Illumina, Inc. (ILMN) Stock: Price, Forecast & Analyst Target
Illumina, Inc. (ILMN) — MoonshotScore 93/100 (Exceptional band), calculated Oct 5, 2026. Price $292.30 (+7.05%), as of the Oct 5, 2026 trading session; market cap $44.2B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 37.84× (market value Oct 5, 2026; cash Jun 28, 2026) · expected results Oct 29, 2026
Illumina, Inc. · ILMN · NASDAQ · Healthcare · Medical - Diagnostics & Research
Research dated 2026-09-12: Illumina supplies sequencing and array instruments, consumables, services and support to research and clinical laboratories; it is an enabling platform for genomic analysis, not primarily a developer of individual diagnostic tests. The case now depends on whether recovering profitability and cash generation can endure while research consumables remain under pressure and newer multiomics offerings begin contributing revenue.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Illumina (ILMN)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality and durable growth, though the balance sheet is only middling; the market is already moving on it. Business Quality: Elite; Financial Safety: Okay; Valuation: Rich; Growth Durability: Compounding; Momentum: Surging.
- quarterly revenue $1.16B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 7.93 · Piotroski F 6
Helping: business quality, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 93 | Exceptional | |
| 94 | Exceptional | |
| 94 | Exceptional | |
| 94 | Exceptional | |
| 94 | Exceptional | |
| 93 | Exceptional |
The score moved from 94 in the stored Oct 4, 2026 snapshot to 93 in the current publication computed Oct 5, 2026 (-1); the largest pillar moves were Growth Durability -5.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $292.30 | |
| Change on the day | +7.05% | |
| 52-week range | $88.00 – $280.17 | |
| Market capitalisation | $44.2B | |
| Price / earnings (trailing) | 53.52 | |
| Shares traded on the day | 2.1M | |
| Beta (volatility vs the S&P 500) | 1.47 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We now expect full-year rest-of-the-world organic revenue growth greater than 5%.
Jacob Thaysen · Statement from
Though we were encouraged by the trends in the quarter, including 9% revenue growth quarter-over-quarter, we believe it's still too early to predict the timing of an end market recovery, continue to expect mid to high single-digit declines for research and applied consumables in 2026.
Ankur Dhingra · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Illumina (ILMN): Strongly Bullish
79/100 · ACouncil is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 lenses, 4 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as overvalued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the ILMN film — every key number, told as a short cinematic story
~2 min · open the film
What is Illumina (ILMN), and what does it report?
Short answer · as of
Illumina sells the equipment and recurring inputs used to read and analyze genetic material.
Research dated 2026-09-12.
Illumina sells the equipment and recurring inputs used to read and analyze genetic material. Its customers include research institutes, universities, medical centers, public laboratories, drug developers, molecular-diagnostic providers and consumer-genomics businesses, reached through direct sales and distributors.
Sequencing supplies the overwhelming majority of reported revenue, while microarrays form a much smaller business. Reported sales combine instruments, consumables, sequencing and genotyping services, maintenance agreements, licensing arrangements and cancer-detection testing, so revenue measures activity across an installed workflow rather than demand for a single assay.
What do the latest results show for Illumina (ILMN)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.16B.
Research dated 2026-09-12.
The latest period delivered higher revenue than both the immediately preceding period and the comparable earlier period. Gross profit, operating profit and net income all advanced, while operating cash flow remained positive; reported revenue and earnings also exceeded prevailing estimates.
