ALKS Earnings
Thursday, Apr 30 2026
EPS Estimate
$0.21
$0.21 – $0.21
Revenue Estimate
$362M
Current Price
$34.53
Our Position
bullishWolfe initiates ALKS with outperform on narcolepsy inflection
structured data
est. revisions rising
(+32.8pp / 30d)
An outperform initiation with specific catalysts identified is meaningful in biotech, where clinical and regulatory execution risk is high. If Alkermes delivers on the narcolepsy program timeline, Wolfe's thesis could lift sentiment from biotech uncertainty to demonstrated execution clarity. The initiation itself is external validation that the market may have underestimated the pipeline's near-term value.
Watch: Clinical or regulatory milestones in the narcolepsy program—these will either confirm Wolfe's inflection thesis or expose it as consensus chasing. Any updates on the breadth of catalysts Wolfe flagged beyond narcolepsy will test the durability of the bull case.
Data Signal Summary
0 bullish
3 bearish
Insider selling cluster
Put/call 1.5 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.1%
P/E Ratio
23.6
Est. Revisions (30d)
+1.3% 0up/1dn
Analyst Target (mean)
$44 $30–$58 +28%
Options P/C Ratio
1.49 0C/1P unusual
Est. Dispersion
0% 1 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, D.E. Shaw, Citadel, Two Sigma, Bridgewater
Recent Activity
insider trades
98 transactions
Sell
·
GAFFIN DAVID JOSEPH (Officer)
·2,034 shares
·$70,315
Sell
·
HOPKINSON CRAIG C (Officer)
·9,000 shares
·$319,604
Exercise
·
HOPKINSON CRAIG C (Officer)
·5,000 shares
·$96,700
Sell
·
GAFFIN DAVID JOSEPH (Officer)
·4,068 shares
·$120,108
Sell
·
HOPKINSON CRAIG C (Officer)
·9,000 shares
·$267,485
93 more
Sell
·
NICHOLS CHRISTIAN TODD
·6,000 shr
·$180,000
Sell
·
PARISI SAMUEL JOSEPH
·6,890 shr
·$201,808
Other
·
HOPKINSON CRAIG C
·6,866 shr
Other
·
NICHOLS CHRISTIAN TODD
·5,410 shr
Other
·
JACKSON BLAIR CURTIS
·8,322 shr
Other
·
PARISI SAMUEL JOSEPH
·2,747 shr
Other
·
GAFFIN DAVID JOSEPH
·6,866 shr
Other
·
HOPKINSON CRAIG C
·7,689 shr
Other
·
NICHOLS CHRISTIAN TODD
·6,407 shr
Other
·
JACKSON BLAIR CURTIS
·8,738 shr
Other
·
PARISI SAMUEL JOSEPH
·2,283 shr
Other
·
GAFFIN DAVID JOSEPH
·7,689 shr
Other
·
HOPKINSON CRAIG C
·16,570 shr
Other
·
NICHOLS CHRISTIAN TODD
·12,400 shr
Other
·
JACKSON BLAIR CURTIS
·18,197 shr
Other
·
PARISI SAMUEL JOSEPH
·5,025 shr
Other
·
GAFFIN DAVID JOSEPH
·14,028 shr
Award
·
POPS RICHARD F
·149,580 shr
Award
·
HOPKINSON CRAIG C
·25,352 shr
Award
·
NICHOLS CHRISTIAN TODD
·21,127 shr
Award
·
JACKSON BLAIR CURTIS
·28,810 shr
Award
·
GAFFIN DAVID JOSEPH
·25,352 shr
Sell
·
COOKE SHANE M
·61,200 shr
·$2,115,673
Exercise
·
COOKE SHANE M
·61,200 shr
·$1,936,368
Sell
·
HOPKINSON CRAIG C
·9,000 shr
·$305,384
Sell
·
HOPKINSON CRAIG C
·5,000 shr
·$150,005
Sell
·
HOPKINSON CRAIG C
·4,000 shr
·$112,000
Sell
·
HOPKINSON CRAIG C
·3,748 shr
·$112,447
Exercise
·
HOPKINSON CRAIG C
·3,748 shr
·$72,486
Sell
·
HOPKINSON CRAIG C
·4,000 shr
·$117,200
Sell
·
HOPKINSON CRAIG C
·9,000 shr
·$273,442
Sell
·
HOPKINSON CRAIG C
·9,000 shr
·$283,776
Other
·
GAFFIN DAVID JOSEPH
·2,014 shr
Sell
·
NICHOLS CHRISTIAN TODD
·6,667 shr
·$210,143
Other
·
WRIGHT CHRISTOPHER I
·3,301 shr
Other
·
SNYDERMAN NANCY LYNN
·8,013 shr
Other
·
MCKEON BRIAN P
·8,013 shr
Other
·
COOKE SHANE M
·8,013 shr
Other
·
GAYNOR RICHARD BRIAN M.D.
