Illumina Management
Management Kriterienprüfungen 4/4
Illumina CEO ist Jacob Thaysen , ernannt in Sep 2023, hat eine Amtszeit von 2.67 Jahren. Die jährliche Gesamtvergütung beträgt $11.02M , bestehend aus 9.1% Gehalt und 90.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.027% der Aktien des Unternehmens, im Wert von $5.72M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.1 Jahre bzw. 7.8 Jahre.
Wichtige Informationen
Jacob Thaysen
Geschäftsführender
US$11.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 9.08% |
| Amtszeit als Geschäftsführer | 2.7yrs |
| Eigentum des Geschäftsführers | 0.03% |
| Durchschnittliche Amtszeit des Managements | 2.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.8yrs |
Jüngste Management Updates
Recent updates
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...
Narrativ-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.
Narrativ-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.Seeking Alpha • Apr 10
Illumina: Competitive Threats Priced In
Summary Illumina fundamentals are improving, with FY26 expected to return to positive growth and enable operating leverage. Competition from Roche and others is a risk, but recent news appears priced in; shares have stabilized since the Roche Axelios reveal. FY26 guidance calls for 2% organic growth, EBIT margin expansion of 3% YoY, and further upside from the Somalogic acquisition. My DCF model supports a BUY rating with a $156 target price, implying 22% upside as margin expansion and NovaSeq X mix drive value. Read the full article on Seeking AlphaNarrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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...Narrativ-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.Narrativ-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...Analyseartikel • Aug 08
Illumina (NASDAQ:ILMN) Strong Profits May Be Masking Some Underlying Issues
NasdaqGS:ILMN 1 Year Share Price vs Fair Value Explore Illumina's Fair Values from the Community and select yours...Analyseartikel • Aug 05
Illumina, Inc. Just Recorded A 76% EPS Beat: Here's What Analysts Are Forecasting Next
NasdaqGS:ILMN 1 Year Share Price vs Fair Value Explore Illumina's Fair Values from the Community and select yours...Analyseartikel • Jul 09
Illumina, Inc.'s (NASDAQ:ILMN) Shareholders Might Be Looking For Exit
When close to half the companies in the Life Sciences industry in the United States have price-to-sales ratios (or...Analyseartikel • Jun 13
These 4 Measures Indicate That Illumina (NASDAQ:ILMN) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 27
Is Illumina Undervalued After An 83% Drop In Its Stock Price?
Summary The base and pessimistic DCF models implemented in this article suggest that Illumina is undervalued. Illumina expects to reach a growth rate in its revenues of 6%-9% CAGR by 2027. The DNA sequencing market is expected to grow by 14.90%-21.65% CAGR in the following ten years. Despite the losses that Illumina has incurred due to its GRAIL divestiture, the company will not continue to finance GRAIL in the upcoming years. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Illumina: Navigating Headwinds As China Bans Instruments And Roche Enters The NGS Race
Summary Illumina faces significant challenges from China's "unreliable entity list" and competition from Roche's new SBX technology, impacting its growth prospects. Despite a 37% stock decline since August, Illumina remains a leader in NGS with promising long-term growth, though the short-term outlook is cautious. Illumina's Q4 financials show improved gross margins and strong free cash flow, but geopolitical risks and modest growth temper optimism. Downgrade to "hold" as competitive and geopolitical risks are priced in, but Illumina's leadership and operational improvements warrant a balanced perspective. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Illumina And Grail In 2025? Grounds For Optimism, If Mistakes Aren't Repeated
Summary Illumina, Inc.'s acquisition of GRAIL, Inc. was disastrous and created all kinds of problems, but the company is refocusing on its profitable core gene sequencing business. ILMN's revenue growth has plateaued, but its high operating margins and strategic product refinements make it a stable investment. Grail, while promising, needs more time to establish itself in the market and currently faces significant financial challenges. Both Illumina and Grail are rated as 'hold' due to past missteps and the need for a stable, trouble-free year ahead. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Illumina: Q3 Confirms Improving Fundamentals
Summary Illumina is the leader in the undisputed Next Generation Sequencing market. Grail divestment is behind, enabling a margin expansion and fueling a more robust cash flow generation. The stock was down after hours, as much good news has been priced in the recent rally. However, as revenue growth should accelerate starting in 2025, there is still room for further upside. My DCF model indicates further upside, so I keep my BUY rating. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$853m |
| Dec 28 2025 | US$11m | US$1m | US$850m |
| Sep 28 2025 | n/a | n/a | US$703m |
| Jun 29 2025 | n/a | n/a | US$1b |
| Mar 30 2025 | n/a | n/a | -US$966m |
| Dec 29 2024 | US$15m | US$1m | -US$1b |
| Sep 29 2024 | n/a | n/a | -US$2b |
| Jun 30 2024 | n/a | n/a | -US$3b |
| Mar 31 2024 | n/a | n/a | -US$1b |
| Dec 31 2023 | US$5m | US$250k | -US$1b |
Vergütung im Vergleich zum Markt: JacobDie Gesamtvergütung ($USD11.02M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.80M).
