Amylyx Pharmaceuticals, Inc. (AMLX)
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
$28.86+0.63%
Close 2026-10-30 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
Research Workspace
Put AMLX 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 →
Pharmaceuticals is in expansion. 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.
Management is running behind on a stated commitment.
View ThesisThis stock is volatile — it swings about 2% on a typical day and fell roughly 34% in its worst 12-month stretch.
View RiskAMLX rests on improving financial performance, though recent performance remains weak and earnings are unprofitable. The latest quarter missed earnings consensus, with reported GAAP earnings of -0.39 versus -0.36 expected. The price is roughly in line with forecast growth, but no clean valuation multiple is available. Our model puts the next-quarter miss probability near 44%. Management is running behind on a stated commitment. Peer multiples imply a price about 41% above where it trades (it looks cheap on this basis); the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. AMLX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering AMLX (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for AMLX in the last 4 months.
Continue this research
Compare AMLX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AMLX 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 1 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 Pharmaceuticals — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put AMLX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain cash runway into 2028
Increased price target indicates confidence in financial stability.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $28.86
The last 12 months of price, then the range of analyst 12-month targets from today’s $28.86.
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.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Submit NDA and launch avexitide for PBH in 2027
Significant stock increase suggests strong market confidence.
Advances: Submit NDA and launch avexitide for PBH in 2027
Buy recommendation indicates positive outlook on avexitide.
Advances: Complete Phase 3 LUCIDITY trial and report topline data
Positive trial results are critical for NDA submission.
Advances: Submit NDA and launch avexitide for PBH in 2027
Stock rise reflects market optimism about commercialization.
Advances: Maintain cash runway into 2028
Higher price target supports cash runway confidence.
Advances: Submit NDA and launch avexitide for PBH in 2027
Positive trial progress enhances commercialization prospects.
Advances: Advance development of AMX0318 with IND filing targeted for 2027
Pipeline progress supports future development goals.