Veracyte (NASDAQ:VCYT) Releases Quarterly Earnings Results, Beats Estimates By $0.12 EPS

Veracyte (NASDAQ:VCYT) announced its quarterly earnings data on Wednesday. The biotechnology company reported $0.53 EPS for the quarter, beating the consensus estimate of $0.41 by $0.12, Briefing.com reports. Veracyte had a net margin of 6.12% and a return on equity of 7.23%. The company had revenue of $140.64 million for the quarter, compared to the consensus estimate of $135.79 million. During the same period in the prior year, the firm posted $0.06 EPS. Veracyte’s revenue for the quarter was up 18.5% on a year-over-year basis.

Here are the key takeaways from Veracyte’s conference call:

• Veracyte reported strong results with Q4 revenue of $141M (+19% YoY), full‑year revenue of $517M (+16%), adjusted EBITDA margin of 27.6%, and $412.9M cash on hand while reiterating 2026 revenue guidance of $570M–$582M.
• Core test momentum remains robust—Decipher volume grew ~21% in Q4 (≈33% market penetration) and Afirma grew ~12% (≈38% market share)—management expects sustained double‑digit growth for these franchises.
• Two major product launches are planned for 2026—TruMRD for muscle‑invasive bladder cancer (1H) and Prosigna as a U.S. LDT (summer)—supported by completed studies (e.g., NIGHTINGALE enrollment) and ongoing clinical evidence generation.
• Operational improvements—full transition to the v2 transcriptome lowered Afirma no‑result rates and improved efficiency, helping testing gross margin (76.1%) and overall non‑GAAP gross margin (75.1%).
• Guidance excludes roughly $10M of prior‑period collections recognized in 2025, Q1 adjusted EBITDA margin is expected to be lower seasonally, and 2026 margin guidance (~25%) reflects planned incremental investments that could weigh on near‑term profitability.

Veracyte Price Performance

Shares of VCYT traded up $3.08 during midday trading on Thursday, hitting $38.80. The stock had a trading volume of 1,398,610 shares, compared to its average volume of 824,454. The stock’s 50 day moving average is $40.04 and its 200 day moving average is $37.78. The firm has a market cap of $3.07 billion, a PE ratio of 102.10 and a beta of 1.91. Veracyte has a 1 year low of $22.61 and a 1 year high of $50.71.

Insiders Place Their Bets

In related news, CFO Rebecca Chambers sold 13,278 shares of the stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $46.84, for a total value of $621,941.52. Following the transaction, the chief financial officer owned 109,496 shares of the company’s stock, valued at $5,128,792.64. This represents a 10.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Karin Eastham sold 20,000 shares of the company’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $45.45, for a total value of $909,000.00. Following the completion of the sale, the director owned 13,554 shares of the company’s stock, valued at $616,029.30. This represents a 59.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 54,385 shares of company stock valued at $2,483,179 over the last quarter. Corporate insiders own 1.40% of the company’s stock.

Institutional Trading of Veracyte

Several hedge funds have recently modified their holdings of VCYT. Empowered Funds LLC acquired a new position in shares of Veracyte in the 4th quarter valued at $42,000. Smartleaf Asset Management LLC increased its holdings in Veracyte by 159.8% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,104 shares of the biotechnology company’s stock valued at $47,000 after buying an additional 679 shares in the last quarter. Osaic Holdings Inc. increased its holdings in Veracyte by 289.9% in the second quarter. Osaic Holdings Inc. now owns 1,201 shares of the biotechnology company’s stock valued at $33,000 after buying an additional 893 shares in the last quarter. State of Wyoming acquired a new position in shares of Veracyte in the fourth quarter worth about $81,000. Finally, Kestra Advisory Services LLC acquired a new position in shares of Veracyte in the fourth quarter worth about $110,000.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on VCYT. Weiss Ratings reissued a “hold (c)” rating on shares of Veracyte in a research note on Monday, December 29th. Zacks Research upgraded Veracyte from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 11th. UBS Group restated a “buy” rating on shares of Veracyte in a research report on Monday, January 12th. Morgan Stanley upped their price objective on Veracyte from $40.00 to $48.00 and gave the stock an “underweight” rating in a research note on Monday, December 1st. Finally, Guggenheim lifted their target price on Veracyte from $45.00 to $50.00 and gave the company a “buy” rating in a research note on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $46.71.

More Veracyte News

Here are the key news stories impacting Veracyte this week:

• Positive Sentiment: Q4 results showed revenue of about $140.6M, up ~18.5% year-over-year and above Street revenue expectations; management also highlighted sizable improvements in gross profit, operating profit and cash generation, supporting stronger near-term profitability. Veracyte Q4 Earnings Beat Estimates, Revenues Grow Y/Y, Stock Rises
• Positive Sentiment: Management gave 2026 revenue growth guidance of roughly 10%–13% and reiterated progress on MRD programs and the planned Prosigna launch — this provides forward visibility for top-line growth and potential new product revenue streams. Veracyte outlines 10%–13% revenue growth for 2026 while advancing MRD and Prosigna launches
• Positive Sentiment: An analyst at Needham raised the price target to $48 and kept a Buy rating, signaling incremental buy-side support and giving the stock upside vs. current levels. Needham raises VCYT price target to $48 (Benzinga)
• Neutral Sentiment: Company published the full Q4/annual press release and the earnings call/transcript and slide deck are available for review — useful for digging into GAAP vs. non-GAAP details and product-level performance. Veracyte Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Insider selling and some institutional trimming were highlighted in third‑party summaries (Quiver), which can create short-term selling pressure or investor caution despite the strong quarter. Investors should also note some outlets report differing EPS figures (GAAP vs. non‑GAAP), which can muddy near-term headlines. Veracyte, Inc. (VCYT) Stock Rises on Q4 2025 Earnings

About Veracyte

Veracyte, Inc is a genomic diagnostics company focused on improving diagnostic accuracy and patient care through advanced molecular testing. Founded in 2008 and headquartered in South San Francisco, California, the company develops and commercializes minimally invasive genomic tests that aid in the diagnosis of thyroid, lung and other diseases. Veracyte’s proprietary platform analyzes gene expression patterns in clinical samples to help physicians make more informed treatment decisions, reducing unnecessary surgeries and improving patient outcomes.

The company’s flagship product, the Afirma Genomic Sequencing Classifier, is designed to assess thyroid nodules with indeterminate cytology, helping clinicians distinguish benign from suspicious nodules.