Illumina (ILMN) Panoramica del titolo
Illumina, Inc. fornisce soluzioni basate su sequenze e array per l'analisi genetica e genomica nelle Americhe, in Europa, nella Grande Cina, nell'Asia Pacifica, in Medio Oriente e in Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
ILMN Community Fair Values
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Analyst Price Targets
Concorrenti di Illumina, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$190.20 |
| Massimo di 52 settimane | US$196.66 |
| Minimo di 52 settimane | US$88.00 |
| Beta | 1.47 |
| Variazione di 1 mese | 17.07% |
| Variazione a 3 mesi | 57.28% |
| Variazione di 1 anno | 91.64% |
| Variazione a 3 anni | 1.63% |
| Variazione a 5 anni | -59.14% |
| Variazione dall'IPO | 871.10% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...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 AlphaRendimenti per gli azionisti
| ILMN | US Life Sciences | US Mercato | |
|---|---|---|---|
| 7D | 0.8% | 0.1% | 0.6% |
| 1Y | 91.6% | 15.6% | 19.5% |
Ritorno vs Industria: ILMN ha superato il US Life Sciences che ha restituito 15.6 % nell'ultimo anno.
Rendimento vs Mercato: ILMN ha superato il mercato US che ha restituito 19.5 % nell'ultimo anno.
Volatilità dei prezzi
| ILMN volatility | |
|---|---|
| ILMN Average Weekly Movement | 6.0% |
| Life Sciences Industry Average Movement | 8.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: ILMN non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di ILMN è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1998 | 8,625 | Jacob Thaysen | www.illumina.com |
Illumina, Inc. fornisce soluzioni basate su sequenziamento e array per l'analisi genetica e genomica nelle Americhe, in Europa, nella Grande Cina, nell'Asia Pacifica, in Medio Oriente e in Africa. L'azienda offre strumenti e materiali di consumo basati su sequenziamento e array, che includono reagenti, celle a flusso e preparazione di librerie; kit di sequenziamento dell'intero genoma, che sequenziano interi genomi di varie dimensioni e complessità; e kit di risequenziamento mirato, che sequenziano esomi, geni specifici e RNA o altre regioni genomiche di interesse. Fornisce anche sequenziamento di interi genomi, genotipizzazione, test prenatali non invasivi e servizi di supporto ai prodotti.
Illumina, Inc. Riepilogo dei fondamenti
| ILMN statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$29.32b |
| Utili (TTM) | US$853.00m |
| Ricavi(TTM) | US$4.39b |
33.7x
Rapporto P/E6.6x
Rapporto P/SILMN è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ILMN Conto economico (TTM) | |
|---|---|
| Ricavi | US$4.39b |
| Costo del fatturato | US$1.39b |
| Profitto lordo | US$3.00b |
| Altre spese | US$2.15b |
| Utili | US$853.00m |
Ultimi utili riportati
Mar 29, 2026
Prossima data di guadagno
Jul 30, 2026
| Utile per azione (EPS) | 5.64 |
| Margine lordo | 68.29% |
| Margine di profitto netto | 19.42% |
| Rapporto debito/patrimonio netto | 74.3% |
Come si è comportato ILMN nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 02:06 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/28 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Illumina, Inc. è coperta da 45 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Catherine Ramsey Schulte | Baird |
| Luke Sergott | Barclays |