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Illumina (ILMN) Stock Price & Analysis

4,721 Followers

ILMN Stock Chart & Stats

$208.00-$18.54(-8.18%)
At close: 4:00 PM EST
$200$225$250$275Aug 10Aug 24Sep 8Sep 21Oct 5Oct 19Nov 2
Day’s Range
$205.00 - $221.48
52-Week Range
$112.65 - $309.35
Previous Close
$226.54
Volume
N/A
Average Volume (3M)
2.67M
Market Cap
$34.25B
Enterprise Value
$42.56B
Total Cash (Recent Filing)
$1.34B
Total Debt (Recent Filing)
$2.31B
Price to Earnings (P/E)
35.3
Beta
1.17
Next Earnings
Feb 11, 2027 (Est.)
EPS Estimate
1.53
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Recurring Consumables Growth

Illumina’s installed sequencing base creates recurring consumables demand after instruments are placed. Continued NovaSeq X adoption can therefore compound revenue beyond the initial hardware sale, supporting durable customer engagement, utilization growth, and a more predictable commercial model over the next several quarters.

Clinical Market Expansion

Strong clinical consumables growth indicates that sequencing is expanding from research into recurring diagnostic and clinical applications. Management’s expectation for mid-teens clinical growth, supported by new tests and trials, provides a durable growth avenue that can offset weaker research demand.

Cash Generation And Margins

Substantial operating and free cash flow demonstrates that the recent return to profitability is converting into funding capacity. Combined with strong gross margins, this supports investment in platforms and data products, debt management, and shareholder returns while improving financial resilience.

Bears Say

Research Market Declines

Research and applied markets remain a meaningful source of pressure, with management expecting mid- to high-single-digit consumables declines in 2026. Continued weakness could reduce instrument utilization and consumables pull-through, limiting the benefit of growth in clinical sequencing.

Pricing And Cost Pressure

Persistent component, shipping, tariff, and pricing pressures could constrain the sustainability of margin expansion even as execution improves. These factors directly affect product economics and may require continued productivity or mix benefits to preserve operating-margin gains.

China And Trade Uncertainty

Unresolved Chinese regulatory and trade issues create a durable source of uncertainty for regional demand, customer access, and operating plans. Even without a quantified impact, changing restrictions could disrupt growth assumptions and complicate Illumina’s ability to serve an important market.

Illumina News

ILMN FAQ

What was Illumina’s price range in the past 12 months?
Illumina lowest stock price was $112.65 and its highest was $309.35 in the past 12 months.
What is Illumina’s market cap?
Illumina’s market cap is $34.25B.
When is Illumina’s upcoming earnings report date?
Illumina’s next earnings report is estimated for Feb 11, 2027 (not yet confirmed), which is in 97 days.
How were Illumina’s earnings last quarter?
Illumina released its earnings results on Oct 29, 2026. The company reported $1.44 earnings per share for the quarter, beating the consensus estimate of $1.356 by $0.084.
Is Illumina overvalued?
According to Wall Street analysts Illumina’s price is currently Undervalued.
Does Illumina pay dividends?
Illumina does not currently pay dividends.
What is Illumina’s EPS estimate?
Illumina’s EPS estimate is 1.53.
How many shares outstanding does Illumina have?
Illumina has 151,200,000 shares outstanding.
What happened to Illumina’s price movement after its last earnings report?
Illumina reported an EPS of $1.44 in its last earnings report, beating expectations of $1.356. Following the earnings report the stock price went down -18.641%.
Which hedge fund is a major shareholder of Illumina?
Hedge funds hold Illumina shares: the largest hedge-fund position in Illumina is 71,885,245 shares, and hedge funds decreased their holdings by 76.3K shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology