u/windifq

As someone who has worked in multiple biology / genetics labs, I have always paid attention to one company in particular that made all of the DNA sequencers and equipment for the lab, Illumina! I realized about a year ago that their stock had been hit hard from tariffs and the company was placed on China's unreliable entities list and temporarily banned from being imported. In April 2025, ILMN was trading at $75 a share. The leader of DNA sequencing, with around 80% of the entire global market for NGS (next gen sequencing) under their control, and an ATH of $510, was down almost 90%. At around $100 a share I started buying. Fast forward to today, Illumina has shown a huge turnaround. In Q1 2026, ILMN had reported revenue of $1.09 billion (up 4.8% year-over-year). Their demand continues to rise and guidance has been great. Illumina has adopted multi omic technologies through acquisitions (SomaLogic) and new sequencing products like NovaSeq X. As demand for genomic technology and personalized health products increases, I believe ILMNA will have a long way to go - still way down from those all time highs. People have posted about it before, but wanted to draw more attention to this great stock. Q2 earnings tonight 🎃 🧬

0 technical analysis here but it seems like last time BYND hit 0.50 cents, there was a squeeze. IMO plant based meat is the future and so I see 0.50 cents as a pretty unfair evaluation.