ALMS
ALUMIS INC.
$20.01
+5.37%
$2.4B
No data for this timeframe.
Vol
Market Cap$2.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders8 funds
Inst. Value$56.7M
Inst. Activity4 buys / 2 sells
Reddit Sentiment50° Neutral
SEC Reports1
Press Releases2
Recent Activity
May 22, 2026
Insider
Drappa Jorn sold 11,317 shares
Chief Medical Officer @ $8.84 ($100.0K)
May 22, 2026
Insider
Drappa Jorn sold 11,317 shares
Chief Medical Officer @ $0.00 ($0.00)
May 18, 2026
SEC
Alumis Inc. filed a DEFA14A soliciting material for its 2026 Annual Meeting, proposing the election of three Class II di
DEFA14A — Impact 3/10
Apr 1, 2026
Insider
Tananbaum James B. sold 1,176,470 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — ADD
506,529 shares ($4.9M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
298,219 shares ($2.9M)
Jun 9, 2026
short_volume
Short Volume: ALMS — 84.7% short (0.7M / 0.9M)
Short: 728,623 | Exempt: 5,000 | TRF Vol: 860,164 | Short Ratio: 84.7% | Off-exchange volume (dark p
Mar 28, 2026
Press
Alumis Inc. announced positive Phase 3 results for envudeucitinib, a highly selective oral TYK2 inhibitor, in moderate-t
Impact 8/10
Price Targets
$40.10
+100.4% upside
Strong Buy
Current $20.01
Low $25.00
Median $39.50
High $55.00
10 analysts
$25.00
$55.00
Analyst Ratings
8Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Chardan Capital | MAINTAIN | Buy → Buy |
| May 15, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 15, 2026 | Guggenheim | MAINTAIN | Buy → Buy |
| May 15, 2026 | HC Wainwright & Co. | DOWNGRADE | Buy → Neutral |
| Mar 30, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.71 ▲ +4.1% | $-0.82 — $-0.55 | 52% YoY | 5 |
| Next Q | $-0.72 ▲ +6.4% | $-0.79 — $-0.64 | 32% YoY | 5 |
| Current FY | $-2.90 ▲ +5.2% | $-3.17 — $-2.60 | 37% YoY | 5 |
| Next FY | $-2.95 ▲ +8.6% | $-3.70 — $-2.22 | -2% YoY | 5 |
Latest Reports
NEUTRAL
DEFA14A
3/10
Alumis Inc. filed a DEFA14A soliciting material for its 2026 Annual Meeting, proposing the election of three Class II di
May 18, 2026
BULLISH
Press
8/10
Alumis Inc. announced positive Phase 3 results for envudeucitinib, a highly selective oral TYK2 inhibitor, in moderate-t
Mar 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $40.0M | DOUBLED |
| MORGAN STANLEY | $4.9M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $4.9M | ADD |
| TWO SIGMA INVESTMENTS, LP | $2.9M | DOUBLED |
| BANK OF AMERICA CORP | $1.4M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | Drappa Jorn | M | $100.0K |
| May 22, 2026 | Drappa Jorn | M | $0.00 |
| Apr 1, 2026 | Tananbaum James | J | $0.00 |
| Apr 1, 2026 | Foresite Capital | J | $0.00 |
| Apr 1, 2026 | Foresite Labs, | J | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $56.7M total value (5,812,089 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 4 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,103,290 | $40.0M | 70.6% | DOUBLED +263.2% |
| 2 | MORGAN STANLEY | 506,529 | $4.9M | 8.7% | ADD +52.4% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504,075 | $4.9M | 8.7% | ADD +29.6% |
| 4 | TWO SIGMA INVESTMENTS, LP | 298,219 | $2.9M | 5.1% | DOUBLED +246.4% |
| 5 | BANK OF AMERICA CORP /DE/ | 138,341 | $1.4M | 2.4% | TRIM -47.6% |
| 6 | WELLS FARGO & COMPANY/MN | 129,448 | $1.3M | 2.2% | ADD +45.0% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 108,200 | $1.1M | 1.9% | TRIM -28.6% |
| 8 | FMR LLC | 23,987 | $234.1K | 0.4% | DOUBLED +246.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 332,406 | 506,529 | +52.4% | $4.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 86,084 | 298,219 | +246.4% | $2.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 263,917 | 138,341 | -47.6% | $1.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 89,266 | 129,448 | +45.0% | $1.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 151,568 | 108,200 | -28.6% | $1.1M | 2025-Q4 |
| FMR LLC | DOUBLED | 6,931 | 23,987 | +246.1% | $234.1K | 2025-Q4 |
| UBS Group AG | TRIM | 1,207,555 | 762,675 | -36.8% | $3.0M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 378,850 | 491,002 | +29.6% | $2.0M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 41,693 | 263,917 | +533.0% | $1.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 226,815 | 151,568 | -33.2% | $604.8K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 58,391 | 89,266 | +52.9% | $356.2K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 86,084 | — | $343.5K | 2025-Q3 |
| FMR LLC | ADD | 4,840 | 6,931 | +43.2% | $27.7K | 2025-Q3 |
| VANGUARD GROUP INC | DOUBLED | 937,196 | 3,404,211 | +263.2% | $10.2M | 2025-Q2 |
| UBS Group AG | DOUBLED | 96,128 | 1,207,555 | +1156.2% | $3.6M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 127,854 | 378,850 | +196.3% | $1.1M | 2025-Q2 |
| MORGAN STANLEY | ADD | 228,998 | 339,099 | +48.1% | $1.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 226,815 | — | $680.4K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 18,055 | 58,391 | +223.4% | $175.2K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 23,638 | 41,693 | +76.4% | $125.1K | 2025-Q2 |
| FMR LLC | DOUBLED | 1,654 | 4,840 | +192.6% | $14.5K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 10,700 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 47,321 | 228,998 | +383.9% | $1.4M | 2025-Q1 |
| UBS Group AG | ADD | 48,118 | 96,128 | +99.8% | $590.2K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 8,779 | 18,055 | +105.7% | $110.9K | 2025-Q1 |
4 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | Drappa Jorn | Chief Medical Officer | M | 11,317 | $8.84 | $100.0K |
| May 22, 2026 | Drappa Jorn | Chief Medical Officer | M | 11,317 | $0.00 | $0.00 |
| Apr 1, 2026 | Tananbaum James B. | Director | J | 1,176,470 | $0.00 | $0.00 |
| Apr 1, 2026 | Foresite Capital Management VI LLC | 10%+ Owner | J | 1,176,470 | $0.00 | $0.00 |
| Apr 1, 2026 | Foresite Labs, LLC | 10%+ Owner | J | 1,176,470 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
Current analyst consensus: Strong Buy (88% buy). Based on 17 analysts: 8 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$40.10 mean target
+100.4% upside
Strong Buy (3.00)
$25.00 Low
$55.00 High
| Metric | Value |
|---|---|
| Current Price | $20.01 |
| Target Low | $25.00 |
| Target Mean | $40.10 |
| Target Median | $39.50 |
| Target High | $55.00 |
| # Analysts | 10 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.71 | $-0.82 | $-0.55 | 51.8% | +4.1% | 2↑ 0↓ | $0.0B | 35.8% | 5 |
| Next Q 2026-09-30 |
$-0.72 | $-0.79 | $-0.64 | 31.7% | +6.4% | 2↑ 0↓ | $0.0B | -22.6% | 5 |
| Current FY 2026-12-31 |
$-2.90 | $-3.17 | $-2.60 | 37.0% | +5.2% | 2↑ 0↓ | $0.0B | -67.5% | 5 |
| Next FY 2027-12-31 |
$-2.95 | $-3.70 | $-2.22 | -1.8% | +8.6% | 2↑ 0↓ | $0.0B | 205.0% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.710 | |
| 7d ago | $-0.740 | +0.030 |
| 30d ago | $-0.740 | +0.030 |
| 60d ago | $-0.767 | +0.057 |
| 90d ago | $-0.720 | +0.010 |
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Chardan Capital | MAINTAIN | Buy | Buy |
| May 15, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 15, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| May 15, 2026 | HC Wainwright & Co. | DOWNGRADE | Buy | Neutral |
| Mar 30, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Mar 30, 2026 | Chardan Capital | MAINTAIN | Buy | Buy |
| Mar 30, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Mar 20, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 20, 2026 | Chardan Capital | MAINTAIN | Buy | Buy |
| Mar 11, 2026 | Raymond James | INITIATE | — | Strong Buy |
| Feb 25, 2026 | Stifel | INITIATE | — | Buy |
| Jan 21, 2026 | Chardan Capital | INITIATE | — | Buy |
| Jan 9, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Jan 7, 2026 | Leerink Partners | MAINTAIN | Outperform | Outperform |
| Jan 7, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 18, 2025 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 7 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 8 | 8 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 8 | 8 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 7 | 7 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 6 | 7 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 6 | 7 | 1 | 0 | 0 | 93% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Market Close Report - Monday, March 30, 2026
▲ 1
💬 0
⚡ 0.5
Jun 9, 2026
short_volume
Short Volume: ALMS — 84.7% short (0.7M / 0.9M)
Short: 728,623 | Exempt: 5,000 | TRF Vol: 860,164 | Short Ratio: 84.7% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: ALMS — 68.8% short (0.7M / 1.1M)
Short: 731,043 | Exempt: 216 | TRF Vol: 1,062,705 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
earnings_calendar
ALMS Q1 2026 Earnings Scheduled — 2026-05-20
May 19, 2026
short_volume
Short Volume: ALMS — 65.3% short (0.4M / 0.6M)
Short: 388,675 | Exempt: 8,839 | TRF Vol: 595,098 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: ALMS — 61.0% short (0.3M / 0.6M)
Short: 349,178 | Exempt: 31,371 | TRF Vol: 572,824 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings
Alumis Reports First Quarter 2026 Financial Results and Highlights Recent Achievements
<p align="center"><em>– Late</em>-<em>breaking oral presentation of Phase 3 envudeucitinib data in moderate</em>-<em>to</em>-<em>severe plaque psorias
May 13, 2026
earnings_calendar
ALMS Q1 2026 Earnings Scheduled — 2026-05-13
May 12, 2026
earnings_calendar
ALMS Q1 2026 Earnings Scheduled — 2026-05-12
Apr 27, 2026
Clinical Trial
Phase 2 Placebo-Controlled Study to Assess the Safety and Efficacy of ESK-001 in Active Systemic Lupus Erythematosus
Phase Phase 2 — ACTIVE_NOT_RECRUITING
Apr 27, 2026
clinical_trial_readout
T-90d Trial Readout: Envudeucitinib (Phase 2)
Trial: Phase 2 Placebo-Controlled Study to Assess the Safety and Efficacy of ESK-001 in Active Systemic Lupus Erythematosus
Sponsor: Alumis Inc
Phase:
Apr 24, 2026
short_volume
Short Volume: ALMS — 55.6% short (0.3M / 0.6M)
Short: 334,594 | Exempt: 0 | TRF Vol: 601,991 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: ALMS — 67.1% short (0.6M / 0.9M)
Short: 585,279 | Exempt: 25,156 | TRF Vol: 872,155 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: ALMS — 59.8% short (0.4M / 0.7M)
Short: 431,289 | Exempt: 18,624 | TRF Vol: 721,134 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
clinical_trial_readout
T-90d Trial Readout: Envudeucitinib (Phase 2)
Trial: Phase 2 Placebo-Controlled Study to Assess the Safety and Efficacy of ESK-001 in Active Systemic Lupus Erythematosus
Sponsor: Alumis Inc
Phase:
Apr 16, 2026
short_volume
Short Volume: ALMS — 63.6% short (0.4M / 0.7M)
Short: 424,540 | Exempt: 31,913 | TRF Vol: 667,512 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: ALMS — 55.3% short (0.3M / 0.6M)
Short: 321,441 | Exempt: 0 | TRF Vol: 581,364 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
Clinical Trial
A Study in Patients With Moderate to Severe Plaque Psoriasis to Evaluate the Efficacy and Safety of ESK-001
Phase Phase 3 — COMPLETED
Apr 13, 2026
Clinical Trial
A Study to Evaluate the Efficacy and Safety of ESK-001 in Patients With Moderate to Severe Plaque Psoriasis
Phase Phase 3 — COMPLETED