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Alnylam Rises as Investors Reassess Sharp Post-Earnings Pullback

Alnylam Pharmaceuticals (ALNY) is up 5.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a rebound after last week’s steep selloff following second-quarter results, as investors refocus on how strong the underlying revenue growth was despite lower full-year TTR guidance. This could also be because the recent reset in expectations made the shares look more attractive relative to Alnylam’s still-expanding ATTR franchise and a more favorable competitive setup.

Details:

  • Second-quarter 2026 global net product revenue reached $1.172 billion, up 74% from a year earlier, while total TTR revenue rose 89% to $1.03 billion.
  • AMVUTTRA revenue topped $1.0 billion in the quarter, showing continued demand growth even as the company trimmed its 2026 TTR revenue outlook.
  • Management lowered full-year 2026 TTR revenue guidance to $4.2 billion to $4.5 billion from $4.4 billion to $4.7 billion, citing slower second-line growth after pent-up launch demand was satisfied.
  • A late-stage ATTR-CM setback for a rival program in July may still be supporting sentiment around Alnylam’s competitive position, especially after the stock had already been heavily punished for its own guidance cut.
  • Sources:

    Alnylam, SEC, Fierce Pharma

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ALNY Insider Trading Activity

    ALNY Insider Trades

    $ALNY insiders have traded $ALNY stock on the open market 136 times in the past 6 months. Of those trades, 0 have been purchases and 136 have been sales.

    Here’s a breakdown of recent trading of $ALNY stock by insiders over the last 6 months:

    • YVONNE GREENSTREET (Chief Executive Officer) has made 0 purchases and 19 sales selling 16,690 shares for an estimated $5,332,821.
    • PUSHKAL GARG (EVP Chief R&D) has made 0 purchases and 32 sales selling 15,074 shares for an estimated $4,883,227.
    • KEVIN JOSEPH FITZGERALD (CSO & EVP, Head of Research) has made 0 purchases and 28 sales selling 8,541 shares for an estimated $2,754,438.
    • JEFFREY V. POULTON (EVP, Chief Financial Officer) has made 0 purchases and 19 sales selling 6,916 shares for an estimated $2,215,352.
    • TOLGA TANGULER (EVP, Chief Commercial Officer) has made 0 purchases and 19 sales selling 5,866 shares for an estimated $1,877,015.
    • MELISSA MCLAUGHLIN (Chief Human Resources Officer) has made 0 purchases and 14 sales selling 3,910 shares for an estimated $1,274,342.
    • DAVID E I PYOTT has made 0 purchases and 5 sales selling 3,830 shares for an estimated $1,145,852.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

    $ALNY Hedge Fund Activity

    We have seen 355 institutional investors add shares of $ALNY stock to their portfolio, and 420 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $ALNY Analyst Ratings

    Wall Street analysts have issued reports on $ALNY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • HC Wainwright & Co. issued a "Buy" rating on 06/29/2026

    To track analyst ratings and price targets for $ALNY, check out Quiver Quantitative's $ALNY forecast page.

    $ALNY Price Targets

    Multiple analysts have issued price targets for $ALNY recently. We have seen 10 analysts offer price targets for $ALNY in the last 6 months, with a median target of $427.0.

    Here are some recent targets:

    • Patrick R. Trucchio from HC Wainwright & Co. set a target price of $470.0 on 06/29/2026
    • Eric Joseph from Citigroup set a target price of $380.0 on 05/19/2026
    • Derek Archila from Wells Fargo set a target price of $377.0 on 05/01/2026
    • Luca Issi from RBC Capital set a target price of $445.0 on 05/01/2026
    • Danielle Brill from Truist Securities set a target price of $505.0 on 04/13/2026
    • Keay Nakae from Chardan Capital set a target price of $425.0 on 03/25/2026
    • Faisal Khurshid from Jefferies set a target price of $330.0 on 03/16/2026

    This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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