Seth Klarman Is Completely Out of Vaxcyte — Here's What's Left
Seth Klarman's Baupost Group has fully exited its position in Vaxcyte (PCVX) as of Q2 2026, a move mirrored by other institutions but countered by some increasing their stakes. Vaxcyte, a clinical-stage biotech, faces a significant binary catalyst with Phase 3 data for its VAX-31 vaccine expected in Q4 2026, but the stock is currently overbought despite a strong uptrend. This complex scenario, coupled with recent insider selling, makes the upcoming trial results critical for PCVX's future trajectory.
Will Vaxcyte's (PCVX) Expanded Losses and Fully Enrolled VAX-31 Trials Reframe Its Risk‑Reward Narrative
Vaxcyte (PCVX) recently reported expanded Q2 2026 net losses of US$284.3 million and higher basic loss per share, alongside a first-half loss of US$604.92 million. Despite the losses, the company announced full enrollment in its three pivotal VAX-31 adult Phase 3 trials and early progress for VAX-A1, indicating significant investment in its vaccine pipeline. Completing enrollment in the VAX-31 trials is seen as a key milestone, positioning Vaxcyte closer to a biologics license application and shifting focus to upcoming data readouts, which will determine if current investments support the long-term thesis amidst rising cash burn concerns.
Will Vaxcyte's (PCVX) Expanded Losses and Fully Enrolled VAX-31 Trials Reframe Its Risk‑Reward Narrative
Vaxcyte (PCVX) recently reported expanded Q2 2026 losses and a higher basic loss per share, alongside the significant milestone of fully enrolling three pivotal VAX-31 adult Phase 3 trials. This progress reinforces the company's focus on its vaccine pipeline, with the completion of VAX-31 enrollment being a key near-term catalyst. Investors are now looking towards the upcoming OPUS-1 Phase 3 data readouts to assess if current heavy investments will support the long-term thesis, amidst concerns about increasing cash burn.
Vaxcyte (NASDAQ:PCVX) Stock Rating Upgraded by Zacks Research
Zacks Research has upgraded Vaxcyte (NASDAQ:PCVX) from a "strong sell" to a "hold" rating, while the broader analyst consensus remains a "Moderate Buy" with an average price target of $86. The company recently reported a quarterly loss of $1.97 per share, outperforming estimates. Insider selling and institutional ownership figures were also detailed.
(PCVX) Movement as an Input in Quant Signal Sets
This article analyzes Vaxcyte Inc. (NASDAQ: PCVX) using AI models to generate trading strategies. It highlights a near-term strong sentiment influencing mid-term neutrality towards a long-term positive bias, noting that resistance is being tested. The analysis provides specific entry and target points for long, breakout, and short strategies based on different risk profiles and time horizons.
Assenagon Asset Management S.A. Decreases Stock Holdings in Vaxcyte, Inc. $PCVX
Assenagon Asset Management S.A. significantly reduced its stake in Vaxcyte, Inc. (NASDAQ:PCVX) by 91.3% in the second quarter, selling over 1 million shares and retaining 101,433 shares valued at approximately $5.9 million. Despite this, institutional investors still hold 96.78% of the company's stock. The article also notes mixed analyst ratings, recent insider stock sales totaling $6.57 million, and Vaxcyte's recent earnings report where it beat EPS estimates.
Janus Henderson Group (PCVX) discloses 18.0M-share Vaxcyte ownership stake
Janus Henderson Group Ltd. has disclosed a significant ownership stake in Vaxcyte, Inc. (PCVX), reporting beneficial ownership of 18,040,375 common shares, which represents 12.1% of the outstanding stock as of July 31, 2026. This stake is held through various affiliated asset managers in client accounts known as Managed Portfolios, which exercise shared voting and dispositive power. No single Managed Portfolio owns more than five percent of Vaxcyte's common stock, and the Managed Portfolios are entitled to all dividends and sale proceeds.
Vaxcyte, Inc. (PCVX) Stock Analysis: Potential 87.70% Upside with Innovative Vaccine Pipeline
Vaxcyte, Inc. (PCVX) is a biotechnology company focused on developing novel vaccines for bacterial infectious diseases, with a strong pipeline including VAX-24. Despite being unprofitable with a negative P/E and EPS, analysts project an 87.70% upside with an average target price of $109.00, driven by the potential of its innovative vaccine candidates. The stock is trading above its 50-day and 200-day moving averages, indicating technical strength, and holds a balanced RSI of 56.73.
Janus Henderson Group (PCVX) discloses 65,694 Vaxcyte shares held for clients
Janus Henderson Group Ltd. filed an amended Schedule 13G, disclosing beneficial ownership of 65,694 shares of Vaxcyte, Inc. common stock, representing a 0.1% stake. These shares are held through its asset management subsidiaries for client accounts, where Janus Henderson has shared voting and dispositive power but no sole control. The Managed Portfolios retain rights to dividends and sale proceeds, with no single portfolio owning more than 5% of Vaxcyte.
The Manufacturers Life Insurance Company Trims Stock Position in Vaxcyte, Inc. $PCVX
The Manufacturers Life Insurance Company reduced its stake in Vaxcyte, Inc. by 20.4% in Q1 2026, selling 22,079 shares but retaining 86,366 shares valued at $5.0 million. Despite this, institutional ownership remains high at 96.8%, with several other major funds increasing their positions. Vaxcyte's shares opened at $58.89, and while the company beat its quarterly loss estimate, analysts anticipate continued losses as it progresses through upcoming vaccine trial catalysts.
Vaxcyte (PCVX) Is Up 8.9% After Completing VAX-31 Phase 3 Enrollment Amid Rising Losses – Has The Bull Case Changed?
Vaxcyte (PCVX) recently reported increased net losses in Q2 2026 but saw its stock rise after completing Phase 3 enrollment for its VAX-31 vaccine. This significant progress in clinical trials, alongside the VAX-A1 study, is critical for the company's future, as investors weigh these advancements against rising costs and the need to manage its cash runway. Analysts are watching for the OPUS-1 adult data as the next key catalyst, with some optimistic projections for revenue and fair value despite current losses.
Vaxcyte, Inc. Q2 2026: Net loss $(284.3M), EPS $(1.97) — 10-Q Summary
Vaxcyte, Inc. reported a Q2 2026 net loss of $(284.3M), or $(1.97) per diluted share, significantly wider than the net loss of $(166.6M), or $(1.22) per diluted share, in Q2 2025. As a clinical-stage vaccine developer with no product sales, the company increased R&D and manufacturing activities to support its prioritized PCV franchise and ongoing Phase 3 programs. Key highlights include full enrollment of VAX-31 Phase 3 programs, expected topline adult data in Q4 2026, and manufacturing scale-up initiatives.
Press Release: Vaxcyte Reports Second Quarter 2026 Financial Results and Provides Business Update
Vaxcyte (Nasdaq: PCVX) announced its financial results for the second quarter of 2026 and provided a business update. The company is advancing its lead vaccine candidate, VAX-24, a 24-valent pneumococcal conjugate vaccine (PCV), which is expected to enter a pivotal Phase 3 study in adults in the second half of 2026. Vaxcyte also highlighted progress with VAX-31, its 31-valent PCV candidate, and its meningococcal vaccine program, VAX-MENGO.
FMR LLC (PCVX) discloses 20.8M-share beneficial stake in Vaxcyte common stock
FMR LLC and Abigail P. Johnson have reported an amended beneficial ownership of Vaxcyte Inc. common stock through a Schedule 13G filing. FMR LLC now holds 20,798,906.96 shares, representing 14.4% of the class, with sole voting power over 18,886,452.19 shares and sole dispositive power over the full amount. Abigail P. Johnson also reports sole dispositive power over the same number of shares, amounting to 14.4% of the class.
