10/07/2024, 12:36 PM UTC
重访IlluminaRevisiting Illumina
1、自2023年10月以来，Illumina的股价已反弹25%，尽管收入增长令人失望，NovaSeq X平台的问题和宏观经济逆风。2、公司面临NovaSeq X的采用问题，以及数据处理复杂性和成本增加。3、Illumina的可扩展业务模式和毛利率高的消耗品收入提供了巨大的上升空间，预计到2027年将实现显著的利润率扩张和每股收益增长。1. Illumina's stock has rebounded 25% since October 2023, despite underwhelming revenue growth and challenges with the NovaSeq X platform and macro headwinds. 2. The company faces issues with the adoption of NovaSeq X, and increased complexity and costs in data processing. 3. Illumina's scalable business model and high-margin consumable revenues offer significant upside, with potential for substantial margin expansion and EPS improvement by 2027.
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