Illumina (NASDAQ:ILMN) Issues Q4 2025 Earnings Guidance

Illumina (NASDAQ:ILMN) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.270-1.300 for the period. The company issued revenue guidance of $1.2 billion-$1.2 billion. Illumina also updated its FY 2025 guidance to 4.760-4.790 EPS.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Evercore ISI restated an “outperform” rating and set a $155.00 price objective on shares of Illumina in a research note on Monday, January 5th. Robert W. Baird set a $109.00 target price on Illumina in a research report on Friday, October 31st. Wall Street Zen downgraded shares of Illumina from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Zacks Research lowered shares of Illumina from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, December 31st. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Illumina in a report on Monday, December 29th. Five analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $122.56.

Illumina Stock Performance

Shares of ILMN traded up $1.37 during mid-day trading on Tuesday, hitting $146.92. The stock had a trading volume of 923,072 shares, compared to its average volume of 1,765,697. Illumina has a fifty-two week low of $68.70 and a fifty-two week high of $153.06. The company has a quick ratio of 1.12, a current ratio of 1.43 and a debt-to-equity ratio of 0.42. The company has a market cap of $22.45 billion, a PE ratio of 32.92, a PEG ratio of 2.35 and a beta of 1.41. The company’s fifty day simple moving average is $130.52 and its two-hundred day simple moving average is $110.24.

Illumina (NASDAQ:ILMN) last posted its quarterly earnings results on Thursday, October 30th. The life sciences company reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.18. The business had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.07 billion. Illumina had a return on equity of 29.21% and a net margin of 16.40%.The business’s revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the company posted $1.14 EPS. Illumina has set its FY 2025 guidance at 4.650-4.750 EPS. On average, equities analysts expect that Illumina will post 4.51 earnings per share for the current year.

Insider Transactions at Illumina

In other news, insider Scott M. Davies sold 323 shares of Illumina stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $136.09, for a total value of $43,957.07. Following the completion of the transaction, the insider directly owned 17,887 shares of the company’s stock, valued at approximately $2,434,241.83. The trade was a 1.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Scott Gottlieb acquired 500 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were acquired at an average cost of $122.13 per share, with a total value of $61,065.00. Following the transaction, the director owned 12,523 shares in the company, valued at approximately $1,529,433.99. The trade was a 4.16% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.17% of the company’s stock.

Key Illumina News

Here are the key news stories impacting Illumina this week:

• Positive Sentiment: Illumina raised its FY‑2025 and Q4‑2025 EPS guidance — FY EPS now 4.760–4.790 and Q4 EPS 1.270–1.300 — signaling stronger-than-expected near-term profitability and giving analysts scope to lift estimates. Illumina Announces Preliminary Unaudited Financial Results for Fourth Quarter and Fiscal Year 2025
• Positive Sentiment: Illumina launched the “Billion Cell Atlas,” a genome‑wide perturbation dataset aimed at accelerating AI-driven drug discovery and validation of therapeutic targets — a potential new revenue stream (data licensing, partnerships) and a strategic moat for pharma collaborations. Illumina introduces Billion Cell Atlas to accelerate AI and drug discovery Illumina unveils dataset to speed up AI-powered drug discovery
• Positive Sentiment: Analyst and commentary pieces are highlighting Illumina’s new connected multiomics platform and recent executive additions (including a CMO), arguing these moves improve commercialization prospects for higher‑margin services and could justify multiple expansion. Assessing Illumina (ILMN) Valuation After New Multiomics Platform And Chief Medical Officer Appointment
• Positive Sentiment: Independent analyst commentary (Zacks) flags the Connected Multiomics platform as a catalyst that could boost adoption in precision‑health research and contribute to revenue growth. Illumina’s New Connected Multiomics Platform Set to Boost Its Stock
• Neutral Sentiment: Illumina released preliminary unaudited Q4 and FY‑2025 results ahead of its J.P. Morgan presentation; full audited results will follow on Feb. 5, when management will host an earnings call — an event to watch for detailed metrics and any revisions. Illumina Announces Preliminary Unaudited Financial Results for Fourth Quarter and Fiscal Year 2025 Illumina to Announce Fourth Quarter and Full Year 2025 Financial Results on Thursday, February 5, 2026
• Negative Sentiment: ARK Invest (Cathie Wood) trimmed Illumina holdings recently, selling roughly $13.3M of shares — a headline that can add short‑term selling pressure or signal rotation out of larger-cap genomics names. Cathie Wood Sells Meta and Illumina, Loads Up on Early-Stage Genomics Stocks

Institutional Trading of Illumina

Several hedge funds have recently made changes to their positions in ILMN. Sivia Capital Partners LLC bought a new position in Illumina during the 2nd quarter worth $621,000. HRT Financial LP acquired a new position in shares of Illumina during the second quarter valued at $15,606,000. Man Group plc boosted its holdings in shares of Illumina by 10.7% during the second quarter. Man Group plc now owns 150,026 shares of the life sciences company’s stock valued at $14,314,000 after acquiring an additional 14,549 shares during the period. MML Investors Services LLC grew its position in shares of Illumina by 8.0% during the second quarter. MML Investors Services LLC now owns 27,832 shares of the life sciences company’s stock worth $2,655,000 after acquiring an additional 2,053 shares during the last quarter. Finally, Legal & General Group Plc increased its holdings in shares of Illumina by 1.8% in the 3rd quarter. Legal & General Group Plc now owns 1,244,688 shares of the life sciences company’s stock worth $118,208,000 after acquiring an additional 21,565 shares during the period. Institutional investors own 89.42% of the company’s stock.

About Illumina

Illumina, Inc (NASDAQ: ILMN) is a global life sciences company that develops, manufactures and markets integrated systems for the analysis of genetic variation and function. Headquartered in San Diego, California and founded in 1998, Illumina offers a range of sequencing and array-based technologies used by academic researchers, clinical laboratories, pharmaceutical and biotechnology companies, consumer genomics firms and agricultural researchers to enable discovery, translational research and clinical applications.

The company’s product portfolio includes next-generation sequencing (NGS) platforms and associated consumables, microarrays for genotyping and methylation analysis, library preparation kits and targeted assays.