Alnylam slides as investors refocus on near-term Amvuttra growth after recent AI-deal headlines

Alnylam Pharmaceuticals (ALNY) is down 5.3% today. Here is some analysis on what might have caused this price movement.

Analysis: ALNY’s drop appears to be driven less by a single fresh fundamental headline and more by a reset in sentiment after recent news, with investors refocusing on near-term AMVUTTRA growth expectations and broader “risk-off” positioning in biotech. This could also reflect profit-taking and technical pressure following a recent slide toward new lows.

Details:

Alnylam recently announced a collaboration with Inceptive focused on using generative AI to accelerate RNAi drug discovery, with total potential value described as up to $2 billion but with only a limited upfront commitment versus the milestone headline figure.

Recent analyst commentary has highlighted concern that AMVUTTRA sales growth may be slowing versus earlier expectations, which can weigh on a stock where the TTR franchise is a major driver of near-term results.

ALNY recently touched a 52-week low, a setup that can amplify downside moves as technical levels break and short-term holders exit.

A recent Form 4 showed a director exercised options and sold shares in open-market transactions, which can add modest sentiment pressure even when sales are for non-fundamental reasons.

Sources:

BioPharma Dive, MarketBeat, Investing.com, StockTitan

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 247 times in the past 6 months. Of those trades, 0 have been purchases and 247 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 40 sales selling 26,267 shares for an estimated $8,807,978.
PUSHKAL GARG (EVP Chief R&D) has made 0 purchases and 53 sales selling 16,584 shares for an estimated $5,431,156.
KEVIN JOSEPH FITZGERALD (CSO & EVP, Head of Research) has made 0 purchases and 55 sales selling 12,341 shares for an estimated $4,150,430.
JEFFREY V. POULTON (EVP, Chief Financial Officer) has made 0 purchases and 40 sales selling 9,696 shares for an estimated $3,224,118.
TOLGA TANGULER (EVP, Chief Commercial Officer) has made 0 purchases and 40 sales selling 7,376 shares for an estimated $2,424,943.
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.

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$ALNY Hedge Fund Activity

We have seen 407 institutional investors add shares of $ALNY stock to their portfolio, and 498 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS removed 5,499,424 shares (-33.7%) from their portfolio in Q1 2026, for an estimated $1,819,594,418
CAPITAL RESEARCH GLOBAL INVESTORS added 2,691,473 shares (+39.7%) to their portfolio in Q1 2026, for an estimated $890,527,671
REGENERON PHARMACEUTICALS, INC. removed 1,392,303 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $553,649,287
TWO SIGMA INVESTMENTS, LP added 1,376,457 shares (+223.4%) to their portfolio in Q1 2026, for an estimated $455,428,327
FMR LLC removed 1,322,983 shares (-8.3%) from their portfolio in Q1 2026, for an estimated $437,735,385
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,127,162 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $372,944,090
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,022,637 shares (-47.0%) from their portfolio in Q4 2025, for an estimated $406,651,603

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 5 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

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 15 analysts offer price targets for $ALNY in the last 6 months, with a median target of $429.0.

Here are some recent targets:

Patrick R. Trucchio from HC Wainwright & Co. set a target price of $510.0 on 06/04/2026
Eric Joseph from Citigroup set a target price of $380.0 on 05/19/2026
Luca Issi from RBC Capital set a target price of $445.0 on 05/01/2026
Derek Archila from Wells Fargo set a target price of $377.0 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.