IlluminaILMN
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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
20% more call options, than puts
Call options by funds: $139M | Put options by funds: $116M
0.34% more ownership
Funds ownership: 97.36% [Q4 2024] → 97.7% (+0.34%) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 268
16% less funds holding
Funds holding: 841 [Q4 2024] → 708 (-133) [Q1 2025]
27% less funds holding in top 10
Funds holding in top 10: 15 [Q4 2024] → 11 (-4) [Q1 2025]
40% less capital invested
Capital invested by funds: $20.6B [Q4 2024] → $12.3B (-$8.33B) [Q1 2025]
58% less first-time investments, than exits
New positions opened: 88 | Existing positions closed: 209
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Canaccord Genuity Kyle Mikson | 14%upside $99 | Hold Maintained | 11 Jun 2025 |
Stephens & Co. Mason Carrico | 21%upside $105 | Overweight Reiterated | 20 May 2025 |
Piper Sandler David Westenberg | 113%upside $185 | Overweight Maintained | 15 May 2025 |
Morgan Stanley Tejas Savant | 15%upside $100 | Equal-Weight Maintained | 12 May 2025 |
JP Morgan Julia Qin | 2%downside $85 | Neutral Maintained | 9 May 2025 |
Financial journalist opinion
Based on 10 articles about ILMN published over the past 30 days









