BioMarin Pharmaceutical (BMRN)
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
$58.51+1.77%
Close 2026-10-30 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
Research Workspace
Put BMRN 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.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 11% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
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 ValuationModerate volatility — typically moves about 1% a day.
View RiskBioMarin’s Amicus integration and GALAFOLD and POMBILITI growth must sustain its improving revenue trajectory. Revenue growth rose from 3% year over year in Q1 FY2026 to 20% in Q2. Q2 FY2026 non-GAAP earnings beat consensus by 51.9%. BioMarin trades at 28× P/E versus a 21× peer median. The price reflects less growth than our forecast, despite that premium. Our model puts the next-quarter miss probability near 29%. Peer multiples imply a price about 27% above where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. BMRN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 29 analysts currently covering BMRN (as of Oct 2026).
Based on 13 Wall Street analysts offering 12-month price targets for BMRN in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BMRN 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 10 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 BMRN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Integrate Amicus acquisition and accelerate growth of GALAFOLD and POMBILITI +…
Durable data supports growth of POMBILITI.
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 $58.51
The last 12 months of price, then the range of analyst 12-month targets from today’s $58.51.
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.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Integrate Amicus acquisition and accelerate growth of GALAFOLD and POMBILITI +…
Five-year data supports growth of POMBILITI.
Advances: Integrate Amicus acquisition and accelerate growth of GALAFOLD and POMBILITI +…
Synergies from Amicus acquisition support growth objectives.
Threatens: Increase revenue growth with focus on VOXZOGO and enzyme therapies
Price target cut indicates concerns over revenue growth potential.
Advances: Resolve patent litigation with Ascendis Pharma and secure royalty revenue
Securing royalties supports revenue growth and patent resolution.
Advances: Resolve patent litigation with Ascendis Pharma and secure royalty revenue
Secures royalty revenue from a competitive threat.
Advances: Expand clinical pipeline with acquisition of Alesta Therapeutics and ALE1 devel…
Alesta acquisition enhances clinical pipeline and growth potential.
Advances: Integrate Amicus acquisition and accelerate growth of GALAFOLD and POMBILITI +…
Targets faster deleveraging supports growth from Amicus acquisition.
