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ALALMR

Alamar Biosciences, Inc.

$ALMR·$1.8B·Biotechnology·Healthcare
$25.69-6.3%1Y+24.6%
Price updated 9m ago·X counts updated 5d ago
ALALMR
$ALMRAlamar Biosciences, Inc.
$25.69-6.32%44 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ALMR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

44X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ALMR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ALMR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Alamar Biosciences with Lancet Neurology Alzheimer's data — a specialty-proteomics name with real clinical validation.

Alamar Biosciences is a specialty proteomics-platform company whose 2026 operational signals are the Lancet Neurology Alzheimer's-treatment-response data plus the Morgan Stanley Global Healthcare Conference appearance.

  • The P&L is early-commercial: Q2 revenue was $29M at a -46% operating margin and EPS of -$0.22 — these are development-stage numbers where the stock trades on clinical-validation and platform-adoption signals rather than quarterly operations.
  • The specific validation stack is substantive: Lancet Neurology study revealing divergent biological responses to Alzheimer's treatment using Alamar's technology — this is the kind of top-journal publication that typically drives both scientific credibility and commercial-adoption cadence over subsequent quarters.

With volume at 0.79x average, this is a classic specialty-proteomics-platform coil on clinical-validation signals. A specific named large-pharma customer adoption plus continued top-tier publication cadence is the trigger for a sustained move; another all-conference-attendance quarter without named customer growth is the invalidation.

What to watch: Next earnings — revenue growth, operating margin direction, named large-pharma customer adoption, and FY27 guide. Named customer plus publication cadence is the trigger; another conference-only quarter is the invalidation.

proteomics platformclinical validation

Read the AI verdict on $ALMR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — mRNA oncology platform remains the structural driver.

What this means for $ALMR

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

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%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%
Next earningsTue, Nov 3·consensus EPS $-0.20

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$118.6M$118.2M – $119.1M-$1.22-$1.30 – -$1.093
FY27$165.6M$161.1M – $170.2M-$0.67-$0.89 – -$0.523
FY28$224.1M$218.5M – $228.9M-$0.38-$0.39 – -$0.371
FY29$297.6M$290.2M – $304.0M$0.07$0.06 – $0.071
FY30$408.5M$398.3M – $417.3M$0.52$0.50 – $0.532

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.0.8×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.-18.5%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 · 36.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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
+ 11 other (5 others · 4 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
Free, forever. No credit card.

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

3New insider — initial holdingsSep 163
AI summary

John L. Brottem, General Counsel of Alamar Biosciences, Inc. (ALMR), filed an initial Form 3 dated September 14, 2026 disclosing his beneficial ownership upon becoming a reporting person. He reports no direct or derivative securities beneficially owned at the time of filing. This is a routine administrative insider-ownership disclosure with no financial or strategic significance.

3New insider — initial holdingsSep 33
AI summary

Robert P. Ragusa filed an initial Form 3 statement of beneficial ownership as a newly appointed Director of Alamar Biosciences, Inc. The filing reports no securities of the issuer currently owned by the reporting person. This is a standard initial ownership disclosure required upon becoming a Section 16 reporting person.

8-KOfficer or director changeSep 18-K — Item 5.02: Officer or director change
AI summary

Alamar Biosciences, Inc.'s Board of Directors appointed Robert Ragusa as a Class I Director effective September 1, 2026, following Board approval on August 28, 2026. Ragusa will serve through the 2027 Annual Meeting and has been appointed to the Audit, Compensation, and Nominating & Corporate Governance committees. He will receive standard Non-Employee Director compensation and has signed the company's standard indemnification agreement; no related-party transactions were identified. Routine board expansion with no financial implications beyond standard director compensation.

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
+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Alamar: The Consumables Flywheel Is Just Getting Startedseekingalpha.com·8d agoAlamar Biosciences Names Former Grail CEO Bob Ragusa to Board of Directors and Expands Leadership Teamglobenewswire.com·11d agoLancet Neurology Study Using Alamar Biosciences' Technology Reveals Divergent Biological Responses to Alzheimer's Treatmentglobenewswire.com·22d agoAlamar Biosciences, Inc. (ALMR) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·31d agoAlamar Biosciences to Participate in Morgan Stanley 24th Annual Global Healthcare Conferenceglobenewswire.com·45d ago

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Voices on X · last 7 days

No standout posts about $ALMR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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