$ILMN

ILLUMINA, INC.

AlphAI earnings readsecond quarter of fiscal year 2026 · JUL 30Illumina Reports Financial Results for Second Quarter of Fiscal Year 2026Verdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

5
1
2

No SEC Form 4 filings for $ILMN in the last 30 days.

See all $ILMN insider activity →
Low

Illumina CEO reports 1,303-share payment transaction

Illumina, Inc. (ILMN) CEO Jacob Thaysen reported a transaction involving the disposal of 1,303 shares at $293.69 per share, according to an SEC Form 4 filing. Thaysen remains a beneficial owner of 107,770 shares. The transaction occurred on October 5, 2026.

Why is Illumina stock sliding today?

Illumina (ILMN) shares fell 5.8% to $276.74 after hitting a 52-week high of $309.35, as investors took profits. The stock trades at 52 times earnings, with analysts' average price target below current levels. Insider selling of over $436 million and a 'hold' consensus rating contributed to the decline. The broader market's rise highlighted the stock-specific nature of the pullback.

ILMN sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 8 news stories mentioning ILMN (ILLUMINA, INC.). Coverage has skewed bullish: 5 bullish, 1 neutral, and 2 bearish.

Recent ILMN coverage spans financial news, market movers and earnings.

What's driving ILMN

AlphAI scores every news story that mentions ILMN with an AI model for sentiment and relevance, and aggregates insider trades from ILLUMINA, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ILMN

Score

Why is Illumina stock sliding today?

Illumina (ILMN) shares fell 5.8% to $276.74 after hitting a 52-week high of $309.35, as investors took profits. The stock trades at 52 times earnings, with analysts' average price target below current levels. Insider selling of over $436 million and a 'hold' consensus rating contributed to the decline. The broader market's rise highlighted the stock-specific nature of the pullback.

Illumina (ILMN) Shares Skyrocket, What You Need To Know

Illumina (ILMN) shares rose 7.7% after analysts raised price targets, citing expected clinical sales growth and AI applications. The stock closed at $293.84, up 7.6%. Illumina's shares have seen significant volatility, with a 22.4% gain last year on strong earnings. The company has raised its full-year EPS guidance to $4.70. ILMN is up 119% YTD, reaching a 52-week high.

RBC Capital maintains Outperform rating on Illumina, $310 price target

RBC Capital maintained an Outperform rating and $310 price target for Illumina, implying a 13.5% upside. The firm cited sustained clinical growth, particularly in oncology, and Illumina's robust market position in next-gen sequencing. According to RBC, the company benefits from low market penetration and rising demand for genetic testing.

Analyst recommendations: Estee Lauder, Nike, Intel, Nvidia

Analysts updated ratings and price targets for multiple companies. Estee Lauder (EL) was upgraded to Overweight with a new target of $108 by Barclays. Nike (NKE) was downgraded to Neutral with a target reduced to $35 by CTBC. Intel (INTC) and Nvidia (NVDA) saw target increases, while Tesla (TSLA) was kept at Reduce with a higher target.

Analyst recommendations: Datadog, PepsiCo, Roblox, Coinbase

Analysts updated ratings and price targets for several companies. Datadog (DDOG) was upgraded to buy, PepsiCo (PEP) downgraded to hold, Roblox (RBLX) to underperform, and Coinbase (COIN) maintained at neutral with a higher target. Other companies affected include CF Industries (CF), First Solar (FSLR), Atlassian (TEAM), Illumina (ILMN), Nike (NKE), and Okta (OKTA).

$ILMNHighAI 8/10

Illumina Soars to New High After Index Win

Illumina (ILMN) shares hit a 52-week high after being added to the S&P 500 Equal Weighted Index. The company announced a $300M note offering, strong earnings, and raised full-year guidance. Analysts increased price targets, citing sustainable earnings and clinical sequencing demand. The stock's rise is driven by index inclusion, debt refinancing, and upgraded guidance, with future growth expected from its sequencer business model.

Related tickers