BMRN Earnings
Thursday, Apr 30 2026
EPS Estimate
$0.97
$0.74 – $1.40
Revenue Estimate
$754M
Current Price
$54.62
Our Position
bullishBioMarin targets 40% margins, $3.7B revenue with Amicus in 2026
est. revisions rising
(+19.2pp / 30d)
The 40% margin target and Amicus integration timeline offer a concrete roadmap to prove the strategic pivot works post-acquisition, validating Bernstein's recent PT raise despite Q4's earnings miss. Hitting these numbers would demonstrate execution capability and justify the M&A bet on scale and diversification.
Watch: Amicus close timing and early integration milestones in H2 2026—any slippage threatens the revenue and margin guidance anchoring this year's thesis.
Data Signal Summary
1 bullish
3 bearish
Estimates down -4%
Insider selling cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.5%
P/E Ratio
30.3
Est. Revisions (30d)
-3.5% 0up/2dn
Analyst Target (mean)
$89 $55–$120 +63%
Options P/C Ratio
0.09
Est. Dispersion
68% 16 analysts
Insider Cluster
strong sell
Fund Convergence
strong Elliott, Citadel, Renaissance, D.E. Shaw, Bridgewater
Recent Activity
insider trades
79 transactions
Sell
·
DAVIS GEORGE ERIC (Officer)
·1,850 shares
·$157,268
Award
·
DAVIS GEORGE ERIC (Officer)
·14,570 shares
Award
·
MUELLER BRIAN R (Chief Financial Officer)
·18,740 shares
Award
·
GUYER CHARLES GREG (Chief Technology Officer)
·14,990 shares
Award
·
HARDY ALEXANDER (Chief Executive Officer)
·62,440 shares
74 more
Award
·
HUBBARD CRISTIN
·15,410 shr
Award
·
FRIBERG GREGORY R
·19,150 shr
Sell
·
GUYER CHARLES GREG
·16,486 shr
·$996,744
Sell
·
DAVIS GEORGE ERIC
·26,061 shr
·$1,599,103
Sell
·
FRIBERG GREGORY R
·6,326 shr
·$381,937
Award
·
DAVIS GEORGE ERIC
·15,224 shr
Award
·
MUELLER BRIAN R
·16,482 shr
Award
·
GUYER CHARLES GREG
·15,222 shr
Award
·
RAMCHANDANI RASHMI VIRENDRA
·25,610 shr
Other
·
MEIER RICHARD A
·500 shr
Award
·
GUYER CHARLES GREG
·379 shr
·$19,985
Award
·
HUBBARD CRISTIN
·80 shr
·$3,643
Award
·
FRIBERG GREGORY R
·398 shr
·$18,123
Award
·
CLARK IAN THORNTON
·7,000 shr
Award
·
MEIER RICHARD A
·6,650 shr
Award
·
HOMBACH ROBERT J. CPA
·6,650 shr
Award
·
COUNTOURIOTIS ATHENA M
·6,650 shr
Award
·
ENYEDY MARK J
·6,650 shr
Award
·
HO MAYKIN
·6,650 shr
Award
·
BODEM BARBARA W
·6,650 shr
Award
·
ANDERSON ELIZABETH M
·6,650 shr
Sell
·
BURKHART ERIN
·1,786 shr
·$105,928
Award
·
DERE WILLARD H
·6,650 shr
Award
·
WALBERT TIMOTHY P
·6,650 shr
Sell
·
HUBBARD CRISTIN
·273 shr
·$17,723
Award
·
DAVIS GEORGE ERIC
·375 shr
·$20,301
Award
·
MUELLER BRIAN R
·375 shr
·$20,301
Award
·
HARDY ALEXANDER
·375 shr
·$20,301
Award
·
HUBBARD CRISTIN
·273 shr
·$14,779
Sell
·
BURKHART ERIN
·1,295 shr
·$92,618
Award
·
DAVIS GEORGE ERIC
·12,940 shr
Award
·
MUELLER BRIAN R
·16,640 shr
Award
·
GUYER CHARLES GREG
·13,310 shr
Award
·
BURKHART ERIN
·5,970 shr
Award
·
HARDY ALEXANDER
·44,360 shr
Award
·
HUBBARD CRISTIN
·13,310 shr
Award
·
FRIBERG GREGORY R
·17,750 shr
Sell
·
GUYER CHARLES GREG
·7,034 shr
·$501,355
Award
·
DAVIS GEORGE ERIC
·30,067 shr
Award
·
MUELLER BRIAN R
·30,067 shr
Award
·
GUYER CHARLES GREG
·30,067 shr
Sell
·
BURKHART ERIN
·1,344 shr
·$91,903
Award
·
WALBERT TIMOTHY P
·3,130 shr
Sell
·
GUYER CHARLES GREG
·5,278 shr
·$350,324
Award
·
GUYER CHARLES GREG
·55 shr
·$3,080
Award
·
HARDY ALEXANDER
·300 shr
·$16,802
Award
·
FRIBERG GREGORY R
·29,060 shr
Sell
·
BURKHART ERIN
·714 shr
·$64,260
Exercise
·
HERON ELAINE J
·5,047 shr
·$318,466
Exercise
·
MEIER RICHARD A
·6,600 shr
·$416,460
Sell
·
MUELLER BRIAN R
·5,000 shr
·$375,950
Exercise
·
MUELLER BRIAN R
·5,000 shr
·$315,500
Sell
·
DAVIS GEORGE ERIC
·40,850 shr
·$3,043,802
Exercise
·
DAVIS GEORGE ERIC
·40,850 shr
·$2,577,635
Award
·
PYOTT DAVID E I
·4,720 shr
Award
·
HERON ELAINE J
·4,720 shr
Award
·
MEIER RICHARD A
·7,080 shr
Award
·
HOMBACH ROBERT J. CPA
·4,720 shr
Award
·
COUNTOURIOTIS ATHENA M
·4,720 shr
Award
·
ENYEDY MARK J
·4,720 shr
Award
·
HO MAYKIN
·4,720 shr
Award
·
BODEM BARBARA W
·4,720 shr
Award
·
ANDERSON ELIZABETH M
·4,720 shr
Award
·
DERE WILLARD H
·4,720 shr
Award
·
HUBBARD CRISTIN
·19,390 shr
Sell
·
BIENAIME JEAN-JACQUES
·40,000 shr
·$3,255,200
Exercise
·
BIENAIME JEAN-JACQUES
·40,000 shr
·$2,524,000
Sell
·
AJER JEFFREY ROBERT
·5,000 shr
·$414,550
Exercise
·
DAVIS GEORGE ERIC
·1,850 shr
·$116,735
Award
·
FUCHS HENRY J
·300 shr
·$20,594
Award
·
AJER JEFFREY ROBERT
·300 shr
·$20,594
Award
·
DAVIS GEORGE ERIC
·301 shr
·$20,662
Award
·
MUELLER BRIAN R
·300 shr
·$20,594
Award
·
GUYER CHARLES GREG
·245 shr
·$16,818
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