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TXTXG

10x Genomics, Inc.

$TXG·$5.6B·Medical - Healthcare Information Services·Healthcare
$43.74-1.7%YTD+168.2%1Y+251.3%
Mentions · last 7 days
2026-07-10: 121 posts2026-07-11: 41 posts2026-07-12: 83 posts2026-07-13: 134 posts2026-07-14: 80 posts2026-07-15: 93 posts2026-07-16: 54 posts619+5%
Price updated 7h ago·X counts updated 1d ago
TXTXG
$TXG10x Genomics, Inc.
$43.74-1.65%619 posts+5%
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.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Single-cell genomics leader up 260% t12m into a Q2 print with growth flat and insider selling notable.

10x Genomics is the leader in single-cell sequencing platforms (Chromium) plus spatial-transcriptomics tools (Visium, Xenium). It's a foundational research-technology story that spent 2024-25 in a punishing derating and 2026 in a violent rebound.

What the setup shows:

  • Growth has stalled: Q1 revenue down 2.6% YoY to $151M, and the four-quarter growth stack is -1.7% to +13% — the top line is flat, not accelerating despite the tape's optimism.
  • Losses continue: PE trailing negative, and FY27 consensus EPS is negative $0.81 — this is a story of eventual scale-margin recovery, not current earnings.
  • The Cleveland Clinic bladder-cancer diagnostics partnership (June 19) is real strategic validation but a slow-burn revenue driver.
  • Insider action is a specific caution: director Serge Saxonov sold $1M on June 24 — a real single-transaction sale at the highs.
  • The multiple is stretched: 6.2x PS on flat revenue and 107% above the 200-day moving average — the tape is priced for a growth acceleration that hasn't yet arrived.
  • Note on chatter: the '$TXG' cashtag is largely Torex Gold (the miner), not 10x Genomics — the crypto/miner side thread has no read-through.

The forward view: the August 6 Q2 print is the referee. A revenue beat with any growth re-acceleration is what justifies the multiple. Another flat quarter combined with more insider selling would confirm the cooling. What breaks it lower: a specific competitive-win headline for Illumina or Element Biosciences, or another cluster of insider sales.

Differs from X sentimentThe X chatter tagged $TXG is Torex Gold, not 10x Genomics — the cashtag collision means the crowd isn't looking at this equity. Our take on TXG-the-genomics-company is independently cautious on the setup.

What to watch: August 6 Q2 earnings, especially revenue growth trajectory; another cluster of insider sales or an Illumina/Element competitive win would break the cooling into a real reset.

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

sentiment ticker mismatch

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

9-name peer basket
+34.4%YTD
+41.1%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.+38.7%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.+102.3%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.

Analyzing Mitesco (OTCMKTS:MITI) and 10x Genomics (NASDAQ:TXG)defenseworld.net·1d ago10x Genomics to Report Second Quarter 2026 Financial Results on August 6, 2026prnewswire.com·3d ago10x Genomics, Cleveland Clinic Team Up on Bladder Cancer Diagnosticszacks.com·29d agoTorex Gold Announces Results of Its 2026 Meeting of Shareholdersnewsfilecorp.com·31d agoTorex Gold Resources Inc. (TXG:CA) Shareholder/Analyst Call Prepared Remarks Transcriptseekingalpha.com·31d 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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