Equity Profile

TXG

10x Genomics, Inc.

Health CareLife Sciences Tools & Services$3.9B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

Revenue Growth

This metric indicates how well the company is expanding its sales, which is vital for assessing overall business health.

N/A

Earnings Per Share (EPS)

EPS reflects the company's profitability on a per-share basis, which is a key indicator for investors.

N/A

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

TXG Q2-2026 Earnings Preview

Context

Company Snapshot

10x Genomics, Inc. is a health care company that specializes in life sciences tools and services, focusing on genomic analysis. Their technology is crucial for advancing research in biology and medicine, particularly in understanding diseases and developing treatments.

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 Q1-2026, 10x Genomics reported an EPS of -$0.10, which was better than the expected -$0.29, resulting in a positive surprise of nearly 66%. However, the stock declined by 1.41% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about 10x Genomics' upcoming earnings, given their history of beating EPS estimates. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If the company continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products and services.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given the high implied volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to past quarters?

Given the company's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

What is the outlook for revenue growth moving forward?

Investors will be closely watching for any guidance on revenue, as it will indicate the company's ability to sustain growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth driven by new product launches, which could significantly outperform expectations.

Supporting Evidence

The company's recent product innovations have not been fully reflected in analyst estimates.

Options pricing suggests a much larger move than historical averages, indicating that traders expect a significant surprise.

The high EPS beat rate of 88% suggests that the company has a strong track record of exceeding expectations.

Key Risk

If the company announces a new product line that significantly boosts revenue, it could challenge current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers around the company's ability to maintain profitability while also driving revenue growth in a challenging market.

Bull Confirmed If

An EPS of $0.05 or better would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS of -$0.20 or worse would confirm the bear case and raise concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±30.9%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect substantial volatility around the earnings announcement.

Options are pricing ±30.9% while TXG has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

69.6%

Calls (444K)P/C Ratio: 0.03Puts (2K)

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 an average of 3.1%, confirming strong demand for their products.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see muted movement as investors digest the information.

Miss

If the company misses expectations, history suggests a potential decline of around 1.5%, which could raise concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Details on customer demand trends and how they are affecting sales.
3Management's commentary on competitive pressures in the life sciences market.
4Insights into operational efficiencies and cost management strategies.
5Any guidance on future earnings or revenue expectations.

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Company Snapshot

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

Key Metrics to Watch

Revenue Growth

This metric indicates how well the company is expanding its sales, which is vital for assessing overall business health.

N/A

Earnings Per Share (EPS)

EPS reflects the company's profitability on a per-share basis, which is a key indicator for investors.

N/A

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

TXG Q2-2026 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

In Q1-2026, 10x Genomics reported an EPS of -$0.10, which was better than the expected -$0.29, resulting in a positive surprise of nearly 66%. However, the stock declined by 1.41% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about 10x Genomics' upcoming earnings, given their history of beating EPS estimates. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If the company continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products and services.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given the high implied volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to past quarters?

Given the company's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

What is the outlook for revenue growth moving forward?

Investors will be closely watching for any guidance on revenue, as it will indicate the company's ability to sustain growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth driven by new product launches, which could significantly outperform expectations.

Supporting Evidence

The company's recent product innovations have not been fully reflected in analyst estimates.

Options pricing suggests a much larger move than historical averages, indicating that traders expect a significant surprise.

The high EPS beat rate of 88% suggests that the company has a strong track record of exceeding expectations.

Key Risk

If the company announces a new product line that significantly boosts revenue, it could challenge current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers around the company's ability to maintain profitability while also driving revenue growth in a challenging market.

Bull Confirmed If

An EPS of $0.05 or better would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS of -$0.20 or worse would confirm the bear case and raise concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±30.9%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect substantial volatility around the earnings announcement.

Options are pricing ±30.9% while TXG has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

69.6%

Calls (444K)P/C Ratio: 0.03Puts (2K)

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 an average of 3.1%, confirming strong demand for their products.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see muted movement as investors digest the information.

Miss

If the company misses expectations, history suggests a potential decline of around 1.5%, which could raise concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Details on customer demand trends and how they are affecting sales.
3Management's commentary on competitive pressures in the life sciences market.
4Insights into operational efficiencies and cost management strategies.
5Any guidance on future earnings or revenue expectations.