DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Pharmaceuticals & Biotech
Author Program NEWCreate Narrative
ILMN logo

Illumina, Inc. Stock Price

NasdaqGS:ILMN Community·US$31.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 108 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ILMN Share Price Performance

US$205.00
109.51 (114.68%)
​
US$199.63
Fair Value
US$205.00
109.51 (114.68%)
2.7% overvalued intrinsic discount
US$199.63
Fair Value
Price US$205.00
AnalystConsensusTarget US$199.63
AnalystLowTarget US$126.91
AnalystHighTarget US$230.00
Mon, 7 Sep 26
Fair ValueUS$199.63
Share Pricen/a

ILMN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$199.63 2.7% overvalued intrinsic discount

ILMN: Operational Progress Will Offset Ongoing China Exposure And Sector Uncertainties

0users have liked this narrative
0users have commented on this narrative
50users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$126.91 61.5% overvalued intrinsic discount

Rising Regulations And Fierce Competition Will Impede Clinical Sequencing

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$230 10.9% undervalued intrinsic discount

NovaSeq X And SomaLogic Will Drive Precision Medicine Despite Challenges

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
ILMN logo
Illumina
2.7% overvalued intrinsic discount
Updated

ILMN: Operational Progress Will Offset Ongoing China Exposure And Sector Uncertainties

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Sep
Read Narrative
ILMN logo
Illumina
10.9% undervalued intrinsic discount

NovaSeq X And SomaLogic Will Drive Precision Medicine Despite Challenges

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Aug
Read Narrative
ILMN logo
Illumina
61.5% overvalued intrinsic discount

Rising Regulations And Fierce Competition Will Impede Clinical Sequencing

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
ILMN logo

ILMN: Future Returns Will Hinge On Clinical Sequencing Momentum And Legal Setbacks

Fair Value: US$199.63 2.7% overvalued intrinsic discount
50 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ILMN logo

ILMN: Clinical Sequencing And Healthier Sector Spending Are Expected To Sustain A Balanced Outlook

Fair Value: US$230 10.9% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ILMN logo

ILMN: Strong Clinical Sequencing Trends Will Likely Fail To Offset Execution Risks

Fair Value: US$126.91 61.5% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with low risk.

3 Risks
2 Rewards
View Full Analysis

Illumina, Inc. Key Details

US$4.5b

Revenue

US$1.4b

Cost of Revenue

US$3.1b

Gross Profit

US$2.2b

Other Expenses

US$824.0m

Earnings

Last Reported Earnings
Jun 28, 2026
Next Reporting Earnings
n/a
5.46
67.94%
18.34%
70.2%
View Full Analysis

About ILMN

Founded
1998
Employees
8625
CEO
Jacob Thaysen
WebsiteView website
www.illumina.com

Illumina, Inc. provides sequencing- and array-based solutions for genetic and genomic analysis in the Americas, Europe, Greater China, the Asia Pacific, the Middle East, and Africa. The company offers sequencing- and array-based instruments and consumables, which include reagents, flow cells, and library preparation; whole-genome sequencing kits, which sequence entire genomes of various size and complexity; and targeted resequencing kits, which sequence exomes, specific genes, and RNA or other genomic regions of interest. It also provides whole-genome sequencing, genotyping, noninvasive prenatal testing, and product support services. The company serves genomic research centers, academic institutions, government laboratories, and hospitals, as well as pharmaceutical, biotechnology, commercial molecular diagnostic laboratories, and consumer genomics companies. The company markets and distributes its products directly to customers, as well as through life-science distributors. The company has a collaboration with Labcorp Holdings Inc. for the development of oncology treatments through applications of sequencing solutions across the healthcare ecosystem; and strategic collaboration with Integrated DNA Technologies to enable a DRAGEN, secondary analysis pipeline for IDT xGena, FFPE and cfDNA next generation sequencing (NGS) library preparation with custom panels, delivering an integrated, end-to-end solution for somatic oncology research. It also has a data partnership with Center for Data-Driven Discovery in Biomedicine to advance research in pediatric cancer and rare disease. Illumina, Inc. was incorporated in 1998 and is headquartered in San Diego, California.

Recent ILMN News & Updates

Seeking Alpha • Sep 08

Illumina: Priced For Perfection It Hasn't Earned Yet

Summary Illumina has surged 64% since my August 2024 Buy rating, driven by post-GRAIL spin-off momentum and operational discipline. ILMN's Q2 revenue grew 9.5% Y/Y to $1.16B, but organic growth was 6.5%; FCF margin declined to ~14% as FCF dropped to $162M. FY26 revenue guidance was raised to $4.60–$4.64B, implying 6–7% growth, but organic growth ex-currency and acquisitions is closer to 4%. Margin expansion is partly due to lumpy government incentives, not solely operational improvements; share buybacks paused amid liquidity management for upcoming $500M debt maturity. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 07

ILMN: Future Returns Will Hinge On Clinical Sequencing Momentum And Legal Setbacks

Analysts have lifted the Illumina fair value estimate from $172.53 to $199.63. They are factoring in a series of higher Street price targets tied to recent product pipeline updates, stronger Q2 execution, improving profit margin assumptions, and expectations for steadier long term instrument and consumables demand.

Recent updates

No updates

Illumina, Inc. Competitors

TMO logo

Thermo Fisher Scientific

Symbol: NYSE:TMO
Market cap: US$223.0b
AMGN logo

Amgen

Symbol: NasdaqGS:AMGN
Market cap: US$212.6b
GILD logo

Gilead Sciences

Symbol: NasdaqGS:GILD
Market cap: US$181.8b
PFE logo

Pfizer

Symbol: NYSE:PFE
Market cap: US$158.4b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide