Alnylam shares jump as investors focus on profitability and upbeat 2026 revenue outlook

Alnylam Pharmaceuticals (ALNY) is up 6.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears tied to investors re-rating the stock after Alnylam’s latest quarterly results highlighted a shift into profitability and reiterated a strong growth outlook for 2026. Additional support may be coming from post-earnings positioning as analysts refreshed models and price targets following the report.

Details:

Alnylam reported fourth-quarter net income versus a loss in the prior-year period, with adjusted EPS of $1.25 that exceeded consensus expectations.

Quarterly revenue was about $1.1 billion, slightly below forecasts, but still showed the company operating at a new scale versus prior-year levels.

For full-year 2025, Alnylam reported net income of roughly $314 million on revenue of about $3.71 billion, marking a key milestone as the business transitioned into sustained profitability.

The company’s 2026 outlook called for net product revenues of about $4.9 billion to $5.3 billion, signaling continued rapid growth and helping offset concerns about the modest quarterly revenue miss.

Sources:

Associated Press

Investing.com

Benzinga

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 insiders have traded $ALNY stock on the open market 235 times in the past 6 months. Of those trades, 0 have been purchases and 235 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 53 sales selling 44,151 shares for an estimated $19,122,244.
COLLEEN F REITAN has made 0 purchases and 16 sales selling 18,000 shares for an estimated $8,416,729.
KEVIN JOSEPH FITZGERALD (CSO & EVP, Head of Research) has made 0 purchases and 50 sales selling 18,369 shares for an estimated $7,983,433.
PUSHKAL GARG (EVP Chief R&D) has made 0 purchases and 44 sales selling 8,924 shares for an estimated $3,906,978.
TOLGA TANGULER (EVP, Chief Commercial Officer) has made 0 purchases and 39 sales selling 6,389 shares for an estimated $2,740,703.
JEFFREY V. POULTON (EVP, Chief Financial Officer) has made 0 purchases and 33 sales selling 6,601 shares for an estimated $2,736,049.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$ALNY Hedge Fund Activity

We have seen 436 institutional investors add shares of $ALNY stock to their portfolio, and 426 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,181,890 shares (-77.0%) from their portfolio in Q4 2025, for an estimated $867,628,558
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,107,295 shares (-49.2%) from their portfolio in Q3 2025, for an estimated $960,926,520
REGENERON PHARMACEUTICALS, INC. removed 1,392,303 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $553,649,287
FMR LLC removed 865,476 shares (-5.2%) from their portfolio in Q4 2025, for an estimated $344,156,531
JANE STREET GROUP, LLC removed 647,462 shares (-67.5%) from their portfolio in Q4 2025, for an estimated $257,463,264
MACQUARIE GROUP LTD removed 623,063 shares (-96.1%) from their portfolio in Q4 2025, for an estimated $247,761,001
HOLOCENE ADVISORS, LP removed 583,730 shares (-97.8%) from their portfolio in Q3 2025, for an estimated $266,180,880

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$ALNY Analyst Ratings

Wall Street analysts have issued reports on $ALNY in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 01/30/2026
Barclays issued a "Overweight" rating on 01/28/2026
Needham issued a "Buy" rating on 01/12/2026
Truist Securities issued a "Buy" rating on 01/08/2026
Stifel issued a "Buy" rating on 12/11/2025
Piper Sandler issued a "Overweight" rating on 10/31/2025
Jefferies issued a "Buy" rating on 10/30/2025

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 21 analysts offer price targets for $ALNY in the last 6 months, with a median target of $489.0.

Here are some recent targets:

Whitney Ijem from Canaccord Genuity set a target price of $429.0 on 02/17/2026
Ilya Zubkov from Freedom Capital Markets set a target price of $410.0 on 02/17/2026
Keay Nakae from Chardan Capital set a target price of $425.0 on 02/13/2026
Joseph Stringer from Needham set a target price of $510.0 on 02/12/2026
Michael Ulz from Morgan Stanley set a target price of $408.0 on 01/30/2026
Tazeen Ahmad from B of A Securities set a target price of $462.0 on 01/30/2026
Patrick R. Trucchio from HC Wainwright & Co. set a target price of $510.0 on 01/30/2026

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.