Q4 Earnings Forecast for Illumina Issued By Leerink Partnrs

Illumina, Inc. (NASDAQ:ILMN) – Stock analysts at Leerink Partnrs decreased their Q4 2025 earnings per share estimates for Illumina in a research note issued on Tuesday, January 7th. Leerink Partnrs analyst P. Souda now expects that the life sciences company will post earnings of $1.24 per share for the quarter, down from their prior estimate of $1.25. The consensus estimate for Illumina’s current full-year earnings is $4.11 per share. Leerink Partnrs also issued estimates for Illumina’s FY2026 earnings at $4.90 EPS.

Other analysts also recently issued research reports about the company. Robert W. Baird boosted their price target on Illumina from $124.00 to $139.00 and gave the company a “neutral” rating in a research note on Wednesday, November 6th. Leerink Partners upped their target price on Illumina from $160.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, October 17th. Piper Sandler reduced their price target on shares of Illumina from $195.00 to $185.00 and set an “overweight” rating for the company in a research report on Monday, November 11th. UBS Group upped their price objective on shares of Illumina from $133.00 to $145.00 and gave the company a “neutral” rating in a report on Tuesday, November 5th. Finally, HSBC raised shares of Illumina from a “hold” rating to a “buy” rating and set a $180.00 target price for the company in a report on Thursday, October 17th. Eight investment analysts have rated the stock with a hold rating, eleven have given a buy rating and two have issued a strong buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $165.95.

Illumina Price Performance

Shares of ILMN opened at $139.68 on Wednesday. The firm has a market capitalization of $22.15 billion, a PE ratio of -14.02 and a beta of 1.11. The company has a debt-to-equity ratio of 0.94, a current ratio of 2.43 and a quick ratio of 1.85. The company’s fifty day moving average price is $141.46 and its 200-day moving average price is $132.03. Illumina has a 1-year low of $100.08 and a 1-year high of $156.66.

Illumina (NASDAQ:ILMN) last released its earnings results on Monday, November 4th. The life sciences company reported $1.14 EPS for the quarter, topping analysts’ consensus estimates of $0.88 by $0.26. Illumina had a negative net margin of 36.10% and a positive return on equity of 7.29%. The company had revenue of $1.08 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same period last year, the business earned $0.33 EPS. Illumina’s revenue for the quarter was down 3.5% on a year-over-year basis.

Institutional Trading of Illumina

A number of institutional investors and hedge funds have recently modified their holdings of ILMN. Versant Capital Management Inc boosted its holdings in Illumina by 153.7% in the 4th quarter. Versant Capital Management Inc now owns 241 shares of the life sciences company’s stock worth $32,000 after buying an additional 146 shares during the last quarter. TD Private Client Wealth LLC boosted its stake in shares of Illumina by 58.5% in the third quarter. TD Private Client Wealth LLC now owns 382 shares of the life sciences company’s stock worth $50,000 after acquiring an additional 141 shares during the last quarter. Massmutual Trust Co. FSB ADV increased its position in shares of Illumina by 65.1% during the third quarter. Massmutual Trust Co. FSB ADV now owns 426 shares of the life sciences company’s stock worth $56,000 after purchasing an additional 168 shares in the last quarter. Itau Unibanco Holding S.A. acquired a new position in Illumina in the 2nd quarter valued at $61,000. Finally, Private Trust Co. NA lifted its holdings in Illumina by 81.2% in the 3rd quarter. Private Trust Co. NA now owns 473 shares of the life sciences company’s stock valued at $62,000 after purchasing an additional 212 shares in the last quarter. Hedge funds and other institutional investors own 89.42% of the company’s stock.

About Illumina

Illumina, Inc offers sequencing- and array-based solutions for genetic and genomic analysis in the United States, Singapore, the United Kingdom, and internationally. It operates through Core Illumina and GRAIL segments. The company offers sequencing and array-based instruments and consumables, which include reagents, flow cells, and library preparation; whole-genome sequencing kits, which sequence entire genomes of various size and complexity; and targeted resequencing kits, which sequence exomes, specific genes, and RNA or other genomic regions of interest.