Illumina (NASDAQ:ILMN) Updates FY 2025 Earnings Guidance

Illumina (NASDAQ:ILMN) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 4.760-4.790 for the period. The company issued revenue guidance of $4.3 billion-$4.3 billion. Illumina also updated its Q4 2025 guidance to 1.270-1.300 EPS.

Analysts Set New Price Targets

Several brokerages recently commented on ILMN. Canaccord Genuity Group raised their target price on Illumina from $112.00 to $130.00 and gave the company a “hold” rating in a report on Monday, December 22nd. Evercore ISI reiterated an “outperform” rating and issued a $155.00 price objective on shares of Illumina in a report on Monday, January 5th. Guggenheim raised their target price on Illumina from $114.00 to $144.00 and gave the company a “buy” rating in a research note on Monday, January 5th. JPMorgan Chase & Co. lifted their price objective on Illumina from $105.00 to $130.00 and gave the stock a “neutral” rating in a report on Monday, December 15th. Finally, UBS Group increased their target price on Illumina from $110.00 to $120.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Five investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $122.56.

Illumina Stock Up 1.0%

NASDAQ:ILMN opened at $146.99 on Wednesday. The company has a current ratio of 1.43, a quick ratio of 1.12 and a debt-to-equity ratio of 0.42. The stock has a 50 day moving average of $131.12 and a 200-day moving average of $110.61. The firm has a market capitalization of $22.46 billion, a PE ratio of 32.96, a price-to-earnings-growth ratio of 2.42 and a beta of 1.41. Illumina has a 52 week low of $68.70 and a 52 week high of $153.06.

Illumina (NASDAQ:ILMN) last issued its quarterly earnings data on Thursday, October 30th. The life sciences company reported $1.34 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.18. Illumina had a return on equity of 29.21% and a net margin of 16.40%.The firm had revenue of $1.08 billion during the quarter, compared to the consensus estimate of $1.07 billion. During the same period in the prior year, the business earned $1.14 EPS. The firm’s revenue was up .4% on a year-over-year basis. Illumina has set its FY 2025 guidance at 4.650-4.750 EPS. Analysts predict that Illumina will post 4.51 EPS for the current year.

Insider Buying and Selling

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

Illumina News Summary

Here are the key news stories impacting Illumina this week:

• Positive Sentiment: Company raised FY‑2025 and Q4 EPS guidance (FY: 4.760–4.790; Q4: 1.270–1.300), which supports stronger near‑term earnings expectations and underpins investor confidence. Illumina Announces Preliminary Unaudited Financial Results
• Positive Sentiment: Illumina unveiled the “Billion Cell Atlas,” a large genetic‑perturbation dataset aimed at accelerating AI‑driven drug discovery — a strategic product that could expand addressable markets and partnerships with pharma/AI players. Illumina introduces Billion Cell Atlas
• Positive Sentiment: Major media coverage (Reuters) and analyst notes highlight the new dataset’s potential to speed AI‑powered drug discovery — positive for long‑term revenue diversification if adoption follows. Illumina unveils dataset to speed up AI-powered drug discovery
• Positive Sentiment: Analyst commentary (Zacks) is bullish on Illumina’s new Connected Multiomics platform, framing it as a growth catalyst for precision‑health research and potential upside to multiple revenue streams. Illumina’s New Connected Multiomics Platform Set to Boost Its Stock
• Neutral Sentiment: Illumina presented at the J.P. Morgan Healthcare Conference (slides and transcript available) — provides management’s strategic update and color on product adoption but contained no single market‑moving surprise. Illumina Presents at 44th Annual J.P. Morgan Healthcare Conference – Transcript
• Neutral Sentiment: Illumina issued preliminary unaudited Q4/FY‑2025 results and set the formal earnings release for Feb. 5 — provides a near‑term catalyst (earnings call) for guidance verification and model updates. Illumina to Announce Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Bank of America reiterated a Sell rating with an $80 price target, citing rich valuation and execution/competitive risks — a high‑profile downgrade that can pressure investor sentiment and inflows. Illumina: Rich Valuation Amid Mounting Competitive and Execution Risks Supports Sell Rating
• Negative Sentiment: ARK Invest (Cathie Wood) trimmed Illumina holdings, a notable institutional sale that can be interpreted as reduced conviction from a previously large, visible shareholder. Cathie Wood Sells Meta and Illumina, Loads Up on Early-Stage Genomics Stocks

Institutional Investors Weigh In On Illumina

A number of hedge funds have recently bought and sold shares of ILMN. Quarry LP bought a new stake in Illumina during the third quarter worth about $32,000. Advisory Services Network LLC bought a new stake in Illumina during the 3rd quarter worth approximately $102,000. Headlands Technologies LLC bought a new stake in Illumina during the 2nd quarter worth approximately $165,000. Voleon Capital Management LP acquired a new stake in Illumina during the 3rd quarter valued at $220,000. Finally, Glenmede Investment Management LP bought a new position in Illumina in the 3rd quarter valued at $220,000. 89.42% of the stock is currently owned by institutional investors.

Illumina Company Profile

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.