Equity Profile

TXG

10x Genomics, Inc.

Health CareLife Sciences Tools & Services$3.9B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

10x Genomics Misses on Revenue, Stock Down 1.41%

Metric	Actual	Expected	Surprise
EPS	$-0.10	$-0.06	+65.99%
Revenue	—	$147M	—

management commentary, guidance changes, and full analysis available with Pro.

10x Genomics Misses on Revenue, Stock Down 1.41%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.10	$-0.06	+65.99%
Revenue	—	$147M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

10x Genomics reported a larger-than-expected loss per share but did not provide revenue figures. The stock reacted negatively, declining by 1.41%. Investors may be concerned about the lack of revenue clarity and guidance moving forward.

Company Snapshot

10x Genomics, Inc. is a health care company that specializes in life sciences tools and services, primarily focusing on genomic technologies....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

-$0.06

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$147M

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

Original Pre-Earnings Preview

Context

Company Snapshot

10x Genomics, Inc. is a health care company that specializes in life sciences tools and services, primarily focusing on genomic technologies. Their innovative products enable researchers to analyze biological systems at a deeper level, which is crucial for advancements in personalized medicine and disease research.

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 the last quarter, 10x Genomics reported an EPS of -$0.13, which was better than the expected -$0.19, leading to a positive surprise. However, the stock fell by 8.56% the following day, indicating market concerns despite the beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic, expecting a slight improvement in EPS and revenue compared to previous quarters. However, the company's history of mixed results may temper enthusiasm.

Bull Case

If 10x Genomics can show stronger-than-expected revenue growth and improved margins, it could signal a turnaround in demand for its products, boosting investor confidence.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows continued losses, it could lead to further declines in stock price and investor sentiment.

Key Metrics to Watch

EPS

-$0.06

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$147M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the revenue exceed the consensus estimate of $147M?

Revenue growth is critical for assessing demand for 10x Genomics' products and overall business health.

How will management address the ongoing losses indicated by the expected EPS of -$0.06?

Investors will be keen to understand the company's path to profitability and any strategic changes that may be implemented.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth driven by new product launches and increased market adoption.

Supporting Evidence

The company has a history of surprising on the upside, with a 75% EPS beat rate.

Options pricing suggests a significant move, indicating that traders expect volatility and potential positive news.

Recent insider selling may reflect confidence in the company's long-term strategy despite short-term losses.

Key Risk

If revenue exceeds $150M, it could shift the narrative towards growth and recovery.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether 10x Genomics can turn its recent performance around and achieve sustainable growth.

Bull Confirmed If

Revenue growth exceeding $150M would confirm a positive outlook and strong demand.

Bear Confirmed If

An EPS worse than -$0.09 would reinforce concerns about the company's financial stability.

Pre-Earnings Positioning

Options Market

Implied Move

±23.6%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings report.

Options are pricing ±23.6% while TXG has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.7%

30d HV

63.2%

Calls (52K)P/C Ratio: 0.23Puts (7K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Health Care in the last 2 years. The average absolute 1-day move is 5.9%, with a raw directional average of -0.5% (modestly negative historical bias).

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 the stock could rise by around 0.03% on average, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

Should the company miss estimates, history suggests a potential decline of about 2.31%, reflecting ongoing investor concerns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on market demand and competitive positioning.
3Insights into cost management strategies and their effect on future profitability.
4Details on customer adoption rates for existing products.
5Any changes to guidance or strategic priorities moving forward.

See the full picture

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Company Snapshot

10x Genomics, Inc. is a health care company that specializes in life sciences tools and services, primarily focusing on genomic technologies....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

-$0.06

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$147M

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

Original Pre-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

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic, expecting a slight improvement in EPS and revenue compared to previous quarters. However, the company's history of mixed results may temper enthusiasm.

Bull Case

If 10x Genomics can show stronger-than-expected revenue growth and improved margins, it could signal a turnaround in demand for its products, boosting investor confidence.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows continued losses, it could lead to further declines in stock price and investor sentiment.

Key Metrics to Watch

EPS

-$0.06

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$147M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the revenue exceed the consensus estimate of $147M?

Revenue growth is critical for assessing demand for 10x Genomics' products and overall business health.

How will management address the ongoing losses indicated by the expected EPS of -$0.06?

Investors will be keen to understand the company's path to profitability and any strategic changes that may be implemented.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth driven by new product launches and increased market adoption.

Supporting Evidence

The company has a history of surprising on the upside, with a 75% EPS beat rate.

Options pricing suggests a significant move, indicating that traders expect volatility and potential positive news.

Recent insider selling may reflect confidence in the company's long-term strategy despite short-term losses.

Key Risk

If revenue exceeds $150M, it could shift the narrative towards growth and recovery.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether 10x Genomics can turn its recent performance around and achieve sustainable growth.

Bull Confirmed If

Revenue growth exceeding $150M would confirm a positive outlook and strong demand.

Bear Confirmed If

An EPS worse than -$0.09 would reinforce concerns about the company's financial stability.

Pre-Earnings Positioning

Options Market

Implied Move

±23.6%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings report.

Options are pricing ±23.6% while TXG has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.7%

30d HV

63.2%

Calls (52K)P/C Ratio: 0.23Puts (7K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Health Care in the last 2 years. The average absolute 1-day move is 5.9%, with a raw directional average of -0.5% (modestly negative historical bias).

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 the stock could rise by around 0.03% on average, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

Should the company miss estimates, history suggests a potential decline of about 2.31%, reflecting ongoing investor concerns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on market demand and competitive positioning.
3Insights into cost management strategies and their effect on future profitability.
4Details on customer adoption rates for existing products.
5Any changes to guidance or strategic priorities moving forward.