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NASDAQ:ILMN News 1 November 2025 - 6 February 2026

Illumina (ILMN) stock slides 10% after 2026 outlook puts China, research demand back in focus

Illumina (ILMN) stock slides 10% after 2026 outlook puts China, research demand back in focus

Illumina shares dropped 10.3% to $119.91 after the company forecast 2026 revenue of $4.5–$4.6 billion and non-GAAP EPS of $5.05–$5.20. Management cited progress in China but said approvals are still needed for instrument sales. Fourth-quarter revenue rose 5% to $1.16 billion, with ex-China revenue up 8%. The company expects 2026 organic revenue growth of 2–4% excluding China.
6 February 2026
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Illumina Stock Rockets 20%+ After Blowout Quarter – What’s Next for ILMN?

Illumina Stock Rockets 20%+ After Blowout Quarter – What’s Next for ILMN?

Stock Price & Recent Performance Illumina’s stock has whipsawed in late 2025. After drifting near its 52-week lows (~$69 in late 2024), it ticked up to the mid-$90s by mid-October 2025. Following the Oct. 30 earnings report, ILMN exploded higher: by Oct. 31 it was trading around $120 ts2.tech Marketbeat. (MarketBeat confirms ILMN closed $123.64 on 10/31, +24.9% for the day Marketbeat.) TS2.tech notes that the stock was “around the high $110s–$120 range” on Oct. 31, a sharp jump from the mid-$90s “just days prior” ts2.tech. The surge was driven by the earnings beat (see below) and raised guidance. In
1 November 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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