Entschädigung vs. Einkommen: JacobDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Jacob Thaysen (50 yo)
2.7yrs
Amtszeit
US$11,018,895
Vergütung
Mr. Jacob Thaysen, Ph D., is Interim Chief Commercial Officer at Illumina, Inc. from 2026 and serves as its Chief Executive Officer since September 25, 2023 and serves as its Director since September 2023....
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, Interim Chief Commercial Officer & Director | 2.7yrs | US$11.02m | 0.027% $ 5.7m | |
| Chief Financial Officer | 2.1yrs | US$4.08m | 0.0086% $ 1.9m | |
| Chief of Global Operations | 4.5yrs | US$3.18m | 0.0087% $ 1.9m | |
| Chief Technology Officer | 2.8yrs | US$3.48m | 0.015% $ 3.2m | |
| President | no data | keine Daten | keine Daten | |
| VP & Chief Accounting Officer | 3.6yrs | keine Daten | 0.011% $ 2.3m | |
| Chief Information Officer | 1yr | keine Daten | keine Daten | |
| VP of Investor Relations | 1.3yrs | keine Daten | keine Daten | |
| Chief Legal Officer & Secretary | 1.6yrs | keine Daten | 0.015% $ 3.1m | |
| Chief Strategy & Corporate Development Officer | 2.1yrs | keine Daten | 0.010% $ 2.1m | |
| Senior VP & Chief People Officer | 2.4yrs | keine Daten | 0.015% $ 3.2m | |
| SVP of Services | 1.6yrs | keine Daten | keine Daten |
2.1yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter
Erfahrenes Management: ILMNDas Führungsteam des Unternehmens gilt als erfahren (2.1 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, Interim Chief Commercial Officer & Director | 2.7yrs | US$11.02m | 0.027% $ 5.7m | |
| Independent Director | 9.3yrs | US$404.51k | 0.0075% $ 1.6m | |
| Independent Director | 7.3yrs | US$400.02k | 0.0071% $ 1.5m | |
| Independent Director | 2yrs | US$386.43k | 0.0018% $ 380.1k | |
| Independent Director | 9.8yrs | US$395.02k | 0.011% $ 2.3m | |
| Independent Director | 13.5yrs | US$400.02k | 0.012% $ 2.6m | |
| Independent Director | 8.4yrs | US$400.02k | 0.0084% $ 1.8m | |
| Independent Director | 2.9yrs | US$399.10k | 0.0033% $ 710.7k | |
| Independent Director | 10.3yrs | US$405.02k | 0.011% $ 2.4m | |
| Member of Ethics Advisory Board | no data | keine Daten | keine Daten | |
| Independent Chairman | 6.3yrs | US$460.36k | 0.0059% $ 1.3m | |
| Member of Ethics Advisory Board | no data | keine Daten | keine Daten |
7.8yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter
Erfahrener Vorstand: ILMNDie Vorstandsmitglieder gelten als erfahren (7.8 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 11:06 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/29 |
| 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
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung 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 44 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 |
| Rakesh Patel | Barclays |