TICKERNERD
Menu
ILMNILMNHealthcare · Diagnostics & Research

ILMN Stock Forecast: Illumina, Inc. Price Predictions for 2026-2027

Last close, 3 Sept 2026
$222
+3.94% on the day

The 20 Wall Street analysts covering Illumina, Inc. hold a median 12-month price target of $211 — -4.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 2 Sept 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$33.5B
Ticker Nerd rank
96 / 100
Median analyst target
$211
Analysts covering
20
Revenue$1.1B+4.8% y/y
Operating income$209.0M
Net income$134.0M
Free cash flow$251.0M
Quarterly, 7 quarters to 31 Mar 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.6%
1M
+11.9%
YTD
+69.0%
1Y
+130.7%
From 52W high
−2.6%
From 52W low
+143.6%
$91
$228
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ILMN stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Illumina, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 2 Sept 2026
96 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
98
Momentum
98
Revisions
92
Issuance
91
Value
87
Volatility
76
Accruals
45
Growth
42
Size
7

Quality (98): The business earns solid, repeatable profits on what it owns.

Growth (42): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

ILMN stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ILMN, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$100$150$200Oct 25Jan 26Apr 26Jul 26ILMNHigh $230Median $211Low $113

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says20 analysts
10 Buy6 Hold4 Sell
Low $113Median $211High $230

The green dot is the last close — the median target sits −4.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
3 Aug 2026Canaccord GenuityMaintainsHold$190 → $205
3 Aug 2026CitigroupMaintainsSell$95 → $113
3 Aug 2026Piper SandlerReiteratesOverweight$200 → $225
31 July 2026BarclaysMaintainsUnderweight$145 → $160
31 July 2026GuggenheimMaintainsBuy$200 → $226
31 July 2026JP MorganMaintainsOverweight$220 → $230
31 July 2026RBC CapitalMaintainsOutperform$170 → $230
31 July 2026StifelMaintainsBuy$155 → $225
31 July 2026TD CowenMaintainsHold$192 → $210
17 July 2026Leerink PartnersMaintainsOutperform$175 → $210
17 July 2026Leerink PartnersMaintainsOutperform—
14 July 2026Canaccord GenuityMaintainsHold—
14 July 2026Canaccord GenuityMaintainsHold$140 → $190
6 July 2026Evercore ISI GroupMaintainsOutperform—
1 July 2026Piper SandlerMaintainsOverweight—
29 June 2026GuggenheimMaintainsBuy—
26 June 2026BernsteinReinstatesMarket Perform$185
24 June 2026BarclaysMaintainsUnderweight—
10 June 2026JP MorganUpgradeOverweight—
1 June 2026GuggenheimMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ILMN appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

ILMN vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 3 Sept 2026, Illumina, Inc. returned +130.7% against +21.4% for the S&P 500, dividends included.

ILMN vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Oct 25Jan 26Apr 26Jul 26ILMNS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ILMN analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.5%
Analysts raising
16
Analysts cutting
0
Fundamentals

Illumina, Inc. (ILMN) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
39.9×

Cheaper than 20% of US stocks

Price / sales
7.4×

Cheaper than 19% of US stocks

Price / book
11.8×

Cheaper than 9% of US stocks

EV / EBITDA
30.2×

Cheaper than 9% of US stocks

Growth & margins
Revenue growth (YoY)
9.4%

Higher than 50% of US stocks

Earnings growth (YoY)
−11.9%

Higher than 25% of US stocks

Gross margin
66.1%

Higher than 80% of US stocks

Operating margin
21.1%

Higher than 80% of US stocks

Net margin
18.3%

Higher than 81% of US stocks

Returns & dividend
Return on equity
32.3%

Higher than 89% of US stocks

Return on assets
8.7%

Higher than 90% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Illumina, Inc. (ILMN) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Illumina, Inc. has a market value of $33.5B and an enterprise value of $34.8B.

  • Revenue in the twelve months to 31 Mar 2026: $4.4B. The latest quarter grew 9.4% year on year.

  • Net income over the same four quarters: $853.0M, a 19.4% net margin.

  • Diluted earnings per share, trailing twelve months: $5.50.

  • Free cash flow in the twelve months to 31 Mar 2026: $967.0M, after $154.0M of capital spending.

  • Illumina, Inc. spent $784.0M on share buybacks in the twelve months to 31 Mar 2026.

  • Shares outstanding: 151.0M.

  • Trailing P/E: 39.9×; forward P/E: 36.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Illumina, Inc. employs 8,600 people — $511K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 Mar 2026 · market figures as at 4 Sept 2026

Data provided by Twelve Data

Peers

ILMN vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelDiagnostics & Research
CompanyMarket capTKN rank
ILMNIllumina, Inc.$33.5B
96
MTDMettler-Toledo International, Inc.$27.9B
92
LHLabcorp Holdings, Inc.$27.5B
86
DGXQuest Diagnostics, Inc.$26.8B
94
WATWaters Corp.$40.4B
50
AAgilent Technologies, Inc.$42.9B
87
IDXXIDEXX Laboratories, Inc.$43.0B
93

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Illumina, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest ILMN news & analysis

Why Moderna's Cancer Vaccine Matters to Investors

ETF Trends · 2 Sept 2026positive

The piece reports on healthcare's shift away from mass-produced, one-size-fits-all treatments toward individualized therapies. It explains that personalized treatments aim to be more effective and carry a lower risk of adverse side effects by aligning with a patient's unique biology.

Why it matters — The move toward individualized therapies signals growing demand for the kind of genomic analysis that underpins Illumina's sequencing business.

Should You Add Illumina Stock to Your Portfolio Now?

Zacks Investment Research · 28 Aug 2026positive

Zacks Investment Research highlights Illumina's sequencing growth, oncology momentum, and multiomics expansion as supporting its outlook, while noting that cost volatility may pressure margins. The article assesses the company's growth drivers in evaluating whether to add ILMN stock to a portfolio.

Why it matters — The article identifies key growth drivers for Illumina's outlook while flagging margin pressure from cost volatility, giving investors a balanced view of the company's prospects.

Cancer Vaccine Breakthrough Lifts 5 Biotech Names. Here's Who's Best Positioned.

24/7 Wall Street · 25 Aug 2026neutral

On August 19, 2026, Merck and Moderna announced positive topline Phase 3 results from INTerpath-001 for intismeran autogene, an individualized neoantigen therapy paired with Keytruda in resected melanoma. The announcement was reported as lifting several biotech names.

Why it matters — ILMN watchers may find this relevant as advances in individualized cancer therapies could influence demand for sequencing technologies used in neoantigen development.

Illumina, Inc. Post Earnings: Buy On A Pullback

Seeking Alpha · 22 Aug 2026positive

Illumina reported strong Q2 2026 results, beating on EPS and revenue, and raised full-year guidance for both metrics. Management highlighted margin expansion, ongoing share buybacks, and significant cash flow, while Wall Street analysts are revising growth estimates upward ahead of an anticipated revenue breakout by 2027.

Why it matters — A shareholder or potential investor would care because Illumina beat estimates, raised guidance, and is seeing improving profitability and upward analyst revisions.

BMRN vs. ILMN: Which Stock Is the Better Value Option?

Zacks Investment Research · 12 Aug 2026neutral

Zacks Investment Research compares BioMarin Pharmaceutical (BMRN) and Illumina (ILMN) as potential value options within the Medical - Biomedical and Genetics sector, examining which of the two companies might be the better choice for investors seeking undervalued stocks.

Why it matters — The article highlights Illumina's position as a potential value option among biomedical and genetics stocks, which is relevant for those tracking the company.

FAQ

Frequently asked questions about ILMN stock

What is the ILMN stock price forecast for 2026-2027?

The 20 Wall Street analysts covering Illumina, Inc. have a median 12-month price target of $211, with estimates ranging from $113 to $230. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is ILMN stock a buy right now?

Of the 20 analysts covering Illumina, Inc., 10 rate it a Buy, 6 a Hold and 4 a Sell. Ticker Nerd's systematic factor model ranks Illumina, Inc. 96 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ILMN?

As at 2 Sept 2026, Illumina, Inc. ranks 96 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (98 of 100).

Will ILMN stock go up?

No one can know that. What the data says: the median 12-month target from 20 analysts implies -4.8% from the last close, and Ticker Nerd's factor model ranks Illumina, Inc. 96 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ILMN stock forecast for 2030?

No analyst covering Illumina, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ILMN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $113 to $230 over the next 12 months.

How has ILMN stock performed over the past year?

Illumina, Inc. returned +130.7% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Illumina, Inc. do?

Illumina Inc. is a global genomics and life sciences company that develops DNA sequencing and array-based technologies used to analyze genetic variation and biological function.

What is the latest news on ILMN?

The most recent item we track (ETF Trends, 2 Sept 2026): "Why Moderna's Cancer Vaccine Matters to Investors". The piece reports on healthcare's shift away from mass-produced, one-size-fits-all treatments toward individualized therapies. It explains that personalized treatments aim to be more effective and carry a lower risk of adverse side effects by aligning with a patient's unique biology.

Company

About Illumina, Inc.

Illumina Inc. is a global genomics and life sciences company that develops DNA sequencing and array-based technologies used to analyze genetic variation and biological function. Its products and systems support research, clinical testing, and applied markets across areas such as oncology, inherited and infectious diseases, reproductive health, and molecular diagnostics. Illumina also provides sequencing consumables, instruments, software, and support services that help laboratories generate, interpret, and manage genomic data. The company serves customers including academic institutions, genomic research centers, hospitals, pharmaceutical and biotechnology companies, and clinical laboratories. Headquartered in San Diego, California, and founded in 1998, Illumina plays a central role in making genomic analysis more widely accessible for research and healthcare applications.

CEO Mr. Jacob Thaysen Ph.D. · 8,600 employees · United States · https://www.illumina.com