Insmed (NASDAQ:INSM) Price Target Raised to $213.00 at Bank of America

Insmed (NASDAQ:INSM) had its price target lifted by Bank of America from $211.00 to $213.00 in a research note issued to investors on Tuesday morning,Benzinga reports. They currently have a buy rating on the biopharmaceutical company’s stock.

Several other equities analysts have also issued reports on the company. Royal Bank Of Canada boosted their target price on Insmed from $197.00 to $200.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Citigroup reiterated an “outperform” rating on shares of Insmed in a research report on Thursday, December 18th. HC Wainwright reissued a “buy” rating and set a $230.00 price objective on shares of Insmed in a research note on Monday, February 23rd. Roth Mkm upgraded shares of Insmed to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Morgan Stanley set a $166.00 target price on shares of Insmed in a research note on Friday, February 20th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $209.38.

Insmed Stock Down 3.4%

NASDAQ:INSM opened at $139.14 on Tuesday. Insmed has a 12-month low of $60.40 and a 12-month high of $212.75. The company has a quick ratio of 3.54, a current ratio of 3.83 and a debt-to-equity ratio of 0.76. The firm has a market capitalization of $29.99 billion, a P/E ratio of -21.71 and a beta of 1.13. The stock’s fifty day simple moving average is $150.99 and its 200-day simple moving average is $166.23.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) EPS for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The company had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.The firm’s revenue for the quarter was up 152.6% on a year-over-year basis. During the same period last year, the firm earned ($1.32) earnings per share. Equities research analysts expect that Insmed will post -4.56 earnings per share for the current year.

Insider Buying and Selling at Insmed

In other Insmed news, COO Roger Adsett sold 791 shares of Insmed stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.17, for a total value of $123,530.47. Following the sale, the chief operating officer directly owned 106,810 shares in the company, valued at approximately $16,680,517.70. The trade was a 0.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Sara Bonstein sold 748 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $156.34, for a total transaction of $116,942.32. Following the sale, the chief financial officer directly owned 79,758 shares in the company, valued at $12,469,365.72. This trade represents a 0.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 189,651 shares of company stock worth $31,533,654. Company insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Insmed

Hedge funds have recently modified their holdings of the stock. Norges Bank acquired a new stake in shares of Insmed in the fourth quarter valued at about $506,625,000. Vanguard Group Inc. boosted its position in Insmed by 13.0% during the third quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock valued at $2,870,957,000 after purchasing an additional 2,291,328 shares during the last quarter. RTW Investments LP boosted its position in Insmed by 57.0% during the fourth quarter. RTW Investments LP now owns 4,842,879 shares of the biopharmaceutical company’s stock valued at $842,855,000 after purchasing an additional 1,758,321 shares during the last quarter. Artisan Partners Limited Partnership grew its stake in Insmed by 49.0% in the third quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock valued at $711,076,000 after purchasing an additional 1,623,342 shares in the last quarter. Finally, Orbis Allan Gray Ltd bought a new position in Insmed in the second quarter valued at approximately $153,389,000.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Positive Phase 3b ENCORE topline results for ARIKAYCE support label expansion and larger market opportunity; Insmed plans to file a supplemental NDA with the FDA and submit data to Japan’s PMDA in H2 2026. This is the primary fundamental catalyst behind recent upside for the shares. PR Newswire: ENCORE topline
• Positive Sentiment: Multiple brokerages raised price targets (Leerink to $215, Bank of America to $213, Stifel to $208), signaling analyst confidence and implying ~50%+ upside from current levels — providing buy-side support. Benzinga: price target updates
• Positive Sentiment: Analyst commentary and coverage (including a Seeking Alpha “Strong Buy” piece) frame the ENCORE data as a material commercial opportunity — potential first-line MAC label expansion, conversion of accelerated approval and additional international upside. Seeking Alpha: Strong Buy
• Neutral Sentiment: Widespread media coverage (Zacks, MarketWatch, CNBC, Stat/others) amplified the clinical news and drove intraday momentum; these reports support short-term volatility but are secondary to the underlying trial outcome. Zacks: Arikayce hits goal
• Neutral Sentiment: Short-interest reports in the feed show large increases but the published figures read as 0/NaN and inconsistent across sources — the data appears unreliable and should not be treated as confirmed short‑squeeze signal.
• Negative Sentiment: Insider selling: the CEO sold roughly $1.54M of stock, which can raise governance/near‑term sentiment concerns even when filings show routine sales. AmericanBankingNews: Insider sale
• Negative Sentiment: Wells Fargo trimmed its price target to $175 (still “overweight”) — a relative cut vs. other firms that may have contributed to profit‑taking and intraday weakness.

Insmed Company Profile

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.