Illumina, Inc.

Informe acción NasdaqGS:ILMN

Capitalización de mercado: US$21.8b

Illumina Dividendos y recompras

Dividendo controles de criterios 0/6

Illumina no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

3.6%

Rendimiento de la recompra

Rendimiento total para el accionista3.6%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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 Alpha
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de ILMN han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de ILMN han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Illumina vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de ILMN con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (ILMN)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Life Sciences)0.7%
Analista de previsiones (ILMN) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de ILMN en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de ILMN en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de ILMN para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que ILMN no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 16:19
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/29
Ingresos anuales2025/12/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Illumina, Inc. está cubierta por 44 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jasper HellwegArgus Research Company
Catherine Ramsey SchulteBaird
Rakesh PatelBarclays