Illumina, Inc. vs Micron Technology, Inc. — how do they compare? Illumina, Inc. trades at $189.76 (market cap $27.94B), while Micron Technology, Inc. trades at $976.03 (market cap $977.44B). The key difference: Micron Technology, Inc. is far larger — about 35× Illumina, Inc.'s market cap, and Micron Technology, Inc. pays a 0.06% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| ILMN | MU | |
|---|---|---|
Market Cap | $27.94B | $977.44B |
Sector | Health | Technology |
52-Week High | $194.33 | $1.21K |
52-Week Low | $91.00 | $104.88 |
Enterprise Value | $29.33B | $957.80B |
Dividend Yield | — | 0.06% |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $185.36, down 0.69% on the day, with a bullish technical signal from moving averages. The stock shows strong profitability with a 19.42% net income margin and has beaten EPS estimates for three consecutive quarters. Recent news highlights expansion of the Billion Cell Atlas program and upcoming Q2 2026 earnings on July 30.
Outlook remains positive with 51% analyst buy ratings, though the current price exceeds the $178 consensus target. Key risks include competitive pressure from Roche's new sequencer and China market weakness. Earnings growth and cost control initiatives support upside potential, but valuation multiples suggest limited near-term appreciation.
Micron (MU) trades at $862.32, down 1.57% with a bearish technical signal, though it remains 30% below its 52-week high. The company reported strong Q3 2025 earnings of $4.78 EPS, beating expectations, with revenue surging to $37.38 billion. Analyst consensus is strongly bullish with an 81.43% buy rating and a $1,550 price target. Recent news highlights memory chip demand driven by AI, though sector-wide bear market concerns persist.
Outlook remains positive due to robust AI-driven memory demand and earnings beats, but risks include cyclical industry volatility and competitive pressures. The stock offers growth potential if it maintains execution amid high expectations, yet investors should monitor sector sentiment and guidance updates for sustainability.
Trailing returns across standard periods
Latest headlines on both assets
Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →Micron historically focused on designing and manufacturing DRAM for PCs. The firm then expanded into the NAND flash memory market. It increased its DRAM scale with the purchase of Elpida (completed in mid-2013) and Inotera (completed in December 2016). The firm's DRAM and NAND products tailored to PCs, data centers, smartphones, game consoles, automotives, and other computing devices.
Read more on MU →