ILMN

SAN DIEGO, July 9, 2026 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) announced today that it will issue results for the second quarter 2026 following the close of market on Thursday, July 30, 2026. On the same day, at 1:30 pm Pacific Time (4:30 pm Eastern Time) Jacob Thaysen, PhD, Chief Executive Officer, and Ankur Dhingra, Chief Financial Officer, will host a conference call with analysts, investors, and other interested parties to discuss financial and operating results. Conference Call Details The conference call will begin at 1:30 pm Pacific Time (4:30 pm Eastern Time) on Thursday, July 30, 2026. Interested parties may access the live webcast via the Investor Info section of Illumina's website or directly through the following link - https://illumina-earnings-call-q2-2026.open-exchange.net/. To ensure timely connection, please join at least ten minutes before the scheduled start of the call. A replay of the conference call will be posted on Illumina's website after the event and will be available for at least 30 days following. About Illumina Illumina is improving human health by unlocking the power of the genome. Our focus on innovation has established us as a global leader in DNA sequencing and array-based technologies, serving customers in the research, clinical, and applied markets. Our products are used for applications in the life sciences, oncology, reproductive health, agriculture, and other emerging segments. To learn more, visit www.illumina.com and connect with us on X (Twitter), Facebook, LinkedIn, Instagram, TikTok, and YouTube. Investors:Conor [email protected] Media:Christine [email protected] View original content:https://www.prnewswire.com/news-releases/illumina-to-announce-second-quarter-2026-financial-results-on-thursday-july-30-2026-302822259.html

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Illumina (ILMN) stock has surged after quarterly results showed $1.09b in revenue, up 4.8% year on year, and full year EPS guidance beat analyst estimates, reinforcing management’s message about ecosystem progress. See our latest analysis for Illumina. At a share price of $191.76, Illumina has seen strong momentum build, with a 7 day share price return of 9.06% and a 90 day share price return of 49.81%. The 1 year total shareholder return of 93.17% contrasts with a 5 year total shareholder return that is down 59.19%, suggesting recent enthusiasm has followed the earnings beat and updated guidance more than a long period of steady gains. If Illumina’s recent move has you thinking about what else is changing in healthcare, it may be worth scanning 40 healthcare AI stocks as another source of ideas. The latest rally in Illumina looks tied to real progress in the business and a clear boost in sentiment after guidance. The next step is to see how that mix shows up in today’s valuation. Illumina’s last close at $191.76 sits well above the most followed narrative fair value of $147.17, putting the focus firmly on the assumptions behind that gap. Read the complete narrative. Want to see what keeps that clinical engine running in the model? The narrative leans heavily on steady revenue expansion, firmer margins, and a future earnings multiple that has to do some work. The exact mix is where it gets interesting. Result: Fair Value of $147.17 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Illumina’s narrative still faces pressure from softer research budgets and ongoing regulatory uncertainty in China, both of which could weigh on future sequencing demand. Find out about the key risks to this Illumina narrative. While the most followed Illumina narrative points to the stock trading 30.3% above its $147.17 fair value, the P/E snapshot tells a slightly different story. Illumina trades on 34x earnings, below the Global Life Sciences industry at 37.5x, but above its peer average of 31.9x and a fair ratio of 23.2x. That mix of relative value and a higher fair ratio raises a simple question for you: is the current price closer to opportunity or to val...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Illumina stock has surged over the past year, and the current debate centers on a split valuation picture, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples paint the stock as expensive. Illumina has returned 92.7% over the past year, which puts extra attention on whether recent gains already reflect the company’s fundamentals. Recent optimism around Illumina’s sequencing platform recovery and expanding clinical use cases can support higher cash flow expectations. However, rising competition in next generation sequencing and geopolitical restrictions may limit how much investors are willing to pay for that growth. On Simply Wall St’s broader valuation checks, Illumina scores 3 out of 6, which is a mixed picture rather than a clear bargain or clear overvaluation. The issue now is whether Illumina’s strong share price recovery still leaves enough margin between today’s market price and its intrinsic value estimate to appeal to valuation focused investors. Illumina delivered 92.7% returns over the last year. See how this stacks up to the rest of the Life Sciences industry. The Discounted Cash Flow (DCF) model here is built around Illumina’s projected free cash flows rather than its accounting earnings. Illumina has latest twelve month free cash flow of about $913.9 million, and the model assumes those cash flows grow over time rather than shrink, which supports a 2 Stage Free Cash Flow to Equity framework. On that basis, the intrinsic value comes out at about $257.50 per share. Compared with the recent share price of roughly $195, the DCF output suggests Illumina is trading at a discount of about 27.1%, so the stock appears undervalued on a cash flow basis. The strong Q1 earnings beat and upgraded full year EPS guidance help explain why the share price has rebounded, but the DCF still indicates more value than the market is currently recognizing. Overall, the Discounted Cash Flow view suggests Illumina stock appears undervalued relative to the cash it is expected to generate. Our Discounted Cash Flow (DCF) analysis suggests Illumina is undervalued by 27.1%. Track this in your watchlist or portfolio, or discover 44 more high quality undervalued stocks. Head to the Valuation...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Illumina (NASDAQ:ILMN) and the best and worst performers in the life sciences tools & services industry. The life sciences tools and services sector supports biotech and pharmaceutical R&D and commercialization by providing lab equipment, data analytics, and clinical trial services. These companies benefit from recurring revenue and high margins on specialized products. Looking ahead, the sector is supported by tailwinds like advancements in genomics, personalized medicine, and the use of AI in drug discovery. However, the persistent challenge is dependence on the R&D budgets of large pharmaceutical companies and the volatility of smaller biotech firms. Future headwinds include uncertain research funding and pricing pressures from cost-conscious customers. The 21 life sciences tools & services stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was 2.1% above. Luckily, life sciences tools & services stocks have performed well with share prices up 26% on average since the latest earnings results. Pioneering the ability to read the human genome at unprecedented speed and affordability, Illumina (NASDAQ:ILMN) develops and sells advanced DNA sequencing and microarray technologies that allow researchers and clinicians to analyze genetic variations and functions. Illumina reported revenues of $1.09 billion, up 4.8% year on year. This print exceeded analysts’ expectations by 1.8%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ full-year EPS guidance estimates. "Illumina delivered a strong start to 2026, reflecting strength of the Illumina ecosystem and progress against our strategy," said Jacob Thaysen, Chief Executive Officer of Illumina. Interestingly, the stock is up 54.2% since reporting and currently trades at $195.42. Is now the time to buy Illumina? Access our full analysis of the earnings results here, it’s free. Founded in 1923 and serving as a critical link in the pharmaceutical supply chain, West Pharmaceutical Services (NYSE:WST) manufactures specialized packaging, containment systems, and delivery devices for injectable drugs and healthcare products. West Pharmaceutic...

