Shareholders in Illumina (NASDAQ:ILMN) have lost 77%, as stock drops 6.8% this past week
Illumina (NASDAQ:ILMN) shareholders have experienced significant losses, with the stock plunging 78% over the last three years and 42% in the past year. The recent 6.8% drop adds to the concern, raising questions about the company's long-term stock performance despite maintaining top-line revenue and paying dividends. While the company has been profitable in the past, its current trailing twelve-month loss suggests an inconsistent profit record.
Illumina SVP Leckman sells $275k in stock
Patricia Leckman, SVP and Chief People Officer at Illumina, sold 2,370 shares of common stock for $275,346 on February 18, 2026, and an additional 1,304 shares for $151,929 on February 15, 2026. Despite these insider sales, InvestingPro data indicates aggressive share buybacks by management and the company recently surpassed Q4 2025 earnings and revenue expectations. Illumina's stock has seen an 80.18% price return over the past six months and holds a "fair" financial health score.
Illumina Stock is Down 80% From Its All-Time Highs: Can It Recover in 2026?
Illumina stock is down 80% from its all-time highs, but recent Q4 2025 earnings show promise with revenue beat and clinical consumables growth. The company completed the SomaLogic acquisition, adding proteomics, which is expected to contribute to revenue growth despite some EPS dilution and margin compression. A TIKR valuation model projects an 11% annualized return to $158 by December 2028, contingent on sustained clinical consumables momentum and successful integration of SomaLogic.
Illumina To Webcast Upcoming Investor Conference
Illumina, Inc. announced that its management team will participate in the TD Cowen 46th Annual Health Care Conference on March 3, 2026. A fireside chat is scheduled for 12:10 p.m. PT (3:10 p.m. ET) and a webcast will be available on Illumina's investor relations website, with a replay archived for at least 30 days. Illumina is a global leader in DNA sequencing and array-based technologies, focusing on improving human health through genomics.
Decoding early synaptic failure in Alzheimer’s disease through multiomic analysis
This article announces a webinar titled "Decoding early synaptic failure through multiomics," focusing on Alzheimer's disease. The webinar will delve into a multiomic reanalysis of synaptosome data, integrating mRNA and miRNA data to reveal regulatory signals underlying synaptic dysfunction. It aims to demonstrate practical multiomic workflows using Illumina Connected Multiomics software for Alzheimer's disease research.
Illumina (NASDAQ:ILMN) Upgraded by Wall Street Zen to Strong-Buy Rating
Wall Street Zen has upgraded Illumina (NASDAQ:ILMN) from a "buy" to a "strong-buy" rating, causing its stock to trade up by approximately 2.1%. Despite this upgrade, the overall analyst consensus for Illumina remains a "Hold" with an average price target of $129.17. The company recently reported strong quarterly earnings of $1.35 EPS and revenue of $1.16 billion, exceeding expectations, and has set optimistic guidance for FY2026.
Krilogy Financial LLC Takes $1.34 Million Position in Illumina, Inc. $ILMN
Krilogy Financial LLC has acquired a new position in Illumina, Inc. (NASDAQ:ILMN) during the third quarter, purchasing 14,120 shares valued at approximately $1.34 million. Illumina recently surpassed its quarterly earnings expectations with $1.35 EPS and $1.16 billion in revenue, and has set a FY2026 EPS guidance of $5.050-$5.200. Institutional investors hold a significant 89.42% of the company's stock, though analysts currently maintain a "Hold" rating with an average target price of $129.17.
Illumina, Inc. $ILMN Stock Holdings Lowered by Rhumbline Advisers
Rhumbline Advisers reduced its stake in Illumina, Inc. (NASDAQ:ILMN) by 2.1% in the third quarter of 2025, selling 13,289 shares and holding 618,663 shares valued at approximately $58.8 million. Despite this, institutional ownership remains high at 89.42%, with other major firms like WCM Investment Management and AQR Capital Management increasing their positions. Analysts offer a mixed consensus rating of "Hold" with a target price of $129.17, while Illumina recently surpassed EPS and revenue expectations and provided FY2026 guidance.
