Illumina, Inc.

NasdaqGS:ILMN 株式レポート

時価総額：US$20.6b

Illumina マネジメント

マネジメント 基準チェック /44

Illuminaの CEO はJacob Thaysenで、 Sep2023年に任命され、 の在任期間は 2.67年です。 の年間総報酬は$ 11.02Mで、 9.1%給与と90.9%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.027%を直接所有しており、その価値は$ 5.47M 。経営陣と取締役会の平均在任期間はそれぞれ2.1年と7.8年です。

主要情報

Jacob Thaysen

最高経営責任者

US$11.0m

報酬総額

CEO給与比率9.08%
CEO在任期間2.7yrs
CEOの所有権0.03%
経営陣の平均在職期間2.1yrs
取締役会の平均在任期間7.8yrs

経営陣の近況

Recent updates

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.

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.

Illumina: Competitive Threats Priced In

Apr 10

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Illumina, Inc. (NASDAQ:ILMN) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

Nov 09
Illumina, Inc. (NASDAQ:ILMN) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

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.

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.

Estimating The Intrinsic Value Of Illumina, Inc. (NASDAQ:ILMN)

Aug 31
Estimating The Intrinsic Value Of Illumina, Inc. (NASDAQ:ILMN)

Illumina (NASDAQ:ILMN) Strong Profits May Be Masking Some Underlying Issues

Aug 08
Illumina (NASDAQ:ILMN) Strong Profits May Be Masking Some Underlying Issues

Illumina, Inc. Just Recorded A 76% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 05
Illumina, Inc. Just Recorded A 76% EPS Beat: Here's What Analysts Are Forecasting Next

Illumina, Inc.'s (NASDAQ:ILMN) Shareholders Might Be Looking For Exit

Jul 09
Illumina, Inc.'s (NASDAQ:ILMN) Shareholders Might Be Looking For Exit

These 4 Measures Indicate That Illumina (NASDAQ:ILMN) Is Using Debt Reasonably Well

Jun 13
These 4 Measures Indicate That Illumina (NASDAQ:ILMN) Is Using Debt Reasonably Well

Illumina, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

May 13
Illumina, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Is Illumina Undervalued After An 83% Drop In Its Stock Price?

Mar 27

Illumina: Navigating Headwinds As China Bans Instruments And Roche Enters The NGS Race

Mar 05

Illumina And Grail In 2025? Grounds For Optimism, If Mistakes Aren't Repeated

Dec 19

Illumina: Q3 Confirms Improving Fundamentals

Nov 05

Illumina Sees The Light: GRAIL Is Gone, Focus Restored (Rating Upgrade)

Aug 21

CEO報酬分析

Illumina の収益と比較して、Jacob Thaysen の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 29 2026n/an/a

US$853m

Dec 28 2025US$11mUS$1m

US$850m

Sep 28 2025n/an/a

US$703m

Jun 29 2025n/an/a

US$1b

Mar 30 2025n/an/a

-US$966m

Dec 29 2024US$15mUS$1m

-US$1b

Sep 29 2024n/an/a

-US$2b

Jun 30 2024n/an/a

-US$3b

Mar 31 2024n/an/a

-US$1b

Dec 31 2023US$5mUS$250k

-US$1b

報酬と市場: Jacobの 総報酬 ($USD 11.02M ) は、 US市場 ($USD 14.60M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jacobの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Jacob Thaysen (50 yo)

2.7yrs
在職期間
US$11,018,895
報酬

Mr. Jacob Thaysen, Ph D., is Interim Chief Commercial Officer at Illumina, Inc. from 2026 and serves as its Chief Executive Officer since September 25, 2023 and serves as its Director since September 2023....

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jacob Thaysen
CEO, Interim Chief Commercial Officer & Director2.7yrsUS$11.02m0.027%
$ 5.5m
Ankur Dhingra
Chief Financial Officer2.1yrsUS$4.08m0.0086%
$ 1.8m
Kevin Pegels
Chief of Global Operations4.5yrsUS$3.18m0.0086%
$ 1.8m
Steven Barnard
Chief Technology Officer2.8yrsUS$3.48m0.015%
$ 3.0m
Stephanie Campos
Presidentno dataデータなしデータなし
Scott Ericksen
VP & Chief Accounting Officer3.6yrsデータなし0.011%
$ 2.2m
Mark Field
Chief Information Officer1yrデータなしデータなし
Conor Noel McNamara
VP of Investor Relations1.3yrsデータなしデータなし
Scott Davies
Chief Legal Officer & Secretary1.6yrsデータなし0.015%
$ 3.0m
Jakob Wedel
Chief Strategy & Corporate Development Officer2.1yrsデータなし0.011%
$ 2.2m
Patricia Leckman
Senior VP & Chief People Officer2.4yrsデータなし0.015%
$ 3.1m
Todd Christian
SVP of Services1.6yrsデータなしデータなし
2.1yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: ILMNの経営陣は 経験豊富 であると考えられます ( 2.1年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Jacob Thaysen
CEO, Interim Chief Commercial Officer & Director2.7yrsUS$11.02m0.027%
$ 5.5m
Caroline Dorsa
Independent Director9.3yrsUS$404.51k0.0075%
$ 1.5m
Susan Siegel
Independent Director7.3yrsUS$400.02k0.0070%
$ 1.5m
Anna Richo
Independent Director2yrsUS$386.43k0.0018%
$ 363.0k
Philip Schiller
Independent Director9.8yrsUS$395.02k0.011%
$ 2.2m
Robert Epstein
Independent Director13.5yrsUS$400.02k0.012%
$ 2.5m
Gary Guthart
Independent Director8.4yrsUS$400.02k0.0083%
$ 1.7m
Scott Ullem
Independent Director2.9yrsUS$399.10k0.0033%
$ 680.7k
Frances Arnold
Independent Director10.3yrsUS$405.02k0.011%
$ 2.3m
Leslie Biesecker
Member of Ethics Advisory Boardno dataデータなしデータなし
Scott Gottlieb
Independent Chairman6.3yrsUS$460.36k0.0059%
$ 1.2m
Freda Lewis-Hall
Member of Ethics Advisory Boardno dataデータなしデータなし
7.8yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: ILMNの 取締役会 は 経験豊富 であると考えられます ( 7.8年の平均在任期間)。

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2026/05/04 04:56
終値2026/05/04 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。

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業界およびセクターの指標

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アナリスト筋

Illumina, Inc. 17 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