Alnylam Pharmaceuticals (ALNY) presents a bullish thesis with a market capitalization of $35.71 billion, a trailing P/E of 67.04, and trailing EPS of $3.99. Revenue TTM stands at $4.29 billion with quarterly revenue growth of 96.4% year-over-year, supported by a profit margin of 12.6% and forward P/E of 30.49, indicating strong earnings momentum in the RNAi therapeutics space.
Key catalysts include expanding commercialization of RNAi therapies, recent product launches driving the 96.4% revenue surge, and analyst target price of $434.83 with 21 buy ratings versus 8 holds. Growth drivers encompass market expansion in biotechnology and positive earnings momentum from the latest quarter ending March 31, 2026.
Risks include regulatory hurdles for new therapies, intense competition in biotech, and macro headwinds such as interest rate sensitivity given the low beta of 0.269. Mitigations involve the company's robust pipeline, high institutional ownership at 103.57%, and diversified revenue streams that buffer against sector volatility.
Analysis generated by HeyTheo AI based on SEC filings, earnings transcripts, and market data.
Get Deeper Analysis
Ask Theo anything about ALNY — earnings, valuation, technicals, or portfolio fit.
Alnylam Pharmaceuticals, Inc., a biopharmaceutical company, focuses on discovering, developing and commercializing RNA interference (RNAi) therapies. The company is headquartered in Cambridge, Massachusetts.
Fundamental Snapshot
Revenue
4.2869B
EBITDA
806.943M
Gross Profit
3.465B
Operating Margin
23.0%
Profit Margin
12.6%
ROE
90.4%
Book Value
$8.06
Beta
0.269
52-Wk High
$495.55
52-Wk Low
$262.21
Avg Volume
1.0996M
PEG Ratio
0.484
Frequently Asked Questions
What is Alnylam Pharmaceuticals' business model?
Alnylam Pharmaceuticals focuses on discovering, developing, and commercializing RNA interference (RNAi) therapies as a biopharmaceutical company. With a market cap of $35.71B and TTM revenue of $4.29B, it generates income primarily through product sales and partnerships in the healthcare sector.
What are ALNY's main revenue sources?
ALNY's revenue comes from commercialized RNAi therapies, with TTM revenue at $4.29B and 96.4% quarterly growth. Key sources include product sales in biotechnology, supported by a gross profit of $3.47B and EPS of $3.99.
What competitive advantages does ALNY have?
ALNY holds advantages in RNAi technology leadership, a strong pipeline, and high analyst ratings (7 strong buy, 14 buy). Its low beta of 0.269 and 52-week range of $266.43-$495.55 reflect resilience, with forward P/E at 30.49 signaling growth potential.
What are the key risks for ALNY investors?
Key risks include regulatory approvals, biotech competition, and macro factors, with no dividend yield. The trailing P/E of 67.04 is elevated, but mitigations come from $35.71B market cap scale and institutional ownership exceeding 100%.
What is ALNY's growth outlook?
ALNY shows strong growth with 96.4% revenue increase and analyst target of $434.83. Fiscal year ends in December, latest quarter March 31 2026; outlook supported by earnings momentum and operating margin of 23%.