·8,013 shr
Other
·
WRIGHT CHRISTOPHER I
·8,013 shr
Other
·
LAURENCIN CATO T
·8,013 shr
Other
·
LURKER NANCY S
·8,013 shr
Other
·
WILSON FRANK ANDERS
·8,013 shr
Other
·
LURKER NANCY S
·6,075 shr
Sell
·
PARISI SAMUEL JOSEPH
·1,938 shr
·$65,892
Other
·
NICHOLS CHRISTIAN TODD
·5,409 shr
Other
·
PARISI SAMUEL JOSEPH
·2,746 shr
Other
·
BROWN IAIN MICHAEL
·5,617 shr
Sell
·
PARISI SAMUEL JOSEPH
·3,743 shr
·$131,978
Other
·
HOPKINSON CRAIG C
·19,968 shr
Other
·
NICHOLS CHRISTIAN TODD
·13,517 shr
Other
·
JACKSON BLAIR CURTIS
·18,432 shr
Other
·
PARISI SAMUEL JOSEPH
·5,398 shr
Other
·
BROWN IAIN MICHAEL
·12,934 shr
Other
·
GAFFIN DAVID JOSEPH
·15,121 shr
Sell
·
PARISI SAMUEL JOSEPH
·1,327 shr
·$47,361
Other
·
HOPKINSON CRAIG C
·8,896 shr
Other
·
NICHOLS CHRISTIAN TODD
·6,354 shr
Other
·
JACKSON BLAIR CURTIS
·8,896 shr
Other
·
PARISI SAMUEL JOSEPH
·2,033 shr
Other
·
BROWN IAIN MICHAEL
·6,354 shr
Other
·
GAFFIN DAVID JOSEPH
·6,354 shr
Sell
·
HOPKINSON CRAIG C
·349,340 shr
·$11,848,975
Exercise
·
HOPKINSON CRAIG C
·343,615 shr
·$8,262,969
Award
·
POPS RICHARD F
·190,640 shr
Award
·
HOPKINSON CRAIG C
·34,393 shr
Award
·
NICHOLS CHRISTIAN TODD
·24,565 shr
Award
·
JACKSON BLAIR CURTIS
·34,393 shr
Award
·
BROWN IAIN MICHAEL
·24,565 shr
Award
·
GAFFIN DAVID JOSEPH
·32,350 shr
Sell
·
HOPKINSON CRAIG C
·100,918 shr
·$3,234,382
Exercise
·
HOPKINSON CRAIG C
·97,632 shr
·$2,169,137
Sell
·
HOPKINSON CRAIG C
·61,151 shr
·$1,961,406
Exercise
·
HOPKINSON CRAIG C
·48,997 shr
·$1,112,259
Sell
·
LAURENCIN CATO T
·2,691 shr
·$85,708
Exercise
·
LAURENCIN CATO T
·6,854 shr
·$60,601
Sell
·
HOPKINSON CRAIG C
·9,221 shr
·$290,462
Sell
·
HOPKINSON CRAIG C
·14,349 shr
·$441,550
Sell
·
NICHOLS CHRISTIAN TODD
·5,208 shr
·$151,813
Sell
·
HOPKINSON CRAIG C
·58,996 shr
·$1,774,576
Exercise
·
HOPKINSON CRAIG C
·43,058 shr
·$862,452
Sell
·
HOPKINSON CRAIG C
·10,471 shr
·$309,169
Other
·
SNYDERMAN NANCY LYNN
·6,104 shr
Other
·
MCKEON BRIAN P
·6,104 shr
Other
·
COOKE SHANE M
·6,104 shr
Other
·
ALVA EMILY PETERSON
·6,104 shr
Other
·
GAYNOR RICHARD BRIAN M.D.
·6,104 shr
Other
·
DAGLIO DAVID ANGELO JR.
·6,104 shr
Other
·
WRIGHT CHRISTOPHER I
·6,104 shr
Other
·
LAURENCIN CATO T
·6,104 shr
Other
·
WILSON FRANK ANDERS
·6,104 shr
Other
·
ALVA EMILY PETERSON
·3,871 shr
Other
·
LURKER NANCY S
·3,751 shr
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