7M signals insolvency risk
  • ! Negative operating cash flow of -$111.2M annually indicates unsustainable cash burn and inability to self-fund operations
  • ! Stockholders' equity of $5.3M provides negligible cushion; any material loss triggers technical insolvency
  • ! Operating margin of -346.2% with minimal 3.9% revenue growth indicates business cannot scale to profitability under current structure
  • ! Negative free cash flow of -$113.9M requires continuous external financing or balance sheet restructuring
ChatGPT
  • ! Sustained heavy losses and negative FCF
  • ! Very high leverage with near-zero equity
  • ! Weak gross margin and negative interest coverage

Key Metrics to Watch

Claude
  • * Quarterly operating cash flow trend and path to positive cash generation
  • * Debt refinancing capacity and long-term debt maturity schedule
  • * Revenue growth acceleration and gross margin sustainability
  • * Operating expense reduction relative to revenue base
  • * Stockholders' equity trajectory and recapitalization events
ChatGPT
  • * Free cash flow (quarterly)
  • * Gross margin

Pacific Biosciences Of California, Inc.. (PACB) Financial Metrics & Key Ratios

Revenue
$160.0M
Net Income
$-546.4M
EPS (Diluted)
$-1.82
Free Cash Flow
$-113.9M
Total Assets
$784.1M
Cash Position
$63.7M

💡 AI Analyst Insight

Strong liquidity with a 5.15x current ratio provides a solid financial cushion.

PACB Profit Margin, ROE & Profitability Analysis

Gross Margin 28.6%
Operating Margin -346.2%
Net Margin -341.5%
ROE -10,214.5%
ROA -69.7%
FCF Margin -71.2%

PACB vs Industrial Sector: How Pacific Biosciences Of California, Inc.. Compares

How Pacific Biosciences Of California, Inc.. compares to Industrial sector averages

Net Margin
PACB -341.5%
vs
Sector Avg 10.0%
PACB Sector
ROE
PACB -10,214.5%
vs
Sector Avg 15.0%
PACB Sector
Current Ratio
PACB 5.1x
vs
Sector Avg 1.8x
PACB Sector
Debt/Equity
PACB 167.7x
vs
Sector Avg 0.7x
PACB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Pacific Biosciences Of California, Inc.. Stock Overvalued? PACB Valuation Analysis 2026

Based on fundamental analysis, Pacific Biosciences Of California, Inc.. shows some fundamental concerns relative to the Industrial sector in 2026.

Return on Equity
-10,214.5%
Sector avg: 15%
Net Profit Margin
-341.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
167.66x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Pacific Biosciences Of California, Inc.. Balance Sheet: PACB Debt, Cash & Liquidity

Current Ratio
5.15x
Quick Ratio
4.47x
Debt/Equity
167.66x
Debt/Assets
99.3%
Interest Coverage
-154.93x
Long-term Debt
$896.8M

PACB Revenue & Earnings Growth: 5-Year Financial Trend

PACB 5-year financial data: Year 2021: Revenue $130.5M, Net Income -$84.1M, EPS $-0.55. Year 2022: Revenue $130.5M, Net Income $29.4M, EPS $0.17. Year 2023: Revenue $200.5M, Net Income -$181.2M, EPS $-0.89. Year 2024: Revenue $200.5M, Net Income -$314.2M, EPS $-1.40. Year 2025: Revenue $200.5M, Net Income -$306.7M, EPS $-1.21.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pacific Biosciences Of California, Inc..'s revenue has grown significantly by 54% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.21 indicates the company is currently unprofitable.

PACB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-71.2%
Free cash flow / Revenue

PACB Quarterly Earnings & Performance

Quarterly financial performance data for Pacific Biosciences Of California, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $38.4M -$38.0M $-0.13
Q2 2025 $36.0M -$41.9M $-0.14
Q1 2025 $37.2M -$78.2M $-0.29
Q3 2024 $40.0M -$60.7M $-0.22
Q2 2024 $36.0M -$69.8M $-0.28
Q1 2024 $38.8M -$78.2M $-0.29
Q3 2023 $32.3M -$66.9M $-0.26
Q2 2023 $35.5M -$69.8M $-0.28

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Pacific Biosciences Of California, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$111.2M
Cash generated from operations
Stock Buybacks
$8.0K
Shares repurchased (TTM)
Capital Expenditures
$2.7M
Investment in assets
Dividends
None
No dividend program

PACB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Pacific Biosciences Of California, Inc.. (CIK: 0001299130)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 4 xslF345X06/wk-form4_1775851536.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775246701.xml View →
Mar 6, 2026 8-K pacb-20260302.htm View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772718201.xml View →
Mar 5, 2026 8-K pacb-20260303.htm View →

Frequently Asked Questions about PACB

What is the AI rating for PACB?

Pacific Biosciences Of California, Inc.. (PACB) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 92% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PACB's key strengths?

Claude: Positive gross margin of 28.6% demonstrates core product/technology viability. Strong short-term liquidity with 5.15x current ratio and $63.7M cash. ChatGPT: Strong current and quick ratios. Positive YoY revenue growth (3.9%).

What are the risks of investing in PACB?

Claude: Debt-to-equity ratio of 167.66x with $896.8M long-term debt exceeding total assets by $112.7M signals insolvency risk. Negative operating cash flow of -$111.2M annually indicates unsustainable cash burn and inability to self-fund operations. ChatGPT: Sustained heavy losses and negative FCF. Very high leverage with near-zero equity.

What is PACB's revenue and growth?

Pacific Biosciences Of California, Inc.. reported revenue of $160.0M.

Does PACB pay dividends?

Pacific Biosciences Of California, Inc.. does not currently pay dividends.

Where can I find PACB SEC filings?

Official SEC filings for Pacific Biosciences Of California, Inc.. (CIK: 0001299130) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PACB's EPS?

Pacific Biosciences Of California, Inc.. has a diluted EPS of $-1.82.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PACB a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Pacific Biosciences Of California, Inc.. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PACB stock overvalued or undervalued?

Valuation metrics for PACB: ROE of -10,214.5% (sector avg: 15%), net margin of -341.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy PACB stock in 2026?

Our dual AI analysis gives Pacific Biosciences Of California, Inc.. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PACB's free cash flow?

Pacific Biosciences Of California, Inc..'s operating cash flow is $-111.2M, with capital expenditures of $2.7M. FCF margin is -71.2%.

How does PACB compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -341.5% (avg: 10%), ROE -10,214.5% (avg: 15%), current ratio 5.15 (avg: 1.8).

Is Pacific Biosciences Of California, Inc.. carrying too much debt?

PACB has a debt-to-equity ratio of 167.66x, which is above the Industrial sector average of 0.7x. However, the current ratio of 5.15 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI