Illumina Reports Significant Q4 Earnings Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Should l Buy ILMN?
Source: NASDAQ.COM
- Profitability Improvement: Illumina's Q4 net income reached $334 million, translating to earnings per share of $2.16, which marks a significant increase from last year's $187 million and $1.17 per share, showcasing the company's strong market performance.
- Adjusted Earnings Growth: Excluding items, Illumina reported adjusted earnings of $208 million, or $1.35 per share, reflecting the robustness of the company's core business and enhanced profitability.
- Revenue Increase: The company's Q4 revenue rose 5.0% to $1.159 billion from $1.104 billion last year, indicating Illumina's continued expansion in the genomics market and increasing customer demand.
- Optimistic Market Outlook: With ongoing advancements in genomics technology and expanding application areas, Illumina's earnings growth not only strengthens its market competitiveness but also lays a solid foundation for future investments and innovations.
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Analyst Views on ILMN
Wall Street analysts forecast ILMN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ILMN is 124.12 USD with a low forecast of 40.50 USD and a high forecast of 195.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
4 Buy
6 Hold
3 Sell
Hold
Current: 133.610
Low
40.50
Averages
124.12
High
195.00
Current: 133.610
Low
40.50
Averages
124.12
High
195.00
About ILMN
Illumina, Inc. is engaged in providing sequencing-and array-based solutions for genetic and genomic analysis. Its products and services serve customers in a range of markets, enabling the adoption of genomic solutions in research and clinical settings. Its DNA sequencing technology is based on its reversible terminator-based sequencing chemistry, referred to as sequencing by synthesis biochemistry. Its BeadArray technology combines microscopic beads and a substrate in a manufacturing process to produce arrays that can perform many assays simultaneously. Its sequencing applications include whole-genome sequencing kits, which sequence entire genomes of any size and complexity, and targeted resequencing kits, which can sequence exomes, specific genes, RNA or other genomic regions of interest. Its customers include genomic research centers, academic institutions, government laboratories, hospitals, pharmaceutical, biotechnology, commercial molecular diagnostic laboratories, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Illumina Reports Significant Q4 Earnings Growth
- Profitability Improvement: Illumina's Q4 net income reached $334 million, translating to earnings per share of $2.16, which marks a significant increase from last year's $187 million and $1.17 per share, showcasing the company's strong market performance.
- Adjusted Earnings Growth: Excluding items, Illumina reported adjusted earnings of $208 million, or $1.35 per share, reflecting the robustness of the company's core business and enhanced profitability.
- Revenue Increase: The company's Q4 revenue rose 5.0% to $1.159 billion from $1.104 billion last year, indicating Illumina's continued expansion in the genomics market and increasing customer demand.
- Optimistic Market Outlook: With ongoing advancements in genomics technology and expanding application areas, Illumina's earnings growth not only strengthens its market competitiveness but also lays a solid foundation for future investments and innovations.
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Illumina Reports Significant Q4 Earnings Growth
- Profitability Improvement: Illumina's Q4 net income reached $334 million, translating to earnings per share of $2.16, which marks a significant increase from last year's $187 million and $1.17 per share, showcasing the company's strong market performance.
- Adjusted Earnings Growth: Excluding items, Illumina reported adjusted earnings of $208 million, or $1.35 per share, reflecting the robustness of the company's core business and enhanced profitability.
- Revenue Increase: The company's Q4 revenue rose 5.0% to $1.159 billion from $1.104 billion last year, indicating Illumina's continued expansion in the genomics market and increasing customer demand.
- Optimistic Market Outlook: With ongoing advancements in genomics technology and expanding application areas, Illumina's earnings growth not only strengthens its market competitiveness but also lays a solid foundation for future investments and innovations.
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- Significant Revenue Growth: In Q3 of fiscal 2026, Nvidia achieved a 62% year-over-year growth rate, with quarterly revenue exceeding $57 billion and operating income soaring 65% to $36 billion, demonstrating its strong competitive position in the market.
- Strong Debt Management: The company reduced its long-term debt by 4.7% in the same quarter, holding total debt of $10.8 billion against a net cash position of $11.49 billion, with cash reserves growing 26% year-over-year, indicating solid financial health.
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- Significant Revenue Growth: Nvidia reported a 62% year-over-year revenue increase in Q3 of fiscal 2026, reaching $57 billion, reflecting strong demand in the AI hardware market and solidifying its leadership position.
- Enhanced Profitability: Operating income surged 65% to $36 billion, with diluted earnings per share rising 67%, indicating an efficient profit model while maintaining cost control, which boosts investor confidence.
- Robust Cash Flow: The company's free cash flow grew 31.5% year-over-year, and operating free cash flow increased by 34.7%, alongside a 26% year-over-year growth in cash holdings, providing financial flexibility for future investments and R&D.
- Expanding Market Share: Despite challenges from competitors like OpenAI, Nvidia remains the preferred supplier for AI hardware, and its full-stack AI hardware product line enhances its competitive edge, positioning the company to continue leading the industry.
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Individual Index Gains: The S&P 500 index rose by 2.18%, while the Dow Jones Industrial Average saw an increase of 1.97%.
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- Strong Overall Market Performance: Despite Molina Healthcare's stock decline, the Dow Jones Industrial Average surged nearly 2% on Friday, reaching a new all-time high, indicating a market preference for value stocks that may overshadow individual stock weaknesses.
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- Revenue Performance: Despite the severe loss, Molina's quarterly revenue reached $11.38 billion, surpassing the consensus estimate of $10.86 billion, suggesting that the company still possesses some resilience in revenue growth, potentially laying a foundation for future recovery.
- Stock Price Reaction: Molina Healthcare's shares dipped 29.4% to $124.90 in pre-market trading, reflecting a negative market reaction to its earnings report, which may lead investors to reassess the stock's value.
- Market Trends: U.S. stock futures were generally higher, with Dow futures gaining around 100 points, indicating a prevailing optimism about the overall economic outlook, even as individual stocks like Molina performed poorly.
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