---
title: "How ARK’s TXG Selloff and Cautious 2026 Outlook Will Impact 10x Genomics (TXG) Investors"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/280029244.md"
description: "10x Genomics faces pressure after ARK Invest sold over 473,000 shares, raising concerns about its muted 2026 revenue growth guidance. Despite this, the company's technology was highlighted in PerturbAI's CRISPR brain atlas, showcasing its role in AI-driven genomics. Analysts have differing views on 10x's future, with some predicting revenue shrinkage while others remain optimistic about growth through consumables and collaborations. The narrative suggests a fair value of $18.08, aligning with its current price, but weak funding and pricing pressures pose risks."
datetime: "2026-03-21T18:10:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280029244.md)
  - [en](https://longbridge.com/en/news/280029244.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280029244.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/280029244.md) | [繁體中文](https://longbridge.com/zh-HK/news/280029244.md)


# How ARK’s TXG Selloff and Cautious 2026 Outlook Will Impact 10x Genomics (TXG) Investors

-   In recent days, 10x Genomics has come under pressure as Cathie Wood’s ARK Invest sold more than 473,000 shares, prompting wider concerns among investors already uneasy about the company’s muted 2026 revenue growth guidance.
-   At the same time, 10x Genomics’ technology featured in PerturbAI’s release of a massive in vivo CRISPR brain atlas, highlighting the company’s tools as core infrastructure for cutting-edge AI-driven genomics research.
-   Next, we’ll examine how ARK Invest’s large share sale and the revenue outlook update could reshape 10x Genomics’ investment narrative.

Uncover the next big thing with 33 elite penny stocks that balance risk and reward.

## 10x Genomics Investment Narrative Recap

To own 10x Genomics, you need to believe that single cell and spatial genomics will keep gaining importance in research, and that 10x can remain a core tools provider despite slower forecast revenue growth and ongoing losses. In the near term, the biggest swing factor is whether funding constrained customers keep spending on its platforms, while the key risk is that muted 2026 guidance signals a longer period of subdued growth. ARK’s sale adds sentiment pressure but does not change these fundamentals.

Against that backdrop, PerturbAI’s massive in vivo CRISPR brain atlas, built in collaboration with 10x Genomics, NVIDIA and leading research institutes, underlines how deeply 10x’s tools are embedded in frontier genomics and AI driven biology. This kind of high profile usage reinforces the idea that expanding consumables demand and new scientific applications could remain important offsets to cautious capital budgets and pricing pressure on instruments.

Yet, despite these scientific wins, you should be aware that weak academic funding and pricing pressure could still...

Read the full narrative on 10x Genomics (it's free!)

10x Genomics’ narrative projects $688.4 million revenue and $97.8 million earnings by 2028.

Uncover how 10x Genomics' forecasts yield a $18.08 fair value, in line with its current price.

## Exploring Other Perspectives

Some of the lowest ranked analysts paint a far harsher picture, expecting revenue to shrink around 1% a year and still seeing no profits by 2028, which contrasts sharply with the more optimistic view that recurring consumables and collaborations like PerturbAI could underpin steadier growth, reminding you that opinions on 10x’s future can differ widely and may shift again as this new information is digested.

Explore 4 other fair value estimates on 10x Genomics - why the stock might be worth as much as 78% more than the current price!

## Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

-   A great starting point for your 10x Genomics research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
-   Our free 10x Genomics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate 10x Genomics' overall financial health at a glance.

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_This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

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