Illumina Inc. ($ILMN) Stock Forecast: Down 12.3% Today

What is Illumina Inc.?

Illumina, Inc. (NASDAQ: ILMN) is a key player in the genomics industry, specializing in DNA sequencing and array-based technologies for analysis. The company's innovative solutions are widely utilized in research, clinical, and applied markets, fueling progress in healthcare and other sectors.

Why is Illumina Inc. going down?

ILMN stock is down 12.3% on Feb 6, 2026 18:07

• Despite strong Q4 2025 earnings that surpassed expectations, Illumina's stock saw a notable decline following a cautious 2026 revenue outlook.
• Investor response suggests disappointment with the company's conservative forecast for the upcoming period, despite its previous strong performance.
• Illumina's strategic focus on core sequencing, multiomics scaling, and data/software expansion is contributing to its momentum. However, concerns around the subdued 2026 revenue guidance seemed to overshadow these accomplishments for investors.
• While the company remains optimistic about the growing adoption of sequencing-based diagnostic tests and the NovaSeq X instrument in clinical settings, these positive prospects were unable to offset worries about future growth potential, resulting in a bearish trend for the stock.

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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.

https://www.insidermonkey.com/blog/illumina-inc-nasdaqilmn-q4-2025-earnings-call-transcript-1690265/

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.

https://sg.finance.yahoo.com/news/illumina-ilmn-q4-earnings-taking-000005672.html

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.

https://www.chartmill.com/news/ILMN/Chartmill-41336-Illumina-Inc-NASDAQILMN-Stock-Falls-Despite-Q4-Earnings-Beat-on-Cautious-2026-Outlook

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.

https://www.investing.com/news/transcripts/earnings-call-transcript-illumina-beats-q4-2025-eps-forecast-by-1066-93CH-4489176

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.

https://www.marketscreener.com/news/earnings-flash-ilmn-illumina-inc-reports-q4-revenue-1-16b-vs-factset-est-of-1-12b-ce7e5ad8dd8df722

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Illumina Inc. Price History

20.00.2026 - ILMN Stock was up 5.1%

• The bullish movement in Illumina's stock could be attributed to the company's partnership with pharma giants like AstraZeneca, Merck, and Eli Lilly to launch the Billion Cell Atlas initiative. This ambitious project aims to map genetic perturbations in five billion human cells, providing valuable insights for drug discovery and precision medicine.
• The collaboration with major pharmaceutical companies highlights Illumina's commitment to advancing genomic research and its potential to revolutionize the field of AI-driven drug discovery.
• The emphasis on creating a comprehensive genetic dataset to accelerate drug discovery and improve target validation likely resonated positively with investors, driving the bullish market movement in Illumina's stock today.

20.00.2026 - ILMN Stock was up 5.2%

• The bullish movement in Illumina's stock today is due to Medicare's decision to cover the TruSight™ Oncology Comprehensive test, enabling a clear reimbursement pathway and broadening access to precision oncology. This development is expected to significantly boost Illumina's revenue and enhance investor confidence in the company's clinical focus.
• Illumina's collaboration with major pharmaceutical companies like AstraZeneca, Merck, and Eli Lilly on the Billion Cell Atlas initiative is a testament to its dedication to advancing drug discovery and precision medicine by mapping disease biology at an unprecedented scale. This partnership underscores Illumina's leading position in genomic research and innovation, strengthening its market presence and growth potential.
• The company's integrated genomic workflow solutions for genetic disease research, which prioritize high-quality genomic data generation and interpretation, also contribute to its positive market sentiment. Illumina's holistic approach to genetic research and emphasis on scalable informatics are resonating well with investors, fueling optimism about the company's future prospects in the genomics industry.

21.00.2026 - ILMN Stock was up 5.1%

• Illumina's stock surged today following the news of securing CMS reimbursement for its TruSight Oncology Comprehensive test at $2,989.55 per test, effective January 1, 2026. This reimbursement is expected to drive adoption of the test, boosting Illumina's market share and revenue.
• The partnership with pharma giants like AstraZeneca, Merck, and Eli Lilly to map disease biology at an unprecedented scale through the Billion Cell Atlas initiative also contributed to the bullish movement. This collaboration enhances Illumina's position in the precision medicine field and strengthens its role in accelerating drug discovery processes.
• Analysts' positive outlook on Illumina's earnings growth and target price increases from firms like TD Cowen and Guggenheim further fueled investor optimism, driving the stock higher.
• Illumina's focus on offering integrated genomic workflow solutions for genetic disease research and emphasizing scalable informatics and high-quality genomic data generation also added to the positive market sentiment, showcasing the company's commitment to innovation and advancement in the genomics industry.

06.01.2026 - ILMN Stock was down 12.3%

• Despite strong Q4 2025 earnings that surpassed expectations, Illumina's stock saw a notable decline following a cautious 2026 revenue outlook.
• Investor response suggests disappointment with the company's conservative forecast for the upcoming period, despite its previous strong performance.
• Illumina's strategic focus on core sequencing, multiomics scaling, and data/software expansion is contributing to its momentum. However, concerns around the subdued 2026 revenue guidance seemed to overshadow these accomplishments for investors.
• While the company remains optimistic about the growing adoption of sequencing-based diagnostic tests and the NovaSeq X instrument in clinical settings, these positive prospects were unable to offset worries about future growth potential, resulting in a bearish trend for the stock.

