High
$98.00
Open
$97.39
Market Cap
21.45B
52W High
$212.77
Low
$95.59
P. Close
$97.84
P/E
-
52W Low
$90.39
Fwd P/E
128.73
DailyIQ Est.
$207.60
Inst. Ownership
47.3%
Short Interest
6.22%
Days to Cover
6.5
Technical Score (1D)
13
BEARISH
News Sentiment
41
BEARISH
INSM is a momentum laggard on the 1D chart: a Technical Score of 13 with declining momentum and weak trend strength. The score ranks stocks against each other, so a reading this low says Insmed Incorporated has been one of the weaker performers in the universe, not that it is oversold. Sentiment at 41 is aligned with that weakness. $100.12 is the level a recovery would need to reclaim, and $90.49 is the next downside reference below $92.42.
A bottom momentum rank reflects the prior year of trading, so it changes gradually even when the stock has a strong week. For near-term direction, price levels give the earlier read: a close back above $100.12 on real volume would be the first sign of repair, while a break of $92.42 keeps the bearish trend in charge.
INSM|Analyst Targets
INSM|Analyst Targets
LOW TARGET
$169 +72.8%
2 analysts
MEAN TARGET
$198 +102.8%
8 analysts
HIGH TARGET
$243 +148.5%
22 analysts
PRICE RANGE
$169.00 - $243.00
SB / B / H / S / SS
9/20/1/1/1
DAILYIQ EST.
$207.60 (+112.3%)
INSM|Company Info
INSM|Company Info
Description
Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for rare and serious diseases. Its core product, ARIKAYCE, addresses refractory nontuberculous mycobacterial lung infections, and the company is advancing a combination therapy for mycobacterium avium complex lung disease. Insmed also has a robust pipeline, including brensocatib, an oral medication in late-stage trials for bronchiectasis, and treprostinil palmitil inhalation powder, currently in phase 3 trials for pulmonary hypertension associated with interstitial lung disease. Furthermore, the company is exploring gene therapy approaches, with a microdystrophin gene replacement therapy in early-stage development for Duchenne muscular dystrophy. Founded in 1988, Insmed is headquartered in Bridgewater, New Jersey, and operates globally.
INSM|Insider Trading
INSM|Insider Trading
Bought (1Y)
0 shares
$0
Sold (1Y)
460,952 shares
$57.1M
Brennan David R-
SHAROKY MELVIN MD-
Adsett RogerChief Operating Officer
Adsett RogerChief Operating Officer
Adsett RogerChief Operating Officer
INSM|Fundamentals
INSM|Fundamentals
Bearish
Overall: Bearish
Revenue growing year over year
Negative net margin
Negative operating cash flow
Gross Margin
79.7%
Gross profit as a share of revenue: what's left after the direct cost of producing what's sold.
Net Margin
-210.5%
Net income as a share of revenue: what's left for shareholders after every expense.
Revenue CAGR
31.2%
Compound annual growth rate of revenue across the fiscal years on file.
Current Ratio
3.83x
Current assets divided by current liabilities: the ability to cover obligations due within a year. Above 1.5x is comfortable, below 1x is a warning sign.
Debt / Equity
0.73x
Total interest-bearing debt divided by shareholder equity: how leveraged the balance sheet is.
Return on Equity
-172.8%
Net income divided by shareholder equity: how efficiently the company turns equity capital into profit.
INSM|Earnings Snapshot
INSM|Earnings Snapshot
Earnings Summary
Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for rare and serious diseases, with its flagship product ARIKAYCE treating refractory nontuberculous mycobacterial lung infections and a pipeline that includes brensocatib for bronchiectasis and treprostinil palmitil for pulmonary hypertension. In the last two quarters, Q4 2025 revenue of $263.84 million exceeded the $226.34 million estimate, while EPS of –$1.54 fell short of the –$1.1294 estimate, indicating a revenue acceleration but continued earnings loss; Q4 2024 revenue of $104.44 million matched the estimate, but EPS of –$1.32 missed the –$1.16483 estimate, showing a consistent earnings shortfall. Historically, Insmed has posted year‑over‑year revenue growth, with the 2025 quarter beating revenue estimates and maintaining a positive trend, yet EPS has remained negative in each quarter, reflecting ongoing R&D and commercialization costs. Recent news highlights a CFO transition announced on October 5, 2026, coupled with a reaffirmation of 2026 revenue guidance for BRINSUPRI ($1.25–$1.40 billion) and ARIKAYCE ($450–$470 million), suggesting management confidence in the growth narrative despite leadership changes.
EPS
EstBeatMiss
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q2'26 | $-0.80 | - | - |
| Q4'25 | $-1.13 | $-1.54 | -36.4% |
| Q4'24 | $-1.16 | $-1.32 | -13.3% |
Revenue
EstBeatMiss
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q2'26 | $400M | - | - |
| Q4'25 | $226M | $264M | +16.6% |
| Q4'24 | - | $104M | - |
INSM|Monthly Returns
INSM|Monthly Returns
Market Data
INSM Stock Snapshot
$97.79−$0.05 (0.1%)
- Market cap
- 21.45B
- Day range
- $95.59 – $98.00
- News sentiment
- 41/100 · Neutral
- Analyst target
- $198.36 (+102.8%)
- Consensus
- Buy · 32 analysts
52-week range+8.2% off low · -54.0% from high
$90.39$212.77
Price $97.79 DailyIQ Est. $207.60
INSM is on the weaker side of its setup, with little confirmation for a reversal yet. In Healthcare, names this size usually take direction from sector flows before company-level news.
