$ILMN (Illumina, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 81.2%)

Graded daily on value B-, growth B-, profitability B+, momentum A-, revisions A-. Sector-relative, identical for every user.

Most active credible voices on $ILMN

@primetrading_ (Alex Desjardins) — 36 mentions · 32.1K followers
@stevedjacobs (Steve Jacobs) — 15 mentions · 17.0K followers
@stockmktnewz (Evan) — 15 mentions · 1.2M followers

Recent headlines featuring $ILMN

2026-09-05: Bloom Energy, Illumina, Everpure join the S&P 500 on Sept. 21

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$ILMNIllumina, Inc. · Medical - Diagnostics & Research · $32.2B

$212.93

post0.0%

Event thread

Key events, in time order

29 items

2026-11-04Insider selling
Insider selling $11.4M (1)
D1 -4.9% · since -5.1%
2026-11-03Insider selling
Insider selling $55.2M (1)
D1 +5.1% · +5d -9.8%

27 earlier events

2026-10-308-K filing
8-K: Item 2.02, Item 9.01
D1 -18.6% · +5d -9.7%
2026-10-22 → 10-30EarningsBull
Illumina Q3 Beat, Raises FY Guidance
Q3 EPS $1.44 beat; strong clinical demand & NovaSeq X placements drive guidance raise
D1 -4.8% · +5d +7.7%
3 waves of this story
- 2026-10-22 Multiple sources preview Q3, citing strong clinical demand and NovaSeq X consumable momentum
- 2026-10-30 Revenue slightly missed, EPS beat; non-GAAP gross margin 69.4%
- 2026-10-30 Q3 EPS $1.44 beat; strong clinical demand & NovaSeq X placements drive guidance raise
2026-10-29Earnings
Earnings report
D1 +0.4% · +5d -28.3%
2026-10-148-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 +0.2% · +5d +4.1%
2026-09-09Analyst
UBS upgrades to Buy
D1 -2.9% · +5d +11.7%
2026-09-05 → 09-09CapitalBull
Illumina to Join S&P 500, Effective Sept 21
Multiple sources confirm inclusion; analyst attention rises
D1 -3.3% · +5d +5.3%
3 waves of this story
- 2026-09-05 S&P Dow Jones Indices quarterly rebalance adds ILMN to S&P 500, effective before open on Sept 21.
- 2026-09-09 Multiple independent sources confirm inclusion; focus on passive inflows from index rebalancing
- 2026-09-09 Multiple sources confirm inclusion; analyst attention rises
2026-09-04Insider selling
Insider selling $26.1M (1)
D1 -1.6% · +5d -4.6%
2026-09-03Insider selling
Insider selling $16.6M (1)
D1 +3.9% · +5d -6.9%
2026-09-02Insider selling
Insider selling $14.5M (1)
D1 +3.0% · +5d -5.6%
2026-08-27Insider selling
Insider selling $31.7M (1)
D1 +1.3% · +5d -2.6%
2026-08-26Insider selling
Insider selling $24.0M (1)
D1 -0.1% · +5d -5.2%
2026-08-25Insider selling
Insider selling $29.5M (1)
D1 +0.8% · +5d -7.9%
2026-08-21Insider selling
Insider selling $65.2M (1)
D1 +2.9% · +5d -1.7%
2026-08-20Insider selling
Insider selling $61.0M (1)
D1 +4.0% · +5d +6.8%
2026-08-19Insider selling
Insider selling $19.3M (1)
D1 +8.9% · +5d +9.7%
2026-08-188-K filing
8-K: Item 8.01, Item 9.01
D1 -2.5% · +5d +19.5%
2026-08-148-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -0.9% · +5d +14.9%
2026-08-128-K filing
8-K: Item 8.01, Item 9.01
D1 +0.0% · +5d +6.3%
2026-08-098-K filing
8-K: Item 8.01, Item 9.01
D1 +2.0% · +5d +0.7%
2026-08-05Insider sellingBear
Insider selling $56.5M (1)
D1 -1.5% · +5d -3.5%
2026-08-04Insider sellingBear
Insider selling $91.6M (1)
D1 +2.4% · +5d -5.0%
2026-07-31Earnings
Illumina Q2 Beat, CEO Says Clinical Business 'On Fire' but Stock Under Pressure
Q2 revenue beat and guidance raised; CEO highlights strong clinical business on CNBC, yet stock remains under pressure
D1 +0.0% · +5d -8.4%
2 waves of this story
- 2026-07-31 Adj EPS $1.31 beat, +10% YoY; revenue +9.5% YoY; non-GAAP op margin 22.5%, -130bps YoY
- 2026-07-31 Q2 revenue beat and guidance raised; CEO highlights strong clinical business on CNBC, yet stock remains under pressure
2026-07-30Earnings
Earnings report
Q2 2026 revenue was $1.16 billion, up 9.5% year-over-year, with rest-of-world organic growth of 8.1%.
D1 +5.3% · +5d -5.5%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +5.3% · +5d -5.5%
2026-07-22AnalystBear
Survey: Institutional Investors See Healthcare AI Story as Overblown
Fishbone Advisors report flags credibility problem with healthcare AI narrative among institutional investors
D1 -0.9% · +5d +2.1%
2026-07-21CapitalBear
Amova Asset Management Cuts Illumina Stake by 165,333 Shares
SEC 13F filing shows 18.6% trim in quarter, holding reduced to 721,532 shares
D1 +4.3% · +5d +0.2%
2026-07-16CompanyBull
Illumina Expands Billion Cell Atlas with New AI Drug Developers
Partners to leverage unprecedented data scale for advancing precise medicines to approval
D1 +1.7% · +5d +3.5%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

