NASDAQ:ILMN • US4523271090
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ILLUMINA INC (ILMN).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-09 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2026-02-06 | JP Morgan | Maintains | Neutral -> Neutral |
| 2026-01-26 | Guggenheim | Maintains | Buy -> Buy |
| 2026-01-26 | Canaccord Genuity | Maintains | Hold -> Hold |
| 2026-01-20 | Stifel | Maintains | Buy -> Buy |
| 2026-01-07 | TD Cowen | Maintains | Hold -> Hold |
| 2026-01-05 | Guggenheim | Maintains | Buy -> Buy |
| 2025-12-22 | Canaccord Genuity | Maintains | Hold -> Hold |
| 2025-12-15 | Barclays | Maintains | Underweight -> Underweight |
| 2025-12-15 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-10-31 | TD Cowen | Maintains | Hold -> Hold |
| 2025-10-31 | UBS | Maintains | Neutral -> Neutral |
| 2025-10-31 | Barclays | Maintains | Underweight -> Underweight |
| 2025-10-31 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2025-10-31 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-10-31 | Canaccord Genuity | Maintains | Hold -> Hold |
| 2025-10-07 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2025-10-02 | Barclays | Maintains | Underweight -> Underweight |
| 2025-08-04 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-08-01 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-08-01 | Barclays | Maintains | Underweight -> Underweight |
| 2025-08-01 | Canaccord Genuity | Maintains | Hold -> Hold |
| 2025-07-28 | Baird | Maintains | Neutral -> Neutral |
| 2025-07-11 | ScotiaBank | Downgrade | Sector Outperform -> Sector Perform |
| 2025-07-09 | Citigroup | Downgrade | Neutral -> Sell |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 4.504B -1.75% | 4.372B -2.93% | 4.343B -0.66% | 4.626B 6.52% | 4.88B 5.49% | 5.188B 6.31% | 5.494B 5.90% | 5.799B 5.55% | 6.527B 12.55% | 7.004B 7.31% | 7.501B 7.10% | |
| EBITDA YoY % growth | 356M -52.41% | 1.015B 185.11% | 1.129B 11.23% | 1.297B 14.88% | 1.444B 11.33% | 1.575B 9.07% | 1.935B 22.86% | 2.114B 9.25% | N/A | N/A | N/A | |
| EBIT YoY % growth | -76M -121.47% | 661M 969.74% | 859M 29.95% | 1.059B 23.28% | 1.206B 13.88% | 1.332B 10.45% | 1.548B 16.22% | 1.695B 9.50% | 1.913B 12.86% | 2.106B 10.09% | 2.306B 9.50% | |
| Operating Margin | -1.69% | 15.12% | 19.78% | 22.89% | 24.71% | 25.67% | 28.18% | 29.23% | 29.31% | 30.07% | 30.74% | |
| EPS YoY % growth | 0.87 -58.96% | 2.45 181.61% | 4.85 97.96% | 5.23 7.88% | 5.95 13.78% | 6.71 12.71% | 7.61 13.41% | 8.45 10.99% | 9.64 14.13% | 11.34 17.67% | 12.53 10.43% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | Q1 / 28 | Q2 / 28 | Q3 / 28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 1.08 11.32% | 1.27 6.77% | 1.36 1.81% | 1.37 1.80% | 1.26 16.90% | 1.47 15.40% | 1.63 19.44% | 1.58 15.22% | 1.36 7.47% | 1.50 2.26% | 1.70 4.54% |
| Revenue Q2Q % growth | 1.095B 5.19% | 1.128B 6.52% | 1.127B 3.97% | 1.158B -0.09% | 1.111B 1.46% | 1.147B 1.68% | 1.184B 5.06% | 1.237B 6.82% | 1.166B 4.95% | 1.195B 4.18% | 1.24B 4.73% |
| EBITDA Q2Q % growth | 276.43M 5.51% | 318.22M -16.48% | 324.92M -24.96% | 328.99M -32.17% | 317.28M 14.78% | 357.27M 12.27% | 383.16M 17.92% | 392.4M 19.27% | N/A | N/A | N/A |
| EBIT Q2Q % growth | 216.99M 12.43% | 256.69M 5.20% | 274.83M 20.01% | 276.34M 28.53% | 259.74M 19.70% | 296.91M 15.67% | 327.06M 19.00% | 319.48M 15.61% | N/A | N/A | N/A |
All data in USD
28 analysts have analysed ILMN and the average price target is 138.42 USD. This implies a price increase of 11.08% is expected in the next year compared to the current price of 124.62.
ILLUMINA INC (ILMN) will report earnings on 2026-05-06, after the market close.
The consensus EPS estimate for the next earnings of ILLUMINA INC (ILMN) is 1.08 USD and the consensus revenue estimate is 1.09B USD.
The expected long term growth rate for ILLUMINA INC (ILMN) is 5.85%.