Alnylam Pharmaceuticals, Inc. (ALNY)
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
$174.00-25.13%
Close 2026-10-29 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
Research Workspace
Put ALNY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Achieve $4.9B-$5.3B revenue in 2026: Revenue guidance: $4.2B to $4.5B.
View ThesisRevenue growth is accelerating — up about 56% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 64% in its worst 12-month stretch.
View RiskALNY's case rests on TTR revenue growth, but recent revenue growth slowed sharply. Revenue grew 17% year over year in Q3 2026, down from 67% in Q2. Q3 non-GAAP earnings beat consensus, yet the 2026 revenue guidance is $4.2B to $4.5B. ALNY trades at 8× P/E versus a 21× peer median; expectations look modest versus our view. The thesis is broken because 2026 revenue guidance falls below its $4.9B to $5.3B pillar. Our model puts next-quarter miss probability near 37%. peer multiples imply a price about 34% above where it trades; this read is provisional.
Trailing returns as of 2026-10-29. ALNY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 30 analysts currently covering ALNY (as of Oct 2026).
Based on 13 Wall Street analysts offering 12-month price targets for ALNY in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ALNY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put ALNY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Achieve $4.2B-$4.5B total TTR net product revenues in 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $174.00
The last 12 months of price, then the range of analyst 12-month targets from today’s $174.00.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Medicare access concerns and pipeline delays threaten TTR growth and confidence in delivery.
Advances: Achieve $4.2B-$4.5B total TTR net product revenues in 2026
Reiterates the 2026 TTR sales target; expanded trial enrollment preserves the stated launch timeline.
Advances: Achieve $4.2B-$4.5B total TTR net product revenues in 2026
TTR growth supports revenue guidance despite trim.
Advances: Achieve $4.9B-$5.3B revenue in 2026
Supports revenue growth across ATTR patient groups.
Threatens: Achieve $4.9B-$5.3B revenue in 2026
Concerns over silencer drug could impact revenue projections.
Advances: Expand TTR Franchise revenues to $4.2B-$4.5B in 2026
Positive data supports TTR franchise revenue growth.
Threatens: Control R&D and SG&A expenses to $2.7B-$2.8B in 2026
Guidance cut raises concerns over cost management.
Advances: Achieve $4.9B-$5.3B revenue in 2026
Revised revenue forecast aligns with growth targets.