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TXTXG

10x Genomics, Inc.

$TXG·$12B·Biotechnology·Healthcare
$69.86-3.5%YTD+442.6%1Y+464.3%
Price updated 7h ago·X counts updated 5d ago
TXTXG
$TXG10x Genomics, Inc.
$69.86-3.49%358 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TXG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

358X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $TXG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

10x Genomics chatter frames a Hedgeye long call up 36.5% and 21 straight timestamped wins by analyst Tobin, plus positioning in the genomics-health theme alongside SLS and NEO. A small counterpoint from Ark Innovation flags it as most-downside potential.

Read what X is saying about $TXG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TXG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

10x Genomics up 7x in a year on a spatial-biology narrative — revenue growth hasn't actually confirmed the move yet.

10x Genomics is the spatial-biology and single-cell sequencing platform leader — Chromium, Visium, Xenium plus the new Atera and Sentira. The stock has gone up roughly 7x TTM on narrative velocity, with the revenue growth not yet confirming the magnitude of the move.

  • Revenue is still softer than the stock implies: Q1 2026 at $151M was down 2.6% YoY after +0.6% in Q4 — the Atera and Sentira product launches are the lever, but the P&L is in a holding pattern waiting for new products to ship.
  • Insider selling is now large: co-founder Saxonov $2.03M, officer Taich $3.0M, director Stuelpnagel $1.24M, director Suliman $465K — a coordinated September distribution right as the stock made new highs.
  • The product-launch pipeline is real: Atera (spatial biology) began global shipments Sep 29-30, Sentira computational platform launched same week — these are the catalysts the valuation requires to translate into actual revenue growth.

A Nov 5 Q3 print with revenue returning to positive growth plus Atera shipping ramp quantified sustains the move; another soft growth print and the +443% YTD gives back a chunk fast.

Agrees with X sentimentX is bullish via Hedgeye's long call (+36.5%, 21 straight timestamped wins) and the genomics-health thematic framing — the move is real. The crowd correctly notes Ark Innovation flagged downside risk, which is the right counter-signal given revenue growth is barely positive while the stock is up 7x TTM.

What to watch: Nov 5 Q3 earnings — revenue returning to positive YoY growth, Atera shipment volume commentary, operating-margin trend toward break-even, and 2027 guide. Any further insider cluster at these highs or a weak-revenue print and the valuation compresses fast.

On the calendar: 2026-11-05 — Q3 2026 earnings

Read the AI verdict on $TXG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes single-cell sequencing instruments and spatial transcriptomics tools that map gene expression across individual cells for research.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $TXG.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $TXG

Neutral — Makes single-cell sequencing instruments and spatial transcriptomics tools that map gene expression across individual cells for research.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-175.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.14$-0.24+42.4%
Q1 2026May 7, 2026$-0.10$-0.29+65.5%
Q4 2025Feb 12, 2026$-0.13$-0.19+31.6%
Q3 2025Nov 6, 2025$-0.22$-0.07-214.3%
Next earningsThu, Nov 5·consensus EPS $-0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$150.8M-2.6%70.4%-11.3%$-0.10$24.5M
Q4 FY25$166.0M+0.6%68.1%-11.8%$-0.13$39.0M
Q3 FY25$149.0M-1.7%67.3%-21.6%$-0.22$42.5M
Q2 FY25$172.9M+12.9%72.3%17.4%$0.28$16.1M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$620.6M$618.1M – $622.8M-$0.74-$0.85 – -$0.6313
FY27$678.2M$651.7M – $707.4M-$0.72-$1.07 – -$0.4613
FY28$740.5M$678.9M – $791.7M-$0.42-$0.93 – -$0.0212
FY29$803.3M$776.7M – $829.6M-$0.29-$0.30 – -$0.2810
FY30$879.8M$850.6M – $908.5M-$0.17-$0.18 – -$0.166

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+84.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 116.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.995-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 22Shehnaaz SulimanDirector5.7K sh$465KSellSep 22Serge SaxonovCEO25.0K sh$2.0MSellSep 9Adam TaichCFO46.4K sh$3.0MSellSep 3John R StuelpnagelDirector20.0K sh$1.2MSellAug 26Serge SaxonovCEO10.5K sh$668KSellAug 24Benjamin J. HindsonSee Remarks13.8K sh$871KSellAug 24Shehnaaz SulimanDirector2.2K sh$140KSellAug 24Serge SaxonovCEO18.5K sh$1.2MSellAug 24Adam TaichCFO17.2K sh$1.1MSellAug 14Sarah A. TeichmannDirector2.3K sh$130K
1–10 of 18
+ 8 other (6 awards · 2 gifts) in window

See when $TXG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

10x Genomics, Inc. held its 2026 Annual Meeting on June 4, 2026, with holders of ~90.5% of eligible votes represented. Stockholders elected three Class I directors — Serge Saxonov, Benjamin Hindson, and John Stuelpnagel — for three-year terms, ratified Ernst & Young LLP as auditor, and approved executive compensation on an advisory basis. Routine governance; ~90% turnout reflects the dual-class structure where founders control the outcome.

+ 11 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

10x Genomics to Report Third Quarter 2026 Financial Results on November 5, 2026prnewswire.com·4d agoThese 3 Stocks Are Crushing the "Magnificent Seven" This Year -- Are They Still Buys?fool.com·5d ago10x Genomics & Fred Hutch Join Forces on Cancer Biomarker Researchzacks.com·9d ago10x Genomics Announces New Collaboration to Advance Single Cell and Spatial Applications Across Solid Tumors and Blood Cancersprnewswire.com·10d agoTorex Gold Targets Growth, C$350M Returns and Morelos Expansiondefenseworld.net·13d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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