Added to YB: 2025-04-14
Pitch date: 2025-04-10
ILMN [neutral]
Illumina, Inc.
+82.36%
current return
Author Info
Two Natural Capital writes about markets, particularly focused on life sciences/biotech. Sign up for the newsletter.
Company Info
Illumina, Inc. provides sequencing- and array-based solutions for genetic and genomic analysis in the Americas, Europe, Greater China, the Asia Pacific, the Middle East, and Africa.
Market Cap
$18.4B
Pitch Price
$72.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.81
P/E
27.05
EV/Sales
4.60
Sector
Life Sciences Tools and Services
Category
growth
Illumina: What Would a Bull Case Look Like? $ilmn
ILMN (bull case): 70% drop in 5 years due to Grail acquisition, China ban, competition. Bull case: market leader in NGS, growth potential in liquid biopsy & multi-omics. Single-cell/spatial sequencing opportunity: acquired Fluent, 2026 spatial platform launch. Pricing & workflow advantages vs 10x Genomics. New growth vectors to offset competitive pressure.
Read full article (7 min)