Insmed (NASDAQ:INSM) Price Target Lowered to $204.00 at Mizuho

Insmed (NASDAQ:INSM) had its price objective decreased by Mizuho from $211.00 to $204.00 in a research report released on Tuesday,Benzinga reports. Mizuho currently has an outperform rating on the biopharmaceutical company’s stock.

INSM has been the topic of a number of other reports. Roth Mkm raised Insmed to a “strong-buy” rating in a report on Friday, January 23rd. Guggenheim decreased their target price on Insmed from $230.00 to $221.00 and set a “buy” rating for the company in a research report on Thursday, December 18th. Rothschild & Co Redburn set a $263.00 target price on shares of Insmed in a research note on Thursday, December 4th. Royal Bank Of Canada lifted their price target on shares of Insmed from $197.00 to $200.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Finally, TD Cowen set a $241.00 price objective on shares of Insmed in a report on Thursday, December 18th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $207.52.

Insmed Trading Down 0.3%

Shares of NASDAQ INSM opened at $158.62 on Tuesday. The firm’s 50 day moving average price is $163.52 and its 200-day moving average price is $164.58. Insmed has a 52-week low of $60.40 and a 52-week high of $212.75. The company has a debt-to-equity ratio of 0.76, a quick ratio of 3.54 and a current ratio of 3.83. The company has a market cap of $34.19 billion, a PE ratio of -24.75 and a beta of 1.11.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The firm had revenue of $263.84 million during the quarter, compared to analysts’ expectations of $263.97 million. Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.Insmed’s revenue was up 152.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($1.32) earnings per share. On average, equities research analysts expect that Insmed will post -4.56 EPS 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 shares were 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 filing with the SEC, which can be accessed through the SEC website. Also, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $175.20, for a total transaction of $15,293,208.00. Following the sale, the insider directly owned 41,754 shares of the company’s stock, valued at approximately $7,315,300.80. This represents a 67.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 178,952 shares of company stock worth $30,222,170. 3.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Insmed

A number of institutional investors have recently bought and sold shares of the stock. Oppenheimer Asset Management Inc. grew its holdings in Insmed by 7.2% during the second quarter. Oppenheimer Asset Management Inc. now owns 21,374 shares of the biopharmaceutical company’s stock valued at $2,151,000 after purchasing an additional 1,439 shares during the period. Envestnet Asset Management Inc. lifted its position in shares of Insmed by 12.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 365,827 shares of the biopharmaceutical company’s stock valued at $36,817,000 after buying an additional 40,520 shares in the last quarter. Teacher Retirement System of Texas grew its stake in shares of Insmed by 7.3% during the 2nd quarter. Teacher Retirement System of Texas now owns 49,013 shares of the biopharmaceutical company’s stock valued at $4,933,000 after acquiring an additional 3,330 shares during the period. Keybank National Association OH increased its holdings in Insmed by 14.2% in the 2nd quarter. Keybank National Association OH now owns 9,459 shares of the biopharmaceutical company’s stock worth $952,000 after acquiring an additional 1,179 shares in the last quarter. Finally, Assetmark Inc. raised its stake in Insmed by 22.5% during the 2nd quarter. Assetmark Inc. now owns 32,125 shares of the biopharmaceutical company’s stock worth $3,233,000 after acquiring an additional 5,892 shares during the period.

Key Stories Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: UK MHRA granted marketing authorization for brensocatib (Brinsupri) in patients ≥12 with non‑CF bronchiectasis — expands EU/UK commercial opportunity and supports revenue upside. Insmed’s Brinsupri wins MHRA approval
• Positive Sentiment: Company reported Brinsupri sales that beat expectations and set a 2026 sales target, a near‑term commercial beat that can support multiple expansion and revenue revisions. Insmed (INSM) Is Up 6.9% After BRINSUPRI Sales Beat Expectations And 2026 Target Set
• Positive Sentiment: HC Wainwright reiterated a “Buy” rating and a $230 price target — a bullish analyst stