Illumina (ILMN) Aperçu de l'action
Illumina, Inc. fournit des solutions basées sur le séquençage et les réseaux pour l'analyse génétique et génomique dans les Amériques, en Europe, en Chine élargie, en Asie-Pacifique, au Moyen-Orient et en Afrique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
ILMN Community Fair Values
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Analyst Price Targets
Illumina, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$141.92 |
| Plus haut sur 52 semaines | US$155.53 |
| Plus bas sur 52 semaines | US$78.55 |
| Bêta | 1.42 |
| Variation sur 1 mois | 6.82% |
| Variation sur 3 mois | 18.27% |
| Variation sur 1 an | 78.81% |
| Variation sur 3 ans | -33.26% |
| Variation sur 5 ans | -64.31% |
| Évolution depuis l'introduction en bourse | 624.60% |
Nouvelles et mises à jour récentes
Recent updates
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaRendement pour les actionnaires
| ILMN | US Life Sciences | US Marché | |
|---|---|---|---|
| 7D | -2.1% | 1.6% | -0.3% |
| 1Y | 78.8% | 7.1% | 26.7% |
Rendement vs Industrie: ILMN a dépassé le secteur US Life Sciences qui a rapporté 7.1 % au cours de l'année écoulée.
Rendement vs marché: ILMN a dépassé le marché US qui a rapporté 26.7 % au cours de l'année écoulée.
Volatilité des prix
| ILMN volatility | |
|---|---|
| ILMN Average Weekly Movement | 5.7% |
| Life Sciences Industry Average Movement | 8.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: ILMN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ILMN ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1998 | 8,625 | Jacob Thaysen | www.illumina.com |
Illumina, Inc. fournit des solutions de séquençage et de réseaux pour l'analyse génétique et génomique dans les Amériques, en Europe, en Chine élargie, en Asie-Pacifique, au Moyen-Orient et en Afrique. La société propose des instruments et des consommables pour le séquençage et les réseaux, notamment des réactifs, des cellules de flux et la préparation de bibliothèques ; des kits de séquençage du génome entier, qui séquencent des génomes entiers de taille et de complexité variables ; et des kits de reséquençage ciblés, qui séquencent des exomes, des gènes spécifiques, de l'ARN ou d'autres régions génomiques d'intérêt. Elle propose également des services de séquençage du génome entier, de génotypage, de tests prénataux non invasifs et d'assistance technique.
Illumina, Inc. Résumé des fondamentaux
| ILMN statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$21.44b |
| Bénéfices(TTM) | US$853.00m |
| Recettes(TTM) | US$4.39b |
25.2x
Ratio P/E4.9x
Ratio P/SLe site ILMN est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ILMN compte de résultat (TTM) | |
|---|---|
| Recettes | US$4.39b |
| Coût des recettes | US$1.39b |
| Marge brute | US$3.00b |
| Autres dépenses | US$2.15b |
| Les revenus | US$853.00m |
Derniers bénéfices déclarés
Mar 29, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 5.64 |
| Marge brute | 68.29% |
| Marge bénéficiaire nette | 19.42% |
| Ratio dettes/capitaux propres | 74.3% |
Quelles ont été les performances à long terme de ILMN?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 17:37 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/29 |
| Revenus annuels | 2025/12/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Illumina, Inc. est couverte par 44 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Catherine Ramsey Schulte | Baird |
| Rakesh Patel | Barclays |