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Illumina, Inc. (ILMN) Stock Analysis

Range Bound setup

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Healthcare · Diagnostics & Research

Earnings in 0 days (2026-04-30). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Wait for pullback to $107.76. Weak momentum — blocks BUY_NOW at $125.84. Engine's entry $107.76 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining.

Illumina is a global leader in sequencing- and array-based solutions for genetic and genomic analysis, serving research institutions, hospitals, pharmaceutical companies, and diagnostic labs worldwide. Revenue comes from instrument placements, recurring consumables, and service... Read more

$125.84+11.7% A.UpsideScore 5.5/10#9 of 25 Diagnostics & Research
Entry $107.76(Support Atr Sticky)Stop $97.59Target $135.02(resistance)A.R:R -0.3:1Setup A.R:R 2.3:1
Analyst target$136.67+8.6%18 analysts
$135.02our TP
$125.84price
$136.67mean
$80
$170

Wait for pullback to $107.76. Weak momentum — blocks BUY_NOW at $125.84. Engine's entry $107.76 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: RSI 56 mid-range, Bollinger mid-band. Earnings in 0 days. Wait until post-earnings. Score 5.5/10, moderate confidence.

Passes 3/6 gates (clean insider activity, no SEC red flags, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)22.1
P/E (Fwd)20.7
Mkt Cap$18.3B
EV/EBITDA17.0
Profit Mgn19.6%
ROE33.4%
Rev Growth5.0%
Beta1.49
DividendNone
Rating analysts28

Quality Signals

Piotroski F8/9

Options Flow

P/C1.38bearish
IV64%elevated
Max Pain$105-16.6% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicGreater China
    10-K Item 1A: 'Our revenue from the Greater China region, which includes China, Taiwan, and Hong Kong, was $243 million in 2025.'
  • MEDIUMCustomersmall number of large, centralized laboratory customers
    10-K Item 1A: 'A portion of our revenue is increasingly derived from a small number of large, centralized laboratory customers.'

Material Events(8-K, last 90d)

  • 2026-04-02Item 5.02LOW
    Directors Frances Arnold, Robert S. Epstein, and Gary S. Guthart each notified Illumina Board of intention to retire effective May 21, 2026 (2026 annual meeting). Retirements not the result of any dispute or disagreement. David King nominated as replacement director.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 2.5<4.5A.R:R -0.2=NEGATIVEEARNINGS PROXIMITY 0d<=7dInsider activity: OKNo SEC red flagsSEMI CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
56 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $118.30Resistance $137.78

Price Targets

$98
$108
$135
A.Upside+7.3%
A.R:R-0.3:1
Setup A.R:R (at entry)2.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-2.0% upside)
! Earnings in 0 days - binary event risk
! Momentum score 2.5/10 — below 4.5 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-04-30 (0d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ILMN stock a buy right now?

Wait for pullback to $107.76. Weak momentum — blocks BUY_NOW at $125.84. Engine's entry $107.76 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: RSI 56 mid-range, Bollinger mid-band. Earnings in 0 days. Wait until post-earnings. Target $135.02 (+7.3%), stop $97.59 (−28.9%), Setup A.R:R 2.3:1. Score 5.5/10, moderate confidence.

What is the ILMN stock price target?

Take-profit target: $135.02 (+11.7% upside). Target $135.02 (+7.3%), stop $97.59 (−28.9%), Setup A.R:R 2.3:1. Stop-loss: $97.59.

What are the risks of investing in ILMN?

Analyst target reached - limited upside remaining.

Is ILMN overvalued or undervalued?

Illumina, Inc. trades at a P/E of 22.1 (forward 20.7). TrendMatrix value score: 4.9/10. Verdict: Buy (Wait for Entry).

What do analysts say about ILMN?

28 analysts cover ILMN with a consensus score of 3.7/5. Average price target: $137.

What does Illumina, Inc. do?Illumina is a global leader in sequencing- and array-based solutions for genetic and genomic analysis, serving research...

Illumina is a global leader in sequencing- and array-based solutions for genetic and genomic analysis, serving research institutions, hospitals, pharmaceutical companies, and diagnostic labs worldwide. Revenue comes from instrument placements, recurring consumables, and service contracts; the Greater China region generated $243 million in 2025.

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