Zacks Investment Research·5 days ago
Veracyte Stock Surges 117% in a Year: What's Driving the Rally?VCYT's 117% stock surge is driven by durable growth plans, Afirma demand, TrueMRD progress, international IVD efforts and a debt-free balance sheet.
Veracyte, Inc.(VCYT)Earnings, Financials & Key Ratios
VCYT•NASDAQ
$56.16
68.5× P/E·Price updated Jul 7, 2026
AboutVeracyte, Inc. operates as a diagnostics company worldwide. The company offers Afirma Genomic Sequencing Classifier and Xpression Atlas, which are used to determine patients with indeterminate results are benign to avoid unnecessary surgery; Decipher Prostate Biopsy and Radical Prostatectomy for prostate cancer diagnosis; Prosigna Breast Cancer Assay for breast cancer diagnosis; Percepta Genomic Sequencing Classifier and Percepta Nasal Swab Test for lung cancer diagnosis; Envisia Genomic Classifier for diagnosing interstitial lung disease, including idiopathic pulmonary fibrosis; and Immunoscore Colon Cancer test for colon cancer diagnosis. It is also developing Percepta Genomic Atlas to help inform lung cancer treatment decisions; Envisia Classifier, the nCounter analysis system; and LymphMark for lymphoma subtyping test. Veracyte, Inc. has technology licensing and collaboration arrangements with Johnson & Johnson; Acerta Pharma; and CareDx. The company was formerly known as Calderome, Inc. and changed its name to Veracyte, Inc. in March 2008. Veracyte, Inc. was incorporated in 2006 and is headquartered in South San Francisco, California.Show more
- Revenue$517M+16.0%
- EBITDA$96M+141.3%
- Net Income$66M+174.9%
- EPS (Diluted)0.82+164.5%
- Gross Margin69.62%+4.1%
- EBITDA Margin18.48%+108.0%
- Operating Margin14.34%+296.0%
- Net Margin12.83%+136.9%
- ROE5.34%+145.5%
VCYT Price & Volume
Veracyte, Inc. (VCYT) stock price & volume — 10-year historical chart
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Veracyte Achieves Profitable Scale Through Diagnostic Growth
Investment Thesis • Updated 2026Q1
VerdictPositive: The company's transition to a self-sustaining model
Growth:Expanding
Profitability:Moderate
Financial:Healthy
Cash Flow:Robust
Primary Risk:Regulatory reimbursement pricing pressure
Key Thesis Takeaways
- Veracyte has successfully transitioned into a self-sustaining diagnostic powerhouse, evidenced by its ability to scale revenue by 21.5% year-over-year while achieving positive operating income of $22.6M in 2026Q1.
- The company's core franchises, particularly Decipher and Afirma, are driving significant margin expansion, though investors should remain cautious regarding the $767.2M goodwill concentration and the impact of $12.8M in quarterly stock-based compensation on true earnings quality.
- Future performance will likely depend on maintaining this operational leverage while navigating potential regulatory reimbursement pressures that could impact long-term profitability.
Verdict Logic
highlighted by a 23.2% free cash flow margin in 2026Q1, suggests a strong fundamental trajectory despite the risks associated with its $767.2M goodwill balance.
VCYT Growth Metrics
Veracyte, Inc. (VCYT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years26.44%
5 Years34.5%
3 Years20.37%
TTM16.91%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM166.31%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM164.09%
Return on Capital
10 Years-13.13%
5 Years-2.99%
3 Years-0.27%
Last Year5.78%
VCYT Recent Earnings
Veracyte, Inc. (VCYT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.52+52.9%
$0.34
Rev
$139M+6.7%
$130M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.53+29.8%
$0.41
Rev
$141M+3.6%
$136M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.51+59.4%
$0.32
Rev
$132M-2.9%
$136M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.44+41.9%
$0.31
Rev
$130M+4.7%
$124M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.52vs $0.34+52.9% | $139Mvs $130M+6.7% |
| Q1 2026 | Feb 25, 2026 | $0.53vs $0.41+29.8% | $141Mvs $136M+3.6% |
| Q4 2025 | Nov 4, 2025 | $0.51vs $0.32+59.4% | $132Mvs $136M-2.9% |
| Q3 2025 | Aug 6, 2025 | $0.44vs $0.31+41.9% | $130Mvs $124M+4.7% |
Based on last 12 quarters of dataView full earnings history →
Latest VCYT News
Recent stock market news and headlines for Veracyte, Inc. (VCYT)
The Motley Fool·Jun 27, 2026
What to Know About This $197,000 Veracyte Insider Sale After a 120% Stock RallyA director of Veracyte reported selling 3,729 shares for a transaction value of approximately $197K on June 18, 2026. This disposition represented roughly 20% of Karin Eastham's direct common stock holdings, reducing direct ownership to 15,097 shares.
Peers Comparison
Key metrics vs top competitors for Veracyte, Inc. (VCYT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $56.16 | $4.48B | 68.49 | 16.01% | 12.83% | 5.34% | — | |
| $104.91 | $20.02B | -95.37 | 17.69% | -6.4% | -8.66% | — | |
| $281.27 | $40.28B | -185.05 | 35.9% | -9.05% | -15.13% | — | |
| $28.31 | $1.46B | -70.78 | 13.79% | -1.98% | -2.61% | — | |
| $59.24 | $604.96M | 16.46 | 28.89% | 25.81% | 12.38% | — | |
| $33.12 | $1.34B | 27.83 | 27.37% | 6.35% | 29.49% | — |
Compare VCYT vs Peers
Veracyte, Inc. (VCYT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
VCYT SEC Filings & Documents
Veracyte, Inc. (VCYT) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
Mar 16, 2026·SEC
Material company update
Feb 25, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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VCYT Frequently Asked Questions
Veracyte, Inc. (VCYT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Veracyte, Inc.'s revenue?
Veracyte, Inc. (VCYT) reported $541.7M in revenue for fiscal year 2025. This represents a 20382% increase from $2.6M in 2011.
How fast is Veracyte, Inc. growing?
Veracyte, Inc. (VCYT) grew revenue by 16.0% over the past year. This is strong growth.
Is VCYT profitable?
Yes, Veracyte, Inc. (VCYT) is profitable, generating $88.0M in net income for fiscal year 2025 (12.8% net margin).
Dividend & Returns
What is VCYT's return on equity?
Veracyte, Inc. (VCYT) has a return on equity (ROE) of 5.3%. This is below average, suggesting room for improvement.
What is Veracyte, Inc.'s free cash flow?
Veracyte, Inc. (VCYT) generated $154.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.