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Pacific Biosciences of California, Inc.: Business Overview, Financials & Competitive Analysis

Pacific Biosciences of California, Inc. scores 6/10 on the AskCyborg Cyborg Score (Solid). PacBio is repositioning as a pure-play long-read sequencing leader with improving unit economics and margin expansion, supported by clinical adoption and strong consumables momentum. PacBio maintains an average "Buy" rating from 8 analysts with a 12-month stock price target of $2.46 (98% upside). The company demonstrated operational.

What is Pacific Biosciences of California, Inc.'s industry? Pacific Biosciences of California, Inc. (pacificbiosciences.com) operates in DNA Sequencing. AskCyborg classifies Pacific Biosciences of California, Inc. under DNA Sequencing in its company registry.

Pacific Biosciences of California, Inc. (NASDAQ: PACB) is empowering life scientists with highly accurate long-read sequencing. The company develops instrument systems and software for real-time sequencing of single-m...

6/ 10Solid

Cyborg Score thesis

PacBio is repositioning as a pure-play long-read sequencing leader with improving unit economics and margin expansion, supported...

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Industry DNA Sequencing
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: October 19, 2026
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Pacific Biosciences of California, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Pacific Biosciences of California, Inc. Overview

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Pacific Biosciences of California, Inc. (NASDAQ: PACB) is empowering life scientists with highly accurate long-read sequencing. The company develops instrument systems and software for real-time sequencing of single-molecules. PacBio's technology enables comprehensive analysis of genomes, transcriptomes, and epigenomes across clinical, research, and agricultural applications.

Strategic Profile

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The company reported Q1 2026 revenue of $37.2 million (flat year-over-year) with consumable revenue of $21.8 million offsetting weaker instrument sales. GAAP gross margin improved to 35% from negative 4% a year ago, and GAAP net loss narrowed sharply to $8.3 million from $426.1 million. In February 2026, PacBio completed the sale of select short-read DNA sequencing assets to Illumina for $48.1 million in net cash proceeds, allowing the company to focus exclusively on long-read sequencing.

Competitive Landscape

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Pacific Biosciences competes with Complete Genomics, Twist Bioscience, 10x Genomics, and Singulex in genomic sequencing and analysis. PacBio's long-read SMRT technology differentiates it from short-read competitors like Illumina, positioning it in a specialized market segment with growing clinical and research adoption.

Industry Context

Pacific Biosciences of California, Inc. operates in DNA Sequencing.

Key facts

Founded: 2004 · Headquarters: Menlo Park, California · Employees: N/A · Revenue: $37.2M (Q1 2026) · Market cap: N/A

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Pacific Biosciences of California, Inc..

  • (May 2026) Q1 2026 revenue flat at $37.2M, with record consumables revenue ($21.8M) offsetting weaker instrument sales; net loss narrowed to $8.3M from $426.1M year-over-year
  • (February 2026) Completed sale of short-read sequencing assets to Illumina for $48.1M, enabling strategic focus on long-read sequencing markets
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Recent developments

Material events tracked by the AskCyborg corpus.

  • May 2026Q1 2026 earnings: $37.2M revenue, GAAP net loss $8.3M, gross margin improved to 35%
  • February 2026Completed sale of short-read sequencing assets to Illumina for $48.1M net proceeds
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

NovaSeqShort-read sequencing platform→10x Genomics SolutionsSingle-cell and spatial genomics tools→Complete Genomics ServicesWhole genome sequencing services→Twist Bioscience SequencingSynthetic biology and sequencing solutions→

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Industry context

Pacific Biosciences of California, Inc. operates in DNA Sequencing. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Pacific Biosciences of California, Inc. do?+
Pacific Biosciences of California, Inc. (NASDAQ: PACB) is empowering life scientists with highly accurate long-read sequencing. The company develops instrument systems and software for real-time sequencing of single-m...
What is Pacific Biosciences of California, Inc.'s Cyborg Score?+
Pacific Biosciences of California, Inc. has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Pacific Biosciences of California, Inc.'s main competitors?+
Named competitors include NovaSeq, 10x Genomics Solutions, Complete Genomics Services, Twist Bioscience Sequencing. The full competitive landscape is in the AskCyborg report.
How can I get the full Pacific Biosciences of California, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Pacific Biosciences of California, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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