What Alumis (ALMS)'s Envudeucitinib Phase 3 Data and Deepening Losses Means For Shareholders
Alumis Inc. reported second-quarter results with revenue of US$1.66 million and a net loss of US$142.22 million, while also announcing positive Phase 3 data for its oral TYK2 inhibitor envudeucitinib and plans for an FDA New Drug Application. The company's investment narrative is now heavily dependent on the successful approval and commercialization of envudeucitinib, with significant financial losses and dilution risks for shareholders. The article suggests Alumis may be overvalued based on current financials, urging investors to consider regulatory and cash burn risks.
H.C. Wainwright reiterates Alumis stock rating at neutral, $25 target
H.C. Wainwright maintained a Neutral rating and a $25 price target for Alumis Inc., noting the stock's significant annual gain despite a recent weekly decline and concerns about overvaluation relative to its Fair Value estimate. The firm highlighted Alumis's focus on Sjögren’s disease and systemic lupus erythematosus as next indications, with the upcoming 3Q26 LUMUS results being crucial for future clinical support and capital allocation, especially given the challenges of SLE clinical development. Analyst sentiment for Alumis remains mixed, with a consensus Buy rating but a wide range of price targets, underscoring the importance of its upcoming Phase 2 data for envudeucitinib.
H.C. Wainwright reiterates Alumis stock rating at neutral, $25 target
H.C. Wainwright has reiterated a Neutral rating and $25.00 price target for Alumis Inc (NASDAQ:ALMS), emphasizing upcoming clinical trial results for Sjögren’s disease and systemic lupus erythematosus as critical for the stock's future, potentially opening a second therapeutic path beyond psoriasis. The firm highlights the significance of the LUMUS trial results for TYK2 inhibition in SLE, a historically challenging disease for drug development. Analysts' price targets for Alumis vary widely, reflecting divergent views on its clinical prospects, with Stifel and Cantor Fitzgerald also providing recent positive coverage ahead of the Phase 2 data release for envudeucitinib.
Venture investor’s big move: Latigo Biotherapeutics (ALMS) lands new 14.5% holder
Venture investor James B. Tananbaum, through Foresite Capital funds, has reported beneficial ownership of 9,181,328 shares, or 14.5%, of Latigo Biotherapeutics (ALMS) common stock. This significant stake was accumulated through various venture investments, including preferred stock purchases between 2022 and 2025, a convertible promissory note, and an IPO purchase. The holdings are for investment purposes, with potential for future adjustments based on market conditions, and are currently subject to a 180-day lock-up agreement and registration rights.
Alumis (NASDAQ:ALMS) Lowered to "Strong Sell" Rating by Wall Street Zen
Wall Street Zen has downgraded Alumis (NASDAQ:ALMS) from "Sell" to "Strong Sell," despite a broader analyst consensus of "Moderate Buy" with an average price target of $40.30. This downgrade follows Alumis reporting a quarterly loss of $1.11 per share, missing estimates, and revenue of $1.66 million, which was below the consensus forecast. The company's shares opened at $25.31 and saw a 3.7% increase, while insiders have recently sold shares worth over $534,000.
Alumis (NASDAQ:ALMS) Shares Gap Down After Earnings Miss
Alumis Inc. (NASDAQ:ALMS) experienced a significant share price drop after reporting disappointing earnings, missing both revenue and EPS consensus estimates. Despite the poor financial results and insider selling, analyst sentiment remains largely positive with a "Moderate Buy" consensus rating and a target price of $40.30. Several institutional investors, including BlackRock and Spruce Street Capital, recently established new positions in the company, while insiders sold a notable number of shares.
Alumis (NASDAQ:ALMS) Issues Earnings Results
Alumis (NASDAQ:ALMS) reported earnings that missed analyst expectations, with an adjusted loss of $1.11 per share against a $0.73 consensus estimate and revenue of $1.66 million versus a $3.47 million forecast. Following the announcement, ALMS shares declined by $1.14 to $24.41. Despite some analyst downgrades and recent insider stock sales, the company maintains a "Moderate Buy" consensus rating with an average price target of $40.30.
Earnings Flash (ALMS) Alumis Inc. Reports Q2 Revenue $1.7M, Vs. FactSet Est of $3.5M
Alumis Inc. (ALMS) reported its second-quarter revenue, which came in at $1.7 million. This figure was significantly lower than FactSet's estimated revenue of $3.5 million, indicating a miss on analyst expectations for the quarter.
Alumis Reports Second Quarter 2026 Financial Results and Highlights Recent Achievements
Alumis Inc. reported its second-quarter 2026 financial results, highlighting strong long-term data for envudeucitinib in plaque psoriasis, with 54% of patients achieving complete skin clearance. The company plans to submit a New Drug Application for envudeucitinib in moderate-to-severe plaque psoriasis in Q4 2026 and anticipates key Phase 2b data for envudeucitinib in Systemic Lupus Erythematosus in Q3 2026. Alumis ended the quarter with $502.3 million in cash and expects these funds to support operations into Q4 2027.
California State Teachers Retirement System Raises Stock Position in Alumis Inc. $ALMS
The California State Teachers Retirement System significantly increased its stake in Alumis Inc. (NASDAQ:ALMS) by 2,222.5% in the first quarter, now holding 80,845 shares valued at $1.78 million. This move is part of a broader trend of institutional investors initiating or expanding positions in Alumis, despite the company reporting a quarterly loss and revenue slightly below analyst expectations. Analysts maintain a "Moderate Buy" consensus for Alumis with an average price target of $40.30, even as company insiders have sold shares recently.
Alumis (NASDAQ:ALMS) Trading Down 9.6% - Should You Sell?
Alumis Inc. (NASDAQ:ALMS) shares dropped 9.6% to $24.89 during mid-day trading on Tuesday, with significantly reduced trading volume. This comes after the clinical-stage biopharmaceutical company missed quarterly earnings expectations and saw insiders sell shares, despite generally positive analyst ratings and new institutional investments from firms like BlackRock. The company maintains a "Moderate Buy" consensus from analysts with an average price target of $40.30.
Alumis Psoriasis Treatment Shows Leading Skin Clearance Rates
Alumis's investigational oral therapy, envudeucitinib, has demonstrated leading skin clearance rates for patients with moderate-to-severe plaque psoriasis, achieving high PASI 90 and PASI 100 response rates in its ONWARD3 long-term extension study. The treatment maintained a favorable tolerability profile and the company plans to file a New Drug Application with the FDA in Q4, while also progressing its pipeline for systemic lupus erythematosus.
Alumis reports 54% complete skin clearance in psoriasis trial
Alumis Inc. announced positive topline results from its ONWARD3 long-term extension study for moderate-to-severe plaque psoriasis, revealing that 54% of patients achieved complete skin clearance (PASI 100) after 48 weeks of continuous envudeucitinib treatment. The investigational oral TYK2 inhibitor demonstrated a consistent safety profile, with Alumis planning to submit a New Drug Application to the FDA in Q4 2026.
Alumis: Envudeucitinib Shows 54% PASI 100 at 48 Weeks, NDA on Track for 4Q 2026
Alumis announced that its drug envudeucitinib achieved 54% PASI 100 (complete skin clearance) at 48 weeks in the ONWARD3 study for psoriasis. The company also reported strong durability and consistent safety data across its integrated program. Alumis plans to submit a New Drug Application (NDA) to the FDA in Q4 2026, with Phase 2b lupus topline data expected in Q3 2026.
First Trust Advisors LP Takes $1.46 Million Position in Alumis Inc. $ALMS
First Trust Advisors LP has acquired a new position in Alumis Inc. (NASDAQ:ALMS) worth approximately $1.46 million, purchasing 66,099 shares. This comes as other institutional investors have also adjusted their holdings in the biopharmaceutical company. Despite ongoing quarterly losses and a full-year loss forecast, analysts maintain a "Moderate Buy" rating with an average price target of $40.30.
Alumis Inc. $ALMS Shares Bought by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company significantly increased its stake in Alumis Inc. (NASDAQ:ALMS) by 775.6% in the first quarter, holding 154,634 shares valued at $3.4 million. Other major investors like Samsara Biocapital, Vanguard, Cormorant Asset Management, and Octagon Capital also expanded their positions. Despite a recent stock decline and quarterly earnings missing analyst expectations, Alumis maintains a "Moderate Buy" rating with an average target price of $40.30 from analysts.
Technical Reactions to ALMS Trends in Macro Strategies
This article analyzes Alumis Inc. (NASDAQ: ALMS) using AI models to provide technical reactions to macro trends. It highlights weak near and mid-term sentiment but a strong long-term outlook, identifying an exceptional risk-reward short setup. The report also details institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for ALMS.
