Alnylam Pharmaceuticals（ALNY）株式概要
アルナイラム・ファーマシューティカルズ・インクは、リボ核酸干渉に基づく治療薬の発見、開発、製造、商業化を米国、欧州、および国際的に行っている。 詳細
報酬
リスク分析
リスクチェックの結果、ALNY 、リスクは検出されなかった。
ALNY Community Fair Values
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Analyst Price Targets
Alnylam Pharmaceuticals, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$278.09 |
| 52週高値 | US$495.55 |
| 52週安値 | US$276.94 |
| ベータ | 0.27 |
| 1ヶ月の変化 | -5.51% |
| 3ヶ月変化 | -10.92% |
| 1年変化 | -10.96% |
| 3年間の変化 | 39.69% |
| 5年間の変化 | 60.12% |
| IPOからの変化 | 4,527.12% |
最新ニュース
ナラティブの更新 • Jun 16
ALNY: TTR Franchise Execution And 2030 Plan Will Support Stock Repricing
The analyst price target for Alnylam Pharmaceuticals has been adjusted to $550. This move reflects updated views on fair value, growth assumptions, and profitability, while aligning with recent Street commentary that highlights both the pullback in the stock and ongoing expectations around Amvuttra's launch and competitive pressures.
ナラティブの更新 • Jun 02
ALNY: Fair View Balances ATTR-CM Data Progress With Competition And Pipeline Execution
Alnylam Pharmaceuticals' analyst fair value estimate has edged down by about $1 to $310.31, as analysts balance slightly softer modeled revenue growth and a marginally higher discount rate with a stronger profit margin outlook and ongoing support from recent price target moves and coverage initiations. Analyst Commentary Street research on Alnylam Pharmaceuticals currently reflects a mix of optimism on the drug pipeline and caution on how much of that potential is already reflected in the share price.Recent updates
ナラティブの更新 • Jun 16
ALNY: TTR Franchise Execution And 2030 Plan Will Support Stock Repricing
The analyst price target for Alnylam Pharmaceuticals has been adjusted to $550. This move reflects updated views on fair value, growth assumptions, and profitability, while aligning with recent Street commentary that highlights both the pullback in the stock and ongoing expectations around Amvuttra's launch and competitive pressures.ナラティブの更新 • Jun 02
ALNY: Fair View Balances ATTR-CM Data Progress With Competition And Pipeline Execution
Alnylam Pharmaceuticals' analyst fair value estimate has edged down by about $1 to $310.31, as analysts balance slightly softer modeled revenue growth and a marginally higher discount rate with a stronger profit margin outlook and ongoing support from recent price target moves and coverage initiations. Analyst Commentary Street research on Alnylam Pharmaceuticals currently reflects a mix of optimism on the drug pipeline and caution on how much of that potential is already reflected in the share price.ナラティブの更新 • May 11
ALNY: Fair View Weighs TTR Execution Risks Against Cardiovascular Pipeline Progress
Analysts have nudged Alnylam Pharmaceuticals' fair value estimate to $311.72 from $310.00, reflecting updated assumptions for slightly lower revenue growth and profit margins, as well as a higher future P/E multiple based on recent shifts in price targets and commentary across the Street. Analyst Commentary Recent research has highlighted a mixed backdrop for Alnylam Pharmaceuticals, with some firms revising targets higher on product execution while others voice concern that the stock already reflects optimistic outcomes.Seeking Alpha • May 01
Alnylam Pharmaceuticals: The RNAi Leader Continues To Grind Through A Quieter Year
Summary Alnylam Pharmaceuticals remains well-positioned in the TTR amyloidosis market, with a robust franchise and reliable clinical asset generation. Q1 2026 results showed 150% year-over-year TTR franchise growth despite insurance and pricing headwinds; Amvuttra continues to gain front-line share. ALNY maintains full-year TTR revenue guidance of $4.4B–$4.7B, with ongoing investments in earlier diagnosis and care coordination to expand the addressable market. Second-half updates on early-stage compounds for bleeding disorders, Huntington's, and obesity could drive more market interest. I see ALNY shares as meaningfully undervalued, supported by pipeline progress and a resilient TTR franchise, though major clinical catalysts are likely deferred. Read the full article on Seeking Alphaナラティブの更新 • Apr 20
ALNY: Fair View Balances TTR Execution Uncertainty With Cardiovascular Pipeline Progress
Analysts have trimmed the Alnylam Pharmaceuticals fair value estimate to $310 from $322.59, reflecting a series of reduced price targets and higher discount-rate assumptions, even as revenue growth expectations remain higher and long term profit margins and future P/E forecasts are more moderate. Analyst Commentary Recent Street research on Alnylam Pharmaceuticals points to a mixed setup where confidence in the RNAi platform and the Amvuttra franchise is balanced against tighter valuation views and more conservative long term assumptions.ナラティブの更新 • Apr 06
ALNY: TTR Franchise Execution Will Support Confidence In 2026 Revenue Outlook
Alnylam Pharmaceuticals' analyst price targets have been reset across the Street, with several cuts from firms now clustering in a roughly $249 to $570 range, as analysts balance concerns that shares are "priced to perfection" and that long term expectations may be too rich, against continued confidence in the RNAi platform and the strong Amvuttra launch in TTR and ATTR-CM. Analyst Commentary Recent research updates show a split tape on Alnylam, with some firms trimming targets and others leaning into the story as Amvuttra execution and RNAi platform confidence remain central themes.ナラティブの更新 • Mar 23
ALNY: TTR Franchise Momentum Will Support Confidence In 2026 Revenue Outlook
Alnylam Pharmaceuticals' updated analyst price targets show a wide reset across the Street, with cuts from firms now clustered around the $249 to $570 range. Analysts are balancing strong Amvuttra momentum and the RNAi platform's potential with concerns that the shares had been priced for very optimistic growth and competition assumptions.ナラティブの更新 • Mar 07
ALNY: TTR Execution Will Support Confidence In 2026 Revenue Outlook
Analysts have trimmed their fair value estimate for Alnylam Pharmaceuticals by $14 to $566, reflecting higher discount rates and more conservative assumptions for revenue growth and profit margins, even as they continue to highlight strong Amvuttra traction and supportive 2026 guidance in recent research. Analyst Commentary Recent research paints a mixed picture on valuation, but there is still a clear cluster of optimistic views around Alnylam's execution, especially in its TTR franchise and Amvuttra rollout.ナラティブの更新 • Feb 21
ALNY: Fair View Weighs TTR Franchise Guidance Against Launch Execution Risks
The updated analyst price target for Alnylam Pharmaceuticals has decreased by about $45 per share, as analysts refresh their models with slightly softer revenue growth assumptions, a modestly higher long-term profit margin, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Alnylam Pharmaceuticals points to a mixed backdrop, with several firms revisiting their models following Q4 results, preannounced revenue figures, and updated 2026 guidance.ナラティブの更新 • Feb 06
ALNY: TTR Franchise Execution Will Support Confidence In 2026 Revenue Guidance
Analysts have trimmed their average price targets on Alnylam Pharmaceuticals by roughly $35 to $70, largely reflecting updated views on Amvuttra revenue trajectories, competitive pressures in ATTR-CM and recent guidance that, while still supported by continued TTR franchise momentum, has prompted more measured growth assumptions. Analyst Commentary Recent research updates show a mixed but generally constructive tone on Alnylam, with several bullish analysts pointing to execution on the TTR franchise, early Amvuttra traction in ATTR-CM and management guidance as key supports for valuation.ナラティブの更新 • Jan 23
ALNY: TTR Franchise Momentum Will Drive 2026 Revenue Guidance Confidence
Narrative Update: Alnylam Pharmaceuticals Price Target Revision The analyst price target for Alnylam Pharmaceuticals has been raised by $10 to $580, as analysts weigh mixed target changes across the Street alongside company guidance that highlights ongoing momentum in the TTR franchise and a positive outlook for revenue driven by Amvuttra. Analyst Commentary Recent Street research around Alnylam Pharmaceuticals has been active, with several price target revisions and fresh commentary following the company’s Q3 results, preliminary Q4 figures, and updated 2025 and 2026 revenue guidance.ナラティブの更新 • Jan 09
ALNY: Fair View Balances TTR Guidance Upside And Launch Deceleration Risk
Alnylam Pharmaceuticals' analyst fair value estimate has been raised from about $259.89 to about $368.22, as analysts factor in stronger modeled revenue growth, higher projected profitability, and a reset to more moderate future P/E expectations following recent research updates around Amvuttra uptake and revised TTR guidance. Analyst Commentary Recent research on Alnylam highlights a mixed backdrop.
ナラティブの更新 • Dec 26
ALNY: Cardiomyopathy Launch Will Drive Future Upside Despite Growing Competitive Pressures
Analysts have modestly lifted their price target for Alnylam Pharmaceuticals, reflecting stronger Amvuttra driven TTR revenue expectations and a series of Street target increases into the mid 400s to mid 500s, even as they highlight a more balanced risk and the potential for range bound trading into 2026. Analyst Commentary Recent Street research reflects a constructive but increasingly balanced view on Alnylam, with multiple firms lifting price targets into the mid 400s to mid 500s on the back of stronger Amvuttra traction and higher TTR revenue expectations, while also flagging valuation and competitive considerations that could cap upside.ナラティブの更新 • Dec 12
ALNY: Cardiomyopathy Launch Will Drive Future Momentum Despite Intensifying Competition
Alnylam Pharmaceuticals’ fair value estimate has nudged higher to approximately $493 from about $489 as analysts lift price targets into the mid to high $400s, citing stronger than expected Amvuttra driven TTR revenue growth and a still rich but increasingly supported long term earnings profile. Analyst Commentary Street research remains broadly constructive on Alnylam, with multiple firms lifting price targets into the mid to high $400s and several pushing above $500.ナラティブの更新 • Nov 27
ALNY: Future Momentum In Cardiomyopathy Will Meet Rising Competition And Pricing Pressures
The analyst price target for Alnylam Pharmaceuticals has increased by approximately $9 to $489, as analysts cite strong Amvuttra sales, raised revenue guidance, and resilient commercial momentum as key factors supporting a more optimistic outlook. Analyst Commentary Analysts have provided a range of perspectives following Alnylam Pharmaceuticals’ recent performance, with several raising their price targets and highlighting both catalysts and areas of caution for the company’s outlook.ナラティブの更新 • Nov 12
ALNY: Momentum In Cardiomyopathy Segment Will Face Intensifying Competitive Risks Ahead
Alnylam Pharmaceuticals’ fair value estimate has increased from $467.94 to $480.17. This change reflects analysts' optimism about robust Amvuttra sales, raised revenue guidance, and an improved profit margin outlook.ナラティブの更新 • Oct 29
Cardiomyopathy Launches And Pipeline Expansion Will Sustain Momentum Into 2025
Analysts have increased their price target for Alnylam Pharmaceuticals by approximately $16, citing stronger than expected product launches and continued commercial momentum. Analyst Commentary Following a series of upward price target revisions, Wall Street analysts remain broadly upbeat about Alnylam Pharmaceuticals’ near-term commercial performance and long-term prospects.ナラティブの更新 • Oct 14
RNAi Therapies Will Ensure Worldwide Market Expansion
Alnylam Pharmaceuticals' analyst price targets have recently moved higher, with analysts citing stronger commercial performance of Amvuttra and encouraging data from pipeline assets as drivers behind the upward revisions. The cited targets have climbed by as much as $55 to $583 per share.ナラティブの更新 • Sep 23
RNAi Therapies Will Ensure Worldwide Market Expansion
Alnylam Pharmaceuticals’ price target was raised to $447.15 as analysts cited accelerating Amvuttra sales, positive clinical progress, robust financial execution, and increased revenue forecasts, reflecting growing confidence in the company’s commercial momentum and pipeline. Analyst Commentary Strong commercial momentum for Amvuttra, particularly in ATTR-CM, with sales trends and script data consistently exceeding expectations.ナラティブの更新 • Sep 08
RNAi Therapies Will Ensure Worldwide Market Expansion
Alnylam’s modestly lower consensus price target to $421.20 reflects both strong near-term Amvuttra uptake in ATTR-CM and positive revenue outlook, tempered by mixed KARDIA-3 data for zilebesiran and resulting slight valuation adjustment. Analyst Commentary Bullish analysts cited strong commercial performance and encouraging uptake for Amvuttra, particularly following its approval and launch in ATTR-CM (transthyretin amyloid cardiomyopathy), as a key driver for raising price targets.分析記事 • Aug 01
Need To Know: Analysts Are Much More Bullish On Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY)
Alnylam Pharmaceuticals, Inc. ( NASDAQ:ALNY ) shareholders will have a reason to smile today, with the analysts making...Seeking Alpha • Mar 21
Alnylam Pharmaceuticals Ready To Go With Its Next Blockbuster
Summary Alnylam Pharmaceuticals has secured FDA approval for Amvuttra in ATTR-CM, opening the door to potential revenue of over $6B. The company's strong R&D pipeline, including promising candidates like zilebesiran, supports long-term growth and will reduce its heavy near-term reliance on the TTR franchise. Amvuttra is likely to see strong initial adoption in ATTR-CM patients who've progressed on stabilizers, but greater first-line use and switchovers could drive the upside. Alnylam's proven R&D engine and above-average success ratio make it a compelling long-term biotech investment despite arguably modest immediate upside. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
Alnylam: Waiting For Regulatory Updates In March
Summary Alnylam's Amvuttra and partner Sanofi's fitusiran have PDUFA dates with the FDA next month, and approvals should create new revenue sources for the company. Alnylam's 2025 guidance for the TTR franchise implies modest growth acceleration compared to 2024, driven by Amvuttra's expected approval next month. Fitusiran's approval could result in meaningful annual royalties for Alnylam from partner Sanofi, enhancing long-term profitability and cash flows. Alnylam expects non-GAAP operating profitability in 2025. Successful regulatory approvals and strong commercial execution could push Alnylam's share price to new all-time highs within 6–12 months. Read the full article on Seeking AlphaSeeking Alpha • Oct 27
Alnylam Pharmaceuticals Q3 Earnings Preview: Key RNAi Catalysts To Watch
Summary Alnylam Pharmaceuticals is a leader in RNAi therapeutics, with multiple FDA-approved treatments and a robust pipeline targeting rare and severe conditions. The company has strong growth potential, particularly with Amvuttra for ATTR-CM, which could become a major revenue driver in a growing market. Additionally, vutrisiran for ATTR-CM could capture a significant share of a projected $11.2 billion market. Regulatory risks and competition exist, but ALNY's innovative RNAi platform and experienced team position it well for sustained success. Despite a high valuation, ALNY's positive cash flow and projected revenue growth justify a "Buy on dips" strategy for long-term investors. Read the full article on Seeking Alpha株主還元
| ALNY | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -3.9% | 1.3% | 1.7% |
| 1Y | -11.0% | 31.1% | 25.1% |
業界別リターン: ALNY過去 1 年間で31.1 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: ALNYは、過去 1 年間で25.1 % のリターンを上げたUS市場を下回りました。
価格変動
| ALNY volatility | |
|---|---|
| ALNY Average Weekly Movement | 5.2% |
| Biotechs Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ALNY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ALNYの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2002 | 2,500 | Yvonne Greenstreet | www.alnylam.com |
アルナイラム・ファーマシューティカルズ・インクは、リボ核酸干渉に基づく治療薬の発見、開発、製造、商業化を米国、欧州、および国際的に行っている。同社は、遺伝性トランスサイレチンを介する（hATTR）アミロイドーシスに対するONPATTRO、ATTRおよびhATTRアミロイドーシスに対するAMVUTTRA、高コレステロール血症に対するLeqvio、血友病AまたはBに対するQfitlia、急性肝ポルフィリン症に対するGIVLAARI、原発性高シュウ酸尿症1型に対するOXLUMOを提供している。また、ATTRアミロイドーシスを適応症とするNucresiran、高血圧症を適応症とするZilebesiran、重症筋無力症、発作性夜間ヘモグロビン尿症、地理的萎縮症を適応症とするCemdisiran、D型肝炎ウイルス感染症を適応症とするElebsiranなど、第3相試験中の製品も開発している。さらに、代謝機能障害に伴う脂肪性肝炎を適応症とするラピロシラン、糖尿病性腎臓病を適応症とするALN-ANG3、2型糖尿病を適応症とするALN-4324、脳アミロイド血管症を適応症とするミベルシラン、アルツハイマー病を適応症とする第1相試験、出血性疾患を適応症とするALN-6400など、様々な製品を第2相試験中である。さらに、ALN-2232（肥満症および体重管理）、ALN-PNP（非アルコール性脂肪性肝疾患）、ALN-APOC3（脂質異常症）、ALN-CIDEB（代謝機能障害関連脂肪性肝炎）、ALN-HTT02（ハンチントン病）など、フェーズ1試験中の製品も開発している；アルツハイマー病治療薬ALN-5288、SOD1筋萎縮性側索硬化症治療薬ALN-SOD、パーキンソン病治療薬ALN-SNCA、真性多血症治療薬AG-236、発作性夜間ヘモグロビン尿症治療薬ALN-CFB、肝細胞癌治療薬ALN-BCAT、健康ボランティア治療薬ALN-4285、ALN-4915、ALN-F1202。同社は、Regeneron Pharmaceuticals, Inc.、Roche Holding AG、Sanofi S.A.、Novartis AG、PeptiDream, Inc.、Dicerna Pharmaceuticals, Inc.、Ionis Pharmaceuticals, Inc.と提携している。アルナイラム・ファーマシューティカルズ・インクは2002年に設立され、マサチューセッツ州ケンブリッジに本社を置いている。
Alnylam Pharmaceuticals, Inc. 基礎のまとめ
| ALNY 基礎統計学 | |
|---|---|
| 時価総額 | US$37.75b |
| 収益（TTM） | US$537.99m |
| 売上高(TTM) | US$4.29b |
69.0x
PER（株価収益率8.7x
P/SレシオALNY は割高か？
公正価値と評価分析を参照収益と収入
| ALNY 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.29b |
| 売上原価 | US$821.95m |
| 売上総利益 | US$3.46b |
| その他の費用 | US$2.93b |
| 収益 | US$537.99m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.03 |
| グロス・マージン | 80.83% |
| 純利益率 | 12.55% |
| 有利子負債／自己資本比率 | 251.7% |
ALNY の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/06/18 23:55 |
| 終値 | 2026/06/18 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Alnylam Pharmaceuticals, Inc. 26 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。56
| アナリスト | 機関 |
|---|---|
| Huidong Wang | Barclays |
| Eliana Merle | Barclays |
| Emily Bodnar | Berenberg |