Vaxcyte reports $2.5B cash; Q2 net loss $284.3M, R&D up to $267.9M
Vaxcyte reported its second-quarter 2026 results, showing $2,507.7 million in cash and investments and a net loss of $284.3 million. Research and development expenses increased to $267.9 million, driven by PCV program development. The company also provided updates on its clinical programs, including expected data readouts for VAX-31 adult and infant programs and the initiation of a Phase 1 study for VAX-A1.
Vaxcyte, Inc. SEC Filing (Aug 5, 2026)
This SEC filing for Vaxcyte, Inc. (PCVX) is a Form 144, indicating a proposed sale of 17,000 shares of common stock with an aggregate market value of $935,000. The shares were acquired through the exercise of stock options on August 5, 2026, and are intended to be sold on NASDAQ. The filing details the transaction and affirms that the filer has no material adverse non-public information.
Press Release: Vaxcyte Reports Second Quarter 2026 Financial Results and Provides Business Update
Vaxcyte has reported its financial results for the second quarter of 2026 and provided a business update. The company is likely detailing its progress on clinical trials, financial performance, and future outlook in the biotechnology sector.
Vaxcyte Reports Second Quarter 2026 Financial Results and Provides Business Update
Vaxcyte (Nasdaq: PCVX) announced its Q2 2026 financial results and provided a business update. The company reported approximately $2.5 billion in cash and anticipates topline safety and immunogenicity data from its VAX-31 adult Phase 3 OPUS-1 trial in Q4 2026, with further Phase 3 results expected in the first half of 2027. Vaxcyte also initiated a Phase 1 study for VAX-A1, a prophylactic vaccine for Group A Streptococcus, with data expected in the second half of 2027.
California State Teachers Retirement System Has $7.91 Million Holdings in Vaxcyte, Inc. $PCVX
California State Teachers Retirement System increased its stake in Vaxcyte, Inc. (NASDAQ:PCVX) by 22.8% in the first quarter, bringing its total holdings to 136,100 shares valued at approximately $7.91 million. Other institutional investors also adjusted their holdings, and collectively, institutional investors own 96.78% of PCVX. Insider selling activity was noted, with the CFO and CEO selling shares under pre-arranged plans, while analyst sentiment remains mixed with a consensus "Hold" rating and an $86 price target despite the company missing Q1 earnings estimates.
PCVX (PCVX): insider Andrew Guggenhime plans 10,000-share stock sale
Vaxcyte (PCVX) insider Andrew Guggenhime has filed a Form 144 to sell 10,000 shares of common stock through UBS Financial Services on August 3, 2026, with an indicated value of $539,900. This sale is connected to an exercise of stock options. Guggenhime has made similar sales in the past three months, including 10,000 shares on June 18, 2026, for $530,000 and another 10,000 shares on July 6, 2026, for $572,836.
PCVX (PCVX) holder plans August 3 sale after option exercise
A holder of Vaxcyte, Inc. (PCVX) common stock, James Wassil, plans to sell 2,250 shares through UBS Financial Services on the NASDAQ on August 3, 2026, after exercising stock options for cash. This planned sale is valued at $121,477.50. The filing also details two prior sales of 2,250 shares each on June 1, 2026, and July 1, 2026.
DV Trading LLC Takes Position in Vaxcyte, Inc. $PCVX
DV Trading LLC recently acquired 20,000 shares of Vaxcyte, Inc. (NASDAQ:PCVX) worth $1.16 million during the first quarter, adding to the significant institutional ownership of 96.78%. Despite mixed analyst ratings with a consensus Hold and an $86 price target, the company recently missed EPS estimates. Insiders have also sold nearly $5 million worth of shares over the past quarter through pre-arranged trading plans.
Vaxcyte Number of Employees 2026 | Employee Count & Headcount Data
Vaxcyte, Inc. (PCVX) has significantly grown its workforce, reaching 529 employees worldwide as of March 2026, marking a 123.6% increase since 2023. The company is actively hiring, with 73 active job postings in 2026, and its workforce is predominantly located in North America, with an average annual salary of $185,393. Employee sentiment is neutral but improving, according to Revelio Labs data.
