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Insmed (INSM)
NASDAQ:INSM
INSM Analyst Ratings
Strong Buy
18 Buy
1 Hold
0 Sell
TipRanks enables you to focus on the analyst rating consensus of all analysts or only the top performers in the past 3 months
INSM Stock 12 Month Forecast
Average Price Target
$174.24
▲(4.37% Upside)
| Highest Price Target$240.00 | Average Price Target$174.24 | Lowest Price Target$139.00 |
The highest, average, and lowest price target of all analysts. Click on ‘Top Analysts’ to focus on the best performers.
Detailed List of Analyst Forecasts
Detailed List of Analyst Forecasts
William Blair
―
Buy
―
Reiterated
10/30/25
Mizuho Securities
$165→$196
Buy
17.40%
Upside
Reiterated
10/29/25
Cantor Fitzgerald
$192
Buy
15.00%
Upside
Initiated
10/28/25
Bank of America Securities
$142→$187
Buy
12.01%
Upside
Reiterated
10/27/25
Promising Market Prospects and Strong Support Drive Buy Rating for InsmedWe recognize the caveats, but given early signs of strong momentum, we see more reasons to believe in Brinsupri’s launch and the opportunity. After increasing our forecasts and adding IPF to our model, we continue view Insmed as one of the more attractive stories in the space. Maintain Buy. Beyond early enthusiasm, barriers look easy to address Among key findings from our (N=10) survey, prescribers 1) characterized Brinsupri’s efficacy as robust (50%) or good (50%); 2) ~88% expect their NCFB patients to expand +20-25% (25%) to >50% (63%); 3) 50% have experienced minimal payer pushback thus far; and 4) plan to treat an average of 46% of their patients over the next 12 mos, with even the slowest adopter well above VA cons forecasts (~3%).
UBS
$194
Buy
16.20%
Upside
Reiterated
10/23/25
Positive Outlook for Insmed: Promising Product Pipeline and Favorable Market Position Justify Buy RatingKey takeaways from the call: Thus far Dr. Lascano estimates that he has prescribed Brinsupri to 20-25 patients of his 150-160 total NCFB patients. That said, Dr. Lascano thinks most of his patients did not begin therapy by the end of September. BiRCh trial for brensocatib in CRSsNP , he believed a 10-15% reduction from baseline on the sTSS score would be clinically meaningful. Further he noted that theoretically brensocatib may be less effective in patients with higher eosinophil levels. While this trend was not observed in the ASPEN trial for NCFB, he noted that CRS is more likely to be driven by eosinophils than NCFB. Expert Background Dr. Jorge Lascano, MD, is a (10/2011- present). His clinical interests include cystic fibrosis, alpha-1, non-cystic fibrosis bronchiectasis, and COPD.
TR | OpenAI - 4o
$135→$171
Hold
2.43%
Upside
Reiterated
10/23/25
AI Generated ArticleAI Generated Article
Wells Fargo
$171
Buy
2.43%
Upside
Reiterated
10/17/25
We are maintaining the current ratings, price targets, and estimates.
Evercore ISI
$180
Buy
7.82%
Upside
Reiterated
10/13/25
RBC Capital
$138→$139
Buy
-16.74%
Downside
Reiterated
10/08/25
Goldman Sachs
$142→$196
Buy
17.40%
Upside
Reiterated
10/03/25
TD Cowen
$154→$193
Buy
15.60%
Upside
Reiterated
10/02/25
Morgan Stanley
$144
Hold
-13.75%
Downside
Reiterated
09/30/25
Measured Optimism and Caution: Maxwell Skor's Hold Rating on Insmed Amid Promising Brinsupri LaunchWe outline our expectations for the Brinsupri launch ahead of the first full quarter of sales (potentially reported in January at a competitor conference), benchmarked against relevant launch analogs, and incorporate insights from our latest KOL webcast inside. Our estimates for US Brinsupri sales are $61M vs. consensus $50.3M for FY25 and $395M vs. consensus $547.0M for FY26. While management has not issued formal revenue guidance, at our healthcare conference they framed expectations using launch analogs such as Dupixent (see note HERE). Launch analogs of Dupixent reported revenues of on average ~$89M in the first 2 full quarters combined and ~$494M in the next 4 combined (Ofev excluded as revenues are not consistently reported).
Leerink Partners
―
Buy
―
Reiterated
09/29/25
J.P. Morgan
$135→$153
Buy
-8.36%
Downside
Reiterated
09/09/25
Guggenheim
$125→$172
Buy
3.02%
Upside
Reiterated
09/05/25
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
William Blair
―
Buy
―
Reiterated
10/30/25
Mizuho Securities
$165→$196
Buy
17.40%
Upside
Reiterated
10/29/25
Cantor Fitzgerald
$192
Buy
15.00%
Upside
Initiated
10/28/25
Bank of America Securities
$142→$187
Buy
12.01%
Upside
Reiterated
10/27/25
Promising Market Prospects and Strong Support Drive Buy Rating for InsmedWe recognize the caveats, but given early signs of strong momentum, we see more reasons to believe in Brinsupri’s launch and the opportunity. After increasing our forecasts and adding IPF to our model, we continue view Insmed as one of the more attractive stories in the space. Maintain Buy. Beyond early enthusiasm, barriers look easy to address Among key findings from our (N=10) survey, prescribers 1) characterized Brinsupri’s efficacy as robust (50%) or good (50%); 2) ~88% expect their NCFB patients to expand +20-25% (25%) to >50% (63%); 3) 50% have experienced minimal payer pushback thus far; and 4) plan to treat an average of 46% of their patients over the next 12 mos, with even the slowest adopter well above VA cons forecasts (~3%).
