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ALNY

ALNY

Medium conviction

Alnylam Pharmaceuticals, Inc.

Healthcare · NASDAQ

$29.5B mkt cap

Brief updated Today

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company primarily dedicated to the discovery, development, and commercialization of innovative therapeutic solutions leveraging ribonucleic acid interference (RNAi) technology. Its robust pipeline of RNAi-based treatments addresses a range of crit

Decifer Research·AI synthesis

Alnylam Pharmaceuticals driven by biotech growth

Alnylam Pharmaceuticals is a biopharmaceutical company leveraging RNAi technology. The company has a high revenue growth rate of 66.9% year-over-year. With a medium conviction score of 45, the setup is interesting due to the contrast between its strong financials and low DCF intrinsic value of -$1628. The analyst consensus rating is buy, despite this discrepancy.

Why now

The current macro moment, with a strong focus on biotech and healthcare, makes Alnylam Pharmaceuticals compelling. The company's recent financial performance, including a gross margin of 7972% and net margin of 1682%, warrants attention given its high growth rate.

Key risks

The company's high P/E ratio of 36.3x poses a valuation risk. Execution risk is also a concern, as the company's ability to maintain its high growth rate is uncertain. Additionally, the low DCF intrinsic value raises questions about the company's true worth.

What to watch

The company's future revenue growth and margin performance will be key indicators to watch over the next quarter. Investors should also monitor updates on the company's pipeline and any changes to the analyst consensus rating, which could impact the stock's valuation.

50Medium conviction Conviction
macro
5/25
analyst
30/38
momentum
13/20
forward catalyst
0/15
valuation
15/23
highs
-12/12
news catalyst
-3/12
options flow
10/12
peer network
0/8
counter thesis
0/3
Key financials
Revenue growth (YoY)6686.0%
Gross margin7972.0%
Operating margin2081.0%
Net margin1682.0%
P/E ratio36.3x
Return on equity9361.0%
FCF yield184.0%
Debt / equity0.9x
EV / sales6.0x
Valuation
Analyst consensusBUY
DCF fair value$-1628
Next EPS estimate$1.78
Theme exposure
Healthcare, Biotech & DevicesDirect

Alnylam Pharmaceuticals, Inc. operates in biotechnology. That places it inside the Healthcare, Biotech & Devices story.

Macro context

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US Strategic Petroleum Reserve levels have fallen to a 43-year low, reducing the government's capacity to buffer oil price shocks at a time of active Middle East conflict. This structural vulnerability in US energy policy raises concerns about energy security and the ability to respond to supply disruptions.

6d ago

Trump Criticized Biden for Draining America’s Oil Reserves. They’re Now at a 43-Year Low Amidst a Middle East War.

US Strategic Petroleum Reserve levels have fallen to a 43-year low amid an active Middle East conflict, reducing America's buffer capacity against oil supply disruptions. This constrains the US government's ability to intervene in energy markets during a period of elevated geopolitical risk.

6d ago

U.S. Central Command Posts On X "At 5:45 p.m. ET today, Islamic Revolutionary Guard Corps forces launched multiple ballistic missiles from Iran in an attempted surprise attack on U.S. forces based in the Middle East. All Iranian missiles were successfully intercepted. U.S. forces remain vigilant and at a high state of readiness."

Iranian IRGC forces launched a ballistic missile attack on U.S. military positions in the Middle East, which was fully intercepted according to U.S. Central Command. This represents a direct state-on-state military strike against U.S. forces, dramatically escalating regional tensions and raising the risk of broader conflict.

6d ago

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The equities market is experiencing intraday losses ahead of the highly anticipated Federal Reserve decision, which could significantly impact market direction and investor sentiment. The decision, coupled with major tech earnings reports, is poised to influence the overall economic outlook.

5d ago

Analyst intelligence
39 Buy12 Hold1 Sell
Earnings intelligence

Earnings surprises

-25.8%

2026-07

+73.2%

2026-04

-29.3%

2026-02

+416.9%

2025-10

+158.8%

2025-07

Upcoming catalysts

Earnings announcement — 2026-10-29

2026-10-29

Generated Tue, 04 Aug 2026 07:14:23 GMT by Decifer intelligence engine. For informational purposes only — not investment advice. Decifer Intelligence Hub.