Pacira Sees FY26 Gross Margin at 77%-79%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy PCRX?
Sees FY26 gross margin 77%-79%. "Our performance continues to be led by EXPAREL, which is benefitting from expanding reimbursement, growing commercial adoption, and strengthened intellectual property providing protection into the 2040s. We further extended our commercial reach through strategic collaborations, while advancing clinical programs positioned to deliver a data-rich year. Pacira enters 2026 stronger than ever as we continue to redefine what is possible in innovative non-opioid pain management," continued Lee.
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Analyst Views on PCRX
Wall Street analysts forecast PCRX stock price to rise
6 Analyst Rating
4 Buy
1 Hold
1 Sell
Moderate Buy
Current: 22.100
Low
23.00
Averages
30.33
High
38.00
Current: 22.100
Low
23.00
Averages
30.33
High
38.00
About PCRX
Pacira BioSciences, Inc. is the holding company for its subsidiary, Pacira Pharmaceuticals, Inc. The Company has three commercial-stage non-opioid treatments: EXPAREL (bupivacaine liposome injectable suspension), a long-acting local analgesic approved for infiltration, fascial plane block, and as an interscalene brachial plexus nerve block, an adductor canal nerve block, and a sciatic nerve block in the popliteal fossa for postsurgical pain management; ZILRETTA (triamcinolone acetonide extended-release injectable suspension), an extended-release, intra-articular injection indicated for the management of osteoarthritis knee pain, and iovera, a handheld device for delivering immediate, long-acting, drug-free pain control using precise, controlled doses of cold temperature to a targeted nerve. The Company is also advancing the development of PCRX-201, a locally administered gene therapy with the potential to treat largely prevalent diseases like osteoarthritis.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Pacira BioSciences Q4 2025 Earnings Call Insights
- Significant Revenue Growth: Pacira BioSciences reported $726 million in revenue for 2025, helping 2.5 million patients, demonstrating strong market demand and the company's leadership in pain management, with a goal to assist 3 million patients by 2030, further solidifying market share.
- Enhanced Patent Protection: A patent settlement with Fresenius extends EXPAREL's exclusivity through 2039, increasing the patent estate to 21 patents, ensuring revenue stability and competitive advantage for the company in the long term.
- Strategic Partnership Expansion: The collaboration with LG Chem accelerates Pacira's commercialization efforts in Asia-Pacific markets, with revenue expected to begin in 2027, enhancing the company's global market presence and influence.
- Optimistic Future Outlook: The CFO projected total revenue for 2026 to be between $745 million and $770 million, with EXPAREL sales expected to be between $600 million and $620 million, reflecting the company's confidence in future growth while maintaining a non-GAAP gross margin of up to 79%.
See More
Pacira Biosciences Issues 2026 Revenue Guidance Below Consensus
- Lowered Revenue Guidance: Pacira Biosciences projects 2026 revenue between $745 million and $770 million, falling short of the market consensus of $792.23 million, indicating potential challenges in future growth that may impact investor confidence.
- Poor Financial Performance: The company reported a non-GAAP EPS of $0.57 for Q4 2025, significantly down from $0.96 in the same period last year, reflecting a decline in profitability that could further pressure the stock price.
- Weak Sales Growth: Sales of Exparel increased only 5% year-over-year to $155.8 million, while Zilretta's sales remained flat at $33 million, indicating competitive pressures that could affect Pacira's future market share.
- Deteriorating Cash Position: As of 2025, Pacira's cash and cash equivalents stood at approximately $238.4 million, a significant drop from $484.6 million on December 31, 2024, potentially limiting the company's ability to invest in R&D and market expansion.
See More
Pacira BioSciences to Announce Q4 Earnings on February 26
- Earnings Announcement: Pacira BioSciences (PCRX) is set to release its Q4 earnings on February 26, with consensus EPS estimated at $0.90, reflecting a 1.1% year-over-year decline, and revenue expected at $201.93 million, indicating a 7.8% year-over-year increase, which could significantly impact the company's market performance.
- Historical Performance Review: Over the past two years, PCRX has exceeded EPS estimates 88% of the time and revenue estimates 38% of the time, demonstrating the company's stability in profitability and market confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward and one downward revision, indicating market divergence regarding the company's future performance, which may influence investor decisions and stock price volatility.
