ILU Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationSustained FCF (~$0.99B TTM) and strong operating cash flow provide durable financial flexibility. This funds R&D, capacity investments and buybacks without heavy reliance on new equity, cushioning the business through funding cycles and enabling strategic execution over the next 2–6 months.
Recurring Consumables 'razor-and-blades' ModelIllumina's installed-base driven consumables create steady, high-margin recurring revenue. Once customers adopt instruments, ongoing reagent and flow-cell demand supports predictable cash flow and margin durability, reducing cyclicality from instrument sales and anchoring long-term revenue visibility.
Rapid NovaSeq X Adoption And Installed-base TransitionBroad NovaSeq X adoption (high research and growing clinical penetration) raises throughput per instrument, increases high-margin consumables pull-through, and strengthens competitive positioning. This structural platform shift supports sustainable volume growth and margin expansion over the medium term.
Bears Say
Muting Top-line GrowthFlat revenue across recent years implies the current margin rebound depends more on efficiency than durable demand growth. Without sustained organic top-line acceleration, margin gains and cash return programs may be harder to maintain if underlying consumables volumes weaken.
Research & Applied Consumables WeaknessA persistent downturn in research consumables reflects funding and demand softness in academia/industry. This reduces visibility for a core recurring segment and may limit consolidated consumables growth even as clinical demand strengthens, pressuring longer-term revenue stability.
Supply Scaling And Near-term Margin PressureDemand outstripping NovaSeq X supply forces capital and operating investments to scale manufacturing and supply chains. That creates near-term margin headwinds, potential revenue recognition timing variability, and execution risk until production and logistics normalize.
Illumina News
ILU FAQ
What was Illumina’s price range in the past 12 months?
Currently, no data Available
What is Illumina’s market cap?
Illumina’s market cap is CHF21.63B.
When is Illumina’s upcoming earnings report date?
Illumina’s upcoming earnings report date is Aug 12, 2026 which is in 44 days.
How were Illumina’s earnings last quarter?
Illumina released its earnings results on Apr 30, 2026. The company reported $0.918 earnings per share for the quarter, beating the consensus estimate of $0.842 by $0.076.
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 0.98.
How many shares outstanding does Illumina have?
Currently, no data Available
What happened to Illumina’s price movement after its last earnings report?
Illumina reported an EPS of $0.918 in its last earnings report, beating expectations of $0.842. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Illumina?
Currently, no hedge funds are holding shares in CH:ILU
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
Illumina Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
CHF124.29 (― Downside)
CHF124.29 (― Downside)
Insider Transactions
Sold Shares
Worth CHF119.0M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
87.50%
12-Months-Change
Fundamentals
Return on Equity
33.99%
Trailing 12-Months
Asset Growth
6.10%
Trailing 12-Months
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.
ILU Company Deck
ILU Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a clear beat in Q1 with multiple key operational and financial positives: revenue and EPS outperformance, strong clinical consumables growth (~20% ex-China), robust NovaSeq X placements (80+ in the quarter), margin expansion, and an upwardly revised full-year guide. Offsetting items include continued weakness in research & applied consumables (down ~12% ex-China), a 20% decline in microarrays RoW organic, supply constraints on NovaSeq X that require scaling investments, and near-term inflationary pressures impacting Q2 margins. Management framed the negatives as transitory or manageable and emphasized product innovation, strong cash flow, and progress toward 2027 targets.View all CH:ILU earnings summariesILU Revenue Breakdown
74.30% Consumables
11.10% Instruments
14.60% Service and other revenue
ILU Stock 12 Month Forecast
Average Price Target
$124.29
Options Prices
Currently, No data available
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