Illumina Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
Illumina wird ein jährliches Gewinn- und Umsatzwachstum von 12.5% bzw. 6.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 13.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 25.8% betragen.
Wichtige Informationen
12.5%
Wachstumsrate der Gewinne
13.29%
EPS-Wachstumsrate
| Life Sciences Gewinnwachstum | 18.6% |
| Wachstumsrate der Einnahmen | 6.6% |
| Zukünftige Eigenkapitalrendite | 25.79% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 13 Aug 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Aug 22
Illumina, Inc. Post Earnings: Buy On A Pullback
Summary Illumina delivered strong Q2 2026 results, beating on EPS and revenue, and raised full-year guidance for both metrics. ILMN's profitability and momentum are robust, with management emphasizing margin expansion, ongoing share buybacks, and significant cash flow. Despite a D- valuation and stagnant historical revenue, Wall Street analysts are revising growth estimates upward, anticipating a revenue breakout by 2027. I rate ILMN a buy on a pullback, given seasonal weakness in August-September and the stock’s current high momentum above its 30-week EMA. Read the full article on Seeking Alpha
Narrative-Update • Aug 10
ILMN: Strong Clinical Sequencing Trends Will Likely Fail To Offset Execution Risks
Illumina's updated fair value estimate rises from $87.05 to $126.91 as analysts lift price targets across the sector, citing stronger Q2 results, solid instrument placements that may support consumables usage, and improving sentiment around clinical sequencing and long term growth initiatives. Analyst Commentary Recent research coverage on Illumina points to a clear reset higher in price targets across much of Wall Street.
Narrative-Update • Jul 27
ILMN: Future Returns Will Depend On Clinical Sequencing Momentum Facing Legal Headwinds
The updated analyst price target for Illumina rises from about $147 to roughly $173 per share. This reflects analysts' use of higher sector multiples, modestly adjusted growth and profitability assumptions, and a generally more constructive view on diagnostics, genomics infrastructure, and AI supported research demand.
Narrative-Update • Jul 13
ILMN: Clinical Sequencing Momentum And Sector Funding Support A Fairly Balanced Outlook
The fair value estimate for Illumina has been raised from $185 to $200, reflecting analysts' higher $200 price targets and their view that the company remains a core genomics infrastructure provider, as sector research points to healthy demand trends and solid customer engagement. Analyst Commentary Recent Street research on Illumina points to an increasingly constructive stance from several bullish analysts, with multiple firms revisiting assumptions on demand, execution, and the role of the company in genomics and broader life sciences tools.Narrative-Update • Jun 29
ILMN: Clinical Execution And Sector Funding Support A Cautiously Balanced Outlook
The analyst fair value estimate for Illumina has been lifted by $10 to $185, reflecting higher Street price targets and analyst expectations for stronger customer spending and margins, supported by recent research, survey feedback, and sector funding trends. Analyst Commentary Recent Street research around Illumina points to a more constructive tone, with several bullish analysts highlighting improving customer sentiment, sector funding trends, and clearer execution on the clinical side.Narrative-Update • Jun 15
ILMN: Future Returns Will Hinge On Clinical Sequencing Momentum And Customer Stickiness
Narrative Update: Illumina The analyst price target underpinning this Illumina narrative has been raised from about $136 to $147, reflecting updated assumptions around customer stickiness, clinical sequencing momentum, and expectations for higher instrument and consumables spending highlighted in recent research. Analyst Commentary Recent research on Illumina reflects a mix of enthusiasm about the company’s position in sequencing markets and some ongoing caution around execution and valuation, with several major firms updating ratings and price targets.Narrative-Update • Jun 01
ILMN: Clinical Momentum And Softer Competition Will Shape A Balanced Outlook
Analysts have lifted the fair value estimate for Illumina from $156.51 to $175.00, citing Street research that points to building clinical momentum, easing competitive concerns, and a series of higher price targets from several firms. Analyst Commentary Recent Street research on Illumina has tilted more constructive, with several bullish analysts pointing to improving clinical traction and a less intense competitive backdrop as key supports for the stock.Analyseartikel • May 11
We Think That There Are Issues Underlying Illumina's (NASDAQ:ILMN) Earnings
