Illumina, Inc. vs Wolfspeed Inc — how do they compare? Illumina, Inc. trades at $264.24 (market cap $40.43B), while Wolfspeed Inc trades at $31.7 (market cap $1.66B). The key difference: Illumina, Inc. is far larger — about 24.4× Wolfspeed Inc's market cap, and Illumina, Inc. is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Illumina, Inc. for 83 Days and Wolfspeed Inc for 19 Days on average.
| ILMN | WOLF | |
|---|---|---|
Market Cap | $40.43B | $1.66B |
Volume | 2,948,626 | 5,963,473 |
Sector | Health | Technology |
52-Week High | $293.69 | $73.68 |
52-Week Low | $91.00 | $14.80 |
Typical Hold Time | 83 Days | 19 Days |
Enterprise Value | $41.79B | $2.37B |
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.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company shows severe fundamental strain, with a gross profit margin of -16.05% and a net income margin of -212.41% for 2025, though 2026 projections indicate a potential turnaround to slight profitability. Recent news highlights expansion of its 200mm silicon carbide portfolio, positioning it in the growing AI and electrification markets.
The outlook is speculative, with significant upside potential if operational targets are met, but high execution risk persists. Analyst consensus is mixed with a $54.32 price target, suggesting substantial upside from current levels if the company can achieve revenue growth and margin improvement as forecasted.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →