Illumina stock analysis
Illumina (ILU) Stock 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 26.25B
- Enterprise Value
- CHF 42.56B
- Total Cash (Recent Filing)
- CHF 1.34B
- Total Debt (Recent Filing)
- CHF 2.31B
- Price to Earnings (P/E)
- 35.1
- Beta
- N/A
- Next Earnings
- Feb 11, 2027 (Est.)
- EPS Estimate
- 1.26
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Consumables Base
Illumina’s expanding NovaSeq X installed base strengthens the recurring consumables model because customers must continue purchasing reagents and flow cells to use their instruments. This creates revenue pull-through, improves customer retention, and supports durable growth beyond initial system placements.
Clinical Growth
Strong clinical consumables growth indicates sequencing is gaining adoption in tests and clinical trials, a potentially durable end market. Continued mid-teens growth expectations and a rich pipeline of new tests provide a foundation for expanding utilization and recurring revenue.
Cash Generation And Margins
Recent profitability and strong free cash flow give Illumina meaningful internal funding capacity for product development, commercial investment, and balance-sheet needs. High gross margins and solid earnings conversion also support the quality of current results, provided performance remains durable.
Bears Say
Research Market Decline
Weakness in research and applied consumables offsets clinical momentum and limits consolidated growth. Because these markets remain an important part of sequencing demand, continued declines could reduce instrument utilization, delay customer purchases, and pressure revenue mix over the next several quarters.
Pricing And Cost Headwinds
Persistent pricing and input-cost pressure can constrain margin expansion even as operating execution improves. The NovaSeq X transition also includes a price step-down, so sustained cost inflation or unfavorable pricing could reduce the economic benefit of growing volumes and installed-base utilization.
Earnings Volatility
The sharp multi-year swings in profitability make Illumina’s earnings power less predictable than its recent rebound suggests. Such volatility can complicate planning and capital allocation, while another demand or execution setback could materially weaken margins and cash generation.
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













