10x Genomics lifted its 2026 revenue outlook as customer interest in its Atera spatial biology platform accelerated ahead of shipments in the second half of the year. Management attributed the positive revision to booked orders exceeding prior full-year expectations, while acknowledging manufacturing and shipping constraints limited deliveries to roughly the same number of orders this year. In the quarter, instrument revenue fell as customers moderated purchases of existing spatial products in anticipation of Atera, while consumables revenue grew—particularly spatial consumables driven primarily by Xenium. The company also reported strong demand for its Catalyst Research Services program, where samples are run on the Atera platform in 10x’s labs. The guidance update signals confidence that the new platform will translate into forward revenue even as the company manages product-transition timing across spatial and single-cell instrument lines.