A Look at Amicus Therapeutics (FOLD) Valuation as GAAP Profitability and Sales Growth Reshape the Outlook

Amicus Therapeutics (FOLD) has crossed an important threshold in Q3 2025 by reaching GAAP profitability, propelled by growing sales of its rare disease treatments Galafold and Pombiliti + Opfolda. This shift adds new context for investors.

See our latest analysis for Amicus Therapeutics.

After a challenging few years, Amicus Therapeutics’ recent GAAP profitability has been accompanied by a clear upswing in the stock’s momentum, with a 15.3% share price return over the past month and a notable 28% jump across the past quarter. However, long-term total shareholder returns remain in negative territory, reflecting both the risks and the evolving opportunity as the company’s therapies reach wider markets.

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With shares still trading at a discount to analyst targets and several major catalysts on the horizon, is Amicus Therapeutics offering investors a genuine bargain, or has the market already accounted for its growth prospects?

Most Popular Narrative: 37.6% Undervalued

With a fair value of $15.60 set by the most widely followed analyst narrative and a last close price of $9.73, Amicus Therapeutics is currently priced well below what this narrative considers justified. This sets up a compelling case for investors monitoring the stock’s next moves.

Bullish analysts are encouraged by recent court decisions that maintained the validity of key patents, supporting the durability of Amicus’s intellectual property portfolio. Raised price targets signal optimism, with projections suggesting significant upside if key therapies remain protected from generic competition through 2037.

Read the complete narrative.

What really powers this valuation? The narrative bets on market expansion and blockbuster earnings, but the true drivers are buried in bold profit forecasts and margin assumptions you might not expect. Want to see what’s fueling this target and whether those growth bets are realistic? Dig deeper for the full numbers and hidden levers that influence this fair value result.

Result: Fair Value of $15.60 (UNDERVALUED)

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

However, lingering legal uncertainties and heavy reliance on a limited product lineup could quickly change the company's long-term growth trajectory.

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

Build Your Own Amicus Therapeutics Narrative

If you see the numbers differently or want to dig into your own research, you have the tools to craft your own view 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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