ILLUMINA, INC.
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.
No SEC Form 4 filings for $ILMN in the last 30 days.
See all $ILMN insider activity →Moderna (MRNA) shares fell 20% after leaked trial data for its melanoma vaccine, despite analysts calling results 'strong.' The drop may signal the end of its 700% year-to-date rally. Merck (MRK), partnering on the vaccine, saw minimal impact. Analysts expect Merck to report strong earnings. BioNTech (BNTX) and Illumina (ILMN) are also mentioned.
Illumina (ILMN) and Thermo Fisher (TMO) both serve drug developers and labs. ILMN raised its 2026 revenue forecast to $4.62B, citing strong clinical market growth. TMO reported 9% Q3 revenue growth and raised its 2026 guidance to $47.7B-$48.2B. ILMN has higher margins and lower debt, while TMO shows faster growth and a lower P/E ratio.
Illumina (ILMN) launched three early-access AI tools on its BioInsight Platform: DRAGEN Ultra, Workflow Orchestrator, and Learning Cohorts. These tools aim to speed up analysis and discovery from sequencing data. The company seeks to expand its software and AI strategy, but needs customer adoption and revenue impact for significant growth.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning ILMN (ILLUMINA, INC.). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.
Recent ILMN coverage spans financial news, technology and corporate actions.
Neutral to positive as earnings could clarify demand outlook.
Illumina's guidance lift is modest and already disclosed; the commentary adds no new catalyst.
Positive sentiment as the launch expands Illumina's software offering and may drive future revenue.
Positive catalyst from higher target.
Stock down on profit‑taking after AI hype.
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.
Moderna (MRNA) shares fell 20% after leaked trial data for its melanoma vaccine, despite analysts calling results 'strong.' The drop may signal the end of its 700% year-to-date rally. Merck (MRK), partnering on the vaccine, saw minimal impact. Analysts expect Merck to report strong earnings. BioNTech (BNTX) and Illumina (ILMN) are also mentioned.
3 min readIllumina (ILMN) and Thermo Fisher (TMO) both serve drug developers and labs. ILMN raised its 2026 revenue forecast to $4.62B, citing strong clinical market growth. TMO reported 9% Q3 revenue growth and raised its 2026 guidance to $47.7B-$48.2B. ILMN has higher margins and lower debt, while TMO shows faster growth and a lower P/E ratio.
2 min readIllumina (ILMN) launched three early-access AI tools on its BioInsight Platform: DRAGEN Ultra, Workflow Orchestrator, and Learning Cohorts. These tools aim to speed up analysis and discovery from sequencing data. The company seeks to expand its software and AI strategy, but needs customer adoption and revenue impact for significant growth.
1 min readAnalysts updated ratings and price targets for several companies. Notable changes include Datadog (DDOG) upgraded to outperform with a raised target to $350, Intel (INTC) upgraded to neutral with a $85 target, and MGM Resorts (MGM) maintained as underweight with a reduced target to $29. Other companies affected include Boyd Gaming (BYD), Bxp (BXP), and Fair Isaac (FICO).
3 min readIllumina (ILMN) shares are declining after a recent rally fueled by its S&P 500 inclusion and AI genomics excitement. Analysts had raised price targets, but current selling seems profit-taking. The company's NovaSeq X systems and clinical sequencing business may support long-term growth, but research consumables weakness and debt could pose risks.
2 min readIllumina (ILMN) launched the BioInsight Platform, integrating AI, software, and curated data. It includes DRAGEN v4.6, expanding to more cloud and CPU environments. The move aims to shift focus to higher-margin software/AI sectors.
1 min readIllumina (ILMN) initiated a voluntary recall of certain diagnostic systems due to a security vulnerability. Shares are down 2.0% to $271.18, but have gained 31.4% over 30 days and 44.9% over 90 days. The company's AI push and recall highlight growth ambitions and operational risks. Analysts suggest the stock may be overvalued, with a fair value estimate of $206.65.
2 min readIllumina established a $1.0 billion unsecured commercial paper program for general corporate purposes. The program allows short-term notes with maturities up to 397 days. A national bank will serve as the issuing and paying agent, with three dealers initially participating. No notes were outstanding as of the filing date.
1 min readILLUMINA, INC. (ILMN) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. Entry into Dealer Agreements On October 8, 2026, Illumina, Inc. (the “Company”) entered into definitive documentation to establish an unsecured commercial paper program (the “CP Program”) pursuant to which the Company may iss
1 min readTD Cowen raised its price target for Illumina to $270 from $210. Illumina's stock is currently trading at $276.67, with a 5-day change of -0.54% and a 1-year change of +110.94%. The adjustment reflects the firm's updated outlook on the company's valuation and earnings potential.
1 min read
