PacBio在发布低于预期的指引后下跌

2024-04-16 20:42

PacBio (NASDAQ:PACB) fell ~21% Tuesday pre-market after the healthcare company said it expects to report Q1 revenue of $38.8M, roughly flat from $38.9M in the prior-year period.
The consensus revenue estimate is $50.27M.
The company said its preliminary revenue was below expectations due to an increasing number of customers delaying instrument purchases and softness in consumable shipments.
The company said its instrument revenue for the quarter is $19.0M, compared to $20.7M a year ago. Consumables revenue was $16.0M, compared to $14.0M a year ago. Service and other revenue stood at $3.8M, compared to $4.2M in the prior-year period.
Total preliminary cash, cash equivalents and investments balance as of March 31 was ~$562M.
PacBio expects 2024 revenue to be in the range of $170M to $200M, vs. consensus of $238.78M. The company also believes it is unlikely to achieve its long-term revenue guidance of at least $500M in 2026.
Q2 revenue is expected to improve over Q1, and H2 will improve sequentially as consumables return to sequential growth and the company closes some of the deals that were delayed in the first quarter, the company said.
The company expects to provide more details on its financial performance and outlook during the May 9 earnings call.
The company expects to end 2024 with cash, cash equivalents and investments balance in the range of $435M to $450M.
Source: Press Release

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