NEW YORK, June 25, 2026 /PRNewswire/ -- Fred Alger Management, LLC ("Alger"), a privately held growth equity investment manager, today announced the quarterly rebalancing of the Alger Russell Innovation Index ("Index"). Following the close of trading on Friday, June 26, 2026, the Index will be rebalanced, and the following changes will be effective. For additional information, please visit www.lseg.com. Unlock Your Growth Potential with AlgerFounded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help "Unlock Your Growth Potential" through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger's investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for more than 60 years. For more information, please visit www.alger.com. Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies' earnings and may be more sensitive to market, political, and economic developments. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Alger pays compensation to third party marketers to sell various strategies to prospective investors. London Stock Exchange Group plc and its group undertakings (collectively, the "LSE Group"). © LSE Group 2026. FTSE Russell is a trading name of certain of the LSE Group companies. "FTSE®" "Russell®", "FTSE Russell®" are trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company's express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication. View original content to download multimedia:https://www.prnewswire.com/news...

NEW YORK, June 22, 2026 /PRNewswire/ -- Fred Alger Management, LLC ("Alger"), a privately held growth equity investment manager, today announced the quarterly rebalancing of the Alger Russell Innovation Index ("Index"). Following the close of trading on Friday, June 26, 2026, the Index will be rebalanced, and the following changes will be effective. For additional information, please visit www.lseg.com. Unlock Your Growth Potential with Alger Founded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help "Unlock Your Growth Potential" through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger's investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for more than 60 years. For more information, please visit www.alger.com. Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies' earnings and may be more sensitive to market, political, and economic developments. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Alger pays compensation to third party marketers to sell various strategies to prospective investors. London Stock Exchange Group plc and its group undertakings (collectively, the "LSE Group"). © LSE Group 2026. FTSE Russell is a trading name of certain of the LSE Group companies. "FTSE®" "Russell®", "FTSE Russell®" are trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company's express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication. View original content to download multimedia:https://www.prnewswire.com/new...

It has been about a month since the last earnings report for Recursion Pharmaceuticals (RXRX). Shares have added about 16.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Recursion Pharmaceuticals due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Recursionreported a loss of 22 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 30 cents. The company had incurred a loss of 50 cents per share in the year-ago quarter. In the absence of an approved product, Recursion Pharmaceuticals only recognizes collaboration and grant revenues from its partners. Total revenues for the quarter were $6 million, declining significantly year over year due to lower revenue recognized from Roche, reflecting the successful completion of certain project phases in the prior-year period. The reported figure missed the Zacks Consensus Estimate of $16 million. RXRX also recognizes periodic revenues from its ongoing collaboration agreements with Sanofi, Bayer and Merck KGaA, Darmstadt, Germany. In the first quarter of 2026, Research and development (R&D) expenses decreased 32% to $87.9 million. The downtick in R&D expenses can be attributed to lower platform costs due to the timing of Tempus record purchases, along with reduced expenses from improved operating efficiency. The year-ago quarter figure also included a $27.1 million in non-cash expenses related to the use of patient-centric multimodal oncology data in the company’s R&D pipeline. General and administrative (G&A) expenses were $34.6 million in the reported quarter, down 37% year over year, primarily due to a decrease in salaries and one-time transaction costs incurred in the prior-year quarter. Additionally, Recursion Pharmaceuticals’ cost of revenues in the reported quarter decreased 43% to $12.5 million. The company had cash, cash equivalents and restricted cash worth $665.2 million as of March 31, 2026, compared to $753.9 million as of Dec. 31, 2025. Recursion Pharmaceuticals expects its existing cash, cash equivalents and restricted cash to fuel operations into early 2028, based on its current...

A month has gone by since the last earnings report for Editas Medicine (EDIT). Shares have lost about 12.4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Editas due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Editasincurred a loss of 26 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 30 cents. The company had reported a loss of 43 cents per share in the year-ago quarter. Loss narrowed year over year, primarily driven by lower operating expenses. Collaboration and other research and development (R&D) revenues, which comprise Editas’ top line, totaled $2.8 million in the reported quarter, down 39.2% from the year-ago quarter’s figure. The reported figure fell short of the Zacks Consensus Estimate of $9 million. The year-over-year decrease was primarily due to the recognition of revenues related to milestones achieved under EDIT’s collaboration agreement with a strategic partner in 2025. In the first quarter of 2026, R&D expenses decreased 34% to $17.6 million compared with $26.6 million reported in the year-ago period. The decline was primarily driven by lower headcount and reduced clinical and manufacturing costs following the abandonment of the reni-cel program in December 2024, partly offset by in vivo research and discovery costs. General and administrative expenses were $10.2 million in the reported quarter, down 23.5% year over year, due to a decline in employee-related expenses resulting from a reduced workforce and lower professional service expenses following the abandonment of the reni-cel program. Editas did not record any restructuring and impairment charges in the first quarter of 2026 compared with $40.9 million in the year-ago quarter. Editas had cash, cash equivalents and investments worth $123.6 million as of March 31, 2026, compared with $146.6 million as of Dec. 31, 2025. The company expects its existing cash position to fund operating and capital needs into the third quarter of 2027. Since the earnings release, investors have witnessed a upward trend in fresh estimates. At this time, Editas has a average Growth Score of C, however its Moment...

A month has gone by since the last earnings report for BioMarin Pharmaceutical (BMRN). Shares have added about 0.2% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is BioMarin due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for BioMarin Pharmaceutical Inc. before we dive into how investors and analysts have reacted as of late. BioMarin reported first-quarter 2026 adjusted earnings per share of 76 cents, missing the Zacks Consensus Estimate of 94 cents. However, earnings declined 33% year over year. This was largely due to a $31 million charge tied to the company’s unsuccessful campaign to extend Naglazyme manufacturing capabilities, as well as higher operating expenses associated with the acquisition of Amicus Therapeutics. Total revenues in the first quarter were $766.2 million, up 3% year over year. The figure beat the Zacks Consensus Estimate of $762.4 million. Net product revenues totaled nearly $760.1 million, up 3.5% year over year on higher revenues from the company’s Enzyme Therapies, as well as Voxzogo. Royalty and other revenues totaled $6.1 million, down about 42% year over year. Voxzogo generated sales of $220 million, up 3% year over year. Per the company, this modest upside was expected, as it had previously experienced large orders for the drug in the fourth quarter of 2025. Despite this, Voxzogo sales beat the Zacks Consensus Estimate of $216 million. BioMarin reports consolidated revenues from five products — Aldurazyme, Brineura, Naglazyme, Palynziq and Vimizim — under a single segment, “Enzyme Therapies.” Sales from this franchise increased 6% year over year to $514 million in the reported quarter, driven by higher product sales of Vimizim, Naglazyme and Brineura. Palynziq injection sales totaled $90 million in the quarter, down 3% year over year, impacted by order timing in the United States. The drug’s sales missed the Zacks Consensus Estimate of $112 million. Vimizim sales rose 12% year over year to $210 million, which beat the Zacks Consensus Estimate of $194 million. Naglazyme sales increased 14% year over year to $130 million. Brineura generated sales of $47 million, up 18%. Product revenues from Aldurazyme totaled $37 million, down 24% year over year. Roctavi...