- Future Outlook: Pacira anticipates preliminary FY25 revenue of $726.4 million, reflecting confidence in future growth and potentially attracting investor interest in its long-term development prospects.
See More
San Francisco Expands Free Childcare Access, Saving Families Thousands Annually
- Income Support for Families: San Francisco's plan provides free childcare for children under five to families earning less than $230,000, while those earning up to $310,000 qualify for partial subsidies, potentially saving families tens of thousands of dollars annually.
- Addressing Living Costs: The initiative targets childcare costs that can reach $30,000 annually for full-time infant care, with city officials stating that this move offers meaningful economic relief for middle-class families, helping them remain in the city.
- Funding Assurance: Funding for the initiative will come from a commercial rent tax approved by voters in 2018, with estimates suggesting that unused revenue will support approximately 20,000 children through 2032, ensuring the program's sustainability.
- Political Context: Mayor Daniel Lurie, as part of a growing group of Democratic leaders, is pushing this affordability agenda, reflecting a broader focus on the economic pressures facing middle-class families post-2024 election cycle, with similar efforts underway in New York.
See More
Pacira BioSciences Partners with LG Chem to Expand Access to EXPAREL in Asia-Pacific Markets
- Market Expansion Partnership: Pacira BioSciences has entered into an agreement with LG Chem, granting exclusive rights to commercialize EXPAREL in Asia-Pacific markets, aiming to enhance patient access to opioid-sparing postsurgical pain management, aligning with global trends to reduce opioid dependency.
- Financial Benefit Structure: Under the terms of the deal, Pacira will receive an undisclosed upfront payment, a transfer price, and tiered royalties on future commercial sales by LG Chem, providing a stable revenue stream and enhancing financial flexibility for Pacira.
- Market Authorization Plans: LG Chem intends to file for marketing authorizations for EXPAREL in South Korea and Thailand within the next six months, a move that will not only expedite product availability but also strengthen Pacira's market position in the Asia-Pacific region.
- Stock Market Reaction: Following the announcement, Pacira's stock price rose by 0.87% to $23.13 in pre-market trading on Nasdaq, reflecting positive market sentiment towards the partnership and potentially driving future growth prospects for the company.
See More
Rich Sparkle Holdings Signs $39 Million Share Offering Agreement
- Stock Surge: Rich Sparkle Holdings Ltd's shares skyrocketed 115% to $52.00 following the signing of a $39 million agreement for 3 million ordinary shares, indicating strong market confidence in its financing strategy.
- Positive Market Reaction: The offering price of $13 per share is significantly lower than the current market price, reflecting optimistic investor expectations regarding the company's growth potential, which may provide essential funding for future expansions.
- Significant Industry Impact: The successful financing of Rich Sparkle Holdings not only enhances its market position but could also attract more investor attention to the sector, potentially driving up stock prices of related companies.
- Optimistic Future Outlook: With the influx of capital, the company is poised to accelerate its business development and market expansion, further solidifying its competitive advantage in the industry.
See More
Pacira BioSciences Q4 2025 Earnings Call Insights
- Significant Revenue Growth: Pacira BioSciences reported $726 million in revenue for 2025, helping 2.5 million patients, demonstrating strong market demand and the company's leadership in pain management, with a goal to assist 3 million patients by 2030, further solidifying market share.
- Enhanced Patent Protection: A patent settlement with Fresenius extends EXPAREL's exclusivity through 2039, increasing the patent estate to 21 patents, ensuring revenue stability and competitive advantage for the company in the long term.
- Strategic Partnership Expansion: The collaboration with LG Chem accelerates Pacira's commercialization efforts in Asia-Pacific markets, with revenue expected to begin in 2027, enhancing the company's global market presence and influence.
- Optimistic Future Outlook: The CFO projected total revenue for 2026 to be between $745 million and $770 million, with EXPAREL sales expected to be between $600 million and $620 million, reflecting the company's confidence in future growth while maintaining a non-GAAP gross margin of up to 79%.
See More
Pacira Biosciences Issues 2026 Revenue Guidance Below Consensus
- Lowered Revenue Guidance: Pacira Biosciences projects 2026 revenue between $745 million and $770 million, falling short of the market consensus of $792.23 million, indicating potential challenges in future growth that may impact investor confidence.
- Poor Financial Performance: The company reported a non-GAAP EPS of $0.57 for Q4 2025, significantly down from $0.96 in the same period last year, reflecting a decline in profitability that could further pressure the stock price.
- Weak Sales Growth: Sales of Exparel increased only 5% year-over-year to $155.8 million, while Zilretta's sales remained flat at $33 million, indicating competitive pressures that could affect Pacira's future market share.
- Deteriorating Cash Position: As of 2025, Pacira's cash and cash equivalents stood at approximately $238.4 million, a significant drop from $484.6 million on December 31, 2024, potentially limiting the company's ability to invest in R&D and market expansion.
See More
Pacira BioSciences to Announce Q4 Earnings on February 26
- Earnings Announcement: Pacira BioSciences (PCRX) is set to release its Q4 earnings on February 26, with consensus EPS estimated at $0.90, reflecting a 1.1% year-over-year decline, and revenue expected at $201.93 million, indicating a 7.8% year-over-year increase, which could significantly impact the company's market performance.
- Historical Performance Review: Over the past two years, PCRX has exceeded EPS estimates 88% of the time and revenue estimates 38% of the time, demonstrating the company's stability in profitability and market confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward and one downward revision, indicating market divergence regarding the company's future performance, which may influence investor decisions and stock price volatility.
- Future Outlook: Pacira anticipates preliminary FY25 revenue of $726.4 million, reflecting confidence in future growth and potentially attracting investor interest in its long-term development prospects.
See More
San Francisco Expands Free Childcare Access, Saving Families Thousands Annually
- Income Support for Families: San Francisco's plan provides free childcare for children under five to families earning less than $230,000, while those earning up to $310,000 qualify for partial subsidies, potentially saving families tens of thousands of dollars annually.
- Addressing Living Costs: The initiative targets childcare costs that can reach $30,000 annually for full-time infant care, with city officials stating that this move offers meaningful economic relief for middle-class families, helping them remain in the city.
- Funding Assurance: Funding for the initiative will come from a commercial rent tax approved by voters in 2018, with estimates suggesting that unused revenue will support approximately 20,000 children through 2032, ensuring the program's sustainability.
- Political Context: Mayor Daniel Lurie, as part of a growing group of Democratic leaders, is pushing this affordability agenda, reflecting a broader focus on the economic pressures facing middle-class families post-2024 election cycle, with similar efforts underway in New York.
See More
Pacira BioSciences Partners with LG Chem to Expand Access to EXPAREL in Asia-Pacific Markets
- Market Expansion Partnership: Pacira BioSciences has entered into an agreement with LG Chem, granting exclusive rights to commercialize EXPAREL in Asia-Pacific markets, aiming to enhance patient access to opioid-sparing postsurgical pain management, aligning with global trends to reduce opioid dependency.
- Financial Benefit Structure: Under the terms of the deal, Pacira will receive an undisclosed upfront payment, a transfer price, and tiered royalties on future commercial sales by LG Chem, providing a stable revenue stream and enhancing financial flexibility for Pacira.
- Market Authorization Plans: LG Chem intends to file for marketing authorizations for EXPAREL in South Korea and Thailand within the next six months, a move that will not only expedite product availability but also strengthen Pacira's market position in the Asia-Pacific region.
- Stock Market Reaction: Following the announcement, Pacira's stock price rose by 0.87% to $23.13 in pre-market trading on Nasdaq, reflecting positive market sentiment towards the partnership and potentially driving future growth prospects for the company.
See More
Rich Sparkle Holdings Signs $39 Million Share Offering Agreement
- Stock Surge: Rich Sparkle Holdings Ltd's shares skyrocketed 115% to $52.00 following the signing of a $39 million agreement for 3 million ordinary shares, indicating strong market confidence in its financing strategy.
- Positive Market Reaction: The offering price of $13 per share is significantly lower than the current market price, reflecting optimistic investor expectations regarding the company's growth potential, which may provide essential funding for future expansions.
- Significant Industry Impact: The successful financing of Rich Sparkle Holdings not only enhances its market position but could also attract more investor attention to the sector, potentially driving up stock prices of related companies.
- Optimistic Future Outlook: With the influx of capital, the company is poised to accelerate its business development and market expansion, further solidifying its competitive advantage in the industry.
See More
