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TXTXG

10x Genomics, Inc.

$TXG·$5.4B·Medical - Healthcare Information Services·Healthcare
$43.83+4.9%YTD+156.1%1Y+235.0%
Mentions · last 7 days
2026-07-06: 18 posts2026-07-07: 26 posts2026-07-08: 64 posts2026-07-09: 190 posts2026-07-10: 121 posts2026-07-11: 41 posts2026-07-12: 76 posts537+8%
Price updated just now·X counts updated 2d ago
TXTXG
$TXG10x Genomics, Inc.
$43.83+4.94%537 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TXG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-13

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

10x Genomics up 239% in a year on the single-cell/spatial-genomics rebound — Aug 6 earnings tests whether Cleveland Clinic and Proteintech deals convert.

10x Genomics is the leading single-cell and spatial-genomics platform — the Chromium and Visium systems that biotech and academic-research labs use to profile individual cells and tissue-slice gene expression. After a brutal 2024-25 correction, the platform has rebounded hard.

  • The tape has fully re-rated: sitting at 98% of the 52-week range, 46% above the 50-day and 105% above the 200-day, YTD +162% and 12M +239% — this is the exact shape of a story-stock rebound that has already priced a lot of the fundamental recovery, so the print has to deliver.
  • The fundamental setup is genuinely improving: Q1 revenue at $151M with EPS at -$0.10 versus Q4's $166M and -$0.13 (Q4 seasonal), and analyst FY26 revenue at $614M rising to $667M in FY27 and $723M in FY28 with narrowing EPS losses — this is a company on the path to profitability, not just a rebound tape.
  • The strategic deals are real revenue vectors: 10x Genomics teaming with Cleveland Clinic on bladder-cancer diagnostics research and the Proteintech deal expanding multiomics capabilities are both legitimate customer/partnership wins that expand the addressable market beyond core academic research.
  • The insider selling is a caution flag: co-founder Serge Saxonov's $1.03M S-Sale on June 22 and CFO Suliman's $187K sale on June 16 — clustered senior-officer selling at the 98%-of-52-week-range level, even in modest dollar amounts, is worth noting when the setup is this stretched.

Aug 6 is the tell — a beat with a raised FY revenue guide reflecting Cleveland Clinic + Proteintech deal contribution and the narrowing EPS trajectory extends the momentum toward the pre-correction highs; a soft print or a customer-concentration warning would give the recent insider selling the last word and trigger a real digest of the 239% 12M move.

What to watch: The Aug 6 print — a beat with a raised FY revenue guide reflecting Cleveland Clinic + Proteintech deal contribution extends the momentum toward pre-correction highs; a soft print or customer-concentration warning triggers a digest of the 239% 12M move.

On the calendar: 2026-08-06 — Q2 earnings

ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment5 posts analyzed · as of 2026-06-23

The TXG cashtag is being used almost exclusively by Torex Gold, the gold miner, not 10x Genomics. Posts highlight Torex's 60% AISC margin, zero debt, and 264% five-year return as part of broader gold-miner roundups with KNT, EGO, BTG and others. Only a single post references 10x Genomics, pairing it with TWST as a set-and-forget genomics duo, so the equity-relevant chatter for 10x Genomics is essentially absent on this cashtag.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $TXG.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

What this means for $TXG

Neutral — Makes single-cell sequencing instruments and spatial transcriptomics tools that map gene expression across individual cells for research; this business's revenue is largely decoupled from the agentic CRM converting AI from feature to platform in life sciences.

Industry benchmark

8-name peer basket
+19.3%YTD
+32.7%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
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%
Q2 2025Aug 7, 2025$0.28$-0.35+180.0%
Next earningsThu, Aug 6·consensus EPS $-0.23

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$613.6M$611.0M – $616.6M-$0.81-$1.04 – -$0.6212
FY27$666.7M$654.1M – $680.7M-$0.73-$1.00 – -$0.4812
FY28$723.2M$723.1M – $723.4M-$0.48-$0.95 – -$0.1011
FY29$783.8M$767.9M – $803.1M-$0.41-$0.43 – -$0.405
FY30$849.7M$832.5M – $870.7M-$0.35-$0.36 – -$0.345

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.0.7×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.93%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.+40.6%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.+99.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% 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.β2.045-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

SellJun 22Serge SaxonovCEO30.0K sh$1.0MSellJun 16Shehnaaz SulimanDirector5.7K sh$187KSellMay 26Serge SaxonovCEO10.7K sh$265KSellMay 22Serge SaxonovCEO18.2K sh$444KSellMay 22Adam TaichCFO15.1K sh$369KSellMay 22Benjamin J. HindsonSee Remarks11.6K sh$283KSellApr 14Serge SaxonovCEO5.0K sh$123KSellMar 24Serge SaxonovCEO5.0K sh$98KSellMar 23Serge SaxonovCEO10.0K sh$191KSellMar 2Serge SaxonovCEO16.2K sh$367K
1–10 of 14
+ 10 other (9 awards · 1 gift) 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.

+ 12 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

10x Genomics, Cleveland Clinic Team Up on Bladder Cancer Diagnosticszacks.com·25d agoTorex Gold Announces Results of Its 2026 Meeting of Shareholdersnewsfilecorp.com·27d agoTorex Gold Resources Inc. (TXG:CA) Shareholder/Analyst Call Prepared Remarks Transcriptseekingalpha.com·27d ago10x Genomics and Cleveland Clinic Collaborate to Advance Research in Diagnostic Applications of Single Cell and Spatial Technologies in Patients with Bladder Cancerprnewswire.com·27d agoTXG Gains From Proteintech Deal, Expands Multiomics Capabilitieszacks.com·34d ago

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