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Alnylam Pharmaceuticals, Inc.NasdaqGS:ALNY 주식 보고서

시가총액 US$39.7b
주가
US$297.45
US$491.92
39.5% 저평가 내재 할인율
1Y2.6%
7D3.9%
1D
포트폴리오 가치
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Alnylam Pharmaceuticals, Inc.

NasdaqGS:ALNY 주식 리포트

시가총액: US$39.7b

Alnylam Pharmaceuticals (ALNY) 주식 개요

는 미국, 유럽 및 국제적으로 리보핵산 간섭을 기반으로 하는 치료제를 발견, 개발, 제조 및 상업화하는 회사입니다. 자세히 보기

ALNY 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장5/6
과거 실적3/6
재무 건전성5/6
배당0/6

ALNY Community Fair Values

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Alnylam Pharmaceuticals, Inc. 경쟁사

가격 이력 및 성과

Alnylam Pharmaceuticals 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$297.45
52주 최고가US$495.55
52주 최저가US$284.28
베타0.30
1개월 변동-2.65%
3개월 변동-10.64%
1년 변동2.58%
3년 변동58.00%
5년 변동109.49%
IPO 이후 변동4,849.25%

최근 뉴스 및 업데이트

내러티브 업데이트 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
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking Alpha Aug 30

Alnylam: HELIOS-B Success Priced In Already

Summary Alnylam's stock surged due to positive HELIOS-B trial results, but lacked additional upside today after the company presented the data at the ESC congress. Amvuttra shows competitive efficacy and safety in ATTR amyloidosis, with potential to rival Pfizer’s Vyndaqel and other emerging treatments. I believe HELIOS-B's success is priced in at current levels and that further upside is limited in the near-term. I remain a long-term bull on Alnylam based on its expanding and maturing RNAi pipeline. Read the full article on Seeking Alpha

주주 수익률

ALNYUS BiotechsUS 시장
7D3.9%2.4%1.1%
1Y2.6%34.6%28.7%

수익률 대 산업: ALNY은 지난 1년 동안 34.6%의 수익을 기록한 US Biotechs 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: ALNY은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is ALNY's price volatile compared to industry and market?
ALNY volatility
ALNY Average Weekly Movement4.9%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

안정적인 주가: ALNY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: ALNY의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20022,500Yvonne Greenstreetwww.alnylam.com

는 미국, 유럽 및 국제적으로 리보핵산 간섭에 기반한 치료제를 발견, 개발, 제조 및 상업화하는 기업입니다. 이 회사는 유전성 트랜스티레틴 매개(hATTR) 아밀로이드증 치료제 온파트로, ATTR 및 hATTR 아밀로이드증 치료제 앰부트라, 고콜레스테롤혈증 치료제 릭비오, A형 또는 B형 혈우병 치료제 큐피틀라, 급성 간 포르피린증 치료제 기브플라리, 제1형 고옥살루리아 치료제 옥루모 등을 제공합니다. 또한 ATTR 아밀로이드증 치료제 누크레시란, 고혈압 치료제 질레베시란, 중증 근무력증, 발작성 야간 혈색소뇨증 및 지리적 위축증 치료제 켐디시란, D형 간염 바이러스 감염 치료제 엘렙시란 등 다양한 제품을 3상 시험 중에 개발 중입니다.

Alnylam Pharmaceuticals, Inc. 기초 지표 요약

Alnylam Pharmaceuticals의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
ALNY 기초 통계
시가총액US$39.71b
순이익 (TTM)US$537.99m
매출 (TTM)US$4.29b
73.8x
주가수익비율(P/E)
9.3x
주가매출비율(P/S)

ALNY는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
ALNY 손익계산서 (TTM)
매출US$4.29b
매출원가US$821.95m
총이익US$3.46b
기타 비용US$2.93b
순이익US$537.99m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)4.03
총이익률80.83%
순이익률12.55%
부채/자본 비율251.7%

ALNY의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 09:00
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Alnylam Pharmaceuticals, Inc.는 57명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Huidong WangBarclays
Eliana MerleBarclays
Emily BodnarBerenberg