Management is not treating that improvement as proof of a broad end-market recovery. It still expects research and applied consumables to contract, while pointing to growth outside the domestic market and initial revenue from the Billion Cell Atlas and the multiomics portfolio as offsets.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.16B Jun 28, 2026
- Latest quarter · R&D
- $252.00M Jun 28, 2026
- Latest quarter · SG&A
- $273.00M Jun 28, 2026
- Latest quarter · FMP standardized operating result
- $245.00M Jun 28, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 28, 2026 | $1.16B | $252.00M | $273.00M | $245.00M |
| Mar 29, 2026 | $1.09B | $240.00M | $272.00M | $209.00M |
| Dec 28, 2025 | $1.16B | $238.00M | $283.00M | $257.00M |
| Sep 28, 2025 | $1.08B | $228.00M | $273.00M | $231.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.16B Jul 30, 2026
- Latest report · revenue estimate
- $1.13B Jul 30, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $1.16B | $1.13B | $1.3100 | $1.2300 |
| Apr 30, 2026 | $1.09B | $1.07B | $1.1500 | $1.0500 |
| Feb 5, 2026 | $1.16B | $1.12B | $1.3500 | $1.2400 |
| Oct 30, 2025 | $1.08B | $1.07B | $1.3400 | $1.1700 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.16B | $207M | $1.35 (diluted) |
| Q1 FY2026 | $1.09B | $134M | $0.87 (diluted) |
| Q4 FY2025 | $1.16B | $334M | $2.17 (diluted) |
| Q3 FY2025 | $1.08B | $150M | $0.97 (diluted) |
What are the financial strengths and risks for Illumina (ILMN)?
Short answer
Cash and short-term investments were $1.17B at the Jun 28, 2026 balance-sheet date. Operating cash flow was $201.00M for the quarter ended Jun 28, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Illumina has produced positive operating cash flow throughout the quarterly series, with capital spending absorbing only a limited portion of that inflow. Profitability has also recovered sharply from the annual losses recorded before the latest profitable year, and the current margin profile reflects a business again converting a substantial share of sales into operating income.
Cash and short-term investments provide meaningful liquidity, but they do not cover total debt, leaving the company in a net-debt position. The financial risk is therefore less about immediate operating burn than about a renewed weakening in sequencing demand: softer consumable usage could pressure high gross margins while research spending and the debt burden remain.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $201.00M Jun 28, 2026
- Previous quarter · operating cash flow
- $289.00M Mar 29, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 28, 2026 | $201.00M | −$40.00M |
| Mar 29, 2026 | $289.00M | −$38.00M |
| Dec 28, 2025 | $321.00M | −$54.00M |
| Sep 28, 2025 | $284.00M | −$24.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Illumina (ILMN)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-12.
The upcoming report should be tested against management’s own operating signals: whether revenue stays near the latest run rate, whether operating profitability holds, and whether research and applied consumables continue declining despite better sequential trends. Another revenue and earnings beat would reinforce recent execution, but the composition of sales matters more than the headline surprise.
Watch for clearer contribution from the Billion Cell Atlas and multiomics portfolio, alongside continued growth outside the domestic market. Cash conversion should also remain close to the operating improvement; a divergence between profit and operating cash flow would weaken the quality of the recovery.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We now expect full-year rest-of-the-world organic revenue growth greater than 5%.
Jacob Thaysen ·
Though we were encouraged by the trends in the quarter, including 9% revenue growth quarter-over-quarter, we believe it's still too early to predict the timing of an end market recovery, continue to expect mid to high single-digit declines for research and applied consumables in 2026.
Ankur Dhingra ·
Moving to Q3 2026 guidance, we expect rest of world organic revenue growth of approximately 4.5% and reported revenue of $1.14 billion-$1.16 billion, non-GAAP EPS of $1.33-$1.38, and non-GAAP operating margin of approximately 24%.
Ankur Dhingra ·
In addition, we are beginning to see revenue contributions from our Billion Cell Atlas and our growing customer interest in our multiomics portfolio, and we still believe new products will add one to two of growth next year.
Ankur Dhingra ·
How does Illumina compare with its peers?
Short answer
Illumina's score ranks tied for 1st of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Illumina differs from test-centered diagnostics companies because it primarily supplies the sequencing infrastructure and consumables that many laboratories use across research and clinical applications. That creates exposure to laboratory activity, instrument adoption and repeat workflow usage rather than reliance on demand for a narrow menu of proprietary tests.