The stock market rose to fresh highs Thursday on a reported interim U.S.-Iran deal. Dell soared overnight on earnings.

In the past few days, Illumina reported a Q1 2026 earnings beat driven by stronger-than-expected NovaSeq X placements and clinical consumables demand, raised its full-year revenue outlook, and authorized a new US$1.50 billion share repurchase program. The CEO’s participation in the recent Trump–Xi summit also drew attention, as it hinted at potential easing of China export restrictions that could affect Illumina’s future access to that key market. Now we’ll examine how the earnings beat and raised revenue guidance may reshape Illumina’s existing investment narrative and risk balance. Find 54 companies with promising cash flow potential yet trading below their fair value. To own Illumina, you need to believe that clinical sequencing, multiomics and high throughput systems like NovaSeq X support a durable consumables driven business, even if research spending and competitive pressure stay challenging. The latest earnings beat and higher revenue outlook support that near term clinical and NovaSeq X momentum remains intact, while potential easing of China export restrictions could soften what has been one of the biggest macro risks rather than fundamentally changing it overnight. Among the recent announcements, the new US$1.50 billion share repurchase program stands out here, because it sits alongside improving profitability and clinical growth and effectively amplifies the impact of any recovery in consumables and NovaSeq X volumes. For a thesis that leans heavily on resilient clinical demand and operating leverage, ongoing buybacks can matter for per share metrics if Illumina continues to execute on its clinical and multiomics roadmap. Yet in contrast, you should still understand how any renewed China export issues could... Read the full narrative on Illumina (it's free!) Illumina's narrative projects $5.0 billion revenue and $1.0 billion earnings by 2029. Uncover how Illumina's forecasts yield a $136.11 fair value, a 4% downside to its current price. Some of the lowest analysts were assuming only about 4.7 percent annual revenue growth to roughly US$5.0 billion and earnings of about US$982 million, so compared with the clinical strength and China optimism implied by recent news, they reflect a far more cautious view that you may or may not agree with. Explore 3 other fair value estimates on Illumina - why the stock might be worth as much as 74% more than the...

Interested in Pacific Biosciences of California, Inc.? Here are five stocks we like better. Q1 revenue was $37.2 million, roughly flat year‑over‑year as a record quarter for consumables (up to $21.8M, +9% YoY) and >100% growth in consumable shipments to clinical accounts offset weaker instrument revenue (instrument revenue $9.7M, -12% YoY) and lower ASPs. Profitability was pressured with non‑GAAP gross margin falling to 37% from 40% due to higher compute/DRAM costs, a one‑time Vega promotion and inventory/warranty items, though non‑GAAP operating expenses declined 19% to $49.9M and non‑GAAP net loss improved to $35.9M; cash on hand was about $276M (including ~$48.1M from an IP sale to Illumina). Management flagged the upcoming commercial launch of SPRQ‑Nx and a large Basecamp Research collaboration (≈100,000 metagenomic samples) as key 2026 catalysts, but trimmed the top end of full‑year guidance to a revenue range of $165M–$175M while assuming no near‑term recovery in academic/government funding. Deciphering Disruption: Inside Cathie Wood's Latest Plays Pacific Biosciences of California (NASDAQ:PACB) reported first-quarter 2026 revenue of $37.2 million, roughly flat year over year, as record consumables revenue offset weaker-than-expected instrument performance amid ongoing pressure in academic and government funding, particularly in the U.S. President and CEO Christian Henry said the quarter was highlighted by “record consumable revenue,” more than 100% year-over-year growth in consumable shipments to clinically focused accounts, and progress on strategic priorities, including a new collaboration with Basecamp Research tied to AI model development. However, Henry said instrument revenue—especially on the Vega platform—came in below the company’s expectations. He also noted that PacBio was “unable to deliver some products to the Middle East because of the conflict in the region.” → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Strategic Buy Lights Up This Biotech Stock: Time to Invest? Henry said PacBio posted its third consecutive record quarter for consumables, supported by strong growth from clinically focused accounts. He said consumable revenue increased 9% year over year and that clinical shipments now represent a “mid-teens percentage” of total consumable shipments, “doubling year-over-year.” Henry added that some customers delayed...