Illumina

ILMN

Market cap $15.9B

Overview Fund Activity

103.15 USD

+2.28

2.26%

At close Updated Sep 18, 3:34 PM EDT

1 day

2.26%

5 days

3.66%

1 month

2.61%

3 months

14.28%

6 months

21.12%

Year to date

-21.22%

1 year

-21.24%

5 years

-64.12%

10 years

-49.23%

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

Healthcare Diagnostics & Research

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

504% more call options, than puts

Call options by funds: $724M | Put options by funds: $120M

29% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 93

22% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 228

21% more capital invested

Capital invested by funds: $12.3B [Q1] → $14.8B (+$2.54B) [Q2]

3% more funds holding

Funds holding: 713 [Q1] → 733 (+20) [Q2]

0.43% more ownership

Funds ownership: 97.75% [Q1] → 98.18% (+0.43%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 11 [Q1] → 11 (+0) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$80

22% downside

Avg. target

$108

5% upside

High target

$128

24% upside

8 analyst ratings

2 positive

25%

4 neutral

50%

2 negative

25%

Morgan Stanley Tejas Savant	$105	Equal-Weight Maintained	4 Aug 2025
RBC Capital Conor McNamara	$126	Outperform Maintained	1 Aug 2025
Canaccord Genuity Kyle Mikson	$105	Hold Maintained	1 Aug 2025
Barclays Luke Sergott	$90	Underweight Maintained	1 Aug 2025
Baird Catherine Ramsey	$105	Neutral Maintained	28 Jul 2025
Scotiabank Sung Ji Nam	$125	Sector Perform Downgraded	11 Jul 2025
Citigroup Patrick Donnelly	$80	Sell Downgraded	9 Jul 2025
Evercore ISI Group Vijay Kumar	$128	Outperform Maintained	8 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about ILMN published over the past 30 days

Alnylam Pharmaceuticals joins Alliance for Genomic Discovery, expanding diverse clinical genomic dataset to drive precision medicine

Alnylam, a leader in RNA interference (RNAi) therapeutics, will utilize the AGD dataset to inform development of 'gene silencing' medicines Members leverage AI-powered dataset to accelerate pharma R&D, and ensure that disease-impacting discoveries benefit all people SAN DIEGO , Sept. 18, 2025 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN), and Nashville Biosciences, LLC (NashBio), today announced Alnylam Pharmaceuticals, Inc. (NASDAQ: ALNY) (Alnylam) as a member of the Alliance for Genomic Discovery (AGD).

Alnylam Pharmaceuticals joins Alliance for Genomic Discovery, expanding diverse clinical genomic dataset to drive precision medicine

Zacks Investment Research

ILMN Stock to Gain From the Launch of Illumina Protein Prep Assay

The Illumina Protein Prep rollout boosts multiomics, strengthens disease insights and supports ILMN stock momentum.

ILMN Stock to Gain From the Launch of Illumina Protein Prep Assay

Illumina® Protein Prep launches to drive greater proteomic insights for improved drug discovery and development

Illumina Protein Prep can measure 9500 unique human protein targets, offering new insights into protein biology to fuel novel discovery for treatment of disease Following early access program, customers commend scale, high consistency, and easy sample to insights workflow Launch follows Illumina's announcement of agreement to acquire SomaLogic SAN DIEGO , Sept. 3, 2025 /PRNewswire/ -- Illumina Inc. (NASDAQ: ILMN) today announced the launch of Illumina Protein Prep, an assay introducing superior performance for next-generation sequencing (NGS) based proteomics discovery at scale.

Illumina® Protein Prep launches to drive greater proteomic insights for improved drug discovery and development

Zacks Investment Research

Why Illumina (ILMN) is a Top Momentum Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Why Illumina (ILMN) is a Top Momentum Stock for the Long-Term

mRNA Biotechs - Long-Term Value Risks Abound

mRNA vaccine companies are overhyped post-pandemic, facing scientific, operational, and regulatory headwinds that limit long-term investment appeal. Scientific and business risks, including delivery challenges and limited efficacy for cancer and infectious diseases, make mRNA-focused biotechs unattractive compared to broader biotech opportunities. Investors seeking exposure should consider 'pick-and-shovel' suppliers like Repligen, Illumina, and Twist Biosciences, which offer more stable financial prospects.

mRNA Biotechs - Long-Term Value Risks Abound

BioStem Technologies Appoints Brandon Poe as Chief Financial Officer

Seasoned healthcare CFO with senior experience in capital markets and financial operations across private and publicly traded companies to lead BioStem's financial team POMPANO BEACH, FL, August 14, 2025 – PRISM MediaWire – BioStem Technologies, Inc.

BioStem Technologies Appoints Brandon Poe as Chief Financial Officer

Zacks Investment Research

KMDA vs. ILMN: Which Stock Is the Better Value Option?

Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with Kamada (KMDA) and Illumina (ILMN). But which of these two stocks offers value investors a better bang for their buck right now?

KMDA vs. ILMN: Which Stock Is the Better Value Option?

Zacks Investment Research

Illumina (ILMN) Reliance on International Sales: What Investors Need to Know

Evaluate Illumina's (ILMN) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Illumina (ILMN) Reliance on International Sales: What Investors Need to Know

Illumina: The Stock Is Still Undervalued

Illumina exceeded Q2FY25 expectations and raised FY25 guidance, driven by resilient Chinese operations and strong clinical market growth, especially in oncology. The company is expanding into proteomics with the SomaLogic acquisition and new single-cell CRISPR offerings, aiming for high future revenue growth. Despite ongoing headwinds from China restrictions and US academic funding cuts, Illumina's cost-cutting and divestments have improved profitability and cash flow.

Illumina: The Stock Is Still Undervalued

The Motley Fool

Illumina (ILMN) Q2 EPS Jumps 9%

Illumina (ILMN) Q2 EPS Jumps 9%

Illumina (ILMN) Q2 EPS Jumps 9%

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