PACB Earnings Preview
Pacific Biosciences of California, Inc. · Healthcare · $522M
PACB Earnings
Thursday, May 07 2026
EPS Estimate
$-0.13
$-0.17 – $-0.11
Revenue Estimate
$40M
Current Price
$1.73
Our Position
neutralInsiders Selling While ARK Doubles Down
structured data
est. revisions stable
(+0.3pp / 30d)
Insider selling without offsetting purchases suggests limited conviction from management about near-term value, though the ARK accumulation hints at belief in longer-term potential. The divergence between institutional exits and additions leaves the stock caught between competing narratives.
Watch: Watch for the next insider transaction or institutional filing — either pattern will clarify whether insiders' caution reflects genuine concern or simple rebalancing, and whether ARK's bet signals a contrarian opportunity or a lonely conviction play.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.6%
Est. Revisions (30d)
+0.7% 0up/1dn
Analyst Target (mean)
$2 $1–$3 +45%
Options P/C Ratio
0.91
Est. Dispersion
46% 7 analysts
Insider Cluster
strong sell
Recent Activity
insider trades
38 transactions
Award
·
GIBSON CHRISTOPHER (Director)
·57,473 shares
Sell
·
GIBSON JAMES R II (Chief Financial Officer)
·88,185 shares
·$120,813
Sell
·
HENRY CHRISTIAN O (Chief Executive Officer)
·12,497 shares
·$18,920
Sell
·
VAN OENE MARK D (Chief Operating Officer)
·6,504 shares
·$9,847
Award
·
GIBSON CHRISTOPHER (Director)
·53,913 shares
33 more
Sell
·
FARMER MICHELE CPA
·2,979 shr
·$4,510
Award
·
HENRY CHRISTIAN O
·920,810 shr
Award
·
GIBSON JAMES R II
·333,848 shr
Award
·
VAN OENE MARK D
·500,000 shr
Award
·
FARMER MICHELE CPA
·89,835 shr
Sell
·
HENRY CHRISTIAN O
·472,667 shr
·$752,390
Sell
·
VAN OENE MARK D
·184,897 shr
·$294,318
Sell
·
FARMER MICHELE CPA
·50,167 shr
·$79,856
Sell
·
VAN OENE MARK D
·26,836 shr
·$35,182
Sell
·
FARMER MICHELE CPA
·5,195 shr
·$5,200
Award
·
GIBSON JAMES R II
·1,000,000 shr
Award
·
VAN OENE MARK D
·449,176 shr
Sell
·
HENRY CHRISTIAN O
·12,497 shr
·$17,583
Sell
·
VAN OENE MARK D
·6,486 shr
·$9,126
Sell
·
FARMER MICHELE CPA
·2,973 shr
·$4,183
Sell
·
HENRY CHRISTIAN O
·259,909 shr
·$488,109
Sell
·
VAN OENE MARK D
·100,773 shr
·$189,252
Sell
·
FARMER MICHELE CPA
·24,349 shr
·$45,727
Award
·
SMITH CHRISTOPHER MICHAEL
·54,099 shr
Sell
·
VAN OENE MARK D
·34,405 shr
·$69,980
Sell
·
KIM SUSAN G
·19,782 shr
·$34,065
Sell
·
HENRY CHRISTIAN O
·98,907 shr
·$172,692
Sell
·
EIDEL JEFFREY
·26,760 shr
·$42,602
Sell
·
VAN OENE MARK D
·38,011 shr
·$63,174
Award
·
LIVINGSTON RANDALL S
·22,821 shr
Award
·
ERICSON WILLIAM W
·22,821 shr
Award
·
ORDONEZ KATHLEEN P
·22,821 shr
Award
·
MILLIGAN JOHN F
·22,821 shr
Award
·
MOHR MARSHALL L
·22,821 shr
Award
·
SHAPIRO LUCILLE
·22,821 shr
Award
·
VALANTINE HANNAH A.
·22,821 shr
Award
·
MELINE DAVID W
·17,116 shr
Sell
·
FARMER MICHELE CPA
·5,275 shr
·$10,708
analyst ratings
1 rating
Barclays
→Underweight
8d ago
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