Veracyte (VCYT)
Develops molecular tests that guide cancer diagnosis, treatment, and recurrence monitoring.
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Sells molecular cancer tests for diagnosis, prognosis, treatment guidance, and recurrence monitoring through U.S. laboratories, alongside distributed international products and biopharmaceutical services. Decipher Prostate and Afirma generate most revenue, making physician adoption, laboratory throughput, clinical evidence, and payer reimbursement central to the model.
Provides molecular cancer tests used to diagnose disease, estimate prognosis, guide treatment, and monitor recurrence. The U.S. laboratory portfolio includes Decipher Prostate, Afirma for thyroid nodules, Decipher Bladder, Prosigna Breast, and TrueMRD for muscle-invasive bladder cancer; Percepta Nasal Swab is being developed for lung-nodule assessment.
Runs physician-ordered testing through CLIA-certified laboratories in California and Texas, while distributing Prosigna kits through overseas laboratories and hospitals. Whole-transcriptome assays, genomic and clinical datasets, bioinformatics, and evidence generation support product development, payer coverage, and clinical-guideline inclusion; smaller revenue streams include distributed products and biopharmaceutical services.
Most revenue comes from U.S. customers, with Decipher Prostate and Afirma generating the majority. Test volume, physician adoption, payer coverage and reimbursement, laboratory execution, clinical evidence, practice guidelines, and diagnostic regulation shape the business.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | UBS | Reiterate | Rating: —Target: $52 | Target: $65 |
| Aug 4, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $47 | Target: $44 |
| Aug 4, 2026 | Stephens | Target | Target: — | Target: $55 |
| Aug 4, 2026 | Piper Sandler | Reiterate | Rating: —Target: $66 | Target: $54 |
| Aug 3, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $60 | Target: $50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $485.2M · Total debt $40.1M · Total assets $1.49B · Shareholders' equity $1.39B
- Revenue
- $150.3M
- Operating income
- $23.0M
- Net income
- $25.5M
No dividends on record.
| Institutions | ≈ 110.79% | 89.06M shares | |
|---|---|---|---|
| 379 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.71% | 1.37M shares | |
| 15 holders · as of Sep 16, 2026 | |||
| Strategic holders | 10.72% | 8.62M shares | |
| 2 holders · as of May 13, 2026 | |||
| Adds to | 123.22% | ||
80.39M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 123.22%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.78% | 13.49M | as of Jun 30, 2026 |
FMR LLCInstitution | 9.58% | 7.70M | as of Jun 30, 2026 |
Artisan Partners Limited PartnershipInstitution | 6.89% | 5.54M | as of Jun 30, 2026 |
Artisan Partners Asset Management Inc.Strategic | 6.84% | 5.50M | filed May 13, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.87% | 4.72M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Jens Holstein | director | −5,000 | $40.95 |
| Sep 4, 2026 | Annie McGuire | officer: EVP, General Counsel | −3,254 | $43.09 |
| Sep 4, 2026 | Rebecca Chambers | officer: Chief Financial Officer | −3,652 | $43.10 |
| Sep 4, 2026 | Phillip G. Febbo | officer: Chief Scientific & Med Officer | −13,110 | $43.05 |
| Sep 1, 2026 | Muna Bhanji | director | −1,864 | $42.97 |
- Myriad Genetics
Prostate prognostic testing and oncology-risk overlap
- MDxHealth
Urology-channel rival in prostate molecular diagnostics
- Natera
Primary MRD competitor as TrueMRD scales
- Guardant Health
Liquid-biopsy MRD and therapy-selection pressure
- NeoGenomics
Broad oncology lab competing for cancer-testing workflows
- Biodesix
Lung nodule diagnostics overlapping Percepta
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Veracyte | $43.36 | 0.00% | $3.31B | 29.7 | 23.9 | 5.9 | +15.5% |
| Myriad Genetics | $4.02 | −0.25% | $378.7M | — | — | 0.5 | −10.5% |
| MDxHealth | $0.5999 | −0.02% | $30.8M | — | — | 0.4 | −0.8% |
| Natera | $392.70 | +0.50% | $53.08B | — | — | 19.6 | +37.7% |
| Guardant Health | $177.17 | +0.03% | $23.33B | — | — | 19.7 | +44.3% |
| NeoGenomics | $19.28 | +2.12% | $498.7M | — | 67.9 | 0.7 | +11.2% |
| Biodesix | $28.15 | +0.68% | $231.4M | — | — | 2.2 | +34.2% |
| Median | — | 67.9 | 1.4 | +22.7% |