PACB Pacific Biosciences of California, Inc.

neutral SHIFT track record → $1.73 -0.01 (-0.6%)
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Mkt Cap $522M 52wk $0.85 - $2.73 Earnings 2026-05-07 48d ago
Insider selling: $2,468,237 sold by 16 insiders (30d)
Est. revisions: +0.7%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.2)

Factor Model

net -1.2 2.3 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Insiders Selling While ARK Doubles Down

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.

Insiders at Pacific Biosciences are trimming stakes while major institutional investors diverge sharply. Christian O Henry sold 12,497 shares on March 3, continuing a pattern of insider selling that's yielded over $1 million in share liquidations over the past six months with zero insider purchases. Meanwhile, Edmond de Rothschild exited its entire position — 10.7 million shares — in Q4 2025, but ARK Investment Management countered by adding 6.3 million shares, a 20.5% increase in its stake.

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.

Evidence

8d ago Barclays main PACB: Underweight → Underweight
49d ago Insider Sale: See Remarks of $PACB Sells 12,497 Shares - Quiver Quantitative google-news-insider
Fundamentals & Data ▾
Pacific Biosciences of California, Inc. Healthcare · Medical Devices
Mkt Cap
$522M
Beta
2.33
52w Range
$0.85 - $2.73
Short Interest
45.6M 17.18%
Days to Cover
7.8 +20%
Technicals downtrend
from 52w Hi
-0.6%
1w return
+10.2%
Insiders
selling 0B / 8S
Analysts
mixed
EPS Estimate
$-0.13 +0.7% 30d 0up / 1dn
Est. Dispersion
46% 7 analysts
Analyst Target
$2 $1 - $3
Options P/C
0.91
Insider Cluster
strong sell 0B / 6S
Financials
Revenue
$45M +14% YoY
FCF
$-20M
Gross Margin
37%
Op Margin
-92%
Momentum: accelerating
Recent Filings & Data
insider trade 38
net selling · $2,468,237 sold
16 insiders · 38 transactions (30d)
Recent transactions
GIBSON CHRISTOPHER · award
GIBSON JAMES R II · sell · $120,813
HENRY CHRISTIAN O · sell · $18,920
VAN OENE MARK D · sell · $9,847
GIBSON CHRISTOPHER · award
FARMER MICHELE CPA · sell · $4,510
HENRY CHRISTIAN O · award
GIBSON JAMES R II · award
VAN OENE MARK D · award
FARMER MICHELE CPA · award
HENRY CHRISTIAN O · sell · $752,390
VAN OENE MARK D · sell · $294,318
FARMER MICHELE CPA · sell · $79,856
VAN OENE MARK D · sell · $35,182
FARMER MICHELE CPA · sell · $5,200
GIBSON JAMES R II · award
VAN OENE MARK D · award
HENRY CHRISTIAN O · sell · $17,583
VAN OENE MARK D · sell · $9,126
FARMER MICHELE CPA · sell · $4,183
HENRY CHRISTIAN O · sell · $488,109
VAN OENE MARK D · sell · $189,252
FARMER MICHELE CPA · sell · $45,727
SMITH CHRISTOPHER MICHAEL · award
VAN OENE MARK D · sell · $69,980
KIM SUSAN G · sell · $34,065
HENRY CHRISTIAN O · sell · $172,692
EIDEL JEFFREY · sell · $42,602
VAN OENE MARK D · sell · $63,174
LIVINGSTON RANDALL S · award
ERICSON WILLIAM W · award
ORDONEZ KATHLEEN P · award
MILLIGAN JOHN F · award
MOHR MARSHALL L · award
SHAPIRO LUCILLE · award
VALANTINE HANNAH A. · award
MELINE DAVID W · award
FARMER MICHELE CPA · sell · $10,708
2 signals · latest 8d ago

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