Insmed (NASDAQ:INSM) Upgraded at Truist Financial

Truist Financial upgraded shares of Insmed (NASDAQ:INSM) to a strong-buy rating in a research report report published on Thursday morning,Zacks.com reports.

Several other equities research analysts also recently commented on INSM. William Blair assumed coverage on Insmed in a report on Wednesday, August 20th. They issued an “outperform” rating for the company. Wedbush set a $203.00 price target on shares of Insmed in a research report on Thursday. TD Cowen cut their price target on shares of Insmed from $269.00 to $241.00 and set a “buy” rating for the company in a research note on Thursday. Bank of America boosted their price objective on shares of Insmed from $142.00 to $187.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. Finally, Wolfe Research set a $167.00 target price on shares of Insmed and gave the company an “outperform” rating in a report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $205.41.

Insmed Stock Up 5.0%

Shares of NASDAQ INSM opened at $174.84 on Thursday. Insmed has a 52-week low of $60.40 and a 52-week high of $212.75. The stock has a market cap of $37.29 billion, a P/E ratio of -28.25 and a beta of 1.01. The company has a debt-to-equity ratio of 0.59, a quick ratio of 4.34 and a current ratio of 4.63. The firm has a 50 day moving average price of $187.66 and a 200 day moving average price of $143.51.

Insmed (NASDAQ:INSM) last announced its earnings results on Thursday, October 30th. The biopharmaceutical company reported ($1.75) EPS for the quarter, missing the consensus estimate of ($1.35) by ($0.40). The company had revenue of $142.34 million for the quarter, compared to analyst estimates of $114.33 million. Insmed had a negative return on equity of 183.55% and a negative net margin of 264.83%.The business’s quarterly revenue was up 52.4% on a year-over-year basis. During the same quarter last year, the business posted ($1.27) earnings per share. Analysts expect that Insmed will post -4.56 EPS for the current year.

Insider Buying and Selling at Insmed

In other news, insider Michael Alexander Smith sold 27,130 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $183.78, for a total transaction of $4,985,951.40. Following the transaction, the insider directly owned 54,902 shares of the company’s stock, valued at approximately $10,089,889.56. This trade represents a 33.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Leo Lee sold 75,000 shares of Insmed stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $195.90, for a total transaction of $14,692,500.00. Following the completion of the sale, the director owned 54,677 shares of the company’s stock, valued at approximately $10,711,224.30. The trade was a 57.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 157,829 shares of company stock valued at $30,266,463 in the last quarter. Company insiders own 3.00% of the company’s stock.

Institutional Trading of Insmed

A number of institutional investors and hedge funds have recently made changes to their positions in the company. CTC Alternative Strategies Ltd. bought a new position in Insmed in the third quarter valued at approximately $410,000. Allworth Financial LP boosted its holdings in shares of Insmed by 70.0% in the 3rd quarter. Allworth Financial LP now owns 527 shares of the biopharmaceutical company’s stock valued at $76,000 after purchasing an additional 217 shares in the last quarter. Swiss Life Asset Management Ltd increased its stake in shares of Insmed by 83.8% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 8,716 shares of the biopharmaceutical company’s stock valued at $1,255,000 after purchasing an additional 3,973 shares during the last quarter. CIBC Private Wealth Group LLC raised its holdings in shares of Insmed by 42.1% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock worth $26,000 after buying an additional 53 shares in the last quarter. Finally, CIBC Bancorp USA Inc. acquired a new position in shares of Insmed during the 3rd quarter worth $523,000.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Unusual bullish options activity: traders bought a large block of INSM calls (≈6,582 contracts, +78% vs. average), signaling speculative or hedge interest that can support a bounce after the sell‑off.
• Positive Sentiment: Pipeline add — Insmed announced it is adding a new monoclonal‑antibody asset while reshaping its pipeline, which investors may view as a constructive move to offset the terminated sinus program. INSM Stock Plummets on Sinus Study Failure, Adds New Pipeline Asset
• Neutral Sentiment: Analysts trimmed targets but mostly stayed constructive — TD Cowen cut its target to $241 and Guggenheim trimmed to $221 while maintaining buy ratings; these lower targets temper upside but keep institutional support. Benzinga analyst note
• Negative Sentiment: Clinical failure and program termination: a Phase IIb trial in chronic rhinosinusitis showed no benefit, leading Insmed to discontinue development of the drug — the principal trigger for the multi‑day share plunge and elevated volatility. High‑flying Insmed stumbles with rhinosinusitis trial failure for Brinsupri
• Negative Sentiment: Market reaction and commentary: coverage noted a near‑20% drop after hours and broad analyst/media focus on the failure; sell‑side and floor commentary (Mizuho/Barron’s) emphasized the stock’s sharp decline. Insmed Stock Plummets 19%
• Negative Sentiment: Analyst EPS downgrade: HC Wainwright cut FY2028 EPS estimates (now $3.15 from $3.42), signaling reduced near‑term earnings expectations tied to program changes and greater uncertainty.
• Negative Sentiment: Insider sale: CEO William Lewis sold 10,699 shares at an average ~$167 on Dec. 18 (SEC filing), reducing his stake ~3.4% — insider selling often raises investor concern when timed near volatile news. SEC Form 4 — William Lewis sale

About Insmed

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.