10x Genomics lifted its 2026 revenue guidance, citing strong booked orders for its Atera spatial biology platform ahead of second-half shipping. CFO Adam Taich said interest materially exceeded the company’s earlier full-year unit plans as of Q2’s end, even as manufacturing constraints cap shipments this year. The company reported Q2 revenue of $151 million and noted that instrument revenue and current spatial consumables trends reflect customer moderation ahead of Atera. Management said spatial consumables were still supported by Xenium usage, while larger Atera projects are expected to drive future consumption once devices ship. 10x also highlighted demand for its Catalyst Research Services program, where customers submit samples for runs on Atera in the company’s labs.