Illumina (ILU) Price & Analysis
ILU Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 29.36B
- Enterprise Value
- CHF 42.56B
- Total Cash (Recent Filing)
- CHF 1.34B
- Total Debt (Recent Filing)
- CHF 2.23B
- Price to Earnings (P/E)
- 40.1
- Beta
- N/A
- Next Earnings
- Feb 11, 2027
- EPS Estimate
- 1.26
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Clinical Consumables Growth
Strong clinical consumables growth indicates expanding adoption of sequencing in diagnostics and clinical trials, a potentially durable demand stream. Continued mid-teens growth and a rich pipeline of tests can support recurring consumables revenue as clinical workflows become more established.
Recurring Consumables Base
A growing high-throughput installed base strengthens Illumina’s recurring-revenue model because customers must purchase consumables to use deployed instruments. Rising utilization and NovaSeq X adoption can create durable pull-through revenue beyond the initial hardware sale.
Cash Generation And Margins
Robust operating and free cash flow, together with restored profitability, improves Illumina’s ability to fund innovation, service debt, and return capital without relying solely on external financing. The strong earnings-to-cash conversion also supports the quality of the recent recovery.
Bears Say
Research Market Declines
Weakness in research and applied consumables creates a meaningful drag on revenue because these markets remain important sources of sequencing demand. Continued declines through 2026 could offset clinical growth, reduce instrument utilization, and make consolidated growth more dependent on a narrower customer segment.
Pricing And Cost Headwinds
Persistent input-cost and pricing pressure can limit margin expansion even as revenue grows. Tariffs, shipping costs, and lower transition pricing may reduce the economic benefit of NovaSeq X adoption, requiring continued operational discipline to preserve the company’s recently improved profitability.
China Trade Uncertainty
Regulatory and trade uncertainty in China can disrupt customer access, sales execution, and instrument or consumables demand in an important geographic market. The absence of a determined impact does not remove the risk that policy developments could constrain growth or increase operating complexity.
Illumina News
Court Dismisses Illumina (ILMN) Securities Complaint Over GRAIL Acquisition, Grants Leave to Amend
A federal judge has dismissed the Third Amended Consolidated Class Action Complaint in the securities fraud lawsuit against Illumina, Inc. ($ILMN) tied to its controversial acquisition of cancer-screening company GRAIL.
ILU FAQ
What is Illumina’s market cap?
When is Illumina’s upcoming earnings report date?
How were Illumina’s earnings last quarter?
Is Illumina overvalued?
Does Illumina pay dividends?
What is Illumina’s EPS estimate?
What happened to Illumina’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Illumina?
What is the TipRanks Smart Score and how is it calculated?
Illumina Stock Smart Score
Company Description
Illumina
Illumina, Inc. specializes in delivering advanced genetic and genomic analysis tools, primarily through sequencing and array technologies. The company's offerings empower clients across various sectors to integrate genomic insights into both research and clinical environments, with applications spanning critical fields like life sciences, cancer diagnostics, reproductive health, agriculture, and innovative new domains. Illumina's portfolio encompasses specialized instrumentation and necessary consumables for genetic analysis, alongside comprehensive genotyping and sequencing services. They also offer instrument maintenance agreements, collaborate through development and licensing deals, and perform cancer detection tests. Its diverse clientele comprises leading genomic research facilities, universities, state-funded laboratories, medical centers, pharmaceutical and biotechnology firms, commercial molecular diagnostic providers, and businesses focused on consumer genomics. Illumina employs a two-pronged distribution strategy, selling directly to clients across North America, Europe, Latin America, and the Asia-Pacific. Additionally, it partners with life-science distributors to reach markets in Europe, the Asia-Pacific, Latin America, the Middle East, and Africa. Established in 1998, the company maintains its corporate headquarters in San Diego, California.
- Sector
- Healthcare
- Industry
- Medical - Diagnostics & Research
- CEO
- Jacob Thaysen
- Employees
- 8,600
- Website
- www.illumina.com
- Address
- 5200 Illumina Way, San Diego, CA, 92122, US
Illumina (ILU) Earnings & Revenues
ILU Company Deck
ILU Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Illumina reported revenue, margin, EPS, cash flow, clinical demand, and NovaSeq X placements above expectations, raised full-year guidance, and highlighted expanding opportunities in clinical sequencing, multi-omics, software, and AI-based data sets. The main challenges were declines in research and applied markets, weaker instrument revenue in certain regions, ongoing pricing and cost headwinds, slower clinical conversion to the NovaSeq X, and uncertainty related to China and trade restrictions.
View all CH:ILU earnings summariesILU Net sales Breakdown
- 74.30% Consumables
- 11.10% Instruments
- 14.60% Service and other revenue











