Alector, Inc.

NasdaqGS:ALEC 株式レポート

時価総額：US$233.2m

Alector 将来の成長

Future 基準チェック /06

Alectorの収益は年間19.4%で減少すると予測されていますが、年間利益は年間2.3%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に-592.1% 14.6%なると予測されています。

主要情報

2.3%

収益成長率

14.60%

EPS成長率

Biotechs 収益成長25.6%
収益成長率-19.4%
将来の株主資本利益率-592.10%
アナリストカバレッジ

Low

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NasdaqGS:ALEC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284-116-91N/A3
12/31/20277-109-109N/A5
12/31/202653-93-46N/A4
3/31/202618-125-173-173N/A
12/31/202521-143-184-184N/A
9/30/202569-108-198-197N/A
6/30/202581-115-216-216N/A
3/31/202588-123-230-229N/A
12/31/2024101-119-231-230N/A
9/30/202462-158-222-221N/A
6/30/202455-161-218-217N/A
3/31/202496-121-199-197N/A
12/31/202397-130-187-184N/A
9/30/202396-141-190-187N/A
6/30/2023102-143-194-190N/A
3/31/2023126-135-208-204N/A
12/31/2022134-133-24-20N/A
9/30/2022133-136-25-21N/A
6/30/202230136471473N/A
3/31/2022227-29483486N/A
12/31/2021207-36295299N/A
9/30/2021198-33297300N/A
6/30/202121-212-189-186N/A
3/31/202118-202-190-187N/A
12/31/202021-190-172-167N/A
9/30/202022-169-154-148N/A
6/30/202019-148-144-136N/A
3/31/202023-127-125-108N/A
12/31/201921-105N/A-99N/A
9/30/201924-92N/A-88N/A
6/30/201928-76N/A-82N/A
3/31/201928-62N/A-81N/A
12/31/201828-52N/A127N/A
9/30/201822-45N/A143N/A
6/30/201815-39N/A159N/A
3/31/20188-35N/A171N/A
12/31/20174-32N/A-18N/A
12/31/20160-15N/A-13N/A

アナリストによる今後の成長予測

収入対貯蓄率: ALEC今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ALEC今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: ALEC今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ALECの収益は今後 3 年間で減少すると予想されています (年間-19.4% )。

高い収益成長: ALECの収益は今後 3 年間で減少すると予測されています (年間-19.4% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ALEC 3 年以内に赤字になると予測されています。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 13:22
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Alector, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Alec StranahanBofA Global Research
Thomas ShraderBTIG
Pete StavropoulosCantor Fitzgerald & Co.