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ALALPMF

Astellas Pharma Inc.

$ALPMF·$29B·Drug Manufacturers - General·Healthcare
$16.05+7.7%1Y+44.6%
Mentions · last 7 days
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Price updated 15h ago·X counts updated 12h ago
ALALPMF
$ALPMFAstellas Pharma Inc.
$16.05+7.72%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ALPMF, 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.

Proven numbersCooling offAI verdict · as of 2026-08-12

Catching its breath after a run — could pick back up or fade from here.

Japanese pharma major -7.2% today; +34% 12m tape holds against near-term selling.

Astellas Pharma is a large Japanese pharma name digesting a real prior rerating.

What the numbers say:

  • Price $14.90, -7.2% today but +34% over twelve months — a real uptrend now under selling.
  • PE ~14, PS 1.95, op margin ~19%, ROIC ~12%, FCF yield ~12%, D/E 0.31 — solid pharma economics.
  • No fresh news catalysts in the pull.

The setup is a quality pharma name digesting — Nov 4 print is where the operating trend gets the next look.

What to watch: Nov 4 print — XTANDI/PADCEV revenue trajectory, gross-margin trend, and any commentary on pipeline milestones.

On the calendar: 2026-11-04 — earnings

thin sentiment

Read the AI verdict + X sentiment for $ALPMF

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Japanese pharmaceutical company developing oncology, urology, and transplantation drugs with a growing international commercial footprint.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $ALPMF.

Drug Manufacturers - General · Healthcare

No material change from last week — oral semaglutide versus injectable Zepbound, with Amgen, Pfizer, and AZ all presenting obesity pipeline data.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+53.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
14.3How 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
12.1%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
18.9%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
12.2%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
1.9Same 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
17.4%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
76.1%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
0.3Total 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 5, 2026$0.49$0.33+46.3%
Q1 2026Apr 27, 2026$0.15$0.19-20.6%
Q4 2025Feb 4, 2026$0.36$0.29+22.0%
Q3 2025Oct 30, 2025$0.30$0.20+48.3%
Next earningsWed, Nov 4·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$636.3B+25.8%75.3%29.0%$79.11$74.5B
Q4 FY26$541.3B+17.9%75.9%14.5%$23.97$189.7B
Q3 FY26$571.7B+10.5%73.9%21.8%$56.09$61.0B
Q2 FY26$531.8B+15.0%73.6%20.5%$45.00$219.1B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.34T$2.28T – $2.44T$195.58$186.26 – $209.9612
FY28$2.15T$2.04T – $2.31T$188.94$179.93 – $202.8212
FY29$1.91T$1.84T – $2.02T$139.23$132.59 – $149.4610
FY30$1.77T$1.71T – $1.87T$112.75$107.38 – $121.046
FY31$1.75T$1.69T – $1.85T$115.91$110.38 – $124.425

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.0.2×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.77%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.+15.6%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.+13.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.7B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% 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.β0.095-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.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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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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