ILMN icon

Illumina

77.84 USD
+1.59
2.09%
Updated Apr 24, 2:06 PM EDT
1 day
2.09%
5 days
9.37%
1 month
-11.57%
3 months
-42.86%
6 months
-44.95%
Year to date
-40.55%
1 year
-36.65%
5 years
-74.81%
10 years
-58.94%
 

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

0
Funds holding %
of 7,419 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

73% more call options, than puts

Call options by funds: $344M | Put options by funds: $199M

71% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 85

12% more capital invested

Capital invested by funds: $18.3B [Q3] → $20.6B (+$2.27B) [Q4]

9.1% more ownership

Funds ownership: 88.24% [Q3] → 97.34% (+9.1%) [Q4]

7% more funds holding in top 10

Funds holding in top 10: 14 [Q3] → 15 (+1) [Q4]

6% more funds holding

Funds holding: 792 [Q3] → 837 (+45) [Q4]

15% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 300

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$77
1%
downside
Avg. target
$123
59%
upside
High target
$190
144%
upside

9 analyst ratings

positive
44%
neutral
44%
negative
11%
Barclays
Luke Sergott
24% 1-year accuracy
14 / 58 met price target
1%downside
$77
Underweight
Maintained
10 Apr 2025
RBC Capital
Conor McNamara
13% 1-year accuracy
5 / 38 met price target
44%upside
$112
Outperform
Maintained
8 Apr 2025
Citigroup
Patrick Donnelly
19% 1-year accuracy
6 / 31 met price target
9%upside
$85
Neutral
Maintained
7 Apr 2025
Stephens & Co.
Mason Carrico
12% 1-year accuracy
3 / 26 met price target
100%upside
$156
Overweight
Reiterated
11 Mar 2025
Canaccord Genuity
Kyle Mikson
34% 1-year accuracy
10 / 29 met price target
48%upside
$115
Hold
Maintained
11 Mar 2025

Financial journalist opinion

Based on 10 articles about ILMN published over the past 30 days

Neutral
GlobeNewsWire
6 days ago
Target Validation for Genetic Targets Innovation Research Report 2025: 14,172 Deals Totaling $11.4 Billion - BGI biotech and illumina are Among the Leaders with Strong Portfolios
Dublin, April 18, 2025 (GLOBE NEWSWIRE) -- The "Innovation Insights: Target validation for genetic targets" report has been added to ResearchAndMarkets.com's offering.
Target Validation for Genetic Targets Innovation Research Report 2025: 14,172 Deals Totaling $11.4 Billion - BGI biotech and illumina are Among the Leaders with Strong Portfolios
Neutral
PRNewsWire
1 week ago
Illumina and Tempus partner to drive the future of precision medicine through genomic AI innovation
Collaboration accelerates insights on clinical benefits of molecular profiling across all major categories of disease SAN DIEGO and CHICAGO , April 15, 2025 /PRNewswire/ -- Illumina Inc. (NASDAQ: ILMN) and Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine and patient care, today announced a collaboration to accelerate clinical adoption of next-generation sequencing tests through novel evidence generation. The collaboration will combine leading Illumina AI technologies with Tempus's comprehensive multimodal data platform to train genomic algorithms and ultimately accelerate clinical adoption of molecular testing for patients.
Illumina and Tempus partner to drive the future of precision medicine through genomic AI innovation
Neutral
PRNewsWire
1 week ago
Illumina to Announce First Quarter 2025 Financial Results on Thursday, May 8, 2025
SAN DIEGO , April 10, 2025 /PRNewswire/ -- Illumina, Inc. (NASDAQ:ILMN) announced today that it will issue results for the first quarter 2025 following the close of market on Thursday, May 8, 2025.  On the same day, at 1:30 pm Pacific Time (4:30 pm Eastern Time) Jacob Thaysen, PhD, Chief Executive Officer, and Ankur Dhingra, Chief Financial Officer, will host a conference call with analysts, investors, and other interested parties to discuss financial and operating results.
Illumina to Announce First Quarter 2025 Financial Results on Thursday, May 8, 2025
Positive
Zacks Investment Research
2 weeks ago
Here's Why Illumina (ILMN) is a Strong Value Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Here's Why Illumina (ILMN) is a Strong Value Stock
Positive
CNBC
3 weeks ago
Corvex's Meister joins the board at Illumina. Here's how he can create value for shareholders
Keith Meister, Corvex Management's chief investment officer, will join Illumina's board starting March 28. He's no stranger to the world of biotech.
Corvex's Meister joins the board at Illumina. Here's how he can create value for shareholders
Negative
Investors Business Daily
4 weeks ago
How Tariffs Are Rocking The 'Bubblegum And Shoestring' Medical Supply Chain
Tariff uncertainty has cast a pall over medical stocks. Re-shoring is possible, but expensive, leaving them in a "wait-and-see" pattern.
How Tariffs Are Rocking The 'Bubblegum And Shoestring' Medical Supply Chain
Positive
Seeking Alpha
4 weeks ago
Is Illumina Undervalued After An 83% Drop In Its Stock Price?
The base and pessimistic DCF models implemented in this article suggest that Illumina is undervalued. Illumina expects to reach a growth rate in its revenues of 6%-9% CAGR by 2027. The DNA sequencing market is expected to grow by 14.90%-21.65% CAGR in the following ten years.
Is Illumina Undervalued After An 83% Drop In Its Stock Price?
Neutral
PRNewsWire
4 weeks ago
Illumina Board of Directors elects Dr. Scott Gottlieb Chair, Keith Meister to join Board of Directors
Stephen MacMillan to retire from the Board SAN DIEGO , March 25, 2025 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN), a global leader in DNA sequencing and array-based technologies, today announced changes to its Board of Directors. Scott Gottlieb, MD, has been elected non-executive Chair of Illumina's Board.
Illumina Board of Directors elects Dr. Scott Gottlieb Chair, Keith Meister to join Board of Directors
Positive
Reuters
4 weeks ago
Activist investor Keith Meister to join Illumina's board, WSJ reports
Activist investor Keith Meister will join the board of gene-sequencing maker Illumina , and current board member Scott Gottlieb will become chairman, the Wall Street Journal reported on Tuesday, citing people familiar with the matter.
Activist investor Keith Meister to join Illumina's board, WSJ reports
Positive
WSJ
4 weeks ago
Activist Investor Meister to Join Illumina's Board
Keith Meister's hedge fund Corvex Management has a 2.5% stake in the gene-sequencing machine maker.
Activist Investor Meister to Join Illumina's Board
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