How Investors May Respond To Veracyte (VCYT) Strong Q4 Pricing Mix And UBS Rating Reaffirmation

Simply Wall St.02-17

In recent days, UBS reaffirmed its positive rating on Veracyte after the company’s fourth-quarter testing revenue came in ahead of expectations, largely due to higher average selling prices and prior-...

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UBS also highlighted that Veracyte’s 2026 testing revenue outlook and maintained adjusted EBITDA margin target do not yet fully reflect possible contributions from upcoming products, suggesting further potential upside if these initiatives gain traction. Next, we’ll examine how this stronger-than-expected testing revenue mix and reaffirmed margin outlook may influence Veracyte’s existing investment narrative. Explore 23 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.AdvertisementVeracyte Investment Narrative RecapTo own Veracyte, you need to believe its genomic tests can keep gaining adoption while margins improve, even as pricing and reimbursement pressures remain a key risk. UBS’s reaffirmed positive stance after Q4 testing revenue beat, driven by pricing and collections rather than volumes, supports the near term margin story but does not materially change the main catalyst: execution on new products and guideline inclusion, or the main risk: pressure on average selling prices for core tests like Decipher and Afirma. The most relevant recent announcement here is Veracyte’s January 2026 guidance, which laid out 2026 revenue of US$570 million to US$582 million and an adjusted EBITDA margin target of 25%. UBS’s comment that these figures do not fully factor in potential contributions from upcoming products ties this outlook directly to the current debate: whether new launches and clinical data can offset any future reimbursement or pricing headwinds and broaden the revenue base beyond today’s core test portfolio. Yet investors should also be aware that if pricing pressure on Afirma and Decipher intensifies... Read the full narrative on Veracyte (it's free!)Veracyte's narrative projects $629.2 million revenue and $121.9 million earnings by 2028. This requires 9.5% yearly revenue growth and a $95.6 million earnings increase from $26.3 million today.Uncover how Veracyte's forecasts yield a $47.50 fair value, a 33% upside to its current price.Exploring Other PerspectivesVCYT 1-Year Stock Price Chart While the consensus view already saw solid growth, the most optimistic analysts were modeling revenue of about US$660 million and earnings of roughly US$155 million by 2028, so this latest revenue mix surprise could either reinforce that bullish thesis or prompt a reset, depending on how you weigh the risk of heavier pricing pressure on Afirma against those earlier assumptions.Explore 5 other fair value estimates on Veracyte - why the stock might be worth as much as 60% more than the current price!Build Your Own Veracyte NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Veracyte research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.Our free Veracyte research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Veracyte's overall financial health at a glance.Looking For Alternative Opportunities?Our top stock finds are flying under the radar-for now. Get in early:Rare earth metals are the new gold rush. Find out which 30 stocks are leading the charge.The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.Outshine the giants: these 26 early-stage AI stocks could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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