ALKS stock sentiment todayAlkermes Plc
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
ALKS
Alkermes PlcAlkermes is transitioning into a high-margin pure-play oncology and neuroscience powerhouse with a massive cash pile following its oncology spin-off.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for ALKS. Not financial advice.
Price · last 12 months
Gossip
The market is reacting to the successful spin-off of its oncology business (Mural Oncology) and a massive $1.2B arbitration win against Janssen. Activist pressure from Elliott Investment Management has forced a leaner, more profitable corporate structure.
- ·Activist investor involvement (Elliott)
- ·High expectations for narcolepsy pipeline (ALKS 2680)
- ·Resolution of royalty disputes
- ·Speculation as a potential M&A target
Financial
Alkermes has a fortress balance sheet with over $800M in cash and no debt. The profitability profile has improved drastically as royalty revenue from the Invega franchise flows directly to the bottom line.
- ·Forward P/E around 15x (undervalued vs sector)
- ·Double-digit revenue growth in proprietary products (Vivyrol, Aristada, Lybalvi)
- ·Negative Net Debt
- ·Over 20% Operating Margins
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $2.9M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Clinical trial failure for orexin 2 receptor agonist (ALKS 2680)
- ·Patent cliffs for older injectable products
- ·Concentration risk in the competitive schizophrenia market
Peer temperature
How direct competitors stack up against ALKS right now.
- NEUTRALBIIBBiogen Inc.
COLDER — struggling with legacy product erosion and slower-than-expected Leqembi uptake compared to ALKS's steady royalty growth.
See full analysis → - COLDJAZZJazz Pharmaceuticals
COLDER — facing intense generic pressure on its blockbuster Xyrem and carries a much heavier debt load than ALKS.
See full analysis → - HOTVRTXVertex Pharmaceuticals
HOTTER — while more expensive, they dominate the CF market and have a more advanced pain-management pipeline than Alkermes.
See full analysis →
- ALKS-1.9%
- BIIB+4.4%
- JAZZ-4.5%
- VRTX+12.1%
Analyst price target
Consensus average of 14 analysts · median 61.00
Source: StockAnalysis.com · updated 2026-08-07
AI-generated analysis for informational purposes only. Not financial advice.