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10x Genomics, Inc. (TXG) Fundamental Analysis & AI Grade 2026

TXG Nasdaq Laboratory Analytical Instruments DE CIK: 0001770787
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
72% Confidence
N/A
B
72% Conf
Pending
Analysis scheduled

📊 TXG Key Takeaways

Revenue: $150.8M
Net Margin: -8.9%
Free Cash Flow: $24.5M
Current Ratio: 5.90x
Debt/Equity: 0.00x
EPS: $-0.10
AI Grade: B with 72% confidence
10x Genomics, Inc. (TXG) receives a B fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $150.8M, net profit margin of -8.9%, and return on equity (ROE) of -1.7%, 10x Genomics, Inc. demonstrates mixed fundamentals in the Industrial sector. Below is our complete TXG stock analysis for 2026.

Is 10x Genomics, Inc. (TXG) a Good Investment?

Claude

10x Genomics maintains exceptional financial strength with $490M cash, zero debt, and positive free cash flow of $24.5M despite net losses, indicating underlying business viability. However, the company's -11.3% operating margin and unprofitability at scale, combined with modest 5.2% revenue growth, require a clear demonstration of margin expansion before an upgrade is warranted.

10x Genomics, Inc. Key Strengths (TXG)

Claude
  • + Exceptional balance sheet with $490M cash and zero long-term debt provides significant financial flexibility
  • + Strong gross margins of 70.4% demonstrate product quality and pricing power in laboratory analytics markets
  • + Positive operating cash flow of $26.1M and free cash flow of $24.5M (16.3% FCF margin) indicate sustainable business fundamentals despite net losses
  • + Excellent liquidity with 5.90x current ratio and minimal capex requirements of $1.6M provide runway for operations

TXG Stock Risks: 10x Genomics, Inc. Investment Risks

Claude
  • ! Operating loss of $17.0M and negative net margin of -8.9% at revenue scale of $151M suggests structural profitability challenges or inefficient cost structure
  • ! Negative return metrics (ROE -1.7%, ROA -1.3%) indicate current value destruction despite strong balance sheet
  • ! Modest revenue growth of 5.2% YoY insufficient to demonstrate scale potential in laboratory instruments sector
  • ! Significant gap between positive FCF and negative net income suggests material non-cash charges or accounting items masking operational challenges
  • ! Unprofitability trend unsustainable long-term even with $490M cash buffer without clear cost management plan

Key Metrics to Watch

Claude
  • * Operating margin progression and path to breakeven within 12-24 months
  • * Revenue growth acceleration above 5% to demonstrate market demand
  • * Operating cash flow sustainability and working capital efficiency
  • * Gross margin stability and operating expense ratio trends

10x Genomics, Inc. (TXG) Financial Metrics & Key Ratios

Revenue
$150.8M
Net Income
$-13.5M
EPS (Diluted)
$-0.10
Free Cash Flow
$24.5M
Total Assets
$1.0B
Cash Position
$490.3M

💡 AI Analyst Insight

Strong liquidity with a 5.90x current ratio provides a solid financial cushion.

TXG Profit Margin, ROE & Profitability Analysis

Gross Margin 70.4%
Operating Margin -11.3%
Net Margin -8.9%
ROE -1.7%
ROA -1.3%
FCF Margin 16.3%

TXG vs Industrial Sector: How 10x Genomics, Inc. Compares

How 10x Genomics, Inc. compares to Industrial sector averages

Net Margin
TXG -8.9%
vs
Sector Avg 10.0%
TXG Sector
ROE
TXG -1.7%
vs
Sector Avg 15.0%
TXG Sector
Current Ratio
TXG 5.9x
vs
Sector Avg 1.8x
TXG Sector
Debt/Equity
TXG 0.0x
vs
Sector Avg 0.7x
TXG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is 10x Genomics, Inc. Stock Overvalued? TXG Valuation Analysis 2026

Based on fundamental analysis, 10x Genomics, Inc. has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
-1.7%
Sector avg: 15%
Net Profit Margin
-8.9%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

10x Genomics, Inc. Balance Sheet: TXG Debt, Cash & Liquidity

Current Ratio
5.90x
Quick Ratio
5.42x
Debt/Equity
0.00x
Debt/Assets
19.8%
Interest Coverage
-17,046.00x
Long-term Debt
$0.0

TXG Revenue & Earnings Growth: 5-Year Financial Trend

TXG 5-year financial data: Year 2021: Revenue $490.5M, Net Income -$31.3M, EPS $-0.80. Year 2022: Revenue $516.4M, Net Income -$542.7M, EPS $-5.37. Year 2023: Revenue $618.7M, Net Income -$58.2M, EPS $-0.53. Year 2024: Revenue $618.7M, Net Income -$166.0M, EPS $-1.46. Year 2025: Revenue $642.8M, Net Income -$255.1M, EPS $-2.18.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: 10x Genomics, Inc.'s revenue has grown significantly by 31% over the 5-year period, indicating strong business expansion. The most recent EPS of $-2.18 indicates the company is currently unprofitable.

TXG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
16.3%
Free cash flow / Revenue

TXG Quarterly Earnings & Performance

Quarterly financial performance data for 10x Genomics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $150.8M -$13.5M $-0.10
Q3 2025 $149.0M -$27.3M $-0.22
Q2 2025 $153.1M $180.0K $0.00
Q1 2025 $141.0M -$34.4M $-0.28
Q3 2024 $151.7M -$35.8M $-0.30
Q2 2024 $146.8M -$37.9M $-0.32
Q1 2024 $134.3M -$50.7M $-0.44
Q3 2023 $131.1M -$41.9M $-0.37

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

10x Genomics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$26.1M
Cash generated from operations
Stock Buybacks
$80.0K
Shares repurchased (TTM)
Capital Expenditures
$1.6M
Investment in assets
Dividends
None
No dividend program

TXG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for 10x Genomics, Inc. (CIK: 0001770787)

📋 Recent SEC Filings

Date Form Document Action
May 27, 2026 4 xslF345X06/form4.xml View →
May 27, 2026 4 xslF345X06/form4.xml View →
May 27, 2026 4 xslF345X06/form4.xml View →
May 8, 2026 10-Q txg-20260331.htm View →
May 7, 2026 8-K txg-20260507.htm View →

Frequently Asked Questions about TXG

What is the AI rating for TXG?

10x Genomics, Inc. (TXG) has an AI grade of B with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TXG's key strengths?

Claude: Exceptional balance sheet with $490M cash and zero long-term debt provides significant financial flexibility. Strong gross margins of 70.4% demonstrate product quality and pricing power in laboratory analytics markets.

What are the risks of investing in TXG?

Claude: Operating loss of $17.0M and negative net margin of -8.9% at revenue scale of $151M suggests structural profitability challenges or inefficient cost structure. Negative return metrics (ROE -1.7%, ROA -1.3%) indicate current value destruction despite strong balance sheet.

What is TXG's revenue and growth?

10x Genomics, Inc. reported revenue of $150.8M.

Does TXG pay dividends?

10x Genomics, Inc. does not currently pay dividends.

Where can I find TXG SEC filings?

Official SEC filings for 10x Genomics, Inc. (CIK: 0001770787) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TXG's EPS?

10x Genomics, Inc. has a diluted EPS of $-0.10.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is TXG's fundamental grade?

Based on our AI fundamental analysis in June 2026, 10x Genomics, Inc. has a B grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is TXG stock overvalued or undervalued?

Valuation metrics for TXG: ROE of -1.7% (sector avg: 15%), net margin of -8.9% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is TXG's AI grade for 2026?

Our dual AI analysis gives 10x Genomics, Inc. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TXG's free cash flow?

10x Genomics, Inc.'s operating cash flow is $26.1M, with capital expenditures of $1.6M. FCF margin is 16.3%.

How does TXG compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -8.9% (avg: 10%), ROE -1.7% (avg: 15%), current ratio 5.90 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI