The quick read
Latest quote·Oct 14
Net selling: insiders sold $436.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $436.5M and bought $0 of ILMN stock on the open market in the 90 days to Oct 16, 2026, according to SEC Form 4 filings. $321K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Meister, Keith A. (Director), who sold $436.2M. The latest filing was on Sep 4, 2026.
None. No member of Congress disclosed a ILMN trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
This summary uses filings available on Oct 16, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
8 funds hold a position and insiders have been net selling.
Buys/Adds (2)
PRIMECAP
$363.2M
added
FMR LLC
$604.7M
added
Sells/Trims (1)
Millennium
$10.3M
trimmed
Sells (3)
Meister Keith A.
$57.2M
sold
Meister Keith A.
$85.2M
sold
Meister Keith A.
$145.6M
sold
No tracked top-trader positions in ILMN right now.
Live Hyperliquid positioning - not every stock is covered
Last report
Jul 30, 2026
Financial period
Q2 FY2026
GAAP EPS
Company release
EPS comparison unavailable.
FY2026 guidance
$4.60B to $4.64B
No comparable estimate
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 30, 2026 | $1.35 | - | Unavailable | Unavailable |
| Mar 31, 2026 | Apr 30, 2026 | $1.15 / $1.05Yahoo Finance | +9.03% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 5, 2026 | $1.35 / $1.23Yahoo Finance | +9.69% beat | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 30, 2025 | $1.34 / $1.17Yahoo Finance | +14.74% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Jul 31, 2025 | $1.19 / $1.01Alpha Vantage | +17.82% beat | Unavailable | Unavailable |
| Mar 31, 2025 | May 8, 2025 | $0.97 / $0.94Alpha Vantage | +3.19% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 6, 2025 | $0.86 / $0.92Alpha Vantage | -6.52% miss | Unavailable | Unavailable |
| Sep 30, 2024 | Nov 4, 2024 | $1.14 / $0.88Alpha Vantage | +29.55% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Estimates as of Oct 15, 2026
EPS expected
$1.33 to $1.38
Revenue expected
17 analysts
Last 30 days
Analysts cutting estimates
| USD | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.06B | $1.08B | $1.16B | $1.09B |
| Cost of what it sold | $340.0M | $351.0M | $382.0M | $370.0M |
| Gross profit | $717.0M | $732.0M | $778.0M | $721.0M |
| What it spent | ||||
| Research and development | $243.0M | $228.0M | $238.0M | $240.0M |
| Sales and admin | $241.0M | $277.0M | $283.0M | $272.0M |
| Other operating costs | $11.0M | — | — | — |
| Total operating expenses | $495.0M | $501.0M | $521.0M | $512.0M |
| What was left | ||||
| Operating profit | $222.0M | $231.0M | $257.0M | $209.0M |
| Interest on debt | $25.0M | $25.0M | $26.0M | $24.0M |
| Profit before tax | $306.0M | $220.0M | $378.0M | $157.0M |
| Tax | $71.0M | $70.0M | $44.0M | $23.0M |
| Net profit | $235.0M | $150.0M | $334.0M | $134.0M |
| EBITDA | $399.0M | $312.0M | $471.0M | $250.0M |
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bullish
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