10x Genomics raised its 2026 revenue guidance after strong demand for its Atera spatial biology platform, which begins shipping in the second half of the year. CFO Adam Taich said booked orders already exceed the company’s prior full-year target, while CEO Serge Saxonov pointed to “extraordinary customer response.” 10x remains constrained by shipping and manufacturing capacity, limiting fulfillment to roughly 40 orders in 2026. The company also reported single-cell and spatial consumables dynamics, noting that some customers are moderating current spatial purchases in anticipation of Atera. The update signals that spatial instrument cycles are moving faster than prior quarters, supported by interest spanning universities, academic medical centers, and biopharma teams across oncology and inflammatory disease research areas.