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Pacira (PCRX)
NASDAQ:PCRX
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Pacira Pharmaceuticals (PCRX) AI Stock Analysis

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PCRX

Pacira Pharmaceuticals

(NASDAQ:PCRX)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
$30.00
▲(15.92% Upside)
Action:Downgraded
Date:08/05/26
The score is driven primarily by strong cash generation and improving balance-sheet/leverage trends, supported by bullish technicals (price above key moving averages with positive MACD). The biggest drag is valuation (very high P/E), while the latest earnings call was net positive due to payer wins, cash strength, and pipeline milestones despite margin compression and some near-term demand/headwind risks.
Positive Factors
Strong cash generation
Consistently strong operating and free cash flow provides durable financial flexibility: funds R&D, funds the PCRX-201 program, supports debt paydown (noted use of divestiture proceeds), and cushions the company against procedure-volume cyclicality over the next 2–6 months.
Negative Factors
Gross margin compression
A multi-point decline in gross margin signals pressure from product mix shifts, inventory cost timing, and discounting; persistent margin erosion would reduce cash per dollar of sales and constrain reinvestment capacity even if revenues grow modestly.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
Consistently strong operating and free cash flow provides durable financial flexibility: funds R&D, funds the PCRX-201 program, supports debt paydown (noted use of divestiture proceeds), and cushions the company against procedure-volume cyclicality over the next 2–6 months.
Read all positive factors

Pacira Pharmaceuticals (PCRX) vs. SPDR S&P 500 ETF (SPY)

Pacira Pharmaceuticals Business Overview & Revenue Model

Company Description
Operating within the United States, Pacira BioSciences, Inc. is dedicated to providing healthcare professionals and their patients with non-opioid solutions for pain management and regenerative health. Its offerings include EXPAREL, an injectable ...
How the Company Makes Money
Pacira primarily makes money by selling its marketed products to healthcare customers, generating revenue from product sales in the United States. 1) Product sales (core revenue stream) - EXPAREL: Pacira’s largest commercial product is EXPAREL, a...

Pacira Pharmaceuticals Earnings Call Summary

Earnings Call Date:Aug 04, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Positive
The call highlighted solid financial performance (6% revenue growth, robust adjusted EBITDA, strong cash position), meaningful commercial progress (major payer wins covering ~150M lives, EXPAREL and ZILRETTA momentum), important pipeline and manufacturing milestones (PCRX-201 manufacturing, multiple imminent readouts), and a strategic portfolio move (iovera divestiture with up to $140M consideration). Key challenges include softness in elective inpatient soft tissue procedures driven by macroeconomic factors, a decline in gross margin versus prior year, higher R&D and SG&A spend, and modest near-term moderation in EXPAREL volume growth. Overall, the positives — including clear payer wins, pipeline catalysts, cash generation, and strategic partnerships — outweigh the operational and margin headwinds.
Positive Updates
Consolidated Revenue Growth
Second quarter total revenues of $192.4 million, up 6% year-over-year versus Q2 2025.
Negative Updates
Macroeconomic Headwinds Impacting Elective Procedures
Softness in elective soft tissue procedures, particularly in hospital inpatient settings where EXPAREL is not reimbursed outside the bundle, led to variable procedure demand and moderated near-term growth in some segments.
Read all updates
Q2-2026 Updates
Negative
Consolidated Revenue Growth
Second quarter total revenues of $192.4 million, up 6% year-over-year versus Q2 2025.
Read all positive updates
Company Guidance
Pacira updated 2026 guidance to total revenue of $735–760M (down from $745–770M reflecting the Zimmer/iovera divestiture) while reiterating EXPAREL net product sales of $600–620M; SG&A is now guided to $310–330M (vs. prior $320–340M), stock‑based compensation $54–59M (vs. $54–62M), non‑GAAP gross margin 77–79%, non‑GAAP R&D $105–115M, and depreciation of about $30M, with ~ $7M expected from a veterinary licensing agreement; Q2 datapoints cited were revenue $192.4M (+6% y/y), EXPAREL net sales $147.8M (+3%) with ~4% volume growth, Q2 non‑GAAP gross margin 78%, GAAP net income $4.7M ($0.12/sh), adjusted EBITDA ≈ $48.7M, and $251M cash/investments (plus a $70M upfront Zimmer payment); management noted near‑term margin benefit from selling lower‑cost EXPAREL inventory and expects Q4 margins to be slightly below the full‑year range due to higher‑cost inventory and shutdown-related costs.

