Illumina (NASDAQ:ILMN) Updates FY 2025 Earnings Guidance

Illumina (NASDAQ:ILMN) updated its FY 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) 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.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. Zacks Research downgraded shares of Illumina from a “strong-buy” rating to a “hold” rating in a report on Wednesday, December 31st. Wall Street Zen lowered shares of Illumina from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Evercore ISI reissued an “outperform” rating and set a $155.00 price objective on shares of Illumina in a research note on Monday, January 5th. TD Cowen increased their target price on Illumina from $115.00 to $140.00 and gave the stock a “hold” rating in a research report on Wednesday, January 7th. Finally, Barclays lifted their target price on Illumina from $100.00 to $110.00 and gave the company an “underweight” rating in a report on Monday, December 15th. Five equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Illumina presently has a consensus rating of “Hold” and a consensus target price of $122.56.

Illumina Trading Down 2.1%

Shares of ILMN opened at $143.97 on Thursday. Illumina has a 12 month low of $68.70 and a 12 month high of $151.34. The stock’s 50-day moving average is $131.55 and its two-hundred day moving average is $110.85. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.43 and a quick ratio of 1.12. The stock has a market cap of $22.00 billion, a PE ratio of 32.28, a P/E/G ratio of 2.45 and a beta of 1.41.

Illumina (NASDAQ:ILMN) last announced its earnings results on Thursday, October 30th. The life sciences company reported $1.34 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 the consensus estimate of $1.07 billion. Illumina had a return on equity of 29.21% and a net margin of 16.40%.The company’s revenue was up .4% on a year-over-year basis. During the same period last year, the business posted $1.14 EPS. Illumina has set its FY 2025 guidance at 4.650-4.750 EPS. Equities analysts forecast that Illumina will post 4.51 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Scott Gottlieb bought 500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was acquired 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 owned 12,523 shares of the company’s stock, valued at $1,529,433.99. This trade represents a 4.16% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 2.60% of the company’s stock.

Trending Headlines about Illumina

Here are the key news stories impacting Illumina this week:

• Positive Sentiment: Company raised FY2025 and Q4 2025 EPS guidance (FY: 4.760–4.790; Q4: 1.270–1.300), a modest upside to prior guidance that supports the earnings trajectory. Illumina Announces Preliminary Unaudited Financial Results for Fourth Quarter and Fiscal Year 2025
• Positive Sentiment: Illumina launched the “Billion Cell Atlas,” a large genome-wide perturbation dataset intended to accelerate AI-driven drug discovery — a strategic asset that could expand addressable markets and partnerships with pharma/AI firms. Illumina introduces Billion Cell Atlas to accelerate AI and drug discovery
• Neutral Sentiment: Management presented at the 44th J.P. Morgan Healthcare Conference (slides and transcript available). Investor attention on the presentation may influence sentiment, but it didn’t include material surprises beyond the guidance and roadmap already disclosed. Illumina, Inc. (ILMN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
• Neutral Sentiment: Analysts and commentators are re-assessing Illumina’s valuation relative to new multi‑omics initiatives and executive hires; this discussion is informational but may not move price without concrete execution data. Assessing Illumina (ILMN) Valuation After New Multiomics Platform And Chief Medical Officer Appointment
• Negative Sentiment: Bank of America reiterated a Sell rating with an $80 price target, citing a rich valuation and rising competitive/execution risks — a high-profile downgrade that likely pressured sentiment. Illumina: Rich Valuation Amid Mounting Competitive and Execution Risks Supports Sell Rating
• Negative Sentiment: ARK (Cathie Wood) trimmed Illumina positions, a notable institutional sale that can amplify downside pressure given ARK’s visibility and the size of the trade. Cathie Wood Sells Meta and Illumina, Loads Up on Early-Stage Genomics Stocks

Institutional Investors Weigh In On Illumina

Institutional investors and hedge funds have recently bought and sold shares of the business. Quarry LP bought a new position in shares of Illumina during the third quarter valued at approximately $32,000. Advisory Services Network LLC acquired a new position in Illumina during the 3rd quarter valued at approximately $102,000. Headlands Technologies LLC acquired a new position in Illumina during the 2nd quarter valued at approximately $165,000. Voleon Capital Management LP bought a new position in Illumina during the 3rd quarter worth $220,000. Finally, Glenmede Investment Management LP acquired a new stake in Illumina in the third quarter worth $220,000. Institutional investors and hedge funds 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.