FMR reports 5.5% stake in Alumis Inc | ALMS SEC Filing - Form SCHEDULE 13G
FMR LLC has filed a Schedule 13G reporting a 5.5% beneficial ownership stake in Alumis Inc. (ALMS), totaling 6,769,170.01 shares. The filing indicates FMR LLC holds sole voting power over 6,767,075.00 shares and sole dispositive power over 6,769,170.01 shares. Abigail P. Johnson is also listed as having sole dispositive power over the same number of shares but no voting power.
Alumis Inc. (ALMS) CDO sells 2,572 shares to cover RSU taxes
Alumis Inc.'s Chief Development Officer, Bradley Mark Christopher, sold 2,572 shares of common stock on August 3, 2026, at a weighted average price of $26.37 per share. This non-discretionary "sell-to-cover" transaction was to satisfy tax obligations arising from restricted stock unit vesting. After the sale, Christopher directly holds 48,533 shares, including those acquired via an Employee Stock Purchase Plan, and also indirectly holds shares through GRATs.
Alumis Inc. (ALMS) officer sells 2,692 shares in tax sell-to-cover trade
Alumis Inc.'s Chief Business & Strategy Officer, Roy C. Hardiman, sold 2,692 shares of common stock on August 3, 2026, at a weighted average price of $26.37 per share. This sale was a non-discretionary "sell-to-cover" transaction to satisfy tax obligations from vested restricted stock units. Following the sale, Hardiman directly holds 207,746 shares and indirectly holds 6,417 shares through his daughter.
ALMS|Alumis Inc|Price:28.250|Chg%:-0.700
This article provides a detailed financial overview of Alumis Inc (ALMS), including its stock performance, key financial indicators, income statement, balance sheet, and cash flow statement. It highlights the company's earnings and revenue forecasts, current assets, total assets, liabilities, and equity, offering investors an all-in-one data dashboard for financial analysis.
ALMS|Alumis Inc|Price:26.970|Chg%:-1.280
This article provides a comprehensive stock analysis of Alumis Inc (ALMS), highlighting its relatively healthy fundamentals, significant growth potential, and "Strong Buy" analyst rating with a high price target. It details the company's biopharmaceutical focus, including its pipeline of therapies for immune-mediated and neuroinflammatory diseases, and points out its high profit growth and institutional buying. The analysis also covers the methodology behind TradingKey's stock score, financial health, valuation, earnings forecast, price momentum, institutional confidence, and risk management scores.
Alumis Inc (ALMS) Institutional Confidence
Alumis Inc (ALMS) has an institutional shareholding score of 7.00, placing it 80th out of 385 in the Biotechnology & Medical Research industry. The institutional shareholding proportion is 82.61%, marking a 0.78% quarter-over-quarter increase. Chuck Royce is the largest institutional shareholder, holding 491.80K shares, which represents 0.37% of outstanding shares.
BlackRock, Inc. (ALMS) reports 7.1M-share, 5.7% beneficial stake in Alumis
BlackRock, Inc. has disclosed a beneficial ownership of 7,069,502 shares of Alumis Inc. common stock, which represents a 5.7% stake in the company. The filing, a Schedule 13G, indicates that BlackRock and its subsidiaries hold these shares as a passive institutional investor, with sole voting power over 6,948,664 shares and sole dispositive power over all 7,069,502 shares. No single underlying client or fund holds more than five percent of Alumis’s outstanding common shares.
Alumis Inc (ALMS) Cash Flow
This article provides a detailed cash flow statement for Alumis Inc (ALMS), covering annual and quarterly data for operating, investing, and financing activities. It presents financial figures such as net income, capital expenditures, and free cash flow over several fiscal quarters. The analysis also includes definitions and FAQs regarding different types of cash flow and their significance for investors.
ALMS|Alumis Inc|Price:26.312|Chg%:-0.768
Alumis Inc. is a late-stage biopharmaceutical company focused on developing targeted therapies for immune-mediated diseases, including plaque psoriasis, systemic lupus erythematosus, multiple sclerosis, and Parkinson’s Disease. The company utilizes a proprietary data analytics platform to develop oral tyrosine kinase 2 (TYK2) inhibitors and other therapies. Key executives and shareholding information are also provided, alongside institutional ownership data.
Alumis Market Sentiment
This article provides an overview of market sentiment for Alumis (ALMS), including analyst consensus, short interest, options flow, and insider activity. It highlights a "Buy" analyst consensus with an average price target of $37 and notes increasing short interest. The article also includes a detailed list of recent analyst actions, including initiation, upgrades, downgrades, and maintained ratings with their respective price targets and upside/downside potentials.
