NASDAQ:ILMN

Illumina Inc. (ILMN)

162.32
-5.74 (3.42%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
47 watching
0
PAST TOP PICK
(A Top Pick Jul 18/18, Up 15%) They analyze genetic material. We are in the early stages of doing this for a whole host of applications. They are a generation ahead of competitors. This is a technology that is still relatively new.
TOP PICK
The DNA revolution has recently started. DNA sequencing has come from the thousands of dollars to the hundreds making it ore retail. Fast growing US name. (Analysts’ price target is $345.93)
TOP PICK

He is a big believer in disrupter companies in growth sectors. This is the only company in the world that can do high volume DNA sequencing. They already have a million customers and another million order backlog. There is no one else in this space. They sell equipment and the supplies to operate the equipment. Countries will have more DNA sequencing done to help new drug development. Yield 0%. (Analysts’ price target is $286.06)

COMMENT

Dominant player in gene sequencing business. Becoming more commercially available to clinics instead of just research labs. They are buying up some of their customers and going into competition with them. He is nervous of the valuation. It is at and beyond his expectations.

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