Illumina Stock - Casdin Capital and Gotham build positions as consensus stays cautious
18.06.2026 - 16:38:25 | ad-hoc-news.de
Edited by ad hoc news Chart & Technicals Desk. Verified prior to publication on 06/18/2026, 16:37 CET. Details in the imprint.
Illumina (US4523271090) is seeing renewed attention from institutional investors. Recent filings highlight fresh stakes from specialist funds Casdin Capital and Gotham Asset Management in the gene-sequencing player, while the broader analyst community still sits at a Hold consensus, according to MarketBeat data.
All news and analysis on Illumina stock
Stay on top of Illumina's latest filings, analyst views and market data with our continuously updated topic page and the company's own investor-relations hub.
What recent filings show
Specialist healthcare investor Casdin Capital disclosed a purchase of 75,000 Illumina shares in a recent SEC filing, underscoring continued interest from thematic funds in genomic sequencing exposure, according to a MarketBeat-based report on institutional activity.
Gotham Asset Management also reported acquiring 22,320 Illumina shares, adding another institutional holder to the register and highlighting that professional investors are selectively rebuilding positions after the stock's volatile past year.
Analyst stance and valuation signals
Despite these purchases, Illumina currently carries an average analyst rating of Hold with a consensus price target of $142.13, below the latest quoted level around the mid-$150s, based on MarketBeat data.
Independent valuation work from GuruFocus notes that Illumina shares recently traded at about $159.09, roughly 23% above an estimated intrinsic value of $129.00, and labels the stock as modestly overvalued on that framework.
How the business makes money
Illumina generates most of its revenue from selling DNA sequencing systems such as the NovaSeq series and from recurring consumables used on those instruments, alongside software and services that support genomic analysis for research, clinical and emerging multiomics applications.
Where the stock trades today
The shares of Illumina (US4523271090) trade on the Nasdaq at $159.09 as of 06/17/2026, 21:59 ET.
Key facts on Illumina stock
- Company: Illumina Inc.
- ISIN: US4523271090
- WKN: 927079
- Ticker: ILMN
- Venue: Nasdaq
- Price (as of 06/17/2026, 21:59 ET): 159.09 USD
- Market cap: 24.35 billion USD (as of 06/12/2026)
- Sector / Industry: Health Care - Life Sciences Tools & Services
- Index membership: Standard & Poor's 500 index
- Next earnings date: not officially scheduled
This article was AI-assisted and editorially reviewed. Price and company data without warranty; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Trading securities involves risk up to total loss of capital.
