Health Care·Life Sciences Tools & Services·$2.8B
10X Genomics Inc. (TXG) operates in the health care sector, focusing on life sciences tools and services....
EPS
Earnings per share is a key indicator of profitability, and investors will be looking for any signs of improvement as the company navigates its growth.
Revenue
Revenue growth is essential for assessing the company's market demand and overall health, especially in a competitive industry.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
4Q
EPS Beat Rate
75%
Avg EPS Surprise
+34.44%
Avg Stock Reaction
+0.60%
In the last quarter (Q4-2025), 10X Genomics reported an EPS of $-0.13, which was better than the expected $-0.19, resulting in a positive surprise. However, the stock fell 8.56% the following day, indicating market skepticism despite the earnings beat.
Management Promises & Guidance
Analysts expect a slight improvement in earnings this quarter, with a consensus EPS of $-0.06 and revenue of $147M. The market will be closely watching how the company manages its costs and revenue growth amidst ongoing challenges in the biotech sector.
Bull Case
If 10X Genomics can exceed revenue expectations and show signs of a path to profitability, it could signal strong demand for its products and services, potentially driving the stock higher.
Bear Case
Conversely, if the company fails to meet revenue expectations or provides weak guidance, it may raise concerns about its growth trajectory and lead to further declines in stock price.
EPS
$-0.06Earnings per share is a key indicator of profitability, and investors will be looking for any signs of improvement as the company navigates its growth.
Revenue
$147MRevenue growth is essential for assessing the company's market demand and overall health, especially in a competitive industry.
The print will turn on these two things.
Q1
Will the company achieve revenue of at least $147M this quarter?
Meeting or exceeding this revenue target will be crucial for demonstrating demand for its products and reassuring investors about growth prospects.
Q2
What are the management's expectations for profitability in the near term?
Any insights into the timeline for achieving profitability will be closely scrutinized, as it impacts investor confidence and future valuation.
Why consensus could be wrong
The Street may be underestimating the potential for revenue growth driven by new product launches and increased demand for genomic analysis tools, which could lead to a significant upside.
Supporting Evidence
The company's recent product innovations could attract new customers, boosting revenue beyond current estimates.
Options pricing indicates a higher expected move than historical averages, suggesting that the market anticipates significant news or developments.
Key Risk
If the company reports revenue significantly above $150M, it could challenge the current consensus and shift market sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will reflect the company's ability to capitalize on market opportunities and manage costs effectively.
Bull Confirmed If
Revenue growth exceeding $147M and a clear path to profitability would confirm the bull case.
Bear Confirmed If
Revenue falling short of $141M would confirm the bear case.
Implied Move
±16.52%
Historical Avg
±3.8%
The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings report.
Options are pricing ±16.5% while TXG has averaged ±3.8% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If 10X Genomics beats expectations, history suggests a potential stock increase of around 0.03%, confirming positive market sentiment.
In-Line / Cautious
If results are in line with expectations but management's commentary is cautious, the stock may experience muted movement as investors digest the information.
Miss
Should the company miss expectations, history suggests a potential decline of around 2.31%, which could raise concerns about its growth trajectory.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026