Post-earnings recap
Reported
Thu, Jul 30, 2026
EPS actual
$1.84
EPS est.
$1.44
EPS surprise
+27.96%
1-day move
-28.31%
Alnylam Pharmaceuticals reported an EPS of $1.84, which was below the expected $2.22, leading to a significant stock drop of 28.31%. The lack of revenue information adds uncertainty to the results, and without management commentary or guidance, investors may be cautious moving forward. The large stock reaction suggests that the market was expecting stronger performance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.84 | $2.22 | -17.16% |
| Revenue | N/A | $1.5B | N/A |
No transcript is on record, and the analysis is based solely on numerical results.
Alnylam Pharmaceuticals, Inc. is a biotechnology company focused on developing innovative therapies based on RNA interference (RNAi) technology. Operating in the health care sector, Alnylam aims to address genetic diseases and other serious conditions, making its advancements significant for patients and the broader medical community.
Last quarter
In Q1 2026, Alnylam reported an impressive EPS of $1.99, significantly exceeding analyst expectations. The stock reacted positively, gaining 2.76% the following day.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+142.32%
Avg 1-day reaction
-3.73%
Analysts are generally optimistic about Alnylam's upcoming earnings, expecting strong performance based on past results. The consensus EPS estimate of $2.22 reflects confidence in the company's growth trajectory.
Bull case
If Alnylam continues its trend of beating EPS estimates, it could indicate strong operational efficiency and market demand for its products, potentially driving the stock higher.
Bear case
On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in investor confidence and a drop in stock price.
Key metrics to watch
EPS
$2.22Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenue.
Revenue
$1.5BTotal revenue reflects the company's sales performance and growth potential, crucial for assessing its market position.
The print will turn on these.
Q1
Will Alnylam's EPS exceed the consensus estimate of $2.22?
A beat on EPS would reinforce the company's strong performance trend and could boost investor confidence.
Q2
What guidance will management provide for future revenue growth?
Future revenue guidance will be critical for assessing the sustainability of growth and could impact stock performance.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±7.0%
Why consensus could be wrong
The Street may underestimate Alnylam's ability to leverage its RNAi technology for new therapies, which could drive unexpected revenue growth.
Supporting evidence
Alnylam has consistently beaten EPS estimates, suggesting stronger operational capabilities than analysts anticipate.
The options market is pricing a 19.8% move, indicating expectations for significant volatility that may not align with historical performance.
The company's recent product launches may not be fully reflected in current revenue projections.
Key risk
If Alnylam's revenue growth exceeds $1.6B, it could challenge the current bearish sentiment and shift market expectations.
Pre-commit to what would confirm each case.
The market is closely watching Alnylam's ability to sustain its growth trajectory amid competitive pressures and market conditions.
Bull confirmed if
An EPS of $2.50 or higher would confirm strong operational performance and growth potential.
Bear confirmed if
An EPS below $2.00 would raise concerns about the company's ability to maintain profitability.
What the market is pricing for the move.
Implied Move
±19.80%
Historical Avg
±8.3%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.
Options are pricing ±19.8% while ALNY has averaged ±8.3% over the last 8 prints — setup is pricing rich.
ATM IV
0.5%
30d HV
30.3%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$398,855.04
1,758 sh
1 insider
Net
$398,855.04
Net selling
Most Active Insiders· 1 open-market trade
$398,855.04
Net selling
Smart-money positioning from the most recent 13F filings.
Institutional
101.65%
of float
Insider
0.18%
of float
Holders
1,194
institutions
Top Holders· as of Jun 2026
FMR, LLC
15,023,962 sh · $3.4B
11.23%
3.0%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Alnylam beats expectations, history suggests the stock could rise around 1.45% on the first trading day post-earnings, confirming positive market sentiment.
In line / cautious
If results come in line with expectations, the stock may experience muted movement as investors await further commentary from management.
Miss
If the company misses estimates, history suggests a potential decline, with past misses leading to significant drops in stock price.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
0 buys·1 sell
Members
1
Senate only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Recent Transactions
Oct 2, 2026 · @ $226.88
1,758 sh
$398,855.04
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Capital World Investors
11,144,846 sh · $2.5B
8.33%
3.2%
Blackrock Inc.
10,907,675 sh · $2.4B
8.15%
4.4%
Capital Research Global Investors
9,750,699 sh · $2.2B
7.29%
2.9%
Vanguard Portfolio Management LLC
6,538,390 sh · $1.5B
4.89%
0.7%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net selling
Recent Transactions
Traded Aug 11, 2026 · disclosed Sep 9, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.