06.01.2026 - ILMN Stock was down 9.6%

• Despite surpassing Q4 earnings forecasts, Illumina's stock trended bearishly due to its conservative 2026 revenue guidance, disappointing investors who were anticipating a more aggressive outlook.
• The market's response suggests that investors are evaluating Illumina's robust operational performance in Q4 against its unchanging annual revenue for 2025, which paralleled the previous year.
• Although Illumina offered a positive forecast for 2026, anticipating revenue growth of 4-6% and adjusted EPS of $5.05-$5.20, the stock's decline indicates that investors possibly anticipated more ambitious future projections.
• The contrast between the company's solid financial performance and the market's reaction underscores the significance of managing investor expectations and articulating a compelling growth narrative for forthcoming results.

06.00.2026 - ILMN Stock was up 5.3%

• In spite of regulatory challenges and cautious sentiment from investors, Illumina demonstrated significant bullish momentum today.
• While receiving "hold" ratings from Wall Street Zen and Zacks Research, the company surpassed Q3 earnings projections and offered optimistic FY2025 guidance, resonating well with investors.
• The positive market response can be linked to hopeful investor sentiment regarding Illumina's anticipated recovery, supported by its strategic capital allocation and increasing demand for sequencing.
• Illumina's efforts to adapt to the AI era and consolidate its place in the genomics sector have instilled a sense of cautious optimism among investors and insiders about the company's future trajectory.

05.10.2025 - ILMN Stock was up 5.3%

• Following the company's surpassing of its third-quarter guidance and the narrowing of its full-year revenue decline forecast, Illumina's stock rose by over 23%, indicating optimistic growth prospects.
• Investor sentiment towards Illumina turned positive, with notable investors showing confidence in the company's future performance.
• The third-quarter earnings report exceeded expectations, reporting adjusted earnings of $1.34 per share, surpassing consensus estimates and contributing to the stock's significant increase.
• Illumina's ability to outperform expectations in both earnings and revenue for the quarter ended September 2025 showcases robust operational performance and potential for further growth in the genomics sector.

31.09.2025 - ILMN Stock was up 14.2%

• Exceeded earnings and revenue expectations for the third quarter.
• Positive surprise indicates strong demand for its products and services.
• Investors are optimistic about its future outlook.
• Market's bullish movement on ILMN today could be attributed to strong financial performance and growth opportunities in the genomics industry.

31.09.2025 - ILMN Stock was up 23.9%

• Illumina's stock soared today following better-than-expected third-quarter earnings.
• The company reported adjusted earnings of $1.34 per share, exceeding the consensus of $1.17, which contributed to the bullish movement.
• Positive earnings and revenue surprises of +15.52% and +1.73%, respectively, for the quarter ended September 2025, further fueled investor confidence in Illumina's growth prospects.
• Overall, the strong financial performance and optimistic outlook from Illumina's earnings likely drove the bullish movement in the stock today.

31.09.2025 - ILMN Stock was up 25.0%

• Illumina's stock surged due to better-than-expected third-quarter earnings, with adjusted earnings surpassing consensus estimates.
• The bullish sentiment towards Illumina was further reinforced by deep-pocketed investors adopting a positive approach towards the company, as revealed by options trading data.
• The company's ability to beat both earnings and revenue estimates for the third quarter showcased its strong performance and potential for future growth, contributing to the stock's upward momentum.
• Overall, Illumina's impressive financial results and market sentiment drove the stock higher, indicating investor confidence in the company's strategic direction and growth prospects in the DNA sequencing industry.

09.11.2025 - ILMN Stock was up 3.2%

• The bullish movement of Illumina is linked to its active participation and partnerships at the 2025 CIIE, showcasing its commitment to the Chinese market and highlighting potential growth opportunities.
• The recent share price rebound and positive gains over 30 and 90 days indicate investor confidence in Illumina's future prospects, despite some fluctuations over the past year.
• Analysts' mixed views on Illumina's valuation suggest ongoing debates regarding the stock's pricing, with considerations around future growth expectations and cash flow trajectory influencing investor sentiment.

09.00.2026 - ILMN Stock was down 5.1%

• Today's bearish movement in Illumina's stock value might stem from concerns over regulatory challenges and changes in investor sentiment.
• The recent introduction of Illumina Connected Multiomics, a robust software platform for simplifying multiomic analysis in precision medicine, aimed to drive faster discovery. However, it might not have sufficiently addressed worries regarding the company's divestment plans and market demand uncertainties.
• Despite surpassing Q3 earnings expectations and offering promising FY2025 guidance, Illumina saw a downgrade to a "hold" rating by Wall Street Zen. This action could have influenced the stock's decline as investors rethought their positions.
• The anticipated rapid growth of the DNA Test Kits Market suggests a favorable industry forecast. Nevertheless, Illumina's performance might have been eclipsed by broader market dynamics and company-specific concerns.