MaxCyte Launches New Off-Target Assays For Base Editing Therapies

MaxCyte reported Q2 2026 sequential revenue growth after inventory drawdowns from a major customer and clinical program discontinuations. It signed a multi-platform enterprise partnership with Genentech and expects 2026 revenue guidance of $30m to $32m. Operating expenses fell 25% YoY. Company plans to use most of a $10m share repurchase program and expects mid-70s gross margins.

MaxCyte Inc (NASDAQ: MXCT) reported Q2 2026 EPS of $(0.08), better than the $(0.09) consensus, and revenue of $7.271M versus $6.475M consensus. Sales fell 14.53% year over year. The company signed a multi-platform technology license partnership with Genentech and reiterated 2026 guidance for $30M to $32M revenue.

MAXCYTE, INC. (MXCT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ​ MaxCyte Reports Second Quarter 2026 Financial Results · Reports total revenue of $7.3 million for the second quarter of 2026, including $6.5 million of core revenue and $0.8 million of SPL Program-related revenue · Reiterates Full Year 2026 Guidance · Repurchased a

Nvidia's supply commitments surged to $279B, driven by memory needs, impacting its gross margins (75% in Q2, expected to drop to 71%-72%). Micron, a key memory supplier, reported strong fiscal Q3 results ($41.46B revenue, $28.24B net income) and high margins (83%-87%). Micron's HBM4 memory is critical for Nvidia's AI chips, creating a supply bottleneck. Micron's CEO noted HBM's high wafer consumption limits conventional DRAM supply, affecting industries like smartphones.

Censys reported a critical IBM MQ vulnerability (CVE-2026-10747) enabling remote code execution or denial-of-service. IBM MQ web consoles were found on 120 hosts and 149 web properties. IBM released fixes, but no exploitation has been reported. Censys offers tools for exposure assessment, potentially aiding its brand and customer acquisition.

NVIDIA CEO Jensen Huang highlighted memory and silicon photonics as AI bottlenecks, with Micron, Coherent, and Tower Semiconductor positioned to benefit. Micron leads in high-bandwidth memory, Coherent supplies photonics components, and Tower Semiconductor manufactures wafers. NVIDIA expects 70% revenue growth, and analysts note supply constraints and pricing power in these sectors.