Illumina, Inc.

NasdaqGS:ILMN Stok Raporu

Piyasa değeri: US$30.7b

Illumina Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

Illumina yıllık ortalama 14.9% oranında kazançlarını artırırken, Life Sciences sektöründe kazançlar declining at 4.6% annual. Gelirler declining yılda ortalama 0.4% oranında artmaktadır. Illumina'in özkaynak karlılığı 29% ve net marjı 18.3%'dir.

Anahtar bilgiler

14.87%

Kazanç büyüme oranı

14.59%

EPS büyüme oranı

Life Sciences Sektör Büyümesi21.51%
Gelir büyüme oranı-0.36%
Özkaynak getirisi29.03%
Net Marj18.34%
Son Kazanç Güncellemesi28 Jun 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi 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...

Recent updates

Anlatı Güncellemesi Jul 27

ILMN: Future Returns Will Depend On Clinical Sequencing Momentum Facing Legal Headwinds

The updated analyst price target for Illumina rises from about $147 to roughly $173 per share. This reflects analysts' use of higher sector multiples, modestly adjusted growth and profitability assumptions, and a generally more constructive view on diagnostics, genomics infrastructure, and AI supported research demand.
Anlatı Güncellemesi Jul 13

ILMN: Clinical Sequencing Momentum And Sector Funding Support A Fairly Balanced Outlook

The fair value estimate for Illumina has been raised from $185 to $200, reflecting analysts' higher $200 price targets and their view that the company remains a core genomics infrastructure provider, as sector research points to healthy demand trends and solid customer engagement. Analyst Commentary Recent Street research on Illumina points to an increasingly constructive stance from several bullish analysts, with multiple firms revisiting assumptions on demand, execution, and the role of the company in genomics and broader life sciences tools.
Anlatı Güncellemesi Jun 29

ILMN: Clinical Execution And Sector Funding Support A Cautiously Balanced Outlook

The analyst fair value estimate for Illumina has been lifted by $10 to $185, reflecting higher Street price targets and analyst expectations for stronger customer spending and margins, supported by recent research, survey feedback, and sector funding trends. Analyst Commentary Recent Street research around Illumina points to a more constructive tone, with several bullish analysts highlighting improving customer sentiment, sector funding trends, and clearer execution on the clinical side.
Anlatı Güncellemesi Jun 15

ILMN: Future Returns Will Hinge On Clinical Sequencing Momentum And Customer Stickiness

Narrative Update: Illumina The analyst price target underpinning this Illumina narrative has been raised from about $136 to $147, reflecting updated assumptions around customer stickiness, clinical sequencing momentum, and expectations for higher instrument and consumables spending highlighted in recent research. Analyst Commentary Recent research on Illumina reflects a mix of enthusiasm about the company’s position in sequencing markets and some ongoing caution around execution and valuation, with several major firms updating ratings and price targets.
Anlatı Güncellemesi Jun 01

ILMN: Clinical Momentum And Softer Competition Will Shape A Balanced Outlook

Analysts have lifted the fair value estimate for Illumina from $156.51 to $175.00, citing Street research that points to building clinical momentum, easing competitive concerns, and a series of higher price targets from several firms. Analyst Commentary Recent Street research on Illumina has tilted more constructive, with several bullish analysts pointing to improving clinical traction and a less intense competitive backdrop as key supports for the stock.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Illumina nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:ILMN Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
28 Jun 264,4948241,230872
29 Mar 264,3938531,185864
28 Dec 254,3438501,164865
28 Sep 254,2887031,104870
29 Jun 254,2841,2571,101893
30 Mar 254,337-9661,266971
29 Dec 244,372-1,2231,3941,068
29 Sep 244,390-1,5851,6411,118
30 Jun 244,429-3,0441,6311,180
31 Mar 244,493-1,2901,6291,204
31 Dec 234,504-1,1611,6201,207
01 Oct 234,465-1,1251,5721,234
02 Jul 234,461-4,1861,6771,246
02 Apr 234,448-4,4871,6361,227
01 Jan 234,584-4,4041,6141,209
02 Oct 224,700-4,1531,6821,242
03 Jul 224,693-201,5101,187
03 Apr 224,6567011,5501,061
02 Jan 224,5267621,744914
03 Oct 214,2809071,351794
04 Jul 213,9667691,350696
04 Apr 213,4736301,114650
03 Jan 213,2396561,014609
27 Sep 203,238638813572
28 Jun 203,351693811551
29 Mar 203,556942835562
29 Dec 193,5431,002907575
29 Sep 193,458973874607
30 Jun 193,405938881615
31 Mar 193,397851877600
30 Dec 183,333826849568
30 Sep 183,243684798538
01 Jul 183,103648768513
01 Apr 182,936567732492
31 Dec 172,752725720500
01 Oct 172,594775692488
02 Jul 172,487741664480
02 Apr 172,424730652474
01 Jan 172,398454630458
02 Oct 162,371440624450
03 Jul 162,314430621423
03 Apr 162,253415597395
03 Jan 162,220462561362
27 Sep 152,141510533348

Kaliteli Kazançlar: ILMN büyük bir tek seferlik kazanç ile $171.0M, 28th June, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.

Büyüyen Kar Marjı: ILMN 'nin mevcut net kar marjları (18.3%) geçen yılın (28.8%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ILMN son 5 yılda karlı hale geldi ve kazançlarını yıllık 14.9% oranında artırdı.

Büyüme Hızlandırma: ILMN 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: ILMN geçtiğimiz yıl negatif kazanç büyümesine ( -33.1% ) sahipti ve bu da onu Life Sciences sektör ortalamasıyla ( 8.5% ) karşılaştırmayı zorlaştırıyordu.


Özkaynak Getirisi

Yüksek ROE: ILMN 'nin Özsermaye Getirisi ( 29% ) yüksek olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/05 22:15
Gün Sonu Hisse Fiyatı2026/08/05 00:00
Kazançlar2026/06/28
Yıllık Kazançlar2025/12/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Illumina, Inc. 47 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jasper HellwegArgus Research Company
Catherine Ramsey SchulteBaird
Robert BambergerBaird