How PacBio (PACB) Is Seeing Its Fair Value Story Shift After ARK’s Share Purchase

What Is Actually Changing In PacBio’s Fair Value Story? Analysts have lifted their fair value estimate for Pacific Biosciences of California from US$2.36 to US$2.50, a move that sits on a small set of updated assumptions rather than any sweeping change in the story. The discount rate used in their models has shifted from 10.58% to 10.31%, and the long term revenue growth assumption has been adjusted from 13.42% to 13.77%, reflecting slightly higher confidence in PacBio’s ability to grow if it...