Equity Profile

TXG

10x Genomics, Inc.

Health CareLife Sciences Tools & Services$3.9B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

10x Genomics, Inc. is a health care company focused on life sciences tools and services, particularly in genomics....

Key Metrics to Watch

Revenue Growth

Revenue growth is critical for assessing the company's ability to expand its market share and innovate in the competitive life sciences sector.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

TXG Q2-2026 Earnings Preview

Context

Company Snapshot

10x Genomics, Inc. is a health care company focused on life sciences tools and services, particularly in genomics. Their innovative technologies help researchers analyze biological systems at a single-cell level, which is crucial for advancing personalized medicine and understanding diseases.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+43.83%

Avg Stock Reaction

+0.03%

Last Quarter Recap

In Q1 2026, 10x Genomics reported an EPS of -$0.10, outperforming analyst expectations by nearly 66%. However, the stock declined slightly the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on expanding product offerings in single-cell analysis.
Commitment to improving operational efficiencies.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about 10x Genomics' upcoming earnings, given their history of beating EPS estimates. However, the lack of revenue guidance adds uncertainty.

Bull Case

If the company continues its trend of beating EPS estimates, it could signal strong operational performance and growth potential, leading to a positive stock reaction.

Bear Case

On the other hand, if the company fails to provide clear guidance or shows signs of slowing growth, it could lead to a negative market reaction, especially given the high expectations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of EPS surprises, this number will be crucial in determining investor sentiment and market reaction.

What guidance will management provide regarding revenue growth?

Clear revenue guidance will help investors assess the company's future performance and growth potential, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating 10x Genomics' ability to innovate and capture market share in the rapidly growing genomics space.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational execution.

Options pricing suggests a much larger potential move than historical averages, indicating heightened investor interest.

Recent insider selling may not reflect a lack of confidence but rather a strategic decision unrelated to company performance.

Key Risk

If the company provides strong revenue guidance, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether the company can maintain its growth trajectory and profitability in a challenging market.

Bull Confirmed If

An EPS of $0.10 or better would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS of -$0.20 or worse would confirm the bear case, suggesting potential issues in growth or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±30.9%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move of nearly 31%, suggesting that traders expect volatility around the earnings report.

Options are pricing ±30.9% while TXG has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

69.6%

Calls (444K)P/C Ratio: 0.03Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$122,784.00

5,000 sh

1 insider

Net

$122,784.00

Net selling

Most Active Insiders· 1 open-market trade

Chief Executive OfficerSaxonov Serge
$122,784.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If 10x Genomics beats expectations, history suggests a stock increase of around 3.1%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see limited movement as investors reassess future growth.

Miss

If the company misses expectations, history suggests a potential decline of about 1.5%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in single-cell analysis.
2Insights into customer demand trends and market expansion efforts.
3Management's commentary on operational efficiencies and cost management.
4Details on competitive positioning within the genomics sector.
5Any changes to long-term growth strategies or market outlook.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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More Earnings This Week

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Company Snapshot

10x Genomics, Inc. is a health care company focused on life sciences tools and services, particularly in genomics....

Key Metrics to Watch

Revenue Growth

Revenue growth is critical for assessing the company's ability to expand its market share and innovate in the competitive life sciences sector.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

TXG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+43.83%

Avg Stock Reaction

+0.03%

Last Quarter Recap

In Q1 2026, 10x Genomics reported an EPS of -$0.10, outperforming analyst expectations by nearly 66%. However, the stock declined slightly the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on expanding product offerings in single-cell analysis.
Commitment to improving operational efficiencies.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about 10x Genomics' upcoming earnings, given their history of beating EPS estimates. However, the lack of revenue guidance adds uncertainty.

Bull Case

If the company continues its trend of beating EPS estimates, it could signal strong operational performance and growth potential, leading to a positive stock reaction.

Bear Case

On the other hand, if the company fails to provide clear guidance or shows signs of slowing growth, it could lead to a negative market reaction, especially given the high expectations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of EPS surprises, this number will be crucial in determining investor sentiment and market reaction.

What guidance will management provide regarding revenue growth?

Clear revenue guidance will help investors assess the company's future performance and growth potential, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating 10x Genomics' ability to innovate and capture market share in the rapidly growing genomics space.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational execution.

Options pricing suggests a much larger potential move than historical averages, indicating heightened investor interest.

Recent insider selling may not reflect a lack of confidence but rather a strategic decision unrelated to company performance.

Key Risk

If the company provides strong revenue guidance, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether the company can maintain its growth trajectory and profitability in a challenging market.

Bull Confirmed If

An EPS of $0.10 or better would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS of -$0.20 or worse would confirm the bear case, suggesting potential issues in growth or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±30.9%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move of nearly 31%, suggesting that traders expect volatility around the earnings report.

Options are pricing ±30.9% while TXG has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

69.6%

Calls (444K)P/C Ratio: 0.03Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$122,784.00

5,000 sh

1 insider

Net

$122,784.00

Net selling

Most Active Insiders· 1 open-market trade

Chief Executive OfficerSaxonov Serge
$122,784.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If 10x Genomics beats expectations, history suggests a stock increase of around 3.1%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see limited movement as investors reassess future growth.

Miss

If the company misses expectations, history suggests a potential decline of about 1.5%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in single-cell analysis.
2Insights into customer demand trends and market expansion efforts.
3Management's commentary on operational efficiencies and cost management.
4Details on competitive positioning within the genomics sector.
5Any changes to long-term growth strategies or market outlook.