A Fresh Look at Amicus Therapeutics (FOLD) Valuation Following Strong Q2 Growth and Updated 2025 Outlook

Amicus Therapeutics (FOLD) delivered a Q2 2025 update, highlighting revenue growth driven by demand for flagship products and promising progress in its late-stage DMX200 pipeline. Management remains confident about achieving profitability later this year.

See our latest analysis for Amicus Therapeutics.

Despite renewed optimism following Amicus Therapeutics’ strong Q2 update and late-stage pipeline advances, recent share price returns show mixed sentiment. While the last 90 days saw a robust 34.90% gain, the one-year total shareholder return of -32.44% reflects the longer-term challenges the stock faces. There are signs that momentum has picked up lately, but investors remain attentive to the company’s ability to turn pipeline progress into sustainable value.

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With a recent surge in share price, but a longer history of underperformance, investors may wonder if Amicus Therapeutics is trading at a bargain or if the market has already factored in all the growth ahead.

Most Popular Narrative: 47.7% Undervalued

At $8.04, Amicus Therapeutics continues to trade well below the most widely followed narrative’s fair value estimate of $15.36. With the stock discounted by nearly half, the narrative sets out assumptions that help explain why the gap exists and what could close it.

Ongoing geographic expansion and rapid uptake of Pombiliti and Opfolda, demonstrated by new market launches and preferred status in key countries, are expected to meaningfully broaden Amicus' international revenue base and drive further operating leverage.

Read the complete narrative.

Want to know what unlocks this bullish upside? The secret lies in bold revenue growth, rapidly expanding margins, and future earnings estimates that push conventional biotech multiples. Discover which projections power this narrative’s high fair value and you might be surprised by the numbers they’re betting on.

Result: Fair Value of $15.36 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, reliance on just a few flagship products and ongoing net losses could disrupt growth if key markets or regulatory events become unfavorable.

Find out about the key risks to this Amicus Therapeutics narrative.

Build Your Own Amicus Therapeutics Narrative

If you see things differently or want to dive deeper into the numbers, you can build and add your own perspective in just a few minutes. Do it your way.

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Amicus Therapeutics.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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