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Veracyte, Inc.. (VCYT) Stock Fundamental Analysis & AI Rating 2026

VCYT Nasdaq Services-Medical Laboratories DE CIK: 0001384101
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
78% Confidence
N/A
BUY
78% Conf
Pending
Analysis scheduled

📊 VCYT Key Takeaways

Revenue: $139.1M
Net Margin: 20.6%
Free Cash Flow: $32.3M
Current Ratio: 9.31x
Debt/Equity: 0.00x
EPS: $0.35
AI Rating: BUY with 78% confidence
Veracyte, Inc.. (VCYT) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $139.1M, net profit margin of 20.6%, and return on equity (ROE) of 2.1%, Veracyte, Inc.. demonstrates strong fundamentals in the Healthcare sector. Below is our complete VCYT stock analysis for 2026.

Is Veracyte, Inc.. (VCYT) a Good Investment?

Claude

Veracyte demonstrates exceptional profitability with 72.7% gross margins and 20.6% net margins in medical diagnostics, backed by a fortress balance sheet with zero debt and $263M cash. However, 174.9% net income growth and stagnant ROE (2.1%) and ROA (2.0%) raise sustainability questions and suggest inefficient capital deployment despite strong operational fundamentals.

Why Buy Veracyte, Inc.. Stock? VCYT Key Strengths

Claude
  • + Exceptional profitability margins (72.7% gross, 20.6% net) and strong FCF generation (23.2% margin)
  • + Zero debt with $263.1M cash and 9.31x current ratio providing substantial financial flexibility
  • + Revenue growth accelerating with 16% YoY increase and exceptional 174.9% net income growth YoY
  • + Medical laboratory services in recurring revenue healthcare sector with structural growth tailwinds

VCYT Stock Risks: Veracyte, Inc.. Investment Risks

Claude
  • ! Extreme 174.9% net income growth appears unsustainable and likely represents one-time improvement rather than normalized run-rate
  • ! Dangerously low ROE (2.1%) and ROA (2.0%) indicate company is deploying $1.3B equity inefficiently despite profitability
  • ! Excessive cash position (9.31x current ratio) suggests potential capital deployment inefficiency or strategic uncertainty
  • ! Regulatory risks in healthcare diagnostics and potential competitive commoditization of testing services

Key Metrics to Watch

Claude
  • * Net income growth normalization - track whether 174.9% jump was one-time event or sustainable improvement
  • * ROE and ROA trends - critical to understand if company improves capital deployment efficiency
  • * Free cash flow to revenue conversion - monitor sustainability of 23.2% FCF margin
  • * Revenue growth rate - whether 16% growth is maintained or decelerates in coming quarters

Veracyte, Inc.. (VCYT) Financial Metrics & Key Ratios

Revenue
$139.1M
Net Income
$28.7M
EPS (Diluted)
$0.35
Free Cash Flow
$32.3M
Total Assets
$1.4B
Cash Position
$263.1M

💡 AI Analyst Insight

The 23.2% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 9.31x current ratio provides a solid financial cushion.

VCYT Profit Margin, ROE & Profitability Analysis

Gross Margin 72.7%
Operating Margin 16.3%
Net Margin 20.6%
ROE 2.1%
ROA 2.0%
FCF Margin 23.2%

VCYT vs Healthcare Sector: How Veracyte, Inc.. Compares

How Veracyte, Inc.. compares to Healthcare sector averages

Net Margin
VCYT 20.6%
vs
Sector Avg 12.0%
VCYT Sector
ROE
VCYT 2.1%
vs
Sector Avg 15.0%
VCYT Sector
Current Ratio
VCYT 9.3x
vs
Sector Avg 2.0x
VCYT Sector
Debt/Equity
VCYT 0.0x
vs
Sector Avg 0.6x
VCYT Sector

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

Is Veracyte, Inc.. Stock Overvalued? VCYT Valuation Analysis 2026

Based on fundamental analysis, Veracyte, Inc.. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
2.1%
Sector avg: 15%
Net Profit Margin
20.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

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.

