PACB — Stock Film
STOCK FILMSCENE 1/12PACB · $1.30
Stock Expert AI presents
PACB
Pacific Biosciences of California, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Pacific Biosciences of California, Inc. What it actually does.

Designs and manufactures DNA sequencing systems. Develops Single Molecule, Real-Time (SMRT) technology. Now — the numbers.

on the stock market since 2010
485 employees
$403.8M market value
WHERE DOES THE MONEY COME FROM?
46%Products
ProductsConsumable 28%Instrument 18%Service and Other 8%
46% of all revenue comes from a single line: Products.

The biggest line carries real weight, but it doesn’t decide everything on its own.

Revenue last year:
$160M
The loss that same year:
$546.4M
For every $1 it earns, the company spends $4.

The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.

In the vault right now:
$279.5M
DEBT: $759.9M
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

THE PRICE TAG
MARKET VALUE / ANNUAL SALES
2.5×

This company is not turning a profit, so the market is pricing its sales instead: 2.5× for every dollar of annual revenue.

Against companies in its own sector, it looks cheaper than 16% of them.

Analysts' average target sits 9% below today's price.

What executives did with their own stock over the last 12 months:
22 buy12 sell

Buys outnumber sells, but taken together the trades don’t add up to a strong signal of confidence.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 4 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Heavy investment in the future10/10
The shares trade freely10/10
WEAK SPOTS
Executives aren’t buying3/10
Costs eat into the margin4/10
WORTH WATCHING

Executive Buying: The trades send no strong signal of confidence.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 96% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/1
The product is selling

Sales run at $160.0M a year. A small number, but proof the product has real buyers.

1
THE RISKS · 1/3
Small sales, big loss

A loss of $546.4M against $160.0M in annual sales.

2
THE RISKS · 2/3
A wildly swinging price

This stock swings about 2.3 times as much as the market average. Big rallies — and big drops — can both happen fast.

3
THE RISKS · 3/3
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
F
15 / 100 · MoonshotScore

On our five-subject report card, PACB sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: PACB is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 12, 2026 · stockexpertai.com · Stock Film