10x Genomics, Inc. Q3 2026 Earnings Recap

10x Genomics reported third-quarter revenue of $151 million, up 1% year over year, with commercial shipments of Atera beginning. The stock rose 2.1% after earnings, a roughly flat reaction that suggests a measured response to the update.

Key Takeaways

• Revenue was $151 million, up 1% year over year; management cited continued strength in consumables.
• Atera shipments have started. Management reported growing customer interest and said nearly all of the world’s top 20 biopharma companies had purchased Atera systems or Catalyst services.
• Catalyst Research Services attracted more than 100 customers booking projects in its first five months.
• Single Cell demand includes Flex Apex, whole-blood workflows and multimodal solutions; management said customers are also investing in automation to scale experiments.