Sequencing dominates the revenue mix, with microarrays playing a supporting role. The combination of instruments, recurring consumables, services and maintenance also gives Illumina a broader revenue engine than a pure equipment vendor, although pressure on consumable utilization can spread quickly through the model.
| Company | Price | Market value | Score |
|---|---|---|---|
| Illumina (ILMN) — this page | $292.30 | $44.2B | 93 |
| $527.13 Oct 5, 2026 | $40.9B | 93 5-pillar Oct 5, 2026 | |
| $622.56 Oct 5, 2026 | $16.7B | 92 5-pillar Oct 5, 2026 | |
| $170.95 Oct 5, 2026 | $47.4B | 84 5-pillar Oct 5, 2026 | |
| $1538.12 Oct 5, 2026 | $30.0B | 82 5-pillar Oct 5, 2026 | |
| $232.62 Oct 5, 2026 | $25.7B | 74 5-pillar Oct 5, 2026 | |
| $264.23 Oct 5, 2026 | $42.5B | 73 5-pillar Oct 5, 2026 | |
| $309.46 Oct 5, 2026 | $25.3B | 71 5-pillar Oct 5, 2026 | |
| $155.81 Oct 5, 2026 | $16.9B | 71 5-pillar Oct 5, 2026 | |
| $221.23 Oct 5, 2026 | $150B | 68 5-pillar Oct 5, 2026 | |
| $438.81 Oct 5, 2026 | $43.0B | 64 5-pillar Oct 5, 2026 | |
| $307.44 Oct 5, 2026 | $14.0B | 62 5-pillar Oct 5, 2026 | |
| $39.22 Oct 5, 2026 | $21.3B | 59 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $155.00 – $305.00
- Consensus target
- $237.00
- Median target
- $232.50
Consensus record · Captured .
Measured against a quoted price of $292.30 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 30, 2026
- Transactions
- 97
- Identified insiders
- 9
- Purchases
- 0
- Sales
- 84
- Other transactions
- 13
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 968 Period end Jun 30, 2026
- Previous quarter · holders
- 882 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 19,191,398 |
| Capital World Investors | 15,425,298 |
| Vanguard Portfolio Management LLC | 6,627,157 |
| Vanguard Capital Management LLC | 6,587,534 |
| State Street Corp | 6,507,288 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Illumina (ILMN)?
Common Questions About ILMN (Healthcare)
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Why do Illumina research consumables matter so much?
Consumables capture recurring sequencing activity after laboratories adopt Illumina workflows, making their usage an important indicator of customer throughput. Management still expects contraction in research and applied consumables, so sequential improvement alone does not establish a durable recovery.
What could the Billion Cell Atlas change for Illumina?
The Billion Cell Atlas is beginning to contribute revenue and gives Illumina another route into expanding genomic workflows. Its significance will depend on whether that contribution becomes material alongside broader customer interest in multiomics.
Is Illumina mainly a sequencing company or a microarray company?
Sequencing accounts for the dominant share of segment revenue, while microarrays are considerably smaller. Illumina’s economic exposure therefore rests chiefly on sequencing instruments, consumables and related services.
Can Illumina fund its debt from current liquidity?
Cash and short-term investments fall short of total debt, so current liquidity does not eliminate leverage. Positive operating cash flow and modest capital spending provide an internal funding cushion, but continued cash conversion remains important.
What is the ILMN stock price today?
The last price recorded on this page for Illumina, Inc. (ILMN) is $292.30, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the ILMN price target?
