HC Wainwright Has Negative Outlook of Insmed FY2026 Earnings

Insmed, Inc. (NASDAQ:INSM) – Equities research analysts at HC Wainwright reduced their FY2026 earnings per share (EPS) estimates for shares of Insmed in a report issued on Thursday, February 26th. HC Wainwright analyst A. Fein now forecasts that the biopharmaceutical company will earn ($3.48) per share for the year, down from their prior forecast of ($2.92). HC Wainwright has a “Buy” rating and a $230.00 price objective on the stock. The consensus estimate for Insmed’s current full-year earnings is ($4.56) per share. HC Wainwright also issued estimates for Insmed’s Q4 2026 earnings at ($0.38) EPS, FY2027 earnings at $1.38 EPS, FY2028 earnings at $3.56 EPS, FY2029 earnings at $7.19 EPS and FY2030 earnings at $11.20 EPS.

Insmed (NASDAQ:INSM) last posted its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The firm had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. The company’s revenue for the quarter was up 152.6% on a year-over-year basis. During the same quarter in the prior year, the business earned ($1.32) EPS.

Several other analysts also recently weighed in on the company. Stifel Nicolaus set a $205.00 target price on Insmed in a research note on Thursday, February 19th. Bank of America set a $203.00 price target on Insmed in a report on Thursday, December 18th. TD Cowen set a $241.00 price objective on Insmed in a report on Thursday, December 18th. Wolfe Research set a $167.00 target price on Insmed and gave the company an “outperform” rating in a research report on Thursday, December 18th. Finally, Citigroup reissued an “outperform” rating on shares of Insmed in a research report on Thursday, December 18th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $207.52.

Insmed Price Performance

INSM opened at $149.33 on Monday. Insmed has a twelve month low of $60.40 and a twelve month high of $212.75. The firm has a market cap of $32.19 billion, a price-to-earnings ratio of -23.30 and a beta of 1.13. The company has a current ratio of 3.83, a quick ratio of 3.54 and a debt-to-equity ratio of 0.76. The company has a fifty day simple moving average of $161.69 and a 200 day simple moving average of $165.22.

Institutional Investors Weigh In On Insmed

Several institutional investors and hedge funds have recently bought and sold shares of the business. CIBC Private Wealth Group LLC boosted its stake in Insmed by 42.1% in the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock valued at $26,000 after acquiring an additional 53 shares during the period. CoreCap Advisors LLC bought a new stake in shares of Insmed in the 4th quarter worth approximately $27,000. Stone House Investment Management LLC bought a new stake in shares of Insmed in the 3rd quarter worth approximately $29,000. SBI Securities Co. Ltd. boosted its position in Insmed by 404.9% during the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock valued at $30,000 after purchasing an additional 166 shares during the period. Finally, GraniteShares Advisors LLC bought a new position in Insmed during the 4th quarter worth $30,000.

Insider Transactions at Insmed

In other Insmed news, COO Roger Adsett sold 791 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.17, for a total transaction of $123,530.47. Following the completion of the sale, the chief operating officer owned 106,810 shares in the company, valued at $16,680,517.70. The trade was a 0.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO William Lewis sold 10,699 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $150.97, for a total transaction of $1,615,228.03. Following the sale, the chief executive officer directly owned 301,185 shares in the company, valued at $45,469,899.45. This trade represents a 3.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 178,952 shares of company stock valued at $30,222,170 over the last 90 days. Insiders own 3.00% of the company’s stock.

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.