ILMN

ACCE-researched
Illumina Inc. Common Stock
Healthcare · Diagnostics & Research · NASDAQ · United States
$239.62-2.27%
Market cap $36.2BNext earnings 2026-10-29Updated Sep 19, 2026
FAIR VALUE · CONSENSUS
$239.62+0.0%
confidence-weighted across 4 of 6 models
Now $239.62
$239.62
$47.02$126.30
AvoidSilver66
Price vs fair value
169.2% above
-62.8% to fair value
ACCE score
63
out of 100
Analysts
55% buy
20 covering
P/E
44.6x
forward 39.3x
1-year return
+132.6%
Dividend yield
0.00%
Unlock the ACCE read
INVESTOR

Overview

Reports in 38 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

PRO

Price

+136.1% · 1Y

Valuation

INVESTOR
Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Mixed55% buy · 20 covering analysts
● Strong buy 8● Buy 3● Hold 6● Sell 2● Strong sell 1
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO
Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 17% of peers
low 30.9x44.6xhigh 106.5x
ROEbetter than 83% of peers
low 2%32%high 74%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 0.9%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
IDXXIDEXX Laboratories Inc. Common Stock$40.3B36.074.2%0.530.0%-Compare
WATWaters Corporation Common Stock$41.4B106.51.9%0.730.0%-Compare
IQVIQVIA Holdings Inc. Common Stock$43.9B33.122.8%2.420.0%-Compare
AAgilent Technologies Inc. Common Stock$44.1B30.921.0%0.500.7%-Compare
LONN.SWLonza Group$46.2B35.212.9%0.460.9%-Compare
MTDMettler-Toledo International Inc. Common Stock$27.9B31.329.5%-91.050.0%-Compare

Sector report card

Where ILMN ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 38 days, last quarter beat by 0.1%.

Press releases mentioning this company

Ask anything, Pro feature

Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

PRO

Recent performance

1 week
+16.1%
1 month
+16.9%
3 months
+48.0%
6 months
+92.7%
YTD
+82.7%
1 year
+132.6%

SEC filings

40 filings
September 2026
Sep 10
Form 4Insider transactionPeriod 2026-09-08
Sep 9
Form 4Insider transactionPeriod 2026-09-05
Sep 4
Form 4Insider transactionPeriod 2026-09-02
37 more filings + AI summaries on Investor+.INVESTOR