Pacira Pharmaceuticals Financial Statement Overview

Summary
Cash flow is a standout strength (strong and improving operating cash flow/free cash flow and solid cash conversion), and leverage has improved with sizable equity. The main offset is income-statement volatility (2024 loss) and currently thin operating/net margins, which makes profitability consistency the key risk.
Income Statement
62
Positive
Balance Sheet
70
Positive
Cash Flow
84
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue746.16M726.41M700.97M674.98M666.82M541.53M
Gross Profit591.01M576.66M530.54M490.31M467.53M401.28M
EBITDA114.76M122.50M29.12M154.59M140.38M113.95M
Net Income14.64M7.03M-99.56M41.95M15.91M41.98M
Balance Sheet
Total Assets1.24B1.26B1.55B1.57B1.68B2.08B
Cash, Cash Equivalents and Short-Term Investments251.03M238.42M484.62M278.58M288.65M656.41M
Total Debt412.12M454.38M638.85M586.04M763.39M1.13B
Total Liabilities572.01M571.81M775.17M704.26M906.19M1.34B
Stockholders Equity671.98M693.11M778.35M870.13M775.01M730.41M
Cash Flow
Free Cash Flow179.51M136.66M178.75M139.49M115.20M79.85M
Operating Cash Flow187.66M151.99M189.39M154.65M145.27M125.72M
Investing Cash Flow94.15M99.48M-83.28M77.54M-225.19M-20.79M
Financing Cash Flow-376.18M-369.63M17.36M-183.03M-401.53M380.69M

Pacira Pharmaceuticals Technical Analysis

Technical Analysis Sentiment
Negative
Last Price25.88
Price Trends
50DMA
24.72
Negative
100DMA
24.19
Negative
200DMA
23.60
Positive
Market Momentum
MACD
-0.12
Positive
RSI
38.18
Neutral
STOCH
5.22
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PCRX, the sentiment is Negative. The current price of 25.88 is above the 20-day moving average (MA) of 25.77, above the 50-day MA of 24.72, and above the 200-day MA of 23.60, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 38.18 is Neutral, neither overbought nor oversold. The STOCH value of 5.22 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PCRX.

Pacira Pharmaceuticals Risk Analysis

Pacira Pharmaceuticals disclosed 71 risk factors in its most recent earnings report. Pacira Pharmaceuticals reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Pacira Pharmaceuticals Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$43.34B57.609.28%4.33%
70
Outperform
$1.73B15.4819.19%30.90%
69
Neutral
$944.73M65.832.13%5.71%
67
Neutral
$849.91M11.6010.23%1.02%-38.09%
63
Neutral
$836.68M18.4015.96%14.31%34.35%
60
Neutral
$5.64B34.71-326.75%9.28%4917.17%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PCRX
Pacira Pharmaceuticals
23.18
-1.81
-7.24%
TEVA
Teva Pharmaceutical
36.52
18.98
108.21%
ANIP
ANI Pharmaceuticals
74.77
-15.23
-16.92%
AMPH
Amphastar Pharmaceuticals
20.18
-10.03
-33.20%
COLL
Collegium Pharmaceutical
28.15
-9.01
-24.25%
AMRX
Amneal Pharmaceuticals
17.27
7.88
83.92%

Pacira Pharmaceuticals Corporate Events

Business Operations and StrategyM&A Transactions
Pacira BioSciences Divests CryoTech to Zimmer Biomet
Positive
Jun 30, 2026
On June 28, 2026, Pacira BioSciences agreed to sell its Pacira CryoTech subsidiary and related assets tied to the iovera° handheld cryoanalgesia device to Zimmer Biomet for up to $140 million. The deal includes $70 million upfront, customary ...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Pacira Pharmaceuticals Shareholders Back ESPP, Refresh Board Committees
Positive
Jun 11, 2026
At its June 9, 2026 annual meeting in Parsippany, N.J., Pacira stockholders approved an amended and restated 2014 Employee Stock Purchase Plan, adding 800,000 shares of common stock for employee purchases, and backed all three company director nom...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 05, 2026