Unsurprisingly, Illumina, Inc.'s ( NASDAQ:ILMN ) stock price was strong on the back of its healthy earnings report. We...Narrative-Update • Apr 30
ILMN: Policy And Execution Risks Will Likely Outweigh Supportive Genome Consumable Pricing
Illumina's analyst-derived fair value has shifted modestly lower from $88.35 to $87.05 as analysts balance mixed target changes and view Roche's less aggressive genome pricing as a near term positive that supports assumptions for slightly stronger revenue growth and profit margins, along with a marginally lower future P/E. Analyst Commentary Street research around Illumina reflects a mix of views, with some analysts highlighting potential upside from competitive pricing developments and others trimming price targets in response to ongoing execution and valuation questions.Narrative-Update • Apr 15
ILMN: Future Returns Will Depend On Pricing Power And 2026 Tools Demand
Analysts have kept the fair value estimate for Illumina steady at $136.11 per share, with a mix of recent price target increases and trims reflecting updated views on growth, profitability, and competitive pricing after Roche's latest genome sequencing announcement. Analyst Commentary Recent research suggests that views on Illumina are mixed, with the Roche Axelios pricing helping sentiment while target changes reflect different views on execution risk and growth visibility.Narrative-Update • Apr 01
ILMN: Future Returns Will Depend On 2026 Tools Demand And Competitive Pricing
Illumina's analyst price target nudged up to about $136, as analysts point to slightly firmer revenue growth assumptions, a steady profit margin outlook, and supportive read-through from recent Street research, including Roche's less aggressive genome pricing. Analyst Commentary Street research around Illumina has turned more active, with several firms adjusting price targets and updating views on genomics demand and competitive risks.Narrative-Update • Mar 18
ILMN: Future Returns Will Hinge On China Recovery And 2026 Tools Demand
Illumina's updated analyst price target sits slightly higher at about $136, with analysts citing firmer revenue and margin assumptions, a modestly higher discount rate, and supportive recent commentary on competitive pricing for whole genome sequencing consumables. Analyst Commentary Recent Street research on Illumina reflects a mix of optimism and caution, with several firms adjusting price targets and reassessing the setup for the next couple of years.Narrative-Update • Mar 04
ILMN: Policy And Execution Risks Will Likely Limit Benefits From Supportive Consumables Pricing
Illumina's analyst price targets have seen a modest upward reset, with a slightly higher fair value estimate of $88.35. This is supported by Street research that highlights firmer competitive pricing in sequencing consumables and a range of recent target revisions tied to updated views on growth, margins, discount rates, and future P/E assumptions.Narrative-Update • Feb 18
ILMN: Policy And Execution Risks Will Likely Restrain Tools Thesis Upside
Illumina's updated analyst price target has increased to $87.97 from $80.00. This reflects analysts' mixed but generally more constructive views as they adjust for revised revenue growth, profit margin and future P/E assumptions following a series of recent target changes across the Street.Narrative-Update • Feb 03
ILMN: Future Returns Will Depend On China Access And 2026 Execution
Narrative Update: Illumina Analyst Target Shift Our Analyst Price Target for Illumina moves modestly higher by about $4 per share as analysts cite updated views on revenue growth, profit margins, and future P/E multiples following a series of recent price target increases across the Street. Analyst Commentary Bullish and cautious voices are both weighing in on Illumina, and most of the recent activity centers on refreshed views for 2026, broader life science tools demand, and where valuation might settle after recent share moves.Narrative-Update • Jan 20
ILMN: Future Returns Will Depend On China Recovery And Execution Through 2026
Analysts have raised their implied fair value for Illumina by about $12 to approximately $132 per share, reflecting updated views on revenue growth, profit margins and future P/E multiples, supported by a series of recent price target increases across the Street. Analyst Commentary Recent research updates cluster around higher price targets and mixed views on how reliably Illumina can deliver against those expectations.Narrative-Update • Jan 06
ILMN: China Export Restrictions Will Likely Cap Upside Despite Cost Efficiencies
Analysts have raised their price targets on Illumina to a range of roughly $100 to $195, citing recovering end markets, healthier procedure and CapEx trends into 2026, and cost efficiencies highlighted in recent quarterly results, even as they continue to flag limited visibility and ongoing challenges in China. Analyst Commentary Recent research updates present a mixed picture for Illumina, with higher price targets sitting alongside ongoing questions around visibility, execution, and regional headwinds.Narrative-Update • Dec 14
ILMN: China Export Risks Will Likely Limit Upside Despite Recent Optimism
Analysts raised our implied fair value estimate for Illumina by 7 dollars to 80 dollars per share. This reflects higher revenue growth and profit margin expectations following better than anticipated quarterly results and a series of upward price target revisions across the Street, despite lingering visibility concerns.Narrative-Update • Nov 30
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.Narrative-Update • Nov 16
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.Analyseartikel • Nov 09
Illumina, Inc. (NASDAQ:ILMN) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
The Illumina, Inc. ( NASDAQ:ILMN ) share price has done very well over the last month, posting an excellent gain of...Narrative-Update • Nov 01
ILMN: Operational Progress Will Offset Ongoing China Exposure And Sector Uncertainties
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.Narrative-Update • Sep 04
Next-generation Sequencing Will Expand Clinical Capabilities Despite Risks
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.Analyseartikel • Aug 31
Estimating The Intrinsic Value Of Illumina, Inc. (NASDAQ:ILMN)
Key Insights Illumina's estimated fair value is US$107 based on 2 Stage Free Cash Flow to Equity Current share price of...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 5,266 | 1,063 | 1,230 | 1,407 | 15 |
| 12/31/2027 | 4,911 | 891 | 1,082 | 1,312 | 18 |
| 12/31/2026 | 4,625 | 760 | 898 | 1,135 | 18 |
| 6/28/2026 | 4,494 | 824 | 931 | 1,095 | N/A |
| 3/29/2026 | 4,393 | 853 | 974 | 1,128 | N/A |
| 12/28/2025 | 4,343 | 850 | 931 | 1,079 | N/A |
| 9/28/2025 | 4,288 | 703 | 1,007 | 1,122 | N/A |
| 6/29/2025 | 4,284 | 1,257 | 1,031 | 1,154 | N/A |
| 3/30/2025 | 4,337 | -966 | 876 | 1,000 | N/A |
| 12/29/2024 | 4,372 | -1,223 | 709 | 837 | N/A |
| 9/29/2024 | 4,390 | -1,585 | 547 | 697 | N/A |
| 6/30/2024 | 4,429 | -3,044 | 358 | 520 | N/A |
| 3/31/2024 | 4,493 | -1,290 | 367 | 545 | N/A |
| 12/31/2023 | 4,504 | -1,161 | 283 | 478 | N/A |
| 10/1/2023 | 4,465 | -1,125 | 169 | 401 | N/A |
| 7/2/2023 | 4,461 | -4,186 | -224 | 210 | N/A |
| 4/2/2023 | 4,448 | -4,487 | -228 | 230 | N/A |
| 1/1/2023 | 4,584 | -4,404 | -74 | 392 | N/A |
| 10/2/2022 | 4,700 | -4,153 | 79 | 527 | N/A |
| 7/3/2022 | 4,693 | -20 | 53 | 307 | N/A |
| 4/3/2022 | 4,656 | 701 | 208 | 435 | N/A |
| 1/2/2022 | 4,526 | 762 | 337 | 545 | N/A |
| 10/3/2021 | 4,280 | 907 | 469 | 669 | N/A |
| 7/4/2021 | 3,966 | 769 | 898 | 1,094 | N/A |
| 4/4/2021 | 3,473 | 630 | 890 | 1,081 | N/A |
| 1/3/2021 | 3,239 | 656 | 891 | 1,080 | N/A |
| 9/27/2020 | 3,238 | 638 | 933 | 1,117 | N/A |
| 6/28/2020 | 3,351 | 693 | 1,046 | 1,231 | N/A |
| 3/29/2020 | 3,556 | 942 | N/A | 1,134 | N/A |
| 12/29/2019 | 3,543 | 1,002 | N/A | 1,051 | N/A |
| 9/29/2019 | 3,458 | 973 | N/A | 908 | N/A |
| 6/30/2019 | 3,405 | 938 | N/A | 933 | N/A |
| 3/31/2019 | 3,397 | 851 | N/A | 1,085 | N/A |
| 12/30/2018 | 3,333 | 826 | N/A | 1,142 | N/A |
| 9/30/2018 | 3,243 | 684 | N/A | 1,136 | N/A |
| 7/1/2018 | 3,103 | 648 | N/A | 1,079 | N/A |
| 4/1/2018 | 2,936 | 567 | N/A | 962 | N/A |
| 12/31/2017 | 2,752 | 725 | N/A | 875 | N/A |
| 10/1/2017 | 2,594 | 775 | N/A | 843 | N/A |
| 7/2/2017 | 2,487 | 741 | N/A | 784 | N/A |
| 4/2/2017 | 2,424 | 730 | N/A | 848 | N/A |
| 1/1/2017 | 2,398 | 454 | N/A | 779 | N/A |
| 10/2/2016 | 2,371 | 440 | N/A | 757 | N/A |
| 7/3/2016 | 2,314 | 430 | N/A | 762 | N/A |
| 4/3/2016 | 2,253 | 415 | N/A | 692 | N/A |
| 1/3/2016 | 2,220 | 462 | N/A | 786 | N/A |
| 9/27/2015 | 2,141 | 510 | N/A | 560 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: ILMNDas prognostizierte Gewinnwachstum (12.5% pro Jahr) liegt über der Sparquote (3.7%).
Ertrag vs. Markt: ILMNDie Erträge des Unternehmens (12.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (17% pro Jahr).
Hohe Wachstumserträge: ILMNDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: ILMNDie Einnahmen des Unternehmens (6.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (12.9% pro Jahr).
Hohe Wachstumseinnahmen: ILMNDie Einnahmen des Unternehmens (6.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: ILMNDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (25.8%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/24 18:41 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/28 |
| Jährliche Einnahmen | 2025/12/28 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Illumina, Inc. wird von 47 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Catherine Ramsey Schulte | Baird |
| Robert Bamberger | Baird |