Veracyte, Inc.. Balance Sheet: VCYT Debt, Cash & Liquidity

Current Ratio
9.31x
Quick Ratio
8.94x
Debt/Equity
0.00x
Debt/Assets
6.4%
Interest Coverage
195.22x
Long-term Debt
$0.0

VCYT Revenue & Earnings Growth: 5-Year Financial Trend

VCYT 5-year financial data: Year 2021: Revenue $219.5M, Net Income -$12.6M, EPS $-0.27. Year 2022: Revenue $296.5M, Net Income -$34.9M, EPS $-0.66. Year 2023: Revenue $361.1M, Net Income -$75.6M, EPS $-1.11. Year 2024: Revenue $445.8M, Net Income -$36.6M, EPS $-0.51. Year 2025: Revenue $517.1M, Net Income -$74.4M, EPS $-1.02.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Veracyte, Inc..'s revenue has grown significantly by 136% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.02 indicates the company is currently unprofitable.

VCYT 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
23.2%
Free cash flow / Revenue

VCYT Quarterly Earnings & Performance

Quarterly financial performance data for Veracyte, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $114.5M $7.0M $0.09
Q3 2025 $115.9M $15.2M $0.19
Q2 2025 $114.4M -$980.0K $-0.01
Q1 2025 $96.8M -$1.9M $-0.02
Q3 2024 $90.1M $15.2M $0.19
Q2 2024 $90.3M $3.9M $0.05
Q1 2024 $82.4M -$1.9M $-0.02
Q3 2023 $75.6M -$8.7M $-0.12

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

Veracyte, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$35.2M
Cash generated from operations
Capital Expenditures
$3.0M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Veracyte, Inc.. (CIK: 0001384101)

📋 Recent SEC Filings

Date Form Document Action
May 8, 2026 4 xslF345X06/wk-form4_1778271897.xml View →
May 6, 2026 10-Q vcyt-20260331.htm View →
May 5, 2026 8-K vcyt-20260505.htm View →
Apr 22, 2026 DEF 14A vcyt-20260422.htm View →
Apr 14, 2026 4 xslF345X06/wk-form4_1776200598.xml View →

Frequently Asked Questions about VCYT

What is the AI rating for VCYT?

Veracyte, Inc.. (VCYT) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VCYT's key strengths?

Claude: Exceptional profitability margins (72.7% gross, 20.6% net) and strong FCF generation (23.2% margin). Zero debt with $263.1M cash and 9.31x current ratio providing substantial financial flexibility.

What are the risks of investing in VCYT?

Claude: Extreme 174.9% net income growth appears unsustainable and likely represents one-time improvement rather than normalized run-rate. Dangerously low ROE (2.1%) and ROA (2.0%) indicate company is deploying $1.3B equity inefficiently despite profitability.

What is VCYT's revenue and growth?

Veracyte, Inc.. reported revenue of $139.1M.

Does VCYT pay dividends?

Veracyte, Inc.. does not currently pay dividends.

Where can I find VCYT SEC filings?

Official SEC filings for Veracyte, Inc.. (CIK: 0001384101) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VCYT's EPS?

Veracyte, Inc.. has a diluted EPS of $0.35.

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 VCYT a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Veracyte, Inc.. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is VCYT stock overvalued or undervalued?

Valuation metrics for VCYT: ROE of 2.1% (sector avg: 15%), net margin of 20.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy VCYT stock in 2026?

Our dual AI analysis gives Veracyte, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is VCYT's free cash flow?

Veracyte, Inc..'s operating cash flow is $35.2M, with capital expenditures of $3.0M. FCF margin is 23.2%.

How does VCYT compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 20.6% (avg: 12%), ROE 2.1% (avg: 15%), current ratio 9.31 (avg: 2).

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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: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI