Insmed Incorporated

Insmed Incorporated

INSMยทNASDAQ

$103.86

+0.13%
HealthcareBiotechnology

Insmed Incorporated, a biopharmaceutical company, develops and commercializes therapies for patients with serious and rare diseases. The company offers ARIKAYCE for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It is also developing Brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1 for the treatment of patients with bronchiectasis and other neutrophil-mediated diseases; and Treprostinil Palmitil Inhalation Powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil for the treatment of pulmonary arterial hypertension and other rare pulmonary disorders. Insmed Incorporated was founded in 1988 and is headquartered in Bridgewater, New Jersey.

At a Glance

Live Snapshot
Market Cap$22.51B
EPS-6.4100
P/E Ratio-16.20
Earnings Date08/06/2026
insm

Insmed Incorporated Street Expectations Map

INSM ยท NASDAQ

Wall Street analysts project that INSM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 213.11, with estimates ranging from a low of 160.00 to a high of 269.00.

Lowest Target
160.00
54.05%
Consensus Target
213.11
105.19%
Highest Target
269.00
159.00%

The consensus 1-year price target stands at 213.11, with estimates ranging from a low of 160.00 to a high of 269.00.

Analyst Consensus Analysis

Upside Potential

+105.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

51.1% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Insmed Incorporated Forward Estimates of Revenue

INSM ยท NASDAQ
Latest Revenue
606.42M
FY 2025
Avg Estimate
1.19B
FY 2026
Estimate Range
1.07B - 1.48B
Analyst Spread

Forward Growth Analysis

Projected Growth+96.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread34%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Insmed Incorporated Forward Estimates of Net Income

INSM ยท NASDAQ
Latest Net Income
-1.28B
FY 2025
Avg Estimate
-701.90M
FY 2026
Estimate Range
-839.11M - -278.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+45.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread80%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Insmed Incorporated Forward Estimates of EPS

INSM ยท NASDAQ
Latest EPS
-6.41
FY 2025
Avg Estimate
$-3.45
FY 2026
Estimate Range
$-5.12 - $-1.70
Analyst Spread

Forward Growth Analysis

Projected Growth+46.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread99%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Insmed Incorporated Forward Estimates of EBIT

INSM ยท NASDAQ
Latest EBIT
-1.19B
FY 2025
Avg Estimate
-1.19B
FY 2026
Estimate Range
-1.48B - -1.07B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread34%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Insmed Incorporated Forward Estimates of EBITDA

INSM ยท NASDAQ
Latest EBITDA
-1.17B
FY 2025
Avg Estimate
-1.19B
FY 2026
Estimate Range
-1.48B - -1.07B
Analyst Spread

Forward Growth Analysis

Projected Growth-1.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread34%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Insmed Incorporated Forward Estimates of SG&A Expense

INSM ยท NASDAQ
Latest SG&A Expense
701.17M
FY 2025
Avg Estimate
1.42B
FY 2026
Estimate Range
1.28B - 1.77B
Analyst Spread

Forward Growth Analysis

Projected Growth+102.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread34%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Insmed Incorporated Insider Positioning

INSM ยท NASDAQ

During the last 12 months, insiders have sold $58.67M worth of INSM shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

74.0K

9.43M

Net Activity

-9.4M

-$9.43M

3-6 Months

Bought

0

0.00

Sold

39.5K

6.36M

Net Activity

-6.4M

-$6.36M

6-9 Months

Bought

0

0.00

Sold

76.8K

14.51M

Net Activity

-14.5M

-$14.51M

9-12 Months

Bought

0

0.00

Sold

268.1K

28.37M

Net Activity

-28.4M

-$28.37M

Top Buyers

No buying activity

Top Sellers

1
FMM

Flammer Martina M.D.

Officer: Chief Medical Officer

115.7K sharesโ€ข11 transactions

$13.75M

2
LW

Lewis William

Director, Officer: Chair And Ceo

78.8K sharesโ€ข18 transactions

$9.66M

3
SMM

Sharoky Melvin Md

Director

50.0K sharesโ€ข4 transactions

$8.06M

4
BS

Bonstein Sara

Officer: Chief Financial Officer

70.9K sharesโ€ข9 transactions

$7.62M

5
SMA

Smith Michael Alexander

Officer: Chief Legal Officer

37.4K sharesโ€ข9 transactions

$5.22M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $58.67M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$9.43M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.