UBS
$194
Buy
16.20%
Upside
Reiterated
10/23/25
Positive Outlook for Insmed: Promising Product Pipeline and Favorable Market Position Justify Buy RatingKey takeaways from the call: Thus far Dr. Lascano estimates that he has prescribed Brinsupri to 20-25 patients of his 150-160 total NCFB patients. That said, Dr. Lascano thinks most of his patients did not begin therapy by the end of September. BiRCh trial for brensocatib in CRSsNP , he believed a 10-15% reduction from baseline on the sTSS score would be clinically meaningful. Further he noted that theoretically brensocatib may be less effective in patients with higher eosinophil levels. While this trend was not observed in the ASPEN trial for NCFB, he noted that CRS is more likely to be driven by eosinophils than NCFB. Expert Background Dr. Jorge Lascano, MD, is a (10/2011- present). His clinical interests include cystic fibrosis, alpha-1, non-cystic fibrosis bronchiectasis, and COPD.
TR | OpenAI - 4o
$135→$171
Hold
2.43%
Upside
Reiterated
10/23/25
AI Generated ArticleAI Generated Article
Wells Fargo
$171
Buy
2.43%
Upside
Reiterated
10/17/25
We are maintaining the current ratings, price targets, and estimates.
Evercore ISI
$180
Buy
7.82%
Upside
Reiterated
10/13/25
RBC Capital
$138→$139
Buy
-16.74%
Downside
Reiterated
10/08/25
Goldman Sachs
$142→$196
Buy
17.40%
Upside
Reiterated
10/03/25
TD Cowen
$154→$193
Buy
15.60%
Upside
Reiterated
10/02/25
Morgan Stanley
$144
Hold
-13.75%
Downside
Reiterated
09/30/25
Measured Optimism and Caution: Maxwell Skor's Hold Rating on Insmed Amid Promising Brinsupri LaunchWe outline our expectations for the Brinsupri launch ahead of the first full quarter of sales (potentially reported in January at a competitor conference), benchmarked against relevant launch analogs, and incorporate insights from our latest KOL webcast inside. Our estimates for US Brinsupri sales are $61M vs. consensus $50.3M for FY25 and $395M vs. consensus $547.0M for FY26. While management has not issued formal revenue guidance, at our healthcare conference they framed expectations using launch analogs such as Dupixent (see note HERE). Launch analogs of Dupixent reported revenues of on average ~$89M in the first 2 full quarters combined and ~$494M in the next 4 combined (Ofev excluded as revenues are not consistently reported).
Leerink Partners
―
Buy
―
Reiterated
09/29/25
J.P. Morgan
$135→$153
Buy
-8.36%
Downside
Reiterated
09/09/25
Guggenheim
$125→$172
Buy
3.02%
Upside
Reiterated
09/05/25
Best Analysts Covering Insmed
1 Month
xxx
Success Rate
15/23 ratings generated profit
Average Return
+13.93%
reiterated a xxx
rating 29 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 1 Month would result in 65.22% of your transactions generating a profit, with an average return of +13.93% per trade.
3 Months
xxx
Success Rate
20/24 ratings generated profit
Average Return
+37.57%
reiterated a xxx
rating 2 months ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 83.33% of your transactions generating a profit, with an average return of +37.57% per trade.
1 Year
Success Rate
14/14 ratings generated profit
Average Return
+129.30%
reiterated a buy rating 3 months ago
Copying Andrew Fein's trades and holding each position for 1 Year would result in 100.00% of your transactions generating a profit, with an average return of +129.30% per trade.
2 Years
xxx
Success Rate
15/15 ratings generated profit
Average Return
+261.83%
reiterated a xxx
rating last month
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 100.00% of your transactions generating a profit, with an average return of +261.83% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
INSM Analyst Recommendation Trends
Rating
Jun 25
Jul 25
Aug 25
Sep 25
Oct 25
Strong Buy
6
5
1
1
1
Buy
36
34
51
48
47
Hold
10
7
12
9
9
Sell
0
0
0
0
0
Strong Sell
0
0
0
0
0
total
52
46
64
58
57
Each month's total comprises the sum of three months' worth of ratings.
INSM Financial Forecast
INSM Stock Forecast FAQ
What is INSM’s average 12-month price target, according to analysts?
Based on analyst ratings, Insmed’s 12-month average price target is 174.24.
What is INSM’s upside potential, based on the analysts’ average price target?
Insmed has 4.37% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is INSM a Buy, Sell or Hold?
Insmed has a consensus rating of Strong Buy which is based on 18 buy ratings, 1 hold ratings and 0 sell ratings.
What is Insmed’s price target?
The average price target for Insmed is 174.24. This is based on 19 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The highest analyst price target is $240.00 ,the lowest forecast is $139.00. The average price target represents 4.37% Increase from the current price of $166.95.
The highest analyst price target is $240.00 ,the lowest forecast is $139.00. The average price target represents 4.37% Increase from the current price of $166.95.
What do analysts say about Insmed?
Insmed’s analyst rating consensus is a Strong Buy. This is based on the ratings of 19 Wall Streets Analysts.
How can I buy shares of INSM?
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