Insmed (NASDAQ:INSM – Free Report) had its price target hoisted by Mizuho from $204.00 to $206.00 in a research note published on Wednesday,Benzinga reports. They currently have an outperform rating on the biopharmaceutical company’s stock.
Several other analysts have also commented on the company. Bank of America raised their price objective on Insmed from $211.00 to $213.00 and gave the company a “buy” rating in a report on Tuesday. Citigroup reiterated an “outperform” rating on shares of Insmed in a research report on Thursday, December 18th. Leerink Partners lifted their price target on shares of Insmed from $210.00 to $215.00 and gave the company an “outperform” rating in a research note on Tuesday. Barclays began coverage on shares of Insmed in a research note on Tuesday, January 27th. They issued an “overweight” rating and a $231.00 price target on the stock. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Insmed in a research report on Thursday, January 22nd. Three research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Insmed has a consensus rating of “Buy” and an average price target of $209.48.
View Our Latest Analysis on Insmed
Insmed Trading Up 6.6%
Insmed (NASDAQ:INSM – Get Free Report) last posted its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) EPS for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. The business had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. During the same quarter last year, the business earned ($1.32) earnings per share. Insmed’s revenue was up 152.6% on a year-over-year basis. As a group, equities analysts predict that Insmed will post -4.56 earnings per share for the current fiscal year.
Insider Buying and Selling
In related news, CEO William Lewis sold 19,215 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $169.00, for a total transaction of $3,247,335.00. Following the completion of the sale, the chief executive officer directly owned 306,891 shares in the company, valued at approximately $51,864,579. The trade was a 5.89% 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 the SEC website. Also, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $175.20, for a total value of $15,293,208.00. Following the sale, the insider owned 41,754 shares of the company’s stock, valued at $7,315,300.80. The trade was a 67.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 189,651 shares of company stock valued at $31,533,654 in the last three months. Insiders own 3.00% of the company’s stock.
Institutional Investors Weigh In On Insmed
Several institutional investors and hedge funds have recently added to or reduced their stakes in INSM. CoreCap Advisors LLC purchased a new stake in shares of Insmed during the fourth quarter worth $27,000. Reflection Asset Management purchased a new stake in Insmed during the 4th quarter valued at about $30,000. GraniteShares Advisors LLC purchased a new stake in Insmed during the 4th quarter valued at about $30,000. CIBC Private Wealth Group LLC raised its holdings in Insmed by 42.1% in the 3rd 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 last quarter. Finally, Raiffeisen Bank International AG purchased a new position in Insmed in the 4th quarter worth approximately $32,000.
Insmed News Summary
Here are the key news stories impacting Insmed this week:
- Positive Sentiment: Topline Phase 3b ENCORE results met study goals, positioning ARIKAYCE for a label expansion into 1st‑line MAC disease — a shift that could meaningfully increase future sales and market penetration. Insmed reports positive topline results from phase 3b ENCORE study of Arikayce in patients with MAC lung disease
- Positive Sentiment: Multiple analysts lifted price targets and raised ratings after the ENCORE readout (examples: Leerink, BofA, Stifel, Mizuho), signaling higher earnings/valuation expectations and sustaining buy‑side momentum. Insmed (NASDAQ:INSM) Price Target Upgrades Drive Nasdaq Index Focus
- Positive Sentiment: Company commentary highlighted that Japan’s MAC patient population exceeds the U.S., suggesting a larger international opportunity for ARIKAYCE and increasing upside to future revenue forecasts. Insmed CEO reveals Japan patient population exceeds US market for lung disease
- Positive Sentiment: Analyst commentary and equity research (e.g., Seeking Alpha coverage) view the ENCORE outcome as a catalyst for label expansion, converting an accelerated approval opportunity into materially larger TAM and supporting upside to 2026+ revenue estimates. Insmed: “Strong Buy” As Possible Label Expansion For ARIKAYCE Bodes Well
- Neutral Sentiment: Valuation pieces are being updated to reflect the ENCORE data; investors should watch revised model assumptions (peak penetration, label timing) in follow‑up research notes. A Look At Insmed (INSM) Valuation After Positive ENCORE Phase 3b ARIKAYCE Data
- Neutral Sentiment: Reports cite a “large increase” in short interest in March, but published figures appear inconsistent/ambiguous; monitor actual SEC/exchange short‑interest releases for clarity.
- Negative Sentiment: Wells Fargo trimmed its price target to $175, a more cautious take that may cap some of the upside; this cut partially offsets other firms’ increases but has not reversed broad positive sentiment. Wells Fargo & Company Lowers Insmed (NASDAQ:INSM) Price Target to $175.00
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.
Further Reading
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