Illumina, Inc.

Report azionario NasdaqGS:ILMN

Capitalizzazione di mercato: US$21.9b

Illumina Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Illumina non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

3.6%

Rendimento del riacquisto

Rendimento totale per gli azionisti3.6%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

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 Alpha
Aggiornamento 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...
Articolo di analisi 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...
Articolo di analisi 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

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di ILMN siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di ILMN siano aumentati.


Rendimento dei dividendi rispetto al mercato

Illumina Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di ILMN rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (ILMN)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Life Sciences)0.7%
Analista previsionale (ILMN) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di ILMN rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di ILMN rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di ILMN per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché ILMN non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 05:07
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/29
Utili annuali2025/12/28

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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 44 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.

AnalistaIstituzione
Jasper HellwegArgus Research Company
Catherine Ramsey SchulteBaird
Rakesh PatelBarclays