TickerTalks
Browse all tickers →
TickerTalks›$TXG
TXTXG

10x Genomics, Inc.

$TXG·$6.6B·Medical - Healthcare Information Services·Healthcare
$62.45+1.5%YTD+193.4%1Y+367.1%
Mentions · last 7 days
2026-08-22: 9 posts2026-08-23: 6 posts112+1%
Price updated 4h ago·X counts updated 8d ago
TXTXG
$TXG10x Genomics, Inc.
$62.45+1.48%112 posts+1%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 2026-08-30

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

10x Genomics up 331% over 12 months on turnaround delivery — patent verdict + guide raise + Hedgeye Signal Strength.

10x Genomics is the leader in single-cell sequencing and spatial biology instruments — the tools that let researchers profile individual cells rather than bulk tissue. It's had a genuine business turnaround plus a strategic legal win.

Why the setup works:

  • Turnaround is real: Q1 revenue down 2.6% year-on-year to $151M but stabilizing from double-digit declines, full-year guidance raised on the Q2 print — bottoming pattern.
  • Patent verdict is a real moat event: 10x won a patent-infringement verdict against Parse Biosciences (Aug 28) — direct removal of a single-cell competitor threat.
  • Position is a full breakout: 90th percentile 52w, 28% above the 50-day, 121% above the 200-day on 77% baseline volume — tape fully validating.
  • Valuation stretched but explicable: 6.2x sales for a business that re-accelerated from decline plus won a competitor injunction — no cushion for a soft Q3.
  • Insider signal mildly negative: director Teichmann sold $432K, STUELPNAGEL sold $1.16M — real distribution into strength, small vs a $6.6B cap.
  • Hedgeye Signal Strength inclusion + 'doubled, then doubled again' framing captures the momentum tape.

The November 5 print is what defends the run — a return to positive year-on-year revenue growth plus continued Xenium (spatial) demand acceleration keeps the multiple; a soft Q3 print or a competitor-injunction reversal is the trigger for a pullback back to $45.

Agrees with X sentimentAgree — the bullish anchors (TXG ripping +7.1% and +14% after guide raise, +157.1% since Hedgeye Signal Strength addition May 19, $55 target hit, unusual bullish options volume, patent verdict against Parse) all map to real events; the honest add is Teichmann + STUELPNAGEL distribution ($1.6M combined) into strength.

What to watch: November 5 earnings — a return to positive year-on-year revenue growth plus continued Xenium demand acceleration keeps the multiple; a soft Q3 print or a competitor-injunction reversal pulls the stock back to $45.

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

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-08-17

10x Genomics chatter is uniformly bullish - TXG ripped +7.1% and later +14% after raising full-year guidance, with the stock now up +157.1% since being added to Hedgeye's Signal Strength list on May 19. Traders celebrate hitting a $55 target and describe the stock as 'doubled, then doubled again' in the face of pejorative hedge-fund bears. TXG also flagged unusual bullish options volume in a broader tape scan alongside AQST, DSP, BMRN, and CLMT.

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
Free, forever. No credit card.

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

Healthcare IT adoption — EHR optimization, AI-assisted coding, and clinical decision support — is the structural demand driver. CMS reimbursement model shifts toward value-based care accelerate analytics and connectivity investment.

What this means for $TXG

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Headquartered in Pleasanton, California, 10x Genomics, Inc.

Industry benchmark

10-name peer basket
+13.6%YTD
+11.6%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 $-0.27

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$613.7M$612.1M – $616.2M-$0.81-$1.05 – -$0.6312
FY27$668.2M$651.4M – $681.7M-$0.71-$1.03 – -$0.5012
FY28$727.0M$679.9M – $792.7M-$0.45-$0.96 – -$0.1011
FY29$792.7M$768.0M – $822.3M-$0.37-$0.39 – -$0.365
FY30$892.9M$865.0M – $926.2M-$0.20-$0.20 – -$0.195

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.0.8×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.90%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.+28.0%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.+121.4%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 today2.1% 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

SellAug 14Sarah A. TeichmannDirector2.3K sh$130KSellAug 13Sarah A. TeichmannDirector5.3K sh$302KSellAug 11John R StuelpnagelDirector20.0K sh$1.2MSellJun 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$123K
1–10 of 12
+ 7 other (6 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 (6 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 Wins Patent Infringement Verdict Against Parse Biosciencesgurufocus.com·3d ago10x Genomics Wins Patent Infringement Verdict Against Parse Biosciencesprnewswire.com·3d ago10x Genomics: The Turnaround Is Real, But Atera Now Has To Deliver (Rating Upgrade)seekingalpha.com·12d agoFirst Trust Advisors LP Invests $271,000 in 10x Genomics $TXGdefenseworld.net·19d ago10x Genomics Q2 Earnings & Revenues Beat Estimates, Gross Margin Upzacks.com·24d ago

More in Medical - Healthcare Information Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TEM$HTFL$HNGE$DOCS$WGS$TDOC$GEHC$HCAT
Voices on X · last 7 days

No standout posts about $TXG on X in the last 7 days.

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.

PrivacyTermsSupport