29 items

2026-11-04Insider selling
Insider selling $11.4M (1)
D1 -4.9% · since -5.1%
2026-11-03Insider selling
Insider selling $55.2M (1)
D1 +5.1% · +5d -9.8%
2026-10-308-K filing
8-K: Item 2.02, Item 9.01
D1 -18.6% · +5d -9.7%
2026-10-22 → 10-30EarningsBull
Illumina Q3 Beat, Raises FY Guidance
Q3 EPS $1.44 beat; strong clinical demand & NovaSeq X placements drive guidance raise
D1 -4.8% · +5d +7.7%
3 waves of this story
- 2026-10-22 Multiple sources preview Q3, citing strong clinical demand and NovaSeq X consumable momentum
- 2026-10-30 Revenue slightly missed, EPS beat; non-GAAP gross margin 69.4%
- 2026-10-30 Q3 EPS $1.44 beat; strong clinical demand & NovaSeq X placements drive guidance raise
2026-10-29Earnings
Earnings report
D1 +0.4% · +5d -28.3%

24 earlier events

2026-10-148-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 +0.2% · +5d +4.1%
2026-09-09Analyst
UBS upgrades to Buy
D1 -2.9% · +5d +11.7%
2026-09-05 → 09-09CapitalBull
Illumina to Join S&P 500, Effective Sept 21
Multiple sources confirm inclusion; analyst attention rises
D1 -3.3% · +5d +5.3%
3 waves of this story
- 2026-09-05 S&P Dow Jones Indices quarterly rebalance adds ILMN to S&P 500, effective before open on Sept 21.
- 2026-09-09 Multiple independent sources confirm inclusion; focus on passive inflows from index rebalancing
- 2026-09-09 Multiple sources confirm inclusion; analyst attention rises
2026-09-04Insider selling
Insider selling $26.1M (1)
D1 -1.6% · +5d -4.6%
2026-09-03Insider selling
Insider selling $16.6M (1)
D1 +3.9% · +5d -6.9%
2026-09-02Insider selling
Insider selling $14.5M (1)
D1 +3.0% · +5d -5.6%
2026-08-27Insider selling
Insider selling $31.7M (1)
D1 +1.3% · +5d -2.6%
2026-08-26Insider selling
Insider selling $24.0M (1)
D1 -0.1% · +5d -5.2%
2026-08-25Insider selling
Insider selling $29.5M (1)
D1 +0.8% · +5d -7.9%
2026-08-21Insider selling
Insider selling $65.2M (1)
D1 +2.9% · +5d -1.7%
2026-08-20Insider selling
Insider selling $61.0M (1)
D1 +4.0% · +5d +6.8%
2026-08-19Insider selling
Insider selling $19.3M (1)
D1 +8.9% · +5d +9.7%
2026-08-188-K filing
8-K: Item 8.01, Item 9.01
D1 -2.5% · +5d +19.5%
2026-08-148-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -0.9% · +5d +14.9%
2026-08-128-K filing
8-K: Item 8.01, Item 9.01
D1 +0.0% · +5d +6.3%
2026-08-098-K filing
8-K: Item 8.01, Item 9.01
D1 +2.0% · +5d +0.7%
2026-08-05Insider sellingBear
Insider selling $56.5M (1)
D1 -1.5% · +5d -3.5%
2026-08-04Insider sellingBear
Insider selling $91.6M (1)
D1 +2.4% · +5d -5.0%
2026-07-31Earnings
Illumina Q2 Beat, CEO Says Clinical Business 'On Fire' but Stock Under Pressure
Q2 revenue beat and guidance raised; CEO highlights strong clinical business on CNBC, yet stock remains under pressure
D1 +0.0% · +5d -8.4%
2 waves of this story
- 2026-07-31 Adj EPS $1.31 beat, +10% YoY; revenue +9.5% YoY; non-GAAP op margin 22.5%, -130bps YoY
- 2026-07-31 Q2 revenue beat and guidance raised; CEO highlights strong clinical business on CNBC, yet stock remains under pressure
2026-07-30Earnings
Earnings report
Q2 2026 revenue was $1.16 billion, up 9.5% year-over-year, with rest-of-world organic growth of 8.1%.
D1 +5.3% · +5d -5.5%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +5.3% · +5d -5.5%
2026-07-22AnalystBear
Survey: Institutional Investors See Healthcare AI Story as Overblown
Fishbone Advisors report flags credibility problem with healthcare AI narrative among institutional investors
D1 -0.9% · +5d +2.1%
2026-07-21CapitalBear
Amova Asset Management Cuts Illumina Stake by 165,333 Shares
SEC 13F filing shows 18.6% trim in quarter, holding reduced to 721,532 shares
D1 +4.3% · +5d +0.2%
2026-07-16CompanyBull
Illumina Expands Billion Cell Atlas with New AI Drug Developers
Partners to leverage unprecedented data scale for advancing precise medicines to approval
D1 +1.7% · +5d +3.5%

$ILMN — what investors on X are saying · SpikePanel

$ILMN (Illumina, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 81.2%)

Most active credible voices on $ILMN

Recent headlines featuring $ILMN

$ILMN (Illumina, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 81.2%)

Most active credible voices on $ILMN

Recent headlines featuring $ILMN

Insider selling $11.4M (1)

Insider selling $55.2M (1)

8-K: Item 2.02, Item 9.01

Illumina Q3 Beat, Raises FY Guidance

Earnings report

8-K: Item 1.01, Item 2.03, Item 9.01

UBS upgrades to Buy

Illumina to Join S&P 500, Effective Sept 21

Insider selling $26.1M (1)

Insider selling $16.6M (1)

Insider selling $14.5M (1)

Insider selling $31.7M (1)

Insider selling $24.0M (1)

Insider selling $29.5M (1)

Insider selling $65.2M (1)

Insider selling $61.0M (1)

Insider selling $19.3M (1)

8-K: Item 8.01, Item 9.01

8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01

8-K: Item 8.01, Item 9.01

8-K: Item 8.01, Item 9.01

Insider selling $56.5M (1)

Insider selling $91.6M (1)

Illumina Q2 Beat, CEO Says Clinical Business 'On Fire' but Stock Under Pressure

Earnings report

8-K: Item 2.02, Item 9.01

Survey: Institutional Investors See Healthcare AI Story as Overblown

Amova Asset Management Cuts Illumina Stake by 165,333 Shares

Illumina Expands Billion Cell Atlas with New AI Drug Developers

Bull vs bear

Discussion

Insider selling $11.4M (1)

Insider selling $55.2M (1)

8-K: Item 2.02, Item 9.01

Illumina Q3 Beat, Raises FY Guidance

Earnings report

8-K: Item 1.01, Item 2.03, Item 9.01

UBS upgrades to Buy

Illumina to Join S&P 500, Effective Sept 21

Insider selling $26.1M (1)

Insider selling $16.6M (1)

Insider selling $14.5M (1)

Insider selling $31.7M (1)

Insider selling $24.0M (1)

Insider selling $29.5M (1)

Insider selling $65.2M (1)

Insider selling $61.0M (1)

Insider selling $19.3M (1)

8-K: Item 8.01, Item 9.01

8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01

8-K: Item 8.01, Item 9.01

8-K: Item 8.01, Item 9.01

Insider selling $56.5M (1)

Insider selling $91.6M (1)

Illumina Q2 Beat, CEO Says Clinical Business 'On Fire' but Stock Under Pressure

Earnings report

8-K: Item 2.02, Item 9.01

Survey: Institutional Investors See Healthcare AI Story as Overblown

Amova Asset Management Cuts Illumina Stake by 165,333 Shares

Illumina Expands Billion Cell Atlas with New AI Drug Developers