ILMN Share Price Performance
US$116.51
15.42 (15.25%)
14.3% undervalued intrinsic discount
US$135.94
Fair Value
Price US$116.51
AnalystConsensusTarget US$135.94
AnalystLowTarget US$80.00
AnalystHighTarget US$185.00
Fair ValueUS$135.94
Share Pricen/a
Illumina, Inc. Stock Price
- 3 Narratives written by author
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- 88 Fair Values set on narratives written by author
ILMN Community Narratives
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Fair Value US$135.94 14.3% undervalued intrinsic discount
ILMN: Operational Progress Will Offset Ongoing China Exposure And Sector Uncertainties
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AN
Fair Value US$87.97 32.4% overvalued intrinsic discount
Rising Regulations And Fierce Competition Will Impede Clinical Sequencing
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Fair Value US$156.51 25.6% undervalued intrinsic discount
NovaSeq X And SomaLogic Will Drive Precision Medicine Despite Challenges
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Rising Regulations And Fierce Competition Will Impede Clinical Sequencing
Key Takeaways Intensifying competition, regulatory scrutiny, and cost pressures threaten Illumina's market position, margin expansion, and future revenue growth as reliance on clinical applications increases. Dependence on a concentrated customer base and geopolitical headwinds expose Illumina to sales volatility, limited market reach, and disruptions in international growth and profitability.Read more
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AN
US$87.97
32.4% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
4.35% p.a.
Profit Margin
19.59%
Future PE
15.73x
Price in 2029
US$110.35
ILMN: Operational Progress Will Offset Ongoing China Exposure And Sector Uncertainties
Key Takeaways Expansion in clinical genomics and next-generation sequencing adoption is driving strong, recurring revenue growth and future earnings visibility. Ongoing innovation, multiomics expansion, and operational efficiency are enhancing gross margins and creating new growth opportunities.Read more
532
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US$135.94
14.3% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.5% p.a.
Profit Margin
19.66%
Future PE
24.38x
Price in 2029
US$171.01
NovaSeq X And SomaLogic Will Drive Precision Medicine Despite Challenges
Key Takeaways Accelerated clinical adoption, operational efficiencies, and expanding consumables use could drive faster revenue growth, higher margins, and significant earnings upside beyond analyst expectations. Strategic moves in multiomics and population genomics position Illumina to benefit from global healthcare trends and unlock large new recurring revenue streams.Read more
29
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5users have followed this narrative
AN
US$156.51
25.6% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
4.64% p.a.
Profit Margin
19.91%
Future PE
27.69x
Price in 2028
US$193.37
Trending Discussion
Recently Updated Narratives
AN
ILMN: Policy And Execution Risks Will Likely Restrain Tools Thesis Upside
Fair Value: US$87.97 32.4% overvalued intrinsic discount
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ILMN: Future Returns Will Depend On China Access And 2026 Execution
Fair Value: US$135.94 14.3% undervalued intrinsic discount
46 followersusers have followed this narrative
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AN
NovaSeq X And SomaLogic Will Drive Precision Medicine Despite Challenges
Fair Value: US$156.51 25.6% undervalued intrinsic discount
5 followersusers have followed this narrative
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Snowflake Analysis
Illumina, Inc. Key Details
About ILMN
- Founded
- 1998
- Employees
- 8625
- CEO
- WebsiteView website
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. Illumina, Inc. was incorporated in 1998 and is headquartered in San Diego, California.
