Illumina, Inc.

NasdaqGS:ILMN 株式レポート

時価総額：US$21.4b

Illumina 将来の成長

Future 基準チェック /26

Illumina利益と収益がそれぞれ年間9.9%と5.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.5% 10.5%なると予測されています。

主要情報

9.9%

収益成長率

10.52%

EPS成長率

Life Sciences 収益成長17.5%
収益成長率5.7%
将来の株主資本利益率23.47%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NasdaqGS:ILMN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,1391,0071,1811,30115
12/31/20274,8278601,0861,28418
12/31/20264,5727178901,13018
3/29/20264,3938539741,128N/A
12/28/20254,3438509311,079N/A
9/28/20254,2887031,0001,122N/A
6/29/20254,2841,2571,0241,154N/A
3/30/20254,337-9668761,000N/A
12/29/20244,372-1,223709837N/A
9/29/20244,390-1,585547697N/A
6/30/20244,429-3,044358520N/A
3/31/20244,493-1,290367545N/A
12/31/20234,504-1,161283478N/A
10/1/20234,465-1,125169401N/A
7/2/20234,461-4,186-224210N/A
4/2/20234,448-4,487-228230N/A
1/1/20234,584-4,404-74392N/A
10/2/20224,700-4,15379527N/A
7/3/20224,693-2053307N/A
4/3/20224,656701208435N/A
1/2/20224,526762337545N/A
10/3/20214,280907469669N/A
7/4/20213,9667698981,094N/A
4/4/20213,4736308901,081N/A
1/3/20213,2396568911,080N/A
9/27/20203,2386389331,117N/A
6/28/20203,3516931,0461,231N/A
3/29/20203,5569429411,134N/A
12/29/20193,5431,002N/A1,051N/A
9/29/20193,458973N/A908N/A
6/30/20193,405938N/A933N/A
3/31/20193,397851N/A1,085N/A
12/30/20183,333826N/A1,142N/A
9/30/20183,243684N/A1,136N/A
7/1/20183,103648N/A1,079N/A
4/1/20182,936567N/A962N/A
12/31/20172,752725N/A875N/A
10/1/20172,594775N/A843N/A
7/2/20172,487741N/A784N/A
4/2/20172,424730N/A848N/A
1/1/20172,398454N/A779N/A
10/2/20162,371440N/A757N/A
7/3/20162,314430N/A762N/A
4/3/20162,253415N/A692N/A
1/3/20162,220462N/A786N/A
9/27/20152,141510N/A560N/A
6/28/20152,071486N/A524N/A

アナリストによる今後の成長予測

収入対貯蓄率: ILMNの予測収益成長率 (年間9.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ILMNの収益 ( 9.9% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: ILMNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ILMNの収益 ( 5.7% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: ILMNの収益 ( 5.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ILMNの 自己資本利益率 は、3年後には高くなると予測されています ( 23.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 01:49
終値2026/05/20 00:00
収益2026/03/29
年間収益2025/12/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Illumina, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44

アナリスト機関
Jasper HellwegArgus Research Company
Catherine Ramsey SchulteBaird
Rakesh PatelBarclays