ILMN

Illumina, Inc.

Healthcare · $40.9B market cap

Verdict

Share price

$273.04

close of Oct 3, 2026

Fair value

$76.46

Sticker Price

Payback Price

$30.58

buy price

Overpriced

ILMN is Overpriced: at $273.04 it trades 257% above its fair value of $76.46. Its buy price (Payback Price) is $30.58, 89% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth21.5% a year✓
Equity per share growth14.3% a year✓
Sales growth14.7% a year✓
Free cash flow growth10.1% a year✓
Return on invested capital-5.3%✗

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Superinvestors

1 of the investors we track holds ILMN. In Q2 2026, 1 trimmed and 1 sold out. Who we track

Moves in Q2 2026

Trimmed: Samantha McLemore

Sold out: Triple Frond Partners

Insider activity

Since Jun 16, 2026: no open-market purchases, 70 sales worth $436.6M and 9 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Meister Keith A.

director · 2026-09-04

Sold

$2.5M

Meister Keith A.

director · 2026-09-04

Sold

$22.0M

Meister Keith A.

director · 2026-09-04

Sold

$1.6M

Meister Keith A.

director · 2026-09-03

Sold

$2.2M

Meister Keith A.

director · 2026-09-03

Sold

$1.5M

Show all 70 sales

Meister Keith A.

director · 2026-09-03

Sold

$3.0M

Meister Keith A.

director · 2026-09-03

Sold

$2.1M

Meister Keith A.

director · 2026-09-03

Sold

$3.1M

Meister Keith A.

director · 2026-09-03

Sold

$2.9M

Meister Keith A.

director · 2026-09-03

Sold

$1.8M

Meister Keith A.

director · 2026-09-02

Sold

$2.3M

Meister Keith A.

director · 2026-09-02

Sold

$12.3M

Meister Keith A.

director · 2026-08-27

Sold

$2.2M

Meister Keith A.

director · 2026-08-27

Sold

$6.6M

Meister Keith A.

director · 2026-08-27

Sold

$3.9M

Meister Keith A.

director · 2026-08-27

Sold

$5.6M

Meister Keith A.

director · 2026-08-27

Sold

$12.4M

Meister Keith A.

director · 2026-08-27

Sold

$1.1M

Meister Keith A.

director · 2026-08-26

Sold

$97K

Meister Keith A.

director · 2026-08-26

Sold

$3.3M

Meister Keith A.

director · 2026-08-26

Sold

$12.0M

Meister Keith A.

director · 2026-08-26

Sold

$8.6M

Meister Keith A.

director · 2026-08-25

Sold

$10K

Meister Keith A.

director · 2026-08-25

Sold

$8.6M

Meister Keith A.

director · 2026-08-25

Sold

$20.9M

Meister Keith A.

director · 2026-08-21

Sold

$855K

Meister Keith A.

director · 2026-08-21

Sold

$29.2M

Meister Keith A.

director · 2026-08-21

Sold

$19.0M

Meister Keith A.

director · 2026-08-21

Sold

$1.8M

Meister Keith A.

director · 2026-08-21

Sold

$2.7M

Meister Keith A.

director · 2026-08-21

Sold

$2.0M

Meister Keith A.

director · 2026-08-21

Sold

$2.9M

Meister Keith A.

director · 2026-08-21

Sold

$1.5M

Meister Keith A.

director · 2026-08-21

Sold

$2.8M

Meister Keith A.

director · 2026-08-21

Sold

$1.5M

Meister Keith A.

director · 2026-08-21

Sold

$953K

Meister Keith A.

director · 2026-08-20

Sold

$2.1M

Meister Keith A.

director · 2026-08-20

Sold

$1.2M

Meister Keith A.

director · 2026-08-20

Sold

$4.6M

Meister Keith A.

director · 2026-08-20

Sold

$3.3M

Meister Keith A.

director · 2026-08-20

Sold

$4.0M

Meister Keith A.

director · 2026-08-20

Sold

$9.1M

Meister Keith A.

director · 2026-08-20

Sold

$15.3M

Meister Keith A.

director · 2026-08-20

Sold

$6.3M

Meister Keith A.

director · 2026-08-20

Sold

$7.2M

Meister Keith A.

director · 2026-08-20

Sold

$5.0M

Meister Keith A.

director · 2026-08-20

Sold

$1.9M

Meister Keith A.

director · 2026-08-20

Sold

$743K

Meister Keith A.

director · 2026-08-20

Sold

$235K

Meister Keith A.

director · 2026-08-19

Sold

$2.6M

Meister Keith A.

director · 2026-08-19

Sold

$972K

Meister Keith A.

director · 2026-08-19

Sold

$11.7M

Meister Keith A.

director · 2026-08-19

Sold

$4.0M

Wedel Christensen Jakob

SVP, Strategy/Corp Development · 2026-08-18

Sold

$198K

Meister Keith A.

director · 2026-08-05

Sold

$498K

Meister Keith A.

director · 2026-08-05

Sold

$2.3M

Meister Keith A.

director · 2026-08-05

Sold

$6.1M

Meister Keith A.

director · 2026-08-05

Sold

$23.7M

Meister Keith A.

director · 2026-08-05

Sold

$13.5M

Meister Keith A.

director · 2026-08-05

Sold

$10.4M

Meister Keith A.

director · 2026-08-04

Sold

$13.8M

Meister Keith A.

director · 2026-08-04

Sold

$9.8M

Meister Keith A.

director · 2026-08-04

Sold

$13.6M

Meister Keith A.

director · 2026-08-04

Sold

$7.5M

Meister Keith A.

director · 2026-08-04

Sold

$7.0M

Meister Keith A.

director · 2026-08-04

Sold

$33.0M

Meister Keith A.

director · 2026-08-04

Sold

$5.5M

Meister Keith A.

director · 2026-08-04

Sold

$1.4M

Davies Scott M

Chief Legal Officer · 2026-07-30

Sold

$123K

Davies Scott M

Chief Legal Officer · 2026-06-25

Sold

$111K

Other filings

About Illumina, Inc.

Illumina, Inc. specializes in delivering advanced genetic and genomic analysis tools, primarily through sequencing and array technologies. The company's offerings empower clients across various sectors to integrate genomic insights into both research and clinical environments, with applications spanning critical fields like life sciences, cancer diagnostics, reproductive health, agriculture, and innovative new…

Medical - Diagnostics & Research

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works