ILMN Illumina, Inc.

ILMN Illumina, Inc.

Healthcare · Diagnostics & Research

Desk view

Watchingmedium conviction
Basis Logged decision
Updated

Market read

Scan convergence 2 scans as of 2026-10-23 2 bull converging

POC $125.41 · VWAP $172.80 · +55.9% vs 12m avg buyer

uptrend vol: expandinggaps: stablechurn: quiet as of

Insiders selling 0 buy / 4 sell · Form 4, 90d $436.2M sold last open-market sell Meister Keith A.

Cluster SVP, Director sold $231M, Aug 20–27

Coverage

ILMN Price Structure

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Peers

Every watchlist ILMN belongs to, members best 30-day change first — ILMN highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@biotech-capital-cycle
@ibb
@biotech-scan
@focus

Next earnings ILMN reports in 6 days Oct 29

Last report Jul 30

Reported the quarter ending 2026-06-28: revenue $1.16B, diluted EPS $1.35, net income $207M (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved +5.3% (close before → first close after).

full note →

Against street estimates

How ILMN's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 30 · projection Oct 23

Result
Jul 30 1.231.31+6.8%Beat
Apr 30 1.051.15 GAAP ≠ +9.0%Beat
Feb 5 1.231.35+9.7%Beat
Oct 30 '25 1.171.34 GAAP ≠ +14.7%Beat
Jul 31 '25 1.011.19+17.7%Beat
May 8 '25 0.940.97+3.3%Beat
Feb 6 '25 0.920.86-6.8%Miss
Nov 4 '24 0.881.14 GAAP ≠ +29.0%Beat

Recent news

Headlines about ILMN from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

Types
Aug 12 Deep Dive ILMN
Jul 30 Catalyst ILMN earnings
Jun 29 Deep Dive Ilmn Deep Dive