Sector Rotation
Is money rotating into or out of INSM's sector?
Insmed Incorporated sits in the Health Care sector, currently ranked 2nd of 12 GICS sectors by relative-strength rotation score (leading).
- Sector rank
- #2 of 12
- Sector state
- Leading
- Sector rotation score
- 82
Analyst Rating Changes
Are analysts turning bullish or bearish on INSM?
Wolfe Research most recently downgraded Insmed Incorporated to Peer Perform on Oct 12, 2026. Over the last 90 days, coverage has run 0 upgrades against 1 downgrade, a net bearish lean.
- Latest action
- Wolfe Research — Peer Perform
- 90-day upgrades
- 0
- 90-day downgrades
- 1
- Net rating momentum
- -1
Peers & ETF holders
INSM peers & ETF holders
BiotechnologyMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
41/100
Strong NegativeNeutralStrong Positive
BEARISH
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
10+ articles
Technical Analysis
Real-time indicators across multiple timeframes
13
BEARISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
Institutional & Hedge Fund Ownership
25 tracked managers · $12.28B combined position · 14 adding, 11 trimming, 0 unchanged (latest 13F filings)
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| Vanguard Group Inc | ▲ Buy | 21,076,344 | 9.50% | $3.67B | 2026-01-29 |
| FMR LLC (Fidelity) | ▲ Buy | 16,143,583 | 7.28% | $1.72B | 2026-08-13 |
| BlackRock, Inc. | ▼ Sell | 15,807,984 | 7.13% | $1.69B | 2026-08-07 |
| JPMorgan Chase & Co | ▼ Sell | 10,428,170 | 4.70% | $1.09B | 2026-08-12 |
| D. E. Shaw & Co., Inc. | ▲ Buy | 5,877,959 | 2.65% | $626.71M | 2026-08-14 |
| Artisan Partners Limited Partnership | ▼ Sell | 5,441,718 | 2.45% | $580.20M | 2026-08-13 |
| Geode Capital Management, LLC | ▼ Sell | 4,220,155 | 1.90% | $448.76M | 2026-08-12 |
| Norges Bank | ▲ Buy | 3,377,641 | 1.52% | $360.12M | 2026-08-12 |
| Citadel Advisors LLC | ▲ Buy | 2,556,973 | 1.15% | $272.62M | 2026-09-02 |
| Maverick Capital Ltd | ▲ Buy | 2,150,762 | 0.97% | $229.31M | 2026-08-14 |
| Millennium Management LLC | ▲ Buy | 2,048,005 | 0.92% | $218.36M | 2026-08-14 |
| Goldman Sachs Group Inc | ▲ Buy | 1,409,885 | 0.64% | $150.32M | 2026-08-14 |
| Balyasny Asset Management L.P. | ▲ Buy | 1,326,430 | 0.60% | $141.42M | 2026-08-14 |
| Northern Trust Corp | ▲ Buy | 1,315,325 | 0.59% | $140.24M | 2026-08-13 |
| Two Sigma Investments, LP | ▲ Buy | 1,242,222 | 0.56% | $132.45M | 2026-08-14 |
| Morgan Stanley | ▼ Sell | 1,233,498 | 0.56% | $131.52M | 2026-08-13 |
| Bank of America Corp | ▼ Sell | 1,023,114 | 0.46% | $109.08M | 2026-08-14 |
| Adage Capital Partners GP, L.L.C. | ▼ Sell | 850,000 | 0.38% | $90.63M | 2026-08-14 |
| Susquehanna International Group, LLP | ▲ Buy | 729,354 | 0.33% | $77.76M | 2026-08-14 |
| AllianceBernstein L.P. | ▼ Sell | 462,796 | 0.21% | $75.68M | 2026-08-14 |
| Janus Henderson Group plc | ▼ Sell | 419,304 | 0.19% | $68.56M | 2026-05-18 |
| William Blair Investment Management, LLC | ▼ Sell | 629,831 | 0.28% | $67.15M | 2026-08-12 |
| Squarepoint Ops LLC | ▲ Buy | 616,464 | 0.28% | $65.73M | 2026-08-14 |
| AQR Capital Management LLC | ▼ Sell | 612,832 | 0.28% | $65.33M | 2026-08-14 |
| Wellington Management Group LLP | ▲ Buy | 543,893 | 0.25% | $57.99M | 2026-08-14 |
Q2 2026 flow:10.34M sh bought ($1.10B)17.10M sh sold ($1.81B)net -6.76M sh (−$707.71M)
Congressional Trading Activity
5 disclosed trades · ~$40.0K est. traded value · 1 buys, 4 sells
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Josh Gottheimer | House | NJ05 | ▼ Sell | $1K - $15K | 2026-06-10 | 2026-07-07 |
| Gilbert Cisneros | House | CA31 | ▼ Sell | $1K - $15K | 2025-08-08 | 2025-09-12 |
| Gilbert Cisneros | House | CA31 | ▼ Sell | $1K - $15K | 2025-07-07 | 2025-08-14 |
| Josh Gottheimer | House | NJ05 | ▲ Buy | $1K - $15K | 2025-06-16 | 2025-07-16 |
| Josh Gottheimer | House | NJ05 | ▼ Sell | $1K - $15K | 2025-04-09 | 2025-05-14 |