5 Insightful Analyst Questions From Illumina's Q4 Earnings Call
Illumina reported strong Q4 performance driven by its clinical consumables business, exceeding revenue and adjusted earnings expectations. Despite this, the market reacted negatively due to concerns about sustainability and subdued research demand. This article highlights five insightful analyst questions from the earnings call, focusing on topics like operating margins, growth guidance, competitive dynamics, clinical growth drivers, and China's regulatory environment.
Scott Gottlieb Buys 200 Shares of Illumina (NASDAQ:ILMN) Stock
Illumina director Scott Gottlieb recently purchased 200 shares of the company's stock, increasing his total holdings to 12,723 shares. This insider transaction occurred as Illumina shares saw a slight decline and traded near their 200-day moving average. The company had previously reported better-than-expected earnings and raised its FY2026 guidance, though analysts maintain a mixed "Hold" rating on the stock.
Ngs Oncology Market Is Going to Boom | Illumina • Roche • Thermo Fisher Scientific
A new report by Coherent Market Insights analyzes the global NGS Oncology Market, highlighting its rapid growth driven by rising demand and innovation. The report provides a comprehensive segmentation, competitive analysis of key players like Illumina and Roche, and forecasts substantial growth from 2026 to 2033. It offers insights into market trends, drivers, challenges, and strategic opportunities for industry leaders and investors.
Spatial Genomics and Transcriptomics Market size to cross $956.5 Million by 2035 | 10x Genomics, NanoString Technologies, Illumina, Inc, Thermo Fisher Scientific, Akoya Biosciences
The Spatial Genomics and Transcriptomics Market is projected to reach USD 956.5 million by 2035, growing at a CAGR of 12.5% from its 2025 valuation of USD 331.4 million. This growth is driven by increasing demand for high-resolution molecular profiling in areas like oncology and precision medicine. North America currently dominates the market, with Asia Pacific expected to be the fastest-growing region, while key trends include multi-omics integration and AI-driven data analysis.
This Week in Chancery Court: Trump Media SPAC Appeal, Illumina
This article details the key cases scheduled for Delaware's Chancery Court and Supreme Court this week, including an appeal involving Donald Trump's social media company's SPAC merger, a dispute over a film studio's solvency involving China's Fosun International, and Illumina's legal battle regarding its acquisition of Grail Inc. It highlights the complexities of corporate governance and financial disputes in Delaware courts.
Illumina Crash 10% on Earnings: Why the Stock Could Rebound to $185 in 2026
Illumina (ILMN) shares dropped over 10% despite a "beat and raise" earnings report, driven by investor concerns about the pace of the genomics market recovery and "transition friction" as customers adopt the new NovaSeq X series. Despite the market reaction, TIKR's Advanced Valuation Model suggests the stock is undervalued with a 53.7% upside to a target price of $184, predicting a rebound as the NovaSeq X transition completes by the end of 2026 and margins expand. The company maintains a strong market position, and analysts see the current valuation as a potential overreaction that could reverse.
Illumina, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Illumina, Inc. (NASDAQ:ILMN) saw its stock drop by 17% after its full-year earnings report, despite revenues aligning with analyst predictions. The company surprised with a 14% higher statutory profit per share. Analysts have slightly increased revenue estimates for 2026 but maintained the consensus price target of US$137, indicating a focus on earnings as the primary value driver.
UBS Adjusts Illumina Price Target to $135 From $120, Maintains Neutral Rating
UBS has adjusted its price target for Illumina (ILMN) to $135, up from the previous $120, while maintaining a Neutral rating on the stock. This update reflects a re-evaluation by the investment bank regarding the DNA sequencing and array-based technology company. The article also lists recent news concerning Illumina, including its Q4 2025 earnings call and guidance for fiscal year 2026, as well as an acquisition and strategic agreements.
Illumina, Inc. (NASDAQ:ILMN) Q4 2025 Earnings Call Transcript
Illumina, Inc. reported strong Q4 2025 results, exceeding expectations with 20% growth in clinical consumables revenue ex-China and a return to overall growth for the year. The company's strategic pillars of core sequencing, scaling multiomics, and expanding data/software capabilities are driving momentum, with a positive outlook for 2026 organic revenue growth of 2% to 4% ex-China and an expected EPS of $5.00 to $5.20, despite initial dilution from the Somalogic acquisition. Key drivers include increasing adoption of sequencing-based diagnostic tests and the NovaSeq X instrument, particularly in clinical applications.
Illumina (ILMN) Tops Q4 Earnings and Revenue Estimates
Illumina (ILMN) reported strong Q4 earnings, surpassing the Zacks Consensus Estimate with $1.35 per share and exceeding revenue expectations with $1.16 billion. The company has consistently beaten EPS and revenue estimates over the past four quarters. Despite outperforming the market year-to-date, the stock currently holds a Zacks Rank #3 (Hold) based on a mixed trend in earnings estimate revisions.
Illumina (ILMN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Illumina (ILMN) reported Q4 2025 revenue of $1.16 billion, a 5% increase year-over-year, and an EPS of $1.35, surpassing analyst estimates. The revenue exceeded the Zacks Consensus Estimate by 0.35%, and the EPS beat the consensus by 7.42%. Key metrics like product revenue and sequencing consumables revenue also outperformed analyst expectations, indicating a strong financial quarter for the company despite a recent stock decline.
Earnings call transcript: Illumina beats Q4 2025 EPS forecast by 10.66%
Illumina Inc. reported strong Q4 2025 results, with EPS of $1.35 and revenue of $1.16 billion, both exceeding forecasts. Despite these positive financials, the stock experienced a slight decline in after-hours trading. The company provided an optimistic outlook for 2026, projecting organic revenue growth and continued strong performance in its clinical sequencing business, alongside strategic advancements in multi-omics and data solutions.
Illumina Inc (NASDAQ:ILMN) Stock Falls Despite Q4 Earnings Beat on Cautious 2026 Outlook
Illumina Inc (NASDAQ:ILMN) reported strong Q4 2025 earnings, surpassing analyst expectations for both revenue and EPS, driven by growth outside China. Despite the beat, the stock fell significantly in after-hours trading due to a cautious 2026 revenue guidance that, while slightly above previous consensus, disappointed investors looking for a more aggressive outlook. The market reaction indicates that investors are weighing the company's Q4 operational strength against its tempered forward-looking prospects.
Illumina shares tumble as flat revenue disappoints investors By Investing.com
Illumina's shares plunged by 8.7% in after-hours trading despite beating fourth-quarter earnings expectations, due to flat annual revenue for 2025. The genetic sequencing company reported $1.35 EPS and $1.16 billion in revenue for Q4, exceeding analyst estimates, but its full-year revenue of $4.34 billion remained unchanged from 2024. For fiscal year 2026, Illumina forecasts revenue growth of 4-6% and adjusted EPS of $5.05-$5.20, significantly above analyst consensus.
Earnings Flash (ILMN) Illumina, Inc. Reports Q4 Revenue $1.16B, vs. FactSet Est of $1.12B
Illumina, Inc. (ILMN) announced its Q4 revenue reached $1.16 billion, surpassing FactSet's estimate of $1.12 billion. The company also reported Q4 adjusted EPS of $1.35, exceeding the FactSet estimate of $1.24 per share. Illumina has provided earnings guidance for the fiscal year 2026.
Multi-Omics Market Set for Explosive Growth to USD 33.25 Billion
The global Multi-Omics Market, valued at USD 3.25 billion in 2024, is projected to reach USD 33.25 billion by 2033, growing at a CAGR of 26.1%, driven by the rising demand for integrated biological data analysis, advancements in precision medicine, and high-throughput sequencing technologies. North America is expected to hold the largest market share at 48.8%, while Asia Pacific shows the fastest growth. Key players include BD, Thermo Fisher Scientific Inc., and Illumina, Inc., with significant market drivers identified in oncology, drug discovery, and chronic disease research, supported by ongoing technological advancements and strategic mergers.
San Diego Zoo’s Frozen Zoo Gets Genomic Boost
Illumina and the San Diego Zoo Wildlife Alliance have announced a sequencing agreement for the Frozen Zoo, a collection of biological samples from threatened and endangered species. Illumina will sequence up to 4,000 samples from 1,300 species to generate data for wildlife medicine, evolutionary biology, and biodiversity preservation research. This collaboration aims to accelerate genomic discovery and maximize the impact of biobanked samples in combating biodiversity loss.
Mediolanum International Funds Ltd Makes New $914,000 Investment in Illumina, Inc. $ILMN
Mediolanum International Funds Ltd has made a new investment of $914,000 in Illumina, Inc. by acquiring 9,944 shares during the third quarter. Other institutional investors have also increased their positions, with institutional ownership now at roughly 89.42%. Despite analysts maintaining a "Hold" consensus rating with a target price of $127.18, the stock is currently trading near $135.43.
Press Release
Illumina has announced a partnership with the San Diego Zoo Wildlife Alliance's Frozen Zoo to sequence up to 4,000 samples from 1,300 species. This collaboration will provide genomic insights to support conservation efforts globally and unlock vital information for wildlife medicine, evolutionary biology, and biodiversity preservation. The initiative builds upon ongoing conservation work, including a project that used koala genome sequencing to inform cancer risk management.
Illumina (ILMN) Reports Q4: Everything You Need To Know Ahead Of Earnings
Illumina (ILMN) is set to report its Q4 earnings this Thursday, with analysts predicting a 1.8% year-on-year revenue growth to $1.12 billion and adjusted earnings of $1.25 per share. The company has a strong track record of beating revenue estimates, and analysts have largely reconfirmed their expectations. Investors will be watching closely, especially given recent mixed results from peers in the life sciences tools & services segment.
Illumina Partners with San Diego Zoo for Genomic Sequencing of Endangered Species
Illumina has partnered with the San Diego Zoo Wildlife Alliance to genetically sequence 4,000 unique animal samples from 1,300 species. This collaboration aims to leverage 50 years of preserved biological samples and multiomic technologies to deepen insights into wildlife medicine, evolutionary biology, and biodiversity conservation. The initiative will expand the San Diego Zoo's "Frozen Zoo" and advance global species protection efforts for the next five decades.
Illumina and the San Diego Zoo Wildlife Alliance partner to sequence the Frozen Zoo®, supporting critical conservation genetics efforts globally
Illumina has partnered with the San Diego Zoo Wildlife Alliance to sequence up to 4,000 unique animal samples from the Frozen Zoo®, a 50-year-old biobank of threatened and endangered species. This collaboration aims to apply genomic and multiomic insights to conservation challenges, preserve biodiversity, and validate workflows for non-human samples. It will leverage decades of preserved biological samples with advanced sequencing technologies to support global conservation efforts.
Illumina, Inc. $ILMN Position Trimmed by AE Wealth Management LLC
AE Wealth Management LLC reduced its stake in Illumina (NASDAQ:ILMN) by 29.8% in Q3, selling 9,044 shares and retaining 21,337 shares valued at approximately $2.03 million. Despite this, several other institutions, including WCM Investment Management, Loomis Sayles & Co., AQR Capital Management, Geode Capital Management, and Bank of America Corp DE, increased their holdings, bringing institutional ownership to about 89.42%. Analysts maintain a "Hold" consensus rating with an average target price of $127.18, though some firms have set higher targets.
National Pension Service Buys 10,529 Shares of Illumina, Inc. $ILMN
National Pension Service increased its stake in Illumina, Inc. by 29.4% in the third quarter, acquiring an additional 10,529 shares to hold a total of 46,284 shares valued at approximately $4.40 million. Institutional investors collectively own 89.42% of the company's stock, while insider Scott M. Davies recently sold 323 shares, reducing his holding by 1.77%. Illumina, with a market cap of $20.69 billion and a P/E of 30.37, maintains a consensus "Hold" rating from analysts, though some have raised price targets.
Pacific Biosciences of California Signs Asset Purchase Agreement With Illumina Cambridge
Pacific Biosciences of California (PacBio) has executed an Asset Purchase Agreement with Illumina Cambridge, selling intellectual property and other assets related to its short-read DNA sequencing technologies. PacBio received $50.0 million in cash, with approximately $48.1 million net proceeds after directing 4% to former Apton Biosystems equity holders. The transaction officially closed on January 30, 2026, and grants PacBio a non-exclusive license to some of the purchased IP.
