Illumina, Inc. vs Toast Inc. Class A Common Stock — how do they compare? Illumina, Inc. trades at $271.84 (market cap $40.95B), while Toast Inc. Class A Common Stock trades at $29.65 (market cap $17.85B). The key difference: Illumina, Inc. is far larger — about 2.3× Toast Inc. Class A Common Stock's market cap, and Illumina, Inc. is trading nearer its 52-week high, Toast Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Illumina, Inc. for 84 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| ILMN | TOST | |
|---|---|---|
Market Cap | $40.95B | $17.85B |
Volume | 1,893,606 | 6,311,718 |
Sector | Health | Technology |
52-Week High | $293.69 | $39.02 |
52-Week Low | $93.00 | $22.33 |
Typical Hold Time | 84 Days | 0 Days |
Enterprise Value | $42.31B | $16.10B |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $271.76, down 1.77% today but near its 52-week high of $278.99. The stock has surged 94.9% YTD, supported by strong earnings beats and positive technical momentum. Recent quarterly results exceeded expectations with Q2 2026 EPS of $1.31 beating the $1.23 estimate. The company shows improving fundamentals with 2025 net income of $850 million and robust operating cash flow of $1.08 billion.
ILMN presents growth potential through AI integration and S&P 500 inclusion, but faces risks from China headwinds and elevated valuations. Analyst consensus remains bullish with 54% buy ratings, though the $241 consensus price target suggests limited upside. Key catalysts include continued sequencing growth and margin expansion, while competition and cost volatility remain concerns.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
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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 →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →