--- title: "ILMN Illumina" canonical: "https://supercyclehq.com/stock/illumina" type: "stock" dataAsOf: "2026-11-06" ticker: "ILMN" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Illumina (ILMN) Illumina is a genomic sequencing company. ## AI Exposure Score **8/100, Peripheral.** Illumina sells gene sequencers and consumables, with its DRAGEN AI software accelerating genomic analysis. Revenue depends on sequencing volumes and instrument cycles, so AI is an enabling feature rather than a buildout thesis. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $213.13 | | Change 1d | +2.47% | | Change 7d | -9.69% | | Change 30d | -19.44% | | Change 1y | +74.84% | | 52-week high | $293.69 | | 52-week low | $114.44 | | Market cap | $32.2B | | P/E | 36.68 | | EPS | $5.81 | | Next earnings | 2026-10-29 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Healthcare | | Headquarters | San Diego, California | | CEO | Jacob Thaysen | | Employees | 8,600 | | Website | https://www.illumina.com | | Buildout layers | [AI Healthcare](https://supercyclehq.com/category/ai-healthcare) | ## What the company does Illumina is a genomic sequencing company. It makes money selling gene sequencing instruments and the consumables those machines use, serving research labs, hospitals, and drug developers reading DNA at scale. AI accelerates the analysis side. DRAGEN AI Genomics speeds up processing of raw sequencing data, its AI variant caller identifies genetic differences, Connected Insights AI helps interpret results for clinical use, and its genomic AI cloud hosts the workflows. Founded in 1998 and headquartered in San Diego, California, Illumina trades on the NASDAQ and employs about 8,600 people. ## Role in the AI buildout Illumina sits in the AI Healthcare layer of the AI buildout, where its DRAGEN software applies AI to genomic analysis: calling variants, interpreting results, and speeding the path from raw sequence to clinical answer. AI makes its sequencing platform faster and more useful, especially in oncology and rare disease work. But revenue depends on sequencing volumes and instrument cycles, so AI is an enabling feature inside a genomics business rather than a buildout thesis of its own. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $183.7M | 1.19% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.2M | 0.01% | trimmed | 2026-06-30 | ## Recent news - [A Bloody Bad Time: Grail Gutted On Light Blood Test Sales](https://finance.yahoo.com/m/d696c51d-2453-3315-aa3a-e27610b0d4e1/a-bloody-bad-time%3A-grail.html?.tsrc=rss) (source, 2026-11-05) - [Illumina selected to help bring precision medicine into everyday healthcare in Singapore](https://finance.yahoo.com/healthcare/articles/illumina-selected-help-bring-precision-230000867.html?.tsrc=rss) (source, 2026-11-04) - [Microarray Analysis - Global Strategic Business Report 2026: Secure Share in a $5.1 Billion Market by 2032, Featuring Profiles of Key Players Agilent, Illumina, Roche and Thermo Fisher](https://finance.yahoo.com/healthcare/articles/microarray-analysis-global-strategic-business-163100644.html?.tsrc=rss) (source, 2026-11-04) - [REGN vs. ILMN: Which Stock Is the Better Value Option?](https://finance.yahoo.com/markets/stocks/articles/regn-vs-ilmn-stock-better-154001705.html?.tsrc=rss) (source, 2026-11-04) - [Illumina (ILMN) Selected For Singapore Genome Sequencing Program Covering 450,000 People](https://finance.yahoo.com/healthcare/articles/illumina-ilmn-selected-singapore-genome-211630754.html?.tsrc=rss) (source, 2026-11-03) ## FAQ ### What does Illumina do? Illumina sells gene sequencing instruments and consumables to research labs, hospitals, and drug developers. Its DRAGEN AI software accelerates the analysis of sequencing data for applications like oncology and rare disease. ### How is Illumina exposed to AI? Through analysis software. DRAGEN AI, its variant caller, and Connected Insights apply AI to genomic data, but revenue rides sequencing volumes and instrument cycles. Supercycle rates it an AI Exposure Score of 8 out of 100. ### What are Illumina's main AI products? DRAGEN AI Genomics for fast sequencing analysis, an AI variant caller for identifying genetic differences, Connected Insights AI for clinical interpretation, and a genomic AI cloud hosting those workflows. ### Is ILMN a pure play AI stock? No. Illumina is a genomic sequencing company where AI accelerates analysis but does not drive demand. Its AI Exposure Score of 8 out of 100 reflects that enabling role. ### Where is Illumina based and who leads it? Illumina is headquartered in San Diego, California, and is led by CEO Jacob Thaysen. The company was founded in 1998 and employs about 8,600 people. --- Source: https://supercyclehq.com/stock/illumina. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.