Pulling SEC filings + quote and writing the call…

VERACYTE, INC.
Next earnings Aug 4, 2026 (after close) · consensus $0.25 EPS, $147M rev
Last earnings -1.4% on 2026-05-05
Inflecting diagnostics franchise with a debt-free balance sheet, but 69x earnings already prices in flawless execution on Decipher/Afirma.
Sources: SEC EDGAR (CIK 0001384101, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/25/2026, 12:49:14 PM.
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Middling fundamentals and a rich price (~48% above fair value) leave little margin of safety — a wait-and-see.
Veracyte has executed a genuine fundamental turn: FY2025 revenue grew 16.0% to $517M, operating income swung to $57.8M (+258% YoY), net income tripled to $66.4M, and operating cash flow jumped 81.5% to $136M. Gross margin of 70.1% on lab-developed tests is structurally attractive, and the balance sheet is pristine — $363M cash (up 51.7%), zero long-term debt since FY2021, and liabilities/equity of just 0.07x. This is a profitable, self-funding diagnostics platform, not the cash-burning story it was through FY2023.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $220M | $297M | $361M | $446M | $517M |
| Gross profit | — | $176M | $230M | $298M | $363M |
| Operating income | -$81.9M | -$41.1M | -$85.8M | $16.1M | $57.8M |
| Net income | -$75.6M | -$36.6M | -$74.4M | $24.1M | $66.4M |
| Diluted EPS | -$1.11 | -$0.51 | -$1.02 | $0.31 | $0.82 |
| Net margin | -34.4% | -12.3% | -20.6% | 5.4% | 12.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Annual meeting vote results and a board/officer change disclosed
Q1'26 10-Q filed; profitability sustained after FY25 inflection
Q1'26 earnings release issued amid ongoing revenue growth momentum
Proxy filed (DEF 14A) for 2026 annual meeting; routine governance
Executive/director change announced (5.02 only); no financial update
FY25 10-K: $517M rev, $66M NI, $363M cash, no LT debt, OCF $136M
Q4/FY25 earnings: revenue $517M (+16%), net income $66M (+175%)
Preliminary FY25 results / 2026 guidance pre-released at JPM healthcare conf
Q3'25 10-Q shows continued top-line growth and operating leverage
1071 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 2 sales
| 2026-06-18 | EASTHAM KARIN Director | Sell | 3.20K @ $52.78 | $169K |
| 2026-06-18 | EASTHAM KARIN Director | Sell | 529.00 @ $53.55 | $28.3K |
| 2026-06-11 | EASTHAM KARIN Director | Award | 5.27K | |
| 2026-06-11 | JONES EVAN/ FA Director | Award | 5.27K | |
| 2026-06-11 | Shafer David Brent Director | Award | 5.27K | |
| 2026-06-11 | Barr Eliav Director | Award | 5.27K | |
| 2026-06-11 | EPSTEIN ROBERT S Director | Award | 5.27K | |
| 2026-06-11 | Holstein Jens Director | Award | 5.27K | |
| 2026-06-11 | Bhanji Muna Director | Award | 5.27K |