NASDAQ · STOCK
BioMarin Pharmaceutical
$60.02
52W $49.26 – $66.28
57/100
$11.60B
42.9
0.24
Is BMRN Bullish or Bearish?
Mixed.
Innellis AI committee rates BioMarin Pharmaceutical (BMRN) Watch with a composite score of 57/100
, based on 7 analysts with 57% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +2.88 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -17.12 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull & Bear Case
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
- Low leverage (debt-to-equity 0.10) -- balance sheet can absorb a shock — Risk
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- P/E of 43.5 is expensive by classic value standards — Value
- ROE of only 4.4% -- cheap may mean cheap for a reason — Value
- EPS declining -49.0% YoY despite any revenue growth — Growth
- 3 consecutive earnings misses -- execution concerns — Growth
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
57/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 36%
of 93 Healthcare peers
Value Analyst
neutral
44
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 43.5 is expensive by classic value standards
Growth Analyst
neutral
41
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -49.0% YoY despite any revenue growth
Technical Analyst
bullish
68
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst
bullish
80
/ 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.10) -- balance sheet can absorb a shock
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
64
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 10 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 58.4 to 57.1.
- New bearish signals: 2 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 2 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst.
Analyst-level changes:
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
51.5
Neutral
MACD Histogram
-0.006
Bearish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$53.72
Resistance
$63.73
Bollinger %B
0.59
Inside Bands
Price vs Moving Averages
EMA 9
$60.20
Below
EMA 21
$59.42
Above
EMA 50
$57.96
Above
EMA 200
$57.29
Above
Fundamental Analysis
Valuation
65
Growth
45
Profitability
0
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio
42.9×
P/B Ratio
1.86×
PEG Ratio
-0.87
Dividend Yield
0.00%
52W High
$66.28
52W Low
$49.26
Quality & Growth
ROE
5.7%
ROA
4.6%
Gross Margin
75.9%
Operating Margin
13.6%
Revenue Growth YoY
—
Debt / Equity
0.23
AI Fundamental Assessment
P/E ratio of 42.9 (rich relative to a 15-40x range); Price-to-book of 1.9x; PEG ratio of -0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.8%; Current ratio of 5.81 (healthy short-term liquidity); Debt-to-equity of 0.23; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (3.98); Most recent quarter missed estimates by 29.5%; 3 consecutive earnings misses; EPS growth accelerating (-50.0% -> +325.0% QoQ); Analyst estimates rising over recent quarters
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