Illumina, Inc. vs Cloudflare Inc — how do they compare? Illumina, Inc. trades at $265 (market cap $40.43B), while Cloudflare Inc trades at $343.23 (market cap $122.12B). The key difference: Cloudflare Inc is far larger — about 3× Illumina, Inc.'s market cap, and Illumina, Inc. is more actively traded (2,948,626 versus 2,321,930). Which is the better fit depends on your goals — on Pluang, investors hold Illumina, Inc. for 83 Days and Cloudflare Inc for 61 Days on average.
| ILMN | NET | |
|---|---|---|
Market Cap | $40.43B | $122.12B |
Volume | 2,948,626 | 2,321,930 |
Sector | Health | Technology |
52-Week High | $293.69 | $359.60 |
52-Week Low | $91.00 | $160.16 |
Typical Hold Time | 83 Days | 61 Days |
Enterprise Value | $41.79B | $121.49B |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $264.40, down 3.34% on the day but up significantly year-to-date with strong technical momentum. The stock shows bullish moving average signals and trades near pivot point resistance at $268. Fundamentally, the company has delivered three consecutive quarterly earnings beats and returned to profitability in 2025 with $850 million net income after previous losses. Recent catalysts include S&P 500 inclusion effective September 21, 2026, and growing AI integration in genomics applications.
The outlook remains positive with analyst consensus favoring Buy ratings (54%) and a $241 price target, though current price exceeds consensus. Key opportunities include sequencing growth and AI-driven biological data expansion, while risks involve China market headwinds and elevated valuation multiples. Earnings growth and S&P 500 inclusion provide near-term catalysts, but the stock trades at premium valuations with P/E of 49.96 requiring sustained execution.
Cloudflare (NET) trades at $341.70, down 3.75% on the day, with a bullish technical signal from moving averages and neutral oscillators. Revenue growth is strong, reaching $2.17 billion in 2025, but the company remains unprofitable with a net income margin of -8.21%. Recent news highlights product launches like Cloudflare Basin and partnerships, such as with Deutsche Telekom, driving positive sentiment. The stock is near its 52-week high, reflecting investor optimism around its AI and security offerings.
Outlook is mixed: robust revenue growth and analyst bullishness (70.7% buy ratings) support upside, but high valuations (P/S of 48.03) and persistent losses pose risks. Investors should weigh growth potential against profitability challenges and market volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →