消息面上,加拿大皇家银行(RBC Capital Markets)首次覆盖10x Genomics,给予行业持平评级,目标价70美元,远高于FactSet统计的分析师平均目标价51美元。RBC指出,公司在高通量空间分子分析领域处于领先地位,市场份额超60%,空间业务仍处于早期渗透阶段,保持双位数增长;但单细胞业务因单反应价格双位数下滑,构成结构性增长拖累。RBC认为单细胞业务需实现"有意义"的增长,才能推动整体估值进一步提升。此外,公司近期Q2财报营收1.51亿美元超预期,全年指引上调至6.1亿至6.3亿美元,基本面改善亦提供支撑。
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