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 2026-10-16 2 bull converging

POC $124.98 · VWAP $169.94 · +54.5% 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 12 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. EPS only.

8 most recent of 9 quarters · newest report Jul 30 · projection Oct 16

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 1 day ago · Oct 16

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