10x Genomics raised its 2026 revenue outlook as booked orders for its Atera spatial biology platform exceeded prior annual unit plans. The company said Atera shipping begins in the second half of the year, with booked interest already outpacing the 40-unit full-year target, though manufacturing constraints limit fulfillment. 10x also reported second-quarter results showing consumables resilience while instrument revenue declined, attributing weakness to customer purchase moderation ahead of Atera. CEO Serge Saxonov linked the quarter’s story to extraordinary customer response across oncology, autoimmune and inflammatory disease, and cardiometabolic research.