PacBio Completes Sale of Short-Read Sequencing Assets to Illumina for $48.1 Million
PacBio has sold its short-read DNA sequencing intellectual property and assets to Illumina for $48.1 million, allowing PacBio to strengthen its balance sheet and intensify its focus on long-read sequencing technology. This strategic move aims to leverage innovations like SPRQ-Nx chemistry to provide comprehensive genomic views at competitive prices. The transaction, which includes Illumina assuming certain liabilities and granting PacBio a non-exclusive license, closed on January 30, 2026.
Thrivent Financial for Lutherans Sells 38,212 Shares of Illumina, Inc. $ILMN
Thrivent Financial for Lutherans reduced its stake in Illumina, Inc. (NASDAQ:ILMN) by 5.2% in the third quarter, selling 38,212 shares and holding 690,543 shares valued at approximately $65.6 million. Illumina reported strong Q3 earnings, beating analyst estimates with $1.34 EPS and $1.08 billion in revenue, leading to a "Hold" consensus rating despite some analyst upgrades. The article also notes other institutional investor activities, Illumina's trading performance, and insider stock sales.
Keybank National Association OH Purchases 60,375 Shares of Illumina, Inc. $ILMN
Keybank National Association OH increased its stake in Illumina, Inc. (NASDAQ:ILMN) by 17.8% in the third quarter, acquiring 60,375 additional shares to hold a total of 399,621 shares valued at approximately $37.95 million. The article details other institutional investments, mixed insider trading activity, and provides an overview of Illumina's recent earnings, analyst ratings, and financial performance. Analysts currently have a consensus "Hold" rating for Illumina with an average price target of $127.18.
Understanding the Setup: (ILMN) and Scalable Risk
This article analyzes Illumina Inc. (ILMN), highlighting weak near-term sentiment but strong mid and long-term outlooks. It details institutional trading strategies, including long, breakout, and short setups with specific entry, target, and stop-loss zones. The analysis also provides multi-timeframe signal analysis indicating support and resistance levels for various time horizons.
Impact Partnership Wealth LLC Makes New $744,000 Investment in Illumina, Inc. $ILMN
Impact Partnership Wealth LLC has invested $744,000 in Illumina, Inc. (NASDAQ:ILMN) by acquiring 7,829 shares in the third quarter. This move is part of broader institutional interest, with hedge funds now owning 89.42% of the company. Illumina recently surpassed EPS estimates, and despite a "Hold" consensus among analysts, institutional buying of the stock has increased.
Boulder biotech SomaLogic acquired in deal worth up to $425M
Illumina Inc., based in San Diego, has acquired Boulder biotech company SomaLogic for up to $425 million. SomaLogic, founded in 2000, will remain in Boulder and operate as a proteomics center for Illumina. The acquisition secures SomaLogic's future and integrates its technology into a larger organization.
Standard BioTools Completes Sale of SomaLogic to Illumina
Standard BioTools Inc. has announced the completion of the sale of SomaLogic to Illumina, Inc. for an upfront payment of $350 million and potential earnout payments of up to $75 million, plus specified royalties. This transaction marks a significant strategic transformation for Standard BioTools, making it financially resourced for future M&A and growth initiatives. Following the sale, Standard BioTools estimates a cash and cash equivalents balance of approximately $550 million.
Standard BioTools Completes Sale of SomaLogic to Illumina
Standard BioTools Inc. has completed the sale of SomaLogic to Illumina for $350 million upfront cash, with potential earnout payments up to $75 million and royalties. This transaction provides Standard BioTools with approximately $550 million in cash and cash equivalents, which they plan to use for disciplined inorganic growth to bolster their strategic transformation. The company projects continuing operations to achieve positive adjusted EBITDA in 2026.
SomaLogic Partnership Resource Hub
Illumina has acquired SomaLogic, a leader in data-driven proteomics technology, to enhance its multiomics strategy and deliver powerful, integrated solutions to customers. This acquisition combines Illumina's sequencing ecosystem with SomaLogic's proteomics expertise, aiming to accelerate innovation, expand market reach, and reduce research costs in protein analysis. The partnership is expected to accelerate the technology roadmap for biomarker discovery and disease profiling, reinforcing Illumina's commitment to multiomics leadership.
