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
0.36% more ownership
Funds ownership: 97.36% [Q4 2024] → 97.72% (+0.36%) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 269
16% less funds holding
Funds holding: 841 [Q4 2024] → 709 (-132) [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
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Baird Catherine Ramsey | 3%downside $105 | Neutral Maintained | 28 Jul 2025 |
Scotiabank Sung Ji Nam | 15%upside $125 | Sector Perform Downgraded | 11 Jul 2025 |
Citigroup Patrick Donnelly | 26%downside $80 | Sell Downgraded | 9 Jul 2025 |
Evercore ISI Group Vijay Kumar | 18%upside $128 | Outperform Maintained | 8 Jul 2025 |
Barclays Luke Sergott | 22%downside $85 | Underweight Maintained | 24 Jun 2025 |
Financial journalist opinion
Based on 6 articles about ILMN published over the past 30 days