ALMS Balance Sheet
This article provides the quarterly and annual balance sheets for Alumis Inc. (ALMS), allowing for evaluation of its financial health and key ratios. It details assets, liabilities, and shareholders' equity, covering metrics essential for assessing liquidity, leverage, and return on equity. The content also addresses frequently asked questions regarding balance sheet interpretation for ALMS stock.
Alumis Inc (ALMS) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Alumis Inc (ALMS), detailing its current earnings forecast score of 9.09, ranking 12th in the Biotechnology & Medical Research industry. It highlights an average analyst price target of $18.00 with a "Buy" consensus based on 11 analysts. The report also includes expected revenue for the next quarter and past EPS performance.
Alumis Inc (ALMS) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides an overview of Alumis Inc's (ALMS) dividend history and stock split events, noting that no dividend data is available. It states that $0.00 USD has been distributed in dividends over the past 5 years for the company, indicating no payouts have occurred within that timeframe. The article, however, includes real-time stock quotes, market capitalization, and links to financial and company profile information.
Alumis Inc. Revenue Breakdown – NASDAQ:ALMS
This page provides financial information for Alumis Inc. (NASDAQ: ALMS), including an overview of financials, statements, statistics, dividends, earnings, and segment performance. It highlights that market data is provided by ICE Data Services and FactSet, with SEC filings by Quartr. The primary focus is on the company's revenue breakdown and financial health.
(ALMS) Volatility Zones as Tactical Triggers
This article from Stock Traders Daily discusses tactical triggers for Alumis Inc. (NASDAQ: ALMS) based on volatility zones. It highlights a weak near-term sentiment that could precede shifts in mid and long-term outlook, identifies a significant risk-reward short setup, and provides AI-generated institutional trading strategies for various risk profiles. The analysis includes entry/target/stop-loss zones for position trading, momentum breakout, and risk hedging strategies.
Alumis Inc. (ALMS) Receives a Rating Update from a Top Analyst
Alumis Inc. (ALMS) received a "Buy" rating from Stifel Nicolaus analyst Alex Thompson CFA, with a price target of $44.00, reiterating a previous "Buy" rating from Wells Fargo with a $51.00 price target. Despite these positive analyst ratings, corporate insider sentiment for ALMS is negative, with an increase in share sales over the past quarter, including a recent sale by the company's CLO. Alumis reported a quarterly revenue of $1.74 million and a GAAP net loss of $93.05 million for the quarter ending March 31.
Stifel Maintains Alumis(ALMS.US) With Buy Rating, Maintains Target Price $44
Stifel has reiterated its Buy rating for Alumis (ALMS.US) and maintained a price target of $44. This indicates a continued positive outlook on the company's stock performance from the analytical firm.
Stifel reiterates Alumis stock Buy rating ahead of lupus data
Stifel reiterated a Buy rating and $44.00 price target on Alumis Inc (NASDAQ:ALMS) shares ahead of Phase 2 data for envudeucitinib in Systemic Lupus Erythematosus. The stock has seen a significant 750% gain over the past year but InvestingPro analysis suggests it is overvalued. The upcoming Phase 2 data is considered a crucial test for the TYK2 inhibitor, with Stifel expecting success and potential stock price increases to $35-$40 in a base case and over $45 in a bull case.
Form 4 Alumis Inc For: 8 July By Investing.com
This article reports on a Form 4 filing for Alumis Inc. on July 8. It also briefly mentions the current stock performance of ALMS, indicating a -6.57% change.
Form 4 Alumis Inc For: 8 July By Investing.com
This article reports on a Form 4 filing for Alumis Inc. (ALMS) on July 8. It indicates a slight positive movement in Alumis Inc.'s stock price, noting a 1.61% increase. The content primarily focuses on this financial filing and includes market data snapshots.
Alumis (NASDAQ: ALMS) legal chief sells 5,000 shares after option exercise
Alumis's Chief Legal Officer, Sanam Pangali, exercised stock options for 5,000 shares at $5.06 per share and subsequently sold those 5,000 shares in an open-market transaction at $28.00 per share on July 6, 2026. Following these transactions, Pangali directly owns 11,111 shares of Alumis common stock. The options were granted under the company’s 2024 Equity Incentive Plan and were subject to vesting conditions tied to continued service.
Alumis Inc stock hits all-time high at 30.67 USD
Alumis Inc. (ALMS) stock has reached an all-time high of $30.67, marking an over 843% surge from its 52-week low and bringing its market capitalization to $3.73 billion. Despite appearing overvalued according to InvestingPro analysis, the company has seen significant investor confidence and positive analyst updates, especially concerning its promising Phase III clinical trial results for envudeucitinib. Alumis plans to submit a new drug application in Q4 2026, further fueling interest in its growth prospects.
