ILMNHealthcare · Diagnostics & ResearchThe 21 Wall Street analysts covering Illumina, Inc. hold a median 12-month price target of $273 — -6.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 92 of 100 as at 28 Oct 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
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.
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): The business earns solid, repeatable profits on what it owns.
Growth (45): 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 systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ILMN, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits −6.1% from it.
Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | Canaccord Genuity | Maintains | Hold | $205 → $300 |
| 13 Oct 2026 | TD Cowen | Maintains | Hold | $210 → $270 |
| 7 Oct 2026 | Barclays | Maintains | Underweight | $160 → $200 |
| 7 Oct 2026 | Barclays | Maintains | Underweight | — |
| 5 Oct 2026 | RBC Capital | Maintains | Outperform | — |
| 5 Oct 2026 | RBC Capital | Maintains | Outperform | $230 → $310 |
| 1 Oct 2026 | Guggenheim | Maintains | Buy | $226 → $305 |
| 1 Oct 2026 | Guggenheim | Maintains | Buy | — |
| 29 Sept 2026 | Leerink Partners | Maintains | Outperform | — |
| 29 Sept 2026 | Leerink Partners | Maintains | Outperform | $220 → $300 |
| 28 Sept 2026 | Piper Sandler | Maintains | Overweight | $225 → $305 |
| 28 Sept 2026 | Piper Sandler | Maintains | Overweight | — |
| 9 Sept 2026 | UBS | Upgrade | Buy | — |
| 9 Sept 2026 | UBS | Upgrade | Buy | $135 → $260 |
| 3 Sept 2026 | Argus Research | Maintains | Buy | $180 → $235 |
| 3 Sept 2026 | Argus Research | Maintains | Buy | — |
| 3 Aug 2026 | Canaccord Genuity | Maintains | Hold | $190 → $205 |
| 3 Aug 2026 | Canaccord Genuity | Maintains | Hold | — |
| 3 Aug 2026 | Citigroup | Maintains | Sell | — |
| 3 Aug 2026 | Citigroup | Maintains | Sell | $95 → $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.
ILMN appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, Illumina, Inc. returned +205.2% against +13.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 14% of US stocks
Cheaper than 14% of US stocks
Cheaper than 6% of US stocks
Cheaper than 6% of US stocks
Higher than 52% of US stocks
Higher than 25% of US stocks
Higher than 79% of US stocks
Higher than 80% of US stocks
Higher than 81% of US stocks
Higher than 89% of US stocks
Higher than 90% of US stocks
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.
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 $42.2B and an enterprise value of $43.6B.
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.
Trailing P/E: 52.1×; forward P/E: 45.6× — 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.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Illumina reported quarterly earnings of $1.44 per share, above the Zacks Consensus Estimate of $1.36. Earnings were $1.34 per share in the year-ago quarter.
Why it matters — The earnings beat and comparison with the prior-year quarter provide an update on Illumina’s reported quarterly results.
Illumina reported third-quarter results above its prior guidance, citing strong clinical sequencing demand, elevated NovaSeq X placements and disciplined spending. It raised its full-year revenue, operating-margin and earnings outlook, and executives said it remains on track toward longer-term growth targets.
Why it matters — The results and raised outlook give ILMN watchers an update on demand, spending discipline and progress toward the company’s growth targets.
Illumina reported third-quarter fiscal 2026 revenue of $1.13 billion, up 4.2% from the third quarter of fiscal 2025.
Why it matters — The results provide ILMN watchers with an update on the company’s quarterly revenue and year-over-year growth.
The Diamond Hill Small-Mid Cap Fund declined 4.75% in Q3 2026, compared with a 6.37% decline for the Russell 2500 Index. Illumina was listed among the fund’s key contributors.
Why it matters — The fund report identifies Illumina as a contributor during the quarter, a data point relevant to ILMN watchers.
A Zacks Investment Research item examines expected performance for Illumina’s quarter ended September 2026, focusing on key metrics beyond standard earnings and revenue estimates.
Why it matters — ILMN watchers may find the additional metrics useful context for assessing the upcoming quarterly results.
The 21 Wall Street analysts covering Illumina, Inc. have a median 12-month price target of $273, with estimates ranging from $113 to $365. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Illumina, Inc., 10 rate it a Buy, 7 a Hold and 4 a Sell. Ticker Nerd's systematic factor model ranks Illumina, Inc. 92 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, Illumina, Inc. ranks 92 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).
No one can know that. What the data says: the median 12-month target from 21 analysts implies -6.1% from the last close, and Ticker Nerd's factor model ranks Illumina, Inc. 92 out of 100 as at 28 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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 $365 over the next 12 months.
Illumina, Inc. returned +205.2% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (Zacks Investment Research, 29 Oct 2026): "Illumina (ILMN) Q3 Earnings Beat Estimates". Illumina reported quarterly earnings of $1.44 per share, above the Zacks Consensus Estimate of $1.36. Earnings were $1.34 per share in the year-ago quarter.
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
