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Alector, Inc.Informe acción NasdaqGS:ALEC

Capitalización bursátil US$233.2m
Precio de las acciones
US$2.05
US$2.88
28.8% infravalorado descuento intrínseco
1Y70.8%
7D-18.3%
Valor de la cartera
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Alector, Inc.

Informe acción NasdaqGS:ALEC

Capitalización de mercado: US$233.2m

Alector (ALEC) Resumen de Acciones

Alector, Inc, empresa biotecnológica en fase clínica, desarrolla terapias para contrarrestar la progresión de la neurodegeneración en Estados Unidos. Saber más

Análisis fundamental de ALEC
Puntuación del snowflake
Valoración0/6
Crecimiento futuro0/6
Rendimiento pasado0/6
Salud financiera5/6
Dividendos0/6

ALEC Community Fair Values

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Competidores de Alector, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Alector
Precios históricos de las acciones
Precio actual de la acciónUS$2.05
Máximo en las últimas 52 semanasUS$3.40
Mínimo de 52 semanasUS$1.01
Beta0.65
Cambio en 1 mes-16.33%
Variación en 3 meses5.13%
Cambio de 1 año70.83%
Variación en 3 años-74.15%
Variación en 5 años-88.26%
Variación desde la OPV-88.61%

Noticias y actualizaciones recientes

Actualización del análisis Apr 30

ALEC: BBB Shuttle Refocus And Upgrades Will Drive Neurodegeneration Upside

Analysts have raised their average price target on Alector by $3 to $6, citing renewed confidence in the company’s focus on novel BBB-shuttle therapeutics and its potential role in neurodegeneration research following recent upgrades from multiple firms. Analyst Commentary Recent research notes focus on Alector's pivot toward BBB shuttle based therapeutics and how that shift frames the risk and reward profile after the frontotemporal dementia trial outcome.

Recent updates

Actualización del análisis Apr 30

ALEC: BBB Shuttle Refocus And Upgrades Will Drive Neurodegeneration Upside

Analysts have raised their average price target on Alector by $3 to $6, citing renewed confidence in the company’s focus on novel BBB-shuttle therapeutics and its potential role in neurodegeneration research following recent upgrades from multiple firms. Analyst Commentary Recent research notes focus on Alector's pivot toward BBB shuttle based therapeutics and how that shift frames the risk and reward profile after the frontotemporal dementia trial outcome.
Actualización del análisis Apr 15

ALEC: BBB Shuttle Refocus And Cash Runway Will Support Neurodegeneration Reset

The analyst fair value estimate for Alector has increased from $5.00 to $6.00. Analysts attribute this revision to recent upgrades and the company’s focus on novel BBB-shuttle therapeutics in neurodegeneration, which they identify as key drivers of the updated $6 price target.
Actualización del análisis Apr 01

ALEC: BBB Shuttle Refocus Will Shape Neurodegeneration Upside Potential

Analysts have lifted Alector's average price target, with moves such as BTIG's shift to a $6 target and Morgan Stanley's adjustment to $0.90, reflecting growing focus on the BBB-shuttle program and a cleaner story after the frontotemporal dementia setback. Analyst Commentary Recent Street research on Alector highlights a split view, with some analysts becoming more constructive on the refocused pipeline and others staying cautious on the overall risk profile and valuation support.
Actualización del análisis Mar 18

ALEC: BBB Shuttle Pivot And Patent Cliff Tailwinds Will Shape Outlook

Analysts have lifted their price targets on Alector, with one firm moving to a $6 target and another to $0.90. They cited the company’s renewed focus on novel BBB shuttle therapeutics and reduced uncertainty after its frontotemporal dementia trial setback.
Seeking Alpha Mar 11

Alector Stock Jumps On Upgrade, But AL101 Interim Data Will Be Key

Summary Alector, Inc. (ALEC) pivots to its Alector Brain Carrier (ABC) platform, focusing on enhanced blood-brain barrier delivery for neurodegenerative therapeutics. Near-term stock movement hinges on the binary outcome of the Phase 2 PROGRESS-AD interim futility analysis for AL101, expected in 1H26. Despite a sharp revenue decline and increased net loss in FY25, ALEC maintains $256M in cash, funding operations into at least 2027. ALEC trades at a steep discount to sector EV/sales multiples, with enterprise value barely above net cash, reflecting high clinical risk and limited current revenue. Read the full article on Seeking Alpha
Actualización del análisis Mar 03

ALEC: Patent Cliff Tailwinds And Capital Production Potential Will Shape Outlook

Analysts have raised their price target on Alector to $0.90 from $0.75, citing expectations that U.S. small and mid cap biotech companies could transition from being capital consumers to capital producers as large cap biopharma faces a patent cliff. Analyst Commentary Recent commentary around Alector focuses on how the company fits into a broader view that some U.S. small and mid cap biotech names could move from relying on external funding to generating their own cash over time, especially as larger biopharma peers approach a patent cliff.
Actualización del análisis Feb 17

ALEC: Sector Tailwinds From Patent Cliffs Will Support Future Upside Potential

Analysts have raised their price target on Alector shares to $0.90 from $0.75, citing expectations that select U.S. small and mid cap biotech names could gradually generate more cash as larger biopharma peers manage upcoming patent expirations. Analyst Commentary Recent research commentary ties the new US$0.90 price target for Alector shares to broader expectations around U.S. small and mid cap biotech companies and how they may perform as a group.
Actualización del análisis Feb 03

ALEC: Sector Tailwinds And Deal Optionality Will Shape Measured Future Upside

Analysts have nudged their view on Alector higher, with the consensus price target moving from US$0.75 to US$0.90. This reflects expectations that U.S. small and mid cap biotech could benefit as more commercial names start generating cash while large cap pharma deals with a potential patent cliff.
Artículo de análisis Jan 22

There's No Escaping Alector, Inc.'s (NASDAQ:ALEC) Muted Revenues Despite A 32% Share Price Rise

The Alector, Inc. ( NASDAQ:ALEC ) share price has done very well over the last month, posting an excellent gain of 32...
Actualización del análisis Jan 19

ALEC: Cost Cuts And Early Pipeline Optionality Will Support Long-Term Upside

Analysts nudged Alector's fair value estimate higher, alongside a modestly lower discount rate and slightly improved long term profit margin assumptions, reflecting recent price target moves such as Morgan Stanley's increase to $0.90, despite a series of rating downgrades following the latozinemab Phase 3 setback. Analyst Commentary Recent Street research on Alector is mixed, with some price targets adjusted while ratings generally move more cautious following the latozinemab Phase 3 results and subsequent pipeline reset.
Actualización del análisis Jan 05

ALEC: Cash Runway To 2027 Will Support Leaner Pipeline Reset

Analysts cut Alector's price expectations sharply, with recent downgrades to Neutral or Hold and price targets reduced to as low as US$1.50 after the latozinemab Phase 3 miss, along with concerns about high cash burn and limited near term catalysts. Analyst Commentary Recent commentary has shifted to a more cautious tone after the latozinemab Phase 3 setback, with multiple firms moving to Neutral or Hold ratings and, in one case, cutting the price target to US$1.50 from US$3.50.
Actualización del análisis Dec 18

ALEC: Cash Runway To 2027 Will Support Early Pipeline Upside Potential

Narrative Update on Alector The analyst price target for Alector has been cut sharply from about $10.00 to $5.00. Analysts cite failed Phase 3 data for latozinemab, the termination of that program, a dearth of near term catalysts, and elevated risk and valuation for the earlier stage pipeline.
Actualización del análisis Dec 04

ALEC: Cost Cuts And Early Pipeline Will Drive Long-Term Upside

Alector's analyst price target has been cut sharply, with analysts now valuing the shares around $1.50 versus prior expectations near $3.50, as they factor in failed Phase 3 data for latozinemab, limited near term catalysts, and the early stage nature of the remaining pipeline. Analyst Commentary Analysts broadly view the failed Phase 3 INFRONT-3 trial and termination of the latozinemab program as a major negative inflection point for Alector, prompting multiple rating downgrades and a reset in valuation expectations.
Actualización del análisis Nov 20

ALEC: Pipeline Progress And Cost Cuts Will Drive Upside After 49% Layoff

Alector's analyst price target has dropped significantly, decreasing from $2.20 to $2.05 per share. Analysts cite disappointment over negative late-stage data and elevated risk across its pipeline.
Actualización del análisis Nov 06

ALEC: Cash Preservation and Pipeline Progress Will Drive Upside After 49% Workforce Cut

Alector's analyst price target was sharply reduced from $3.50 to $1.50, as analysts cited the failure of the INFRONT-3 trial, a lack of near-term catalysts, and elevated development risks for the company's early-stage pipeline. Analyst Commentary Following the failed outcome of Alector's INFRONT-3 trial for latozinemab, analysts have re-evaluated the company's prospects.
Actualización del análisis Oct 23

Analysts Cut Alector Price Target as Latozinemab Failure Drives Valuation Shift

Alector’s analyst price target has been sharply reduced from $3.83 to $2.20 per share, as analysts lower expectations following the failure of its key latozinemab program and note limited near-term catalysts. Analyst Commentary Following the recent failure of Alector's latozinemab program and subsequent analyst downgrades, research notes have provided further insights into both optimistic and cautious perspectives surrounding the company’s outlook.
Artículo de análisis Sep 16

Alector, Inc.'s (NASDAQ:ALEC) Shares Bounce 32% But Its Business Still Trails The Industry

Despite an already strong run, Alector, Inc. ( NASDAQ:ALEC ) shares have been powering on, with a gain of 32% in the...
Actualización del análisis Sep 03

Breakthrough CNS Treatments Will Reshape Neurodegenerative Care

Alector’s consensus price target and future P/E multiple have both declined significantly, indicating more cautious growth expectations, resulting in a lower fair value estimate of $3.83. What's in the News Alector updated its 2025 collaboration revenue guidance to between $13 million and $18 million.
Actualización del análisis Aug 15

Breakthrough CNS Treatments Will Reshape Neurodegenerative Care

With no change in the discount rate or net profit margin, Alector’s consensus analyst price target remained stable at $4.51. What's in the News Alector updated its 2025 collaboration revenue guidance to $13 million–$18 million.
Artículo de análisis Aug 13

This Just In: Analysts Are Boosting Their Alector, Inc. (NASDAQ:ALEC) Outlook for This Year

NasdaqGS:ALEC 1 Year Share Price vs Fair Value Explore Alector's Fair Values from the Community and select yours...
Artículo de análisis Jul 24

Alector, Inc.'s (NASDAQ:ALEC) Shares Bounce 29% But Its Business Still Trails The Industry

Despite an already strong run, Alector, Inc. ( NASDAQ:ALEC ) shares have been powering on, with a gain of 29% in the...
Artículo de análisis May 11

US$5.26 - That's What Analysts Think Alector, Inc. (NASDAQ:ALEC) Is Worth After These Results

Last week, you might have seen that Alector, Inc. ( NASDAQ:ALEC ) released its quarterly result to the market. The...
Artículo de análisis May 05

Alector, Inc. (NASDAQ:ALEC) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

Those holding Alector, Inc. ( NASDAQ:ALEC ) shares would be relieved that the share price has rebounded 27% in the last...
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Nuevo análisis Apr 03

ABC Platform And Latozinemab Trial Will Yield Mixed Prospects

Alector's ABC platform and late-stage trials, like those for latozinemab, could significantly boost revenue if successful, addressing unmet medical needs.
Artículo de análisis Mar 21

Alector, Inc. (NASDAQ:ALEC) Not Doing Enough For Some Investors As Its Shares Slump 26%

The Alector, Inc. ( NASDAQ:ALEC ) share price has fared very poorly over the last month, falling by a substantial 26...
Seeking Alpha Mar 13

Alector: Q4 Of 2025 FTD-GRN Treatment Data Is Important Inflection Point

Summary Alector, Inc. failed to meet the primary endpoint of the phase 2 INVOKE-2 study using AL002 for the treatment of patients with early-stage Alzheimer's Disease. Topline data from the phase 3 INFRONT-3 study, using latozinemab for the treatment of patients with Frontotemporal dementia with progranulin mutation, expected Q4 of 2025. Completion of enrollment of phase 2 PROGRESS-AD study, using AL101 for the treatment of patients with early-stage Alzheimer's Disease, expected mid-2025. The global Alzheimer's Disease market is expected to reach $6.3 billion by 2034. Read the full article on Seeking Alpha
Artículo de análisis Mar 01

Earnings Update: Alector, Inc. (NASDAQ:ALEC) Just Reported And Analysts Are Trimming Their Forecasts

Alector, Inc. ( NASDAQ:ALEC ) just released its full-year report and things are looking bullish. The results were...
Artículo de análisis Dec 23

The Market Doesn't Like What It Sees From Alector, Inc.'s (NASDAQ:ALEC) Revenues Yet As Shares Tumble 53%

Unfortunately for some shareholders, the Alector, Inc. ( NASDAQ:ALEC ) share price has dived 53% in the last thirty...
Artículo de análisis Nov 28

Need To Know: Analysts Just Made A Substantial Cut To Their Alector, Inc. (NASDAQ:ALEC) Estimates

The analysts covering Alector, Inc. ( NASDAQ:ALEC ) delivered a dose of negativity to shareholders today, by making a...
Seeking Alpha Nov 28

Alector: Bleak Prospects After Alzheimer's Failure

Summary Alector's Phase 2 trial for AL002 in early Alzheimer's disease failed, causing a +30% stock drop and raising doubts about TREM2 as a viable target. The company has significant cash reserves but faces high cash burn, with no immediate catalysts and uncertain prospects for its remaining pipeline. Alector's next major readout is for AL101 in frontotemporal dementia, expected by late 2025 or early 2026. Given the cash burn, long wait for data, and mixed results on AL101 so far, I rate Alector as a Sell. Read the full article on Seeking Alpha
Artículo de análisis Oct 24

Alector, Inc.'s (NASDAQ:ALEC) Business And Shares Still Trailing The Industry

With a price-to-sales (or "P/S") ratio of 8.2x Alector, Inc. ( NASDAQ:ALEC ) may be sending bullish signals at the...
Artículo de análisis Sep 26

We Think Alector (NASDAQ:ALEC) Needs To Drive Business Growth Carefully

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Artículo de análisis Jul 11

Alector, Inc.'s (NASDAQ:ALEC) Price Is Right But Growth Is Lacking

With a price-to-sales (or "P/S") ratio of 5x Alector, Inc. ( NASDAQ:ALEC ) may be sending very bullish signals at the...
Artículo de análisis May 11

Alector, Inc. (NASDAQ:ALEC) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Shareholders might have noticed that Alector, Inc. ( NASDAQ:ALEC ) filed its first-quarter result this time last week...

Rentabilidad de los accionistas

ALECUS BiotechsMercado US
7D-18.3%1.3%2.2%
1Y70.8%42.0%31.1%

Rentabilidad vs. Industria: ALEC superó a la industria US Biotechs, que obtuvo un rendimiento del 42% el año pasado.

Rentabilidad vs. Mercado: ALEC superó al mercado US, que obtuvo un rendimiento del 31.1% el año pasado.

Volatilidad de los precios

Is ALEC's price volatile compared to industry and market?
ALEC volatility
ALEC Average Weekly Movement11.7%
Biotechs Industry Average Movement10.7%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: El precio de las acciones de ALEC ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ALEC(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2013103Arnon Rosenthalwww.alector.com

Alector, Inc, empresa biotecnológica en fase clínica, desarrolla terapias para contrarrestar la progresión de la neurodegeneración en Estados Unidos. Su cartera de productos incluye Nivisnebart, un anticuerpo monoclonal recombinante humano en fase de investigación para el tratamiento de enfermedades neurodegenerativas prevalentes; AL137, un anticuerpo beta antiamiloide emparejado en desarrollo preclínico para el tratamiento potencial de la enfermedad de Alzheimer; y AL050, una terapia de sustitución de la enzima GCase en desarrollo preclínico para el tratamiento potencial de la enfermedad de Parkinson y la demencia de cuerpos de Lewy en pacientes con mutaciones del gen GBA1. La empresa también desarrolla su proyecto preclínico y de investigación que comprende AL064, un ARNsi tau para la enfermedad de Alzheimer y otras tauopatías; ADP062-ABC, un ARNsi alfa-sinucleína para la enfermedad de Parkinson; y ADP065-ABC, un ARNsi NLRP3 para afecciones neurodegenerativas.

Resumen de fundamentos de Alector, Inc.

¿Cómo se comparan los beneficios e ingresos de Alector con su capitalización de mercado?
Estadísticas fundamentales de ALEC
Capitalización bursátilUS$233.15m
Beneficios(TTM)-US$125.39m
Ingresos (TTM)US$18.42m
12.4x
Ratio precio-ventas (PS)
-1.8x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ALEC
IngresosUS$18.42m
Coste de los ingresosUS$107.28m
Beneficio bruto-US$88.86m
Otros gastosUS$36.52m
Beneficios-US$125.39m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-1.13
Margen bruto-482.51%
Margen de beneficio neto-680.83%
Ratio deuda/patrimonio94.1%

¿Cómo se ha desempeñado ALEC a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 01:03
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Alector, Inc. está cubierta por 13 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Alec StranahanBofA Global Research
Thomas ShraderBTIG
Pete StavropoulosCantor Fitzgerald & Co.