• In January 2026, Veracyte released preliminary, unaudited results and earnings guidance, projecting fourth-quarter 2025 revenue of US$138 million to US$140 million and full-year 2025 revenue of US$515 million to US$517 million, alongside an outlook for 2026 revenue of US$570 million to US$582 million.
• The company also highlighted expected adjusted EBITDA margins around 25% and plans to launch Prosigna and its TrueMRD platform in the US, underscoring its focus on expanding its cancer diagnostics portfolio and operational profitability.
• We’ll now examine how Veracyte’s 2026 revenue growth guidance and planned US launches of Prosigna and TrueMRD influence its investment narrative.

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Veracyte Investment Narrative Recap

To own Veracyte, you need to believe in sustained demand for its cancer diagnostics and its ability to turn that demand into durable profitability. The latest guidance, calling for 2026 revenue of US$570 million to US$582 million with adjusted EBITDA margins around 25%, reinforces the near term catalyst around execution on growth and margins, while leaving the key risk of product concentration in Decipher and Afirma largely unchanged.

The planned 2026 US launches of Prosigna and the TrueMRD platform link directly to Veracyte’s push to broaden its portfolio beyond existing flagship tests. These launches sit at the heart of the company’s pipeline driven catalyst, as they aim to extend its reach in breast cancer and minimal residual disease testing, while also leaning on the same reimbursement, coverage and clinical utility hurdles that already frame the biggest risks.

Yet despite this progress, investors should still be aware of how dependent Veracyte remains on payer coverage and guideline inclusion...

Veracyte's narrative projects $629.2 million revenue and $121.9 million earnings by 2028.

Uncover how Veracyte's forecasts yield a $47.50 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community span roughly US$24 to US$69 per share, showing how widely individual views can differ. Set against this, Veracyte’s guidance for 2026 revenue growth and stable margins highlights how much of the debate now centers on execution risk around new product launches and reimbursement.

Explore 6 other fair value estimates on Veracyte - why the stock might be worth as much as 62% more than the current price!

Build Your Own Veracyte Narrative

Disagree 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 3 key rewards and 2 important warning signs 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.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.