Illumina Inc Stock Price, News & Analysis

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).

Illumina (NASDAQ: ILMN) on October 15, 2025 announced its 5-base solution for simultaneous genomic variant detection and DNA methylation profiling from a single sample. The offering uses proprietary 5-base chemistry and DRAGEN algorithms to enable dual-omic analysis with reduced complexity and cost.

Two kits are commercially available: Illumina 5-Base DNA Prep (whole-genome) and 5-Base DNA Prep with Enrichment (targeted). Both detect methylation at single-base resolution and are compatible with NovaSeq Systems and NextSeq 2000. Over 50 early testers participated, and a London Health Sciences Centre researcher will present validation data at ASHG on October 15, 2025.

Illumina (NASDAQ: ILMN) said GeneDx piloted its emerging constellation mapped read technology on 160 DNA samples and reported improved detection of hard-to-map variants versus orthogonal methods. The pilot identified repeat expansions (DMPK), SMN1 events, NCF1-related variants, complex structural variants, and mosaic aneuploidy across blood, buccal, and prenatal samples.

Constellation uses on-flow-cell long molecules with proprietary informatics to resolve homologous and repetitive regions. A commercial product is planned for H1 2026. GeneDx results were presented at ASHG on Oct 15, 2025.

Illumina (NASDAQ: ILMN) will release its third quarter 2025 financial results after market close on Thursday, October 30, 2025.

Management — Jacob Thaysen, PhD, CEO, and Ankur Dhingra, CFO — will host a conference call at 1:30 pm Pacific / 4:30 pm Eastern the same day to discuss financial and operating results. The call will be webcast live via the company's Investor Info site at the provided registration link. Attendees are advised to join at least 10 minutes before the scheduled start. A replay will be posted on Illumina's website and will remain available for at least 30 days after the event.

Illumina (NASDAQ: ILMN) has announced the launch of BioInsight, a new business division focused on developing data assets, software, and AI solutions to accelerate life science discoveries. The initiative will be led by Rami Mehio, who joins the executive leadership team as senior vice president and general manager.

BioInsight will concentrate on four key areas: enabling large-scale genetic data projects, developing software for population-scale data analysis, providing secure data access platforms, and creating AI tools through strategic partnerships. The business aims to leverage the convergence of reduced sequencing costs and advanced AI capabilities to transform biological insights and accelerate drug target discovery.

Predicta Biosciences has successfully raised $23.4 million in an oversubscribed Series A funding round led by Engine Ventures, with participation from notable investors including Illumina Ventures and others. The company also announced the appointment of Brian McKernan as CEO, a three-time biotech founder previously at Fluent BioSciences.

The funding will support the expansion of Predicta's team, CLIA-approved lab infrastructure, and advance the commercialization of GenoPredicta, their first Laboratory Developed Test for multiple myeloma diagnosis. The test, launched in April, can use either peripheral blood or bone marrow to molecularly diagnose individuals at risk for multiple myeloma and inform therapeutic management.

The company aims to develop precision diagnostics for blood cancers and autoimmune diseases, addressing critical gaps in current testing capabilities, particularly for diseases like multiple myeloma where early detection has been challenging.