ILMN icon

Illumina

78.95 USD
-1.35
1.68%
Updated May 14, 1:20 PM EDT
1 day
-1.68%
5 days
2.73%
1 month
5.18%
3 months
-21.24%
6 months
-44.50%
Year to date
-39.70%
1 year
-31.69%
5 years
-75.56%
10 years
-60.31%
 

About: Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (9% of 2024 sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.

Employees: 8,970

0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 9 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

73% more call options, than puts

Call options by funds: $344M | Put options by funds: $199M

69% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 85

12% more capital invested

Capital invested by funds: $18.3B [Q3] → $20.6B (+$2.27B) [Q4]

9.1% more ownership

Funds ownership: 88.24% [Q3] → 97.34% (+9.1%) [Q4]

7% more funds holding in top 10

Funds holding in top 10: 14 [Q3] → 15 (+1) [Q4]

6% more funds holding

Funds holding: 793 [Q3] → 837 (+44) [Q4]

14% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 300

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$77
2%
downside
Avg. target
$101
28%
upside
High target
$156
98%
upside

9 analyst ratings

positive
33%
neutral
56%
negative
11%
Morgan Stanley
Tejas Savant
0 / 0 met price target
27%upside
$100
Equal-Weight
Maintained
12 May 2025
Canaccord Genuity
Kyle Mikson
33% 1-year accuracy
4 / 12 met price target
10%upside
$87
Hold
Maintained
12 May 2025
JP Morgan
Julia Qin
75% 1-year accuracy
3 / 4 met price target
8%upside
$85
Neutral
Maintained
9 May 2025
Guggenheim
Subbu Nambi
35% 1-year accuracy
8 / 23 met price target
44%upside
$114
Buy
Maintained
9 May 2025
Barclays
Luke Sergott
33% 1-year accuracy
21 / 63 met price target
2%downside
$77
Underweight
Maintained
10 Apr 2025

Financial journalist opinion

Based on 13 articles about ILMN published over the past 30 days

Negative
Zacks Investment Research
1 day ago
Investing in Illumina (ILMN)? Don't Miss Assessing Its International Revenue Trends
Review Illumina's (ILMN) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
Investing in Illumina (ILMN)? Don't Miss Assessing Its International Revenue Trends
Neutral
PRNewsWire
1 day ago
Illumina DRAGEN v4.4 powers clinical oncology research and multiomic applications
Building on reputation for unparalleled performance, latest software delivers even greater accuracy, with 30% improvement in structural variant calling New features include easy-to-use oncology apps, enhanced multiomics pipelines, and AWS F2 support enabling faster turnaround times SAN DIEGO , May 13, 2025 /PRNewswire/ -- Illumina Inc. (NASDAQ: ILMN) today announced the launch of DRAGEN™ version 4.4 software (v4.4), the industry's most comprehensive secondary analysis solution. The latest version of DRAGEN includes out-of-the-box oncology applications for clinical research and support for newly announced Illumina multiomics assays.
Illumina DRAGEN v4.4 powers clinical oncology research and multiomic applications
Negative
Benzinga
2 days ago
Illumina Analysts Lower Their Forecasts After Q1 Results
Illumina, Inc. ILMN reported upbeat earnings for the first quarter, but lowered its FY25 guidance, after the closing bell on Thursday.
Illumina Analysts Lower Their Forecasts After Q1 Results
Negative
Seeking Alpha
3 days ago
Illumina: Multiple Headwinds Point To Limited Upside In 2025
Illumina faces significant challenges, including revenue declines, margin pressures, and geopolitical hurdles, notably from China and competition from Roche's SBX technology. Q1 2025 results were in line, but updated guidance predicts a revenue decline of 1%-3%, due to China headwinds and uncertain U.S. research funding. Despite a $100 million cost reduction program and ongoing R&D investments, Illumina's stock appears overvalued by nearly 18% based on a DCF analysis.
Illumina: Multiple Headwinds Point To Limited Upside In 2025
Positive
Zacks Investment Research
5 days ago
Illumina Q1 Earnings Top Estimates, Revenues Down Y/Y, Stock Dips
ILMN delivers better-than-expected earnings and revenues in the first quarter of 2025.
Illumina Q1 Earnings Top Estimates, Revenues Down Y/Y, Stock Dips
Neutral
Seeking Alpha
5 days ago
Illumina, Inc. (ILMN) Q1 2025 Earnings Call Transcript
Illumina, Inc. (NASDAQ:ILMN ) Q1 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Brian Blanchett - Interim Head of Investor Relations Jacob Thaysen - Chief Executive Officer Ankur Dhingra - Chief Financial Officer Conference Call Participants Doug Schenkel - Wolfe Dave Westenberg - Piper Sandler Jack Meehan - Nephron Vijay Kumar - Evercore Tycho Peterson - Jefferies Conor McNamara - RBC Capital Markets Mike Ryskin - Bank of America Kyle Mikson - Canaccord Operator Good day ladies and gentlemen, and welcome to the First Quarter 2025 Illumina Earnings Conference Call. At this time, all participants are in a listen only mode.
Illumina, Inc. (ILMN) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
5 days ago
Illumina (ILMN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Illumina (ILMN) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Illumina (ILMN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Positive
Zacks Investment Research
5 days ago
Illumina (ILMN) Tops Q1 Earnings and Revenue Estimates
Illumina (ILMN) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.09 per share a year ago.
Illumina (ILMN) Tops Q1 Earnings and Revenue Estimates
Positive
Zacks Investment Research
1 week ago
Unveiling Illumina (ILMN) Q1 Outlook: Wall Street Estimates for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Illumina (ILMN), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Unveiling Illumina (ILMN) Q1 Outlook: Wall Street Estimates for Key Metrics
Positive
Zacks Investment Research
1 week ago
Illumina (ILMN) Earnings Expected to Grow: Should You Buy?
Illumina (ILMN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Illumina (ILMN) Earnings Expected to Grow: Should You Buy?
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