ILMN: Operational Progress Will Offset Ongoing China Exposure And Sector Uncertainties

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

30 Nov 25

Views

390

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

1.9%

7D

2.0%

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1Y

1.9%

7D

2.0%

You can edit this narrative until Dec 1 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$119.8414.8% overvalued

AnalystConsensusTarget Fair Value

Shared on 30 Nov 25

Fair value Increased 1.79%

ILMN: Future Performance Will Rely On China Market and Operational Execution

Analysts have modestly increased their price targets for Illumina, with the fair value estimate rising by $2.11 per share to $119.84. This reflects confidence in the company’s recent quarterly performance and operational improvements despite ongoing sector headwinds.

Shared on 16 Nov 25

Fair value Increased 3.66%

ILMN: Future Momentum Will Depend On China Recovery And Efficiency Gains

Analysts have modestly raised their price target on Illumina, increasing fair value estimates from approximately $113.58 to $117.74. This reflects improved revenue growth and operational efficiency, despite mixed business visibility and regional challenges.

Shared on 01 Nov 25

Fair value Increased 1.45%

Illumina's analyst price target has increased modestly, with the average rising from $111.95 to $113.58. Analysts cite stronger operational performance and revenue growth, even as the company faces ongoing sector and regional challenges.

Shared on 04 Sep 25

Illumina’s unchanged analyst price target reflects a balance between optimism for sector-leading EPS growth and resilience in consumables, and caution around persistent funding pressures, regulatory risks, and macroeconomic uncertainties, resulting in a maintained fair value of $111.95. Analyst Commentary Mixed quarterly performance prompted both positive and conservative price target adjustments, with solid earnings and guidance raises offset by ongoing academic funding pressures.

Shared on 07 May 25

Fair value Decreased 1.93%

Shared on 30 Apr 25

Fair value Decreased 3.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 4.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 2.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$119.84

14.8% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.39%

Life Sciences revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.00%

Calculation

US$853.71m

Earnings '28

x

24.25x

PE Ratio '28

=

US$20.71b

Market Cap '28

US$20.71b

Market Cap '28

/

137.16m

No. shares '28

=

US$150.97

Share Price '28

US$150.97 Share Price '28

Discounted to 2025 @ 8.04% p.a.

=

US$119.70

Fair Value '25