Illumina, Inc. vs Seagate Technology Holdings PLC — how do they compare? Illumina, Inc. trades at $193.42 (market cap $29.12B), while Seagate Technology Holdings PLC trades at $872.49 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 6.4× Illumina, Inc.'s market cap, and Seagate Technology Holdings PLC pays a 0.36% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| ILMN | STX | |
|---|---|---|
Market Cap | $29.12B | $185.97B |
Sector | Health | Technology |
52-Week High | $205.10 | $1.09K |
52-Week Low | $91.00 | $154.43 |
Enterprise Value | $30.48B | $188.12B |
Dividend Yield | — | 0.36% |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $191.79, up 2.04% today, with a neutral technical signal and strong fundamental recovery. The stock shows bullish moving averages but faces resistance near $194. Recent earnings beats and a return to profitability in 2025, with $850M net income, highlight operational turnaround. Revenue remains stable around $4.3B, supported by robust gross margins of 66.38%.
Outlook is positive with analyst consensus Buy rating and $201.58 price target, though high P/E of 35.98 poses valuation risk. Key opportunities include sequencing demand and AI partnerships, while risks involve debt levels and competitive pressures. Institutional activity is mixed, with some funds increasing stakes amid earnings momentum.
Seagate Technology (STX) trades at $800.74, down 1.48% today, with a bearish technical signal but strong recent earnings beats driven by AI storage demand. The company reported Q2 2026 EPS of $5.71, beating expectations of $5.10, with revenue growth and margin expansion supported by its HAMR technology and data center contracts. However, high valuation ratios (P/E 59.03, P/S 15.41) and negative shareholder equity pose fundamental concerns.
The outlook is mixed: AI-driven demand and analyst bullishness (54.91% buy ratings) support upside to the $1,130 consensus target, but elevated valuation, legal settlements, and competitive pressures in the storage market present significant risks. Cash flow volatility and debt levels require monitoring for sustained growth.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →