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INSM Stock Chart & Stats
$144.48
-$1.02(-1.54%)
At close: 4:00 PM EST
$144.48
-$1.02(-1.54%)
Day’s Range― - ―
52-Week Range$90.39 - $212.75
Previous CloseN/A
Volume462.72K
Average Volume (3M)4.39M
Market Cap
$24.18B
Enterprise Value$21.51B
Total Cash (Recent Filing)$1.22B
Total Debt (Recent Filing)$748.43M
Price to Earnings (P/E)―
Beta0.78
Next Earnings
Jul 30, 2026EPS Estimate
-0.75Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-5.75
Shares Outstanding216,752,460
10 Day Avg. Volume5,690,729
30 Day Avg. Volume4,389,894
Financial Highlights & Ratios
PEG Ratio-1.80
Price to Book (P/B)50.31
Price to Sales (P/S)61.31
P/FCF Ratio-38.43
Enterprise Value/Market Cap0.89
Enterprise Value/Revenue26.24
Enterprise Value/Gross Profit32.17
Enterprise Value/Ebitda-19.89
Forecast
1Y Price Target
$199.89Price Target Upside38.35% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering19
EPS Forecast (FY)-2.7
Revenue Forecast (FY)$1.69B
Bulls Say, Bears Say
Bulls Say
BRINSUPRI Launch MomentumSustained, high single-digit to double-digit sequential growth and ~ $350M in initial quarters create a durable new revenue engine beyond ARIKAYCE. Strong early uptake supports scale advantages, payer traction and margin leverage that materially improve the path to consistent positive cash flow over the next 2–3 years.
High And Improving Gross MarginsVery strong product-level margins, and a Q1 cost-of-revenue profile that improved materially, provide a structural profitability cushion. As BRINSUPRI scale grows, these margins enable operating leverage to convert revenue growth into faster narrowing of operating losses and sustainable profits over time.
Stronger Balance Sheet & Cash RunwayMuch lower leverage and a sizable cash balance materially reduce near-term refinancing risk and support continued commercial investment and late-stage trials. This funding cushion makes the firm better positioned to reach its stated sustainable cash-flow positive target in 2027 if revenue momentum continues.
Bears Say
Large Ongoing Cash BurnVery large negative operating and free cash flows mean the business remains reliant on internal improvement or external capital until profitability is achieved. Persistent burn can force spending cuts or dilution if revenue ramps or margin gains slip versus plan, making the runway sensitive to execution.
Persistent Operating LossesDespite strong top-line growth, operating expenses and R&D/SG&A far exceed gross profit, producing deeply negative margins and poor returns on equity. Structural profitability is still distant and will require sustained revenue scale and disciplined cost control to convert strong gross margins into net profitability.
Commercial & Regulatory UncertaintiesMFN-driven international launch limits market diversification and could compress pricing flexibility. High current payer approvals may not persist if policies tighten, and competition in late-stage TPIP programs adds structural commercial risk that could slow long-term revenue scaling.
Insmed News
INSM FAQ
What was Insmed’s price range in the past 12 months?
Insmed lowest stock price was $90.39 and its highest was $212.75 in the past 12 months.
What is Insmed’s market cap?
Insmed’s market cap is $24.18B.
When is Insmed’s upcoming earnings report date?
Insmed’s upcoming earnings report date is Jul 30, 2026 which is in 22 days.
How were Insmed’s earnings last quarter?
Insmed released its earnings results on May 07, 2026. The company reported -$0.76 earnings per share for the quarter, beating the consensus estimate of -$0.963 by $0.203.
Is Insmed overvalued?
According to Wall Street analysts Insmed’s price is currently Undervalued.
Does Insmed pay dividends?
Insmed does not currently pay dividends.
What is Insmed’s EPS estimate?
Insmed’s EPS estimate is -0.75.
How many shares outstanding does Insmed have?
Insmed has 216,752,460 shares outstanding.
What happened to Insmed’s price movement after its last earnings report?
Insmed reported an EPS of -$0.76 in its last earnings report, beating expectations of -$0.963. Following the earnings report the stock price went down -23.408%.
Which hedge fund is a major shareholder of Insmed?
Currently, no hedge funds are holding shares in INSM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Insmed Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$199.89 (38.35% Upside)
$199.89 (38.35% Upside)
Blogger Sentiment
Bullish
INSM Sentiment 80%
Sector Average 69%
Sector Average 69%
Hedge Fund Trend
Increased
By 749.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $6.3M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 3.5%
Last 30 Days ▲ 7.7%
Last 30 Days ▲ 7.7%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
14.04%
12-Months-Change
Fundamentals
Return on Equity
-130.11%
Trailing 12-Months
Asset Growth
15.15%
Trailing 12-Months
Company Description
Insmed
Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its development pipeline, Insmed is advancing Brensocatib, an oral and reversible inhibitor targeting dipeptidyl peptidase 1, which is being investigated for its potential in treating bronchiectasis and other disorders mediated by neutrophils. Additionally, the firm is developing Treprostinil Palmitil Inhalation Powder, an inhaled version of the treprostinil palmitil prodrug, designed to address pulmonary arterial hypertension and various other rare lung ailments. Founded in 1988, Insmed Incorporated maintains its primary corporate offices in Bridgewater, New Jersey.
INSM Company Deck
INSM Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized multiple strong commercial and clinical achievements: notably the BRINSUPRI launch with 44% sequential growth, high payer approvals (~90%), strong patient support enrollment (>80%), improved refill/continuation metrics, positive ARIKAYCE Phase IIIb ENCORE results suggesting a substantially larger addressable market, and ongoing TPIP Phase III progress. Financially the company has a solid cash position (~$1.2B) and reiterated guidance, with an expected path to cash flow positivity in 2027. Offsetting items include the completion of the early 'ready-and-waiting' demand tail (requiring organic uptake going forward), international launch uncertainty due to MFN, potential future payer policy tightening, higher near-term operating spend, and some ambiguity around discontinuation drivers. Overall, the positives—particularly the standout launch metrics, clinical wins, and balance sheet strength—appear to outweigh the risks and uncertainties discussed on the call.View all INSM earnings summariesINSM Stock 12 Month Forecast
Average Price Target
$199.89
▲(38.35% Upside)
Technical Analysis
Ownership Overview
0.72% Insiders
31.64% Mutual Funds
<0.01% Other Institutional Investors
51.58% Public Companies and
Individual Investors