Green Alpha Advisors LLC Takes $904,000 Position in Personalis, Inc. $PSNL

Green Alpha Advisors LLC purchased a new stake in Personalis, Inc. (NASDAQ:PSNL) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 67,467 shares of the company’s stock, valued at approximately $904,000. Green Alpha Advisors LLC owned approximately 0.06% of Personalis as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of PSNL. Merck & Co. Inc. acquired a new position in shares of Personalis during the 2nd quarter worth approximately $188,202,236,000. Dimensional Fund Advisors LP grew its position in Personalis by 8.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,066,248 shares of the company’s stock worth $6,791,000 after buying an additional 83,074 shares in the last quarter. Sei Investments Co. increased its stake in Personalis by 148.3% during the 1st quarter. Sei Investments Co. now owns 139,046 shares of the company’s stock worth $886,000 after acquiring an additional 83,040 shares during the period. Next Century Growth Investors LLC bought a new position in Personalis during the 4th quarter worth $4,970,000. Finally, Howland Capital Management LLC raised its holdings in Personalis by 65.5% in the 4th quarter. Howland Capital Management LLC now owns 547,115 shares of the company’s stock valued at $4,355,000 after acquiring an additional 216,442 shares in the last quarter. 61.91% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

PSNL has been the subject of a number of analyst reports. Morgan Stanley boosted their price target on Personalis from $9.00 to $13.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Personalis in a research note on Friday, July 17th. Lake Street Capital lowered shares of Personalis from a “buy” rating to a “hold” rating and set a $16.25 target price on the stock. in a report on Monday, July 20th. TD Cowen restated a “buy” rating on shares of Personalis in a research report on Wednesday, July 15th. Finally, Zacks Research downgraded shares of Personalis from a “hold” rating to a “strong sell” rating in a report on Tuesday, July 21st. Four analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $14.25.

Insider Transactions at Personalis

In related news, CEO Christopher M. Hall sold 100,000 shares of Personalis stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $13.15, for a total transaction of $1,315,000.00. Following the sale, the chief executive officer directly owned 235,986 shares of the company’s stock, valued at approximately $3,103,215.90. The trade was a 29.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aaron Tachibana sold 51,251 shares of the company’s stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $13.18, for a total transaction of $675,488.18. Following the transaction, the chief financial officer owned 198,833 shares of the company’s stock, valued at approximately $2,620,618.94. This represents a 20.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 435,032 shares of company stock valued at $5,599,929 in the last three months. Company insiders own 4.20% of the company’s stock.

Personalis Stock Performance

Personalis stock opened at $18.38 on Friday. Personalis, Inc. has a 52 week low of $4.65 and a 52 week high of $18.89. The stock has a market capitalization of $1.92 billion, a P/E ratio of -16.86 and a beta of 2.27. The stock has a fifty day moving average of $13.30 and a 200-day moving average of $9.68.

Personalis (NASDAQ:PSNL) last announced its quarterly earnings data on Tuesday, August 4th. The company reported ($0.30) earnings per share for the quarter, missing the consensus estimate of ($0.26) by ($0.04). The business had revenue of $22.36 million for the quarter, compared to the consensus estimate of $16.69 million. Personalis had a negative return on equity of 46.47% and a negative net margin of 153.84%. On average, research analysts forecast that Personalis, Inc. will post -1.07 earnings per share for the current year.

About Personalis

Personalis, Inc (NASDAQ: PSNL) is a clinical‐stage genomics company that develops and markets advanced next‐generation sequencing (NGS) services and assays designed to accelerate precision medicine. The Company’s core offering is the ImmunoID NeXT™ Platform, which combines comprehensive tumor profiling—including whole exome, transcriptome, and T‐cell receptor sequencing—with proprietary bioinformatics to identify biomarkers and guide immuno‐oncology research. Personalis serves biopharmaceutical companies, academic institutions, and clinical research organizations seeking in‐depth insights into cancer, autoimmune diseases and other complex conditions.

In addition to its flagship ImmunoID NeXT™ Platform, Personalis offers a suite of customizable sequencing assays for biomarker discovery, clinical trial support and companion diagnostic development.