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ALALMR

Alamar Biosciences, Inc.

$ALMR·$2.5B·Biotechnology·Healthcare
$30.71-6.9%1Y+39.6%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts70%
Price updated 1d ago·X counts updated 7d ago
ALALMR
$ALMRAlamar Biosciences, Inc.
$30.71-6.94%7 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ALMR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Recent-IPO proteomics-tools company scaling its NULISA immunoassay platform — the numbers look good, the multiple looks nosebleed.

Alamar Biosciences makes NULISA — a proteomics platform that measures very-low-abundance proteins (like phosphorylated tau for Alzheimer's) that older ELISA and mass-spec platforms miss. It's a picks-and-shovels play on the growing plasma-based diagnostic market, IPO'd in early 2026, and just delivered a strong Q2 that reaccelerated the tape.

  • The revenue ramp is real for a recent IPO: Q2 revenue of $29.4M up 13% quarter-on-quarter from $26M, gross margin holding at 60% — for a proteomics tools company at this stage, that pace is what supports the 'content flywheel' bull thesis (every published paper drives instrument pull-through).
  • The institutional signal is constructive: Sands Capital disclosed a 6.1% stake via SC 13D/A — Sands runs a specialist life-sciences pulse fund, so this is genuine domain expertise anchoring at these levels, not a passive index flow.
  • The valuation is where the setup breaks down: price-to-sales of 46x on $30M of quarterly revenue and operating margin of minus 47% — the FY28 consensus of $222M revenue is a 2x-in-two-years ramp that needs zero slip, and any miss re-rates the multiple hard.

Trajectory is accelerating with a Sands 13D anchor and content-flywheel dynamics on the platform; the next earnings needs to keep sequential revenue growth above 10% quarter-on-quarter and maintain the sub-50% operating loss to sustain the multiple — any deceleration flips this to the classic post-IPO growth-stock reset.

What to watch: Next earnings (date not yet disclosed) — sequential revenue growth above 10% quarter-on-quarter combined with narrowing operating loss sustains the multiple; any sequential deceleration or wider operating loss triggers the classic post-IPO growth-reset.

extreme valuationrecent ipono sentiment

Read the AI verdict + X sentiment for $ALMR

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What it does

Plain-English summary of the business — what they sell and how they make money.

Commercial-stage proteomics company with ultra-sensitive protein detection platforms for biomarker research and future clinical diagnostics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ALMR.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-69.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-46.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
45.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
429%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.22$-0.31+28.5%
Q1 2026May 8, 2026$-1.74$-1.71-1.8%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$29.4M—60.2%-46.0%$-0.22$-15.0M
Q1 FY26$26.0M—55.5%-47.4%$-0.31$-20.9M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$113.2M$113.0M – $113.4M-$1.40-$1.46 – -$1.313
FY27$162.0M$159.3M – $164.7M-$0.71-$1.00 – -$0.513
FY28$222.1M$217.2M – $228.2M-$0.44-$0.46 – -$0.431
FY29$301.2M$294.5M – $309.6M-$0.05-$0.06 – -$0.051
FY30$425.3M$415.9M – $437.1M$0.52$0.51 – $0.542

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+18.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-6.185-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyApr 20Illumina Innovation Fund Ii Gp, L.l.c.10% owner235.3K sh$4.0M
+ 10 other (5 others · 3 awards · 2 conversions) in window

See when $ALMR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJul 7SC 13D/A
AI summary

Sands Capital filed an SC 13D/A reporting that Sands Capital Life Sciences Pulse Fund II, L.P. (and related entity Sands Capital Alternatives, LLC) beneficially own 4,230,926 shares of Alamar Biosciences (ALMR), representing 6.1% of the 69,311,186 shares outstanding as of April 30, 2026 (per Alamar's Q1 2026 10-Q). Shares are held with shared voting and dispositive power. No new transaction or change in investment stance was disclosed beyond the routine ownership update.

SC 13DActivist position (5%+)Apr 23SC 13D
SC 13DActivist position (5%+)Apr 23SC 13D
8-KCharter amendmentApr 208-K — Item 5.03: Charter amendment · Item 8.01: Other event
424B4Prospectus supplement (offering)Apr 17424B4
3New insider — initial holdingsApr 163
3New insider — initial holdingsApr 163
3New insider — initial holdingsApr 163
+ 26 other (7 3s · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Alamar Biosciences: Promising But Expensive Proteomics Growthseekingalpha.com·14d agoAlamar Biosciences: The Content Flywheel Is More Valuable Than The Instrumentseekingalpha.com·16d agoAlamar Biosciences Q2 Earnings Call Highlightsdefenseworld.net·18d agoAlamar Biosciences Stock Soars, CEO Says Company Is Well-Positioned to Sustain Upcoming Momentumbenzinga.com·19d agoAlamar Biosciences, Inc. (ALMR) Q2 2026 Earnings Call Transcriptseekingalpha.com·19d ago

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Voices on X · last 7 days

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