Illumina Inc Stock Price, News & Analysis

Illumina (NASDAQ: ILMN) on January 6, 2026 announced Illumina Connected Multiomics, a cloud-based research software platform for integrated multiomic and multimodal analysis.

The platform, officially launched last month after input from 40 early access users, can aggregate thousands of multiomic samples, supports single-cell and spatial analyses, includes DRAGEN secondary analysis, and adds AI-enabled variant interpretation via PrimateAI and PromoterAI.

Illumina says the software aims to reduce time, cost, and complexity for researchers and enable reproducible interactive visualizations and scalable workflows for discovery and precision medicine.

Illumina (NASDAQ: ILMN) will present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026. The management presentation is scheduled for 7:30 a.m. PT (10:30 a.m. ET) with a Q&A at approximately 7:50 a.m. PT (10:50 a.m. ET). The live webcast will be available via the Events & Presentations section of Illumina's investor website, and a replay will be archived on the site for at least 30 days following the event.

Illumina (NASDAQ: ILMN) announced a collaboration and strategic investment in MyOme to support MyOme's Proactive Health (MPH) Trial and expand clinical genomics products. The MPH Trial aims to enroll beginning in 2026 and will test whole‑genome sequencing (WGS) plus MyOme's AI‑integrated risk models (IRMs) for earlier detection and prevention across cancers, cardiometabolic and rare diseases. Health economic modeling cited in the announcement estimates potential U.S. cost savings of more than $200 billion annually if WGS+IRM adoption is broad. The deal also notes continued financing support from partners including Natera, Sequoia Capital and The Duquesne Family Office.

Illumina (NASDAQ: ILMN) announced a collaboration and strategic investment in MyOme, announced Dec. 11, 2025, to support MyOme's Proactive Health (MPH) Trial and commercial product expansion.

The MPH trial aims to begin enrollment in 2026 and will evaluate whole‑genome sequencing (WGS) plus MyOme's AI‑integrated risk models (IRMs) for common chronic disease, cancer and rare disease. Health economic modeling cited in the announcement suggests potential U.S. savings of more than $200 billion per year from broad WGS+IRM adoption; the release notes U.S. annual healthcare spend of about $5 trillion. The financing also lists continued support from Natera, Sequoia Capital and The Duquesne Family Office.

Illumina (NASDAQ: ILMN) and collaborators published a Nature study on Nov 12, 2025 showing whole-genome sequencing (WGS) with DRAGEN capture nearly 90% of genetic signal across 34 common diseases and traits, addressing the "missing heritability" gap. The analysis used 347,630 WGS samples from UK Biobank and replication in the Alliance for Genomic Discovery.

Key findings: WGS outperformed whole-exome sequencing and arrays, with WES explaining 17.5% of genetic variance, arrays missing 20–40% of some rare alleles, and WGS recovering >30% of rare-variant heritability for HDL and LDL. Advanced AI tools (PrimateAI-3D, DRAGEN) improved rare-variant interpretation and drug-target discovery.

Illumina (NASDAQ: ILMN) will present at the Wolfe Research Healthcare Conference 2025 on November 19, 2025. Executives will take part in a fireside chat at 6:20 AM PT (9:20 AM ET).

The event will be webcast via the Investor Info section of Illumina's website at investor.illumina.com. A replay will be posted after the event and remain available for at least 30 days.

Illumina (NASDAQ: ILMN) announced on Nov 10, 2025 that Illumina Protein Prep, commercially launched in September, is in use by more than 40 customers across 16 sites and has processed over 40,000 samples, offering a discovery panel of > 9,500 proteins at a claimed low cost per protein target.

Customers include Sydney Mass Spectrometry (first Asia Pacific site), Genomics England (reported a 7.5% increase in disease classification when integrating proteomics with genomics), and PRECISE-SG100K (running 10,000 plasma samples). Illumina also noted a definitive agreement with Standard BioTools (NASDAQ: LAB) under which Illumina will acquire SomaLogic, subject to regulatory clearance.

Illumina (NASDAQ: ILMN) said the Chinese Ministry of Commerce will lift the export ban that had been in place since March 4, 2025, with the ban ending on November 10, 2025. The company remains on China’s Unreliable Entities List (UEL), which continues to require government approval for instrument purchases.

Illumina described MOFCOM’s announcement as a positive step, said it will keep engaging with authorities, and confirmed no change to FY25 guidance following its Q3 2025 update.

Illumina (Nasdaq: ILMN) reported Q3 2025 revenue of $1.08B, flat versus Q3 2024 on both reported and constant currency basis, with GAAP diluted EPS of $0.98 and non-GAAP diluted EPS of $1.34. GAAP operating margin was 21.0% and non-GAAP operating margin was 24.5%. Cash from operations was $284M and free cash flow was $253M. The company repurchased 1.2M shares for $120M at an average of $97.10 per share.

For fiscal 2025 Illumina raised guidance: now expects a total company constant-currency revenue decline of (1.5%) to (0.5%) (narrowed from (2.5%) to (1.5%)), non-GAAP operating margin of 22.75%–23%, and non-GAAP diluted EPS of $4.65–$4.75 (up from $4.45–$4.55).