BMRN
BioMarin PharmaceuticalCNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-18
Current thesis
The bullish read is that BioMarin now has a faster-growing commercial portfolio after the Amicus close, raised 2026 revenue guidance materially, still has multiple near-term Phase 3 catalysts, and retains substantial valuation upside versus the packet’s median target near $89.5.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.3.
What can break
Amicus integration raises execution risk just as management shifts 2026 revenue and EPS heavily into 2H.
Momentum
34
Value
65
Sentiment
45
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $58.00 · Bull $72.00 · Bear $44.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-06 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $87.60
Why
Momentum34 · Δ7d +14.3
Value65 · Δ7d -0.3
Sentiment45 · Δ7d -3.6
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
34
26% active weight
Current posture
7d trendImproving
Δ7d
+14.3
Δ21d
+4.6
Value
65
39% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
+0.2
Sentiment
45
34% active weight
Current posture
7d trendSoftening
Δ7d
-3.6
Δ21d
-2.0
Why this grade
Composite grade C. Momentum 34.3 / Value 65.3 / Sentiment 44.5
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$11.52B
Beta
0.26
Shares Out
193.28M
P/E (TTM)
22.1
P/S (TTM)
3.66
P/FCF (TTM)
13.70
Rev YoY
+6.3%
EPS YoY
-43.1%
Gross Margin
+76.3%
Op Margin
+19.9%
Net Debt
-$917.74M
Current Ratio
5.81
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology