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

Last close, 7 Oct 2026
$268
−2.11% on the day

The 21 Wall Street analysts covering Illumina, Inc. hold a median 12-month price target of $214 — -20.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 95 of 100 as at 6 Oct 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
$41.3B
Ticker Nerd rank
95 / 100
Median analyst target
$214
Analysts covering
21
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
−2.2%
1M
+22.7%
YTD
+104.1%
1Y
+177.0%
From 52W high
−8.8%
From 52W low
+194.2%
$91
$294
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 6 Oct 2026
95 / 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
94
Revisions
93
Issuance
91
Value
84
Volatility
78
Accruals
45
Growth
44
Size
6

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

Growth (44): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (6): 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$200$250$300Jan 26Apr 26Jul 26Oct 26ILMNHigh $310Median $214Low $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 says21 analysts
11 Buy6 Hold4 Sell
Low $113Median $214High $310

The green dot is the last close — the median target sits −20.1% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
1 Oct 2026GuggenheimMaintainsBuy$226 → $305
29 Sept 2026Leerink PartnersMaintainsOutperform$220 → $300
28 Sept 2026Piper SandlerMaintainsOverweight$225 → $305
9 Sept 2026UBSUpgradeBuy$135 → $260
9 Sept 2026UBSUpgradeBuy—
3 Sept 2026Argus ResearchMaintainsBuy$180 → $235
3 Sept 2026Argus ResearchMaintainsBuy—
3 Aug 2026Canaccord GenuityMaintainsHold$190 → $205
3 Aug 2026Canaccord GenuityMaintainsHold—
3 Aug 2026CitigroupMaintainsSell—
3 Aug 2026CitigroupMaintainsSell$95 → $113
3 Aug 2026Piper SandlerReiteratesOverweight$200 → $225
3 Aug 2026Piper SandlerReiteratesOverweight—
31 July 2026BarclaysMaintainsUnderweight—
31 July 2026BarclaysMaintainsUnderweight$145 → $160
31 July 2026GuggenheimMaintainsBuy—
31 July 2026GuggenheimMaintainsBuy$200 → $226
31 July 2026JP MorganMaintainsOverweight$220 → $230
31 July 2026JP MorganMaintainsOverweight—
31 July 2026RBC CapitalMaintainsOutperform—

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 7 Oct 2026, Illumina, Inc. returned +177.0% against +17.7% for the S&P 500, dividends included.

ILMN vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300Jan 26Apr 26Jul 26Oct 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
+2.4%
Analysts raising
1
Analysts cutting
1
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
51.0×

Cheaper than 15% of US stocks

Price / sales
9.2×

Cheaper than 15% of US stocks

Price / book
14.6×

Cheaper than 7% of US stocks

EV / EBITDA
36.9×

Cheaper than 7% 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 79% 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
0.0%

Higher than 1% of US dividend payers

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 $41.3B and an enterprise value of $42.7B.

  • 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: 51.0×; forward P/E: 44.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of 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 7 Oct 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.$41.3B
95
IDXXIDEXX Laboratories, Inc.$41.2B
92
IQVIQVIA Holdings, Inc.$42.8B
93
WATWaters Corp.$42.8B
53
AAgilent Technologies, Inc.$48.0B
87
MTDMettler-Toledo International, Inc.$31.3B
91
NTRANatera, Inc.$55.3B
80

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

The Top HealthTech Questions Landing on Our Desks

ETF Trends · 30 Sept 2026neutral

ETF Trends published a guide answering common and notable questions regarding its Healthcare Technology and Innovation Index (HTEC), citing strong healthtech sector performance over the past two quarters that has renewed market interest in medical innovation.

Why it matters — As a participant in the healthtech and medical innovation space, an ILMN watcher would find this sector-wide commentary relevant to broader market conditions affecting the company.

Where Will Illumina Stock Be in 5 Years If Its AI Bet Pays Off?

The Motley Fool · 30 Sept 2026neutral

Illumina is building a deeper AI strategy around biological data generated by its sequencing technology, leveraging the Billion Cell Atlas, expanding drugmaker partnerships, and an improving core business. The company could create a new growth engine if it can convert its scientific advantage into recurring commercial revenue.

Why it matters — An ILMN watcher would care because the company's potential future growth may hinge on monetizing its sequencing data through AI-related initiatives.

REGN or ILMN: Which Is the Better Value Stock Right Now?

Zacks Investment Research · 29 Sept 2026neutral

Zacks Investment Research published an article comparing Regeneron (REGN) and Illumina (ILMN) as potential value-stock investments in the Medical - Biomedical and Genetics sector, evaluating which of the two offers better value to investors.

Why it matters — ILMN watchers would be interested in how the company is being assessed against a peer as a value opportunity in the current market.

Is the Options Market Predicting a Spike in Illumina Stock?

Zacks Investment Research · 28 Sept 2026neutral

Zacks Investment Research reports that investors should pay close attention to Illumina (ILMN) stock based on recent movements in the options market. The article suggests the options activity may indicate a potential spike in the stock.

Why it matters — ILMN watchers would care because unusual options market movement could signal changing investor expectations about the stock's direction.

Illumina Stock Surges 94.9% YTD: What's Behind the Rally?

Zacks Investment Research · 24 Sept 2026positive

Illumina's stock has risen 94.9% year-to-date, driven by strong sequencing growth, increased clinical adoption, and a raised 2026 outlook, despite facing headwinds in China. The rally reflects the company's progress across key growth areas.

Why it matters — The substantial year-to-date gain and raised 2026 outlook signal improving fundamentals in sequencing and clinical adoption, offering ILMN watchers insight into the company's growth trajectory despite regional headwinds.

FAQ

Frequently asked questions about ILMN stock

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

The 21 Wall Street analysts covering Illumina, Inc. have a median 12-month price target of $214, with estimates ranging from $113 to $310. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is ILMN stock a buy right now?

Of the 21 analysts covering Illumina, Inc., 11 rate it a Buy, 6 a Hold and 4 a Sell. Ticker Nerd's systematic factor model ranks Illumina, Inc. 95 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ILMN?

As at 6 Oct 2026, Illumina, Inc. ranks 95 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 21 analysts implies -20.1% from the last close, and Ticker Nerd's factor model ranks Illumina, Inc. 95 out of 100 as at 6 Oct 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 $310 over the next 12 months.

How has ILMN stock performed over the past year?

Illumina, Inc. returned +177.0% over the 12 months to 7 Oct 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, 30 Sept 2026): "The Top HealthTech Questions Landing on Our Desks". ETF Trends published a guide answering common and notable questions regarding its Healthcare Technology and Innovation Index (HTEC), citing strong healthtech sector performance over the past two quarters that has renewed market interest in medical innovation.

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