The analyst consensus price target for Illumina, Inc. (ILMN) is $237.00 (range $155.00 to $305.00, median $232.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (81 figures)
The 81 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jacob Thaysen (Jul 30, 2026): We now expect full-year rest-of-the-world organic revenue growth greater than 5%. Ankur Dhingra (Jul 30, 2026): Though we were encouraged by the trends in the quarter, including 9% revenue growth quarter-over-quarter, we believe it's still too early to predict the timing of an end market recovery, continue to expect mid to high single-digit declines for research and applied consumables in 2026. Ankur Dhingra (Jul 30, 2026): Moving to Q3 2026 guidance, we expect rest of world organic revenue growth of approximately 4.5% and reported revenue of $1.14 billion-$1.16 billion, non-GAAP EPS of $1.33-$1.38, and non-GAAP operating margin of approximately 24%. Ankur Dhingra (Jul 30, 2026): In addition, we are beginning to see revenue contributions from our Billion Cell Atlas and our growing customer interest in our multiomics portfolio, and we still believe new products will add one to two of growth next year. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | SAN Diego, CA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "5200 Illumina Way, San Diego, CA, 92122, US". |
FMP — 71 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $292.30 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T18:48:09.000Z. | |
px.change | Change on the day | +7.05% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $44.2B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T18:48:09.000Z. Captured from FMP at 2026-10-05T18:48:11.212Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$19.26 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.16B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 53.52 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 2.1M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.47 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Jacob Thaysen | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 8,600 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2022 through FY2025: FY2022 revenue $4.53B, net result $762.00M; FY2023 revenue $4.50B, net result −$1.16B; FY2023 revenue $4.58B, net result −$4.40B; FY2024 revenue $4.37B, net result −$1.22B; FY2025 revenue $4.34B, net result $850.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Microarray $358.00M · Sequencing $3.98B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 66.8% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-28.revenue_k | Revenue — period end 2026-06-28 | $1.16B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-28.rd_k | R&D — period end 2026-06-28 | $252.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-28.sga_k | SG&A — period end 2026-06-28 | $273.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-28.operating_result_k | FMP standardized operating result — period end 2026-06-28 | $245.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-29.revenue_k | Revenue — period end 2026-03-29 | $1.09B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-29.rd_k | R&D — period end 2026-03-29 | $240.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-29.sga_k | SG&A — period end 2026-03-29 | $272.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-29.operating_result_k | FMP standardized operating result — period end 2026-03-29 | $209.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-28.revenue_k | Revenue — period end 2025-12-28 | $1.16B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-28.rd_k | R&D — period end 2025-12-28 | $238.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-28.sga_k | SG&A — period end 2025-12-28 | $283.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-28.operating_result_k | FMP standardized operating result — period end 2025-12-28 | $257.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-28.revenue_k | Revenue — period end 2025-09-28 | $1.08B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-28.rd_k | R&D — period end 2025-09-28 | $228.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-28.sga_k | SG&A — period end 2025-09-28 | $273.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-28.operating_result_k | FMP standardized operating result — period end 2025-09-28 | $231.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $1.16B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $1.13B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $1.3100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $1.2300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $1.09B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $1.07B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $1.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $1.0500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_actual | Revenue · reported — report date 2026-02-05 | $1.16B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_estimated | Revenue · estimate — report date 2026-02-05 | $1.12B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_actual | EPS · reported — report date 2026-02-05 | $1.3500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_estimated | EPS · estimate — report date 2026-02-05 | $1.2400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $1.08B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $1.07B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $1.3400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $1.1700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.17B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $201.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-28. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.53B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 14.53× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-28.operating_cash_flow_m | Operating cash flow — period end 2026-06-28 | $201.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-29.operating_cash_flow_m | Operating cash flow — period end 2026-03-29 | $289.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-28.capex_m | Capital expenditure (reported) — period end 2026-06-28 | −$40.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-29.capex_m | Capital expenditure (reported) — period end 2026-03-29 | −$38.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-28.operating_cash_flow_m | Operating cash flow — period end 2025-12-28 | $321.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-28.capex_m | Capital expenditure (reported) — period end 2025-12-28 | −$54.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-28.operating_cash_flow_m | Operating cash flow — period end 2025-09-28 | $284.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-28.capex_m | Capital expenditure (reported) — period end 2025-09-28 | −$24.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $155.00 – $305.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $237.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $232.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 97 transactions · 0 purchases, 84 sales, 13 other transactions · 9 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 30, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 968 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 882 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 19,191,398 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Capital World Investors — shares in provider snapshot | 15,425,298 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 6,627,157 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 6,587,534 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 6,507,288 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-24 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 7.93 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 | |
px.range52 | 52-week range | $88.00 – $280.17 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 37.84× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.17B at Jun 28, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-28. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.16B) with the recorded estimate ($1.13B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.3100) with the recorded estimate ($1.2300) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 93 of 100 · Exceptional · pillars 93 / 48 / 38 / 81 / 99 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 94 (stored snapshot Oct 4, 2026) → 93 (current publication computed Oct 5, 2026) (-1) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-28. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-28.revenue_k,fin.q_table.depth.2026-06-28.rd_k,fin.q_table.depth.2026-06-28.sga_k,fin.q_table.depth.2026-06-28.operating_result_k,fin.q_table.depth.2026-03-29.revenue_k,fin.q_table.depth.2026-03-29.rd_k,fin.q_table.depth.2026-03-29.sga_k,fin.q_table.depth.2026-03-29.operating_result_k,fin.q_table.depth.2025-12-28.revenue_k,fin.q_table.depth.2025-12-28.rd_k,fin.q_table.depth.2025-12-28.sga_k,fin.q_table.depth.2025-12-28.operating_result_k,fin.q_table.depth.2025-09-28.revenue_k,fin.q_table.depth.2025-09-28.rd_k,fin.q_table.depth.2025-09-28.sga_k,fin.q_table.depth.2025-09-28.operating_result_k. - Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-02-05.revenue_actual,earn.history.depth.2026-02-05.revenue_estimated,earn.history.depth.2026-02-05.eps_actual,earn.history.depth.2026-02-05.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-06-28. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-28.operating_cash_flow_m,fin.opcf.depth.2026-03-29.operating_cash_flow_m,fin.opcf.depth.2026-06-28.capex_m,fin.opcf.depth.2026-03-29.capex_m,fin.opcf.depth.2025-12-28.operating_cash_flow_m,fin.opcf.depth.2025-12-28.capex_m,fin.opcf.depth.2025-09-28.operating_cash_flow_m,fin.opcf.depth.2025-09-28.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | 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. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Healthcare / Medical - Diagnostics & Research The company's SEC filings classify it under SIC 3826 — Laboratory Analytical Instruments. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Microarray: $358.00M; Sequencing: $3.98B | 2025-12-28 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-28 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-28 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-28 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-30 | FMP | Financial Modeling Prep (FMP) earnings |
| Most recent periodic reports | 2026-07-31 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash, investments and debt | Total debt: $2.53B; Liquidity basis: cash and short-term investments; Total liabilities: $3.81B; Cash and short-term investments: $1.17B; Cash and investments: $1.17B; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-28 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $1.17B; Cash and short-term investments: $1.17B; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-28 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-28 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-28; Cash basis: cash and short-term investments; Net cash: -$1.36B; Total debt: $2.53B; Cash and investments: $1.17B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-28 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 1.4; Current ratio: 1.8; Debt to equity: 0.89; Net margin: 18.4%; Gross margin: 66.8%; Operating margin: 21%; Return on assets: 12.4%; Return on equity: 31.1% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 6.35; Piotroski F-score: 6 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-29; EPS estimate: $1.38 per share; Revenue estimate: $1.15B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent SEC filings |
| 2026-08-17 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.
ETFs that hold ILMN
Funds in our ETF coverage that list ILMN among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Global X - Genomics & Biotechnology ETF (GNOM) | 5.13% | |
| Invesco S&P MidCap Quality ETF (XMHQ) | 3.73% | |
| IVOO ETF | 0.66% |