Cantor Fitzgerald reiterates Alumis stock Overweight rating ahead of data By Investing.com
Cantor Fitzgerald has reaffirmed its Overweight rating on Alumis Inc. (NASDAQ:ALMS) as the company approaches a critical clinical trial readout for its drug, envudeucitinib, for systemic lupus erythematosus. The stock is nearing its 52-week high, having gained significantly over the past year, with data from the LUMIS study expected in August/September. Other analysts, including Guggenheim and Stifel, have also maintained bullish ratings and raised price targets based on promising Phase 3 data for envudeucitinib in psoriasis, while H.C. Wainwright also reiterated a Buy rating.
[144] ALUMIS INC. SEC Filing
This article details an SEC Form 144 filing by ALUMIS INC. (ALMS), indicating a proposed sale of 5,000 shares of common stock with an aggregate market value of $140,000, acquired through a stock option exercise. The filing, accepted by the SEC on July 6, 2026, also provides general information about Form 144 requirements and the company's recent news and financial data.
Price to sales forward of Alumis Inc. – NASDAQ:ALMS
The article provides a snapshot of the "Price to sales forward" financial metric for Alumis Inc. (NASDAQ:ALMS) as presented on TradingView. It indicates that the market was closed at the time of viewing, with no trades having occurred for this specific metric. The page appears to be a financial data presentation and does not contain analytical text or further details.
Price to book forward of Alumis Inc. – NASDAQ:ALMS
This article provides the "Price to book forward" metric for Alumis Inc. (NASDAQ: ALMS) from TradingView. The page displays the current value, change, and percentage change for this financial indicator, noting that the market is closed and no trades have occurred for ALMS.
Alumis (ALMS) director Lynn Tetrault receives RSU and stock option awards
Alumis Inc. director Lynn A. Tetrault has been granted 3,553 restricted stock units (RSUs) and stock options for 15,528 shares with an exercise price of $28.14. Both awards are set to vest on the first anniversary of the grant date, or by the company's 2027 annual stockholder meeting, contingent on her continuous service. The awards also feature full vesting upon a qualifying change in control, provided service is maintained.
Price to earnings forward of Alumis Inc. – NASDAQ:ALMS
The article provides financial information for Alumis Inc. (NASDAQ:ALMS), specifically focusing on its forward price-to-earnings ratio. It indicates that the market was closed with no trades at the time of viewing. The content is primarily a listing of financial data access points and general website navigation.
Director at ALUMIS (NASDAQ: ALMS) receives RSU and option grants
ALUMIS director Yao Zhengbin received grants of 3,553 restricted stock units (RSUs) and stock options for 15,528 shares, with an exercise price of $28.14 per share, expiring in 2036. These equity compensation awards, detailed in a Form 4 filing, were not open-market trades. Both the RSUs and options vest on their first anniversary, or by the company's 2027 annual stockholder meeting, subject to continuous service.
Alumis Inc. Files Form 8-K: Key Details on Common Stock (ALMS) and Nasdaq Listing
Alumis Inc. (Nasdaq: ALMS) recently filed a Form 8-K detailing the results of its 2026 Annual Meeting of Stockholders held on June 30, 2026. Shareholders re-elected three Class II directors and ratified PricewaterhouseCoopers LLP as the independent auditor, signaling stability and confidence in the company's governance and financial reporting. The company, an Emerging Growth Company listed on The Nasdaq Global Select Market, also confirmed its decision not to use the extended transition period for new accounting standards, potentially impacting future financial interpretations.
Form 4 Alumis Inc For: 2 July By Investing.com
This article reports on a Form 4 filing for Alumis Inc. on July 2nd, as published by Investing.com. It is a brief administrative notice regarding SEC filings for the company ALMS. The article provides the filing date and mentions the company's stock symbol.
Form 13D/A Alumis Inc. For: 2 July By Investing.com
This article announces the filing of a Form 13D/A for Alumis Inc. on July 2nd. It provides a brief update on a regulatory filing related to the company.
[Form 4] ALUMIS INC. Insider Trading Activity
ALUMIS INC. director Sapna Srivastava received equity-based compensation as reported in a Form 4 filing. This compensation included 3,553 shares of common stock from restricted stock units and options for 15,528 shares of common stock with an exercise price of $28.14. Both the RSUs and stock options will vest on the first anniversary of the grant date, or fully by the 2027 annual stockholder meeting, contingent on continuous service and immediate vesting upon a Change in Control.
