Canaccord Genuity reiterates Buy rating on 10X Genomics stock at $15

Published 01/07/2025, 12:34
Canaccord Genuity reiterates Buy rating on 10X Genomics stock at $15

Investing.com - Canaccord Genuity has reiterated its Buy rating and $15.00 price target on 10X Genomics (NASDAQ:TXG), citing the company’s potential to benefit from large-scale single cell studies and artificial intelligence applications. The target sits within the broader analyst range of $9-$18, according to InvestingPro data.

The research firm noted that large-scale projects leveraging single cell technology could each generate substantial revenue for 10X Genomics, which currently generates annual revenue of $625 million. Canaccord highlighted the increasing use of artificial intelligence and machine learning by customers as potentially beneficial for the analysis of multiple omics and multiomics vendors like 10X.

10X Genomics aims to increase its biopharma revenue mix to 50% from the current 20% by penetrating opportunities across the drug development continuum. With a strong gross profit margin of 68% and more cash than debt on its balance sheet, the company appears well-positioned to pursue this growth. The company also reported strong demand for Xenium consumables and confirmed that its recent commercial restructuring resulted in a modest net increase in headcount.

Canaccord noted that 10X Genomics does not appear exposed to significant geopolitical risk in China due to its sequencer-agnostic approach. This provides the company with flexibility in various markets regardless of sequencing platform preferences.

The research firm believes investors are undervaluing 10X Genomics’ multiomics capabilities, leading position in single cell analysis, strong margins, and cash position.

In other recent news, 10x Genomics reported its first-quarter 2025 financial results, which exceeded both Canaccord’s projections and the FactSet consensus. This was achieved even without the one-time revenue boost from a patent litigation settlement with Vizgen. The company attributed its success to strong growth in consumables revenue, including Chromium and Spatial products. However, 10x Genomics expressed concerns about the challenging macroeconomic environment and has withdrawn its revenue guidance for 2025. For the second quarter, the company expects revenue to remain similar to the first quarter, excluding the settlement benefit. Additionally, 10x Genomics reached a settlement with Bruker (NASDAQ:BRKR) Corporation, ending all ongoing patent litigations globally. This agreement involves Bruker paying $68 million in installments to 10x Genomics and includes global patent cross-licenses. Canaccord Genuity adjusted its price target for 10x Genomics to $15, maintaining a Buy rating due to reduced near-term estimates and macroeconomic uncertainties.

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