Liquidity Mapping Around (PCVX) Price Events
This article analyzes Vaxcyte Inc. (PCVX) stock performance, highlighting weak near and mid-term sentiment but a strong long-term outlook. It presents AI-generated trading strategies including position trading, momentum breakout, and risk hedging, with specific entry, target, and stop-loss levels. The analysis emphasizes a significant risk-reward setup targeting a 14.5% gain against a 0.3% risk.
Liquidity Mapping Around (PCVX) Price Events
This article provides an AI-driven analysis of Vaxcyte Inc. (NASDAQ: PCVX), highlighting a weak near and mid-term sentiment but a positive long-term outlook. It details specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, with defined entry points, targets, and stop losses. The analysis also includes multi-timeframe signal strengths and support/resistance levels to guide potential trading decisions.
Analysts Offer Insights on Healthcare Companies: GE Healthcare Technologies Inc (GEHC), Biogen (BIIB) and Vaxcyte (PCVX)
This article summarizes recent analyst ratings for three healthcare companies: GE Healthcare Technologies Inc (GEHC), Biogen (BIIB), and Vaxcyte (PCVX). Citi maintained a Hold rating on GE Healthcare with a $75.00 price target and also maintained a Hold rating on Biogen with a $200.00 price target. BTIG maintained a Buy rating on Vaxcyte, setting a price target of $89.00.
Enterprise value to revenue forward of Vaxcyte, Inc. – FWB:5VA
This article provides the enterprise value to revenue forward metric for Vaxcyte, Inc. (FWB:5VA) on the Frankfurt Stock Exchange. It details that the market is currently closed with no trades recorded. The content is primarily a data point rather than an in-depth analysis.
Grant Pickering (PCVX) outlines 18,198-share sale and recent June stock trades
Grant Pickering, associated with PCVX (Vaxcyte, Inc.), plans to sell 18,198 shares of common stock, valued at approximately $996,704.46, through UBS Financial Services on or about July 27, 2026. This planned sale includes shares resulting from stock option exercises and founder shares. The filing also details multiple past share transactions in June 2026 by Grant Pickering and two associated Delaware trusts.
Vaxcyte Inc (PCVX) Cash Flow
This article provides a detailed cash flow statement for Vaxcyte Inc (PCVX), including quarterly and annual data for operating, investing, and financing activities. It presents a comprehensive overview of the company's financial movements over several fiscal years and offers definitions for key cash flow metrics. The data reveals continuous negative operating cash flows and fluctuating investing and financing activities.
Vaxcyte Inc (PCVX) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Vaxcyte Inc (PCVX), including various indicators and moving averages. It details the signals for MACD, RSI, STOCH, ATR, CCI, Williams %R, TRIX, and StochRSI, as well as several moving averages (MA5, MA10, MA20, MA50, MA100, MA200). The overall signal for Vaxcyte Inc based on these technical indicators is currently Neutral.
Vaxcyte Inc (PCVX) Dividends & Stock Splits: Historical Payouts and Event Timeline
The article provides an overview of Vaxcyte Inc (PCVX) focusing on its dividend and stock split history. It notes that the company has not distributed any dividends over the past five years. The current stock price and market capitalization are also presented.
Vaxcyte Inc (PCVX) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a detailed risk assessment for Vaxcyte Inc (PCVX), covering volatility, financial risk, and investment risk. It presents various metrics such as Beta, VaR, Maximum Drawdown, Volatility, and Sharpe Ratio across different timeframes. The data aims to help investors understand the potential risks associated with PCVX stock.
Vaxcyte Inc (PCVX) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Vaxcyte Inc (PCVX), highlighting analyst ratings, price targets, and historical and projected EPS figures. Based on 11 analysts, the stock has a "Buy" rating with a target price of USD 109.00, representing a potential upside of 95.90%. The company's previous quarter's EPS was USD -1.81, beating the market expectation of USD -2.30, and the next quarter's EPS is expected to be USD -2.06.
