Insmed (INSM)
NASDAQ:INSM
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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$65.56 - $212.75
Previous CloseN/A
Volume462.72K
Average Volume (3M)3.28M
Market Cap
$23.03B
Enterprise Value$23.19B
Total Cash (Recent Filing)$1.22B
Total Debt (Recent Filing)$748.43M
Price to Earnings (P/E)―
Beta0.51
Next Earnings
Jul 30, 2026EPS Estimate
-0.8Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-5.75
Shares Outstanding216,752,460
10 Day Avg. Volume4,594,543
30 Day Avg. Volume3,283,288
Financial Highlights & Ratios
PEG Ratio-1.93
Price to Book (P/B)50.31
Price to Sales (P/S)61.31
P/FCF Ratio-38.43
Enterprise Value/Market Cap1.01
Enterprise Value/Revenue28.30
Enterprise Value/Gross Profit34.70
Enterprise Value/Ebitda-20.35
Forecast
1Y Price Target
$199.65Price Target Upside38.18% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering18
EPS Forecast (FY)-2.8
Revenue Forecast (FY)$1.70B
Bulls Say, Bears Say
Bulls Say
Commercial Launch AdoptionProprietary pulmonologist survey and management reports showing rising prescriptions, low treatment discontinuation, and improving refill rates indicate the Brinsupri launch is moving from single prescriptions toward repeat use, supporting stronger commercial momentum.
Pipeline ExpansionAcquisition of INS1148 and plans to develop fully owned next-generation DPP1 inhibitors and antibody candidates broaden the pipeline into interstitial lung disease and severe asthma, creating additional potential growth drivers beyond bronchiectasis.
Safety ProfileFavorable CEDAR safety findings, with no new safety signals even at higher doses, may bolster physician confidence in brensocatib and reduce adoption barriers tied to tolerability concerns.
Bears Say
Clinical Trial FailureCEDAR trial failure in hidradenitis suppurativa and discontinuation of that program remove a potential label extension for brensocatib and weaken near-term clinical upside.
Indication Breadth RiskDiscontinuation of the chronic rhinosinusitis and hidradenitis suppurativa programs raises doubts about how broadly brensocatib can be applied across inflammatory diseases, increasing reliance on bronchiectasis for long-term growth.
Revenue VariabilityInsurance reverification, inventory dynamics, and deductible resets could lead to uneven Brinsupri revenue patterns, reducing near-term sales visibility and introducing downside risk to the stock.
Insmed News
INSM FAQ
What was Insmed’s price range in the past 12 months?
Insmed lowest stock price was $65.56 and its highest was $212.75 in the past 12 months.
What is Insmed’s market cap?
Insmed’s market cap is $23.03B.
When is Insmed’s upcoming earnings report date?
Insmed’s upcoming earnings report date is Jul 30, 2026 which is in 64 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 -0.8.
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
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$199.65 (38.18% Upside)
$199.65 (38.18% Upside)
Blogger Sentiment
Bullish
INSM Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 749.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $4.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.3%
Last 30 Days ▲ 7.1%
Last 30 Days ▲ 7.1%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
61.21%
12-Months-Change
Fundamentals
Return on Equity
-130.11%
Trailing 12-Months
Asset Growth
15.15%
Trailing 12-Months
Company Description
Insmed
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.
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
$199.65
▲(38.18% Upside)
Technical Analysis
Ownership Overview
0.73% Insiders
30.13% Mutual Funds
34.60% Other Institutional Investors
15.50% Public Companies and
Individual Investors