Illumina bets $350M on proteins to help speed drug discovery
Illumina has completed its acquisition of SomaLogic for $350 million in cash, with potential additional payments of up to $75 million in performance-based milestones and royalties. This acquisition aims to expand Illumina's multiomics and proteomics capabilities by integrating SomaLogic's SomaScan technology with Illumina's existing NGS ecosystem and DRAGEN software. The company believes this will accelerate drug discovery and enhance healthcare by providing scalable insights from genomics and proteomics.
Illumina completes acquisition of SomaLogic
Illumina has completed its acquisition of SomaLogic, a leader in data-driven proteomics technology. This acquisition expands Illumina's multiomics portfolio, combining SomaLogic's proteomics capabilities with Illumina's sequencing technology to enhance drug discovery and healthcare insights. The deal, valued at $350 million cash upfront plus potential performance-based milestones and royalties, positions Illumina for growth in the expanding proteomics market.
Standard BioTools completes sale of SomaLogic to Illumina for $350 million
Standard BioTools Inc. has completed the sale of SomaLogic to Illumina, Inc. for $350 million upfront cash, with potential additional earnout payments up to $75 million. This transaction strengthens Illumina's genomics market position and provides Standard BioTools with royalty streams and intellectual property rights. Standard BioTools expects to have approximately $550 million in cash and aims to use its strengthened financial position for strategic acquisitions.
The Truth About Illumina Inc.: Is This DNA Giant Still Worth Your Money or Is the Hype Over?
This article examines Illumina Inc. (ILMN), a DNA sequencing giant, to determine if its stock is a worthwhile investment following a significant price drop. It dissects the company's technology, market position, regulatory challenges, and competitive landscape, concluding that while Illumina offers high potential in genomics, it also carries substantial risk due to volatility and ongoing external pressures. The piece advises long-term, high-conviction investors to consider the stock's reset price as an opportunity, while cautioning short-term traders due to its complex and volatile nature.
New Horizons in Microfluidic Market Booming with Rapid Growth Through 2033 |Agilent Technologies, Inc., Illumina, Inc.
This report from Coherent Market Insights details the Microfluidic Market's rapid growth expected between 2026 and 2033. It provides a comprehensive analysis including market segmentation by product type, material, application, and end-user, along with regional coverage and profiles of key industry players like Agilent Technologies Inc. and Illumina Inc. The study aims to equip decision-makers with strategic insights to capitalize on emerging opportunities in this evolving market.
Devyser enters Strategic Supply Agreement with Illumina to offer sequencing instruments and products
Devyser has signed a strategic supply agreement with Illumina, a leader in DNA sequencing, to offer Illumina's sequencing instruments and related products to Devyser's customers. This partnership allows Devyser to provide integrated solutions, combining Illumina's platforms with Devyser's reagent solutions, to lower adoption barriers and help laboratories implement high-quality genetic testing with reduced upfront capital investment and simplified procurement. The agreement is designed to make next-generation sequencing more accessible and support laboratories in expanding their testing capabilities in clinical genetics and transplant diagnostics.
Retirement Systems of Alabama Sells 7,647 Shares of Illumina, Inc. $ILMN
Retirement Systems of Alabama reduced its stake in Illumina, Inc. by 4.0% in the third quarter of 2025, selling 7,647 shares and now owning 185,832 shares valued at approximately $17.65 million. Insider activity was mixed, with a director purchasing shares and another insider selling. Despite beating recent EPS estimates and providing positive FY2025 guidance, analysts currently hold a consensus "Hold" rating on the stock with a target price below its current trading level.
Illumina, Inc. $ILMN Shares Sold by Mitsubishi UFJ Trust & Banking Corp
Mitsubishi UFJ Trust & Banking Corp has reduced its stake in Illumina (ILMN) by 3.5%, selling 6,912 shares and now holding 193,230 shares valued at $18.35 million. Despite this, other institutional investors have increased their holdings, and professional analysts maintain a "Hold" consensus rating with a target price of $127.18. Illumina recently surpassed Q3 earnings expectations, reporting an EPS of $1.34 on $1.08 billion in revenue, and provided optimistic FY2025 guidance.