Enterprise value to revenue forward of Vaxcyte, Inc. – BX:PCVX
This article displays the enterprise value to revenue forward for Vaxcyte, Inc. (BX:PCVX) on TradingView. It provides financial data for the company, accessible through the platform's interface. The page serves as a data point for investors and analysts interested in Vaxcyte's valuation metrics.
Vaxcyte, Inc. Revenue Breakdown – NASDAQ:PCVX
This article provides a basic financial overview of Vaxcyte, Inc. (NASDAQ: PCVX) on TradingView. It indicates that the market is closed with no trades and gives access to sections like financials, documents, news, and technical data. The content primarily consists of navigation and boilerplate text from the TradingView platform.
ETFs Investing in Vaxcyte, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Vaxcyte, Inc., a biotechnology company. It presents a comprehensive table detailing each fund's market value, Vaxcyte stock weight, issuer, management style, focus, expense ratio, assets under management (AUM), current price, change percentage, relative volume, and 3-year NAV total return. The information aims to assist investors in identifying funds with Vaxcyte exposure, offering diversification and lower risk investment opportunities.
Vaxcyte stock consolidates after raising fresh capital and advancing PCVX vaccine pipeline
Vaxcyte stock (PCVX) is consolidating as investors evaluate recent capital raises and progress in its PCVX pneumococcal conjugate vaccine pipeline. The company, which is pre-commercial, reported significant net losses in fiscal 2025 due to high R&D spending, but financing events have extended its cash runway. Positive clinical data suggesting PCVX's competitive potential in broader serotype coverage is key to its valuation, though the stock remains high-risk, high-reward.
Why (PCVX) Price Action Is Critical for Tactical Trading
This article analyzes Vaxcyte Inc. (PCVX) stock, highlighting a mid-channel oscillation pattern and a significant 50.6:1 risk-reward setup targeting a 14.5% gain against a 0.3% risk. It details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, alongside multi-timeframe signal analysis indicating weak near-term sentiment but strong long-term potential.
Form 4 Vaxcyte Inc For: 16 July By Investing.com
This article reports on a Form 4 filing for Vaxcyte Inc. on July 16, indicating insider transactions. It contextualizes this news with general stock market updates, including technology sector performance, oil prices, and other after-hours movers.
Vaxcyte, Inc. (PCVX) awards 23,029 stock options to director John Markels
Vaxcyte, Inc. (PCVX) director John Markels was granted 23,029 stock options with an exercise price of $56.04 per share. These options will vest over 36 months, with the first third vesting on July 16, 2027, and the remainder vesting monthly thereafter, contingent on his continuous service to the company. The options are set to expire on July 16, 2036, and are reported via a Form 4 SEC filing.
Vaxcyte, Inc. (PCVX) director files Form 3 reporting zero holdings
Vaxcyte, Inc. director Markels John has filed an initial Form 3, indicating he holds zero shares of the company's securities. This filing confirms his beneficial ownership of 0 shares and discloses no purchases, sales, or derivative positions. The Form 3 serves as an initial statement of beneficial ownership, setting a baseline for future reporting.
Is Vaxcyte's VAX-31 a Game-Changer in the Vaccine Landscape
Vaxcyte's VAX-31, a 31-valent pneumococcal conjugate vaccine, is positioned as a potential game-changer due to its broad-spectrum coverage against pneumococcal disease in both adults and infants, aiming for 95% protection in adults. The company's extensive Phase 3 clinical program and a significant $1 billion manufacturing investment signal strong commercial intent, with key data readouts expected in late 2026 and early 2027. While VAX-31 offers a compelling opportunity for investors, the inherent risks of late-stage clinical trials and a competitive vaccine market must be considered.
Vaxcyte (NASDAQ: PCVX) adds independent director John Markels, sets $430,000 equity grant
Vaxcyte, Inc. announced the retirement of director Heath Lukatch and the appointment of John Markels as a new independent Class II director, effective July 16, 2026. Markels will join the Audit and Compensation Committees and receive compensation, including an annual equity grant valued at $430,000. His appointment is not based on any special arrangements, and his term will expire at the 2028 annual stockholders meeting.
Vaxcyte, Inc. (PCVX) Stock Analysis: Exploring an 87% Upside Potential in the Biotech Sector
Vaxcyte, Inc. (PCVX) is a clinical-stage biotechnology company with a strong vaccine pipeline, including VAX-24, and an impressive market capitalization of $8.41 billion. Despite being in a pre-revenue stage with a net loss, analysts see significant potential, with an average target price of $109.00, suggesting an 87.25% upside. Investors with a higher risk tolerance and focus on growth may find Vaxcyte an attractive opportunity in cutting-edge vaccine technology.
Vaxcyte to Participate in Upcoming Investor Conferences
Vaxcyte, Inc. (Nasdaq: PCVX) announced its participation in two upcoming investor conferences in July 2026: the Leerink Partners Therapeutics Forum and the BTIG Virtual Biotechnology Conference. Company management will host one-on-one meetings at both events. Vaxcyte is a clinical-stage vaccine company focusing on bacterial diseases, with several vaccine candidates including VAX-31 and VAX-24 for pneumococcal disease.
Why (PCVX) Price Action Is Critical for Tactical Trading
This article analyzes Vaxcyte Inc. (NASDAQ: PCVX) price action, indicating strong sentiment across all horizons and presenting three distinct AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging. It highlights a significant risk-reward short setup and provides multi-timeframe signal analysis with support and resistance levels. The report emphasizes the critical nature of PCVX's price movement for tactical trading.
Vaxcyte to Participate in Upcoming Investor Conferences
Vaxcyte, Inc. announced its participation in two upcoming investor conferences in July 2026: the Leerink Partners Therapeutics Forum and the BTIG Virtual Biotechnology Conference. Company management will host one-on-one meetings at these events. Vaxcyte is a clinical-stage vaccine innovation company, developing several vaccine candidates including VAX-31 and VAX-24 for pneumococcal disease, VAX-A1 for Group A Strep, and VAX-GI for Shigella, utilizing its XpressCF® cell-free protein synthesis platform.
Vaxcyte to Participate in Upcoming Investor Conferences
Vaxcyte, Inc. announced its participation in two upcoming investor conferences: the Leerink Partners Therapeutics Forum on July 14-15, 2026, and the BTIG Virtual Biotechnology Conference on July 28-29, 2026. Company management will host one-on-one meetings at both events. Vaxcyte is a clinical-stage vaccine innovation company with a pipeline of high-fidelity vaccines, including candidates for pneumococcal disease (VAX-31, VAX-24, VAX-XL) and Group A Strep (VAX-A1).
Vaxcyte to Participate in Upcoming Investor Conferences
Vaxcyte, Inc. announced its management will participate in two upcoming investor conferences in July 2026: the Leerink Partners Therapeutics Forum and the BTIG Virtual Biotechnology Conference. The company will host one-on-one meetings at both events to discuss its clinical-stage vaccine pipeline, which includes candidates for pneumococcal disease (VAX-31, VAX-24, VAX-XL) and Group A Strep (VAX-A1), as well as its cell-free protein synthesis platform, XpressCF®.
Should Early VAX-A1 Trial Progress Require Action From Vaxcyte (PCVX) Investors?
Vaxcyte recently announced progress in its early-stage clinical trial for VAX-A1, a Group A streptococcus vaccine candidate. While this introduces a new potential market, the primary focus for investors remains the VAX-31 pneumococcal vaccine pipeline and managing cash burn. The article suggests investors consider the company's financial narrative, including projected revenue and estimated fair value, alongside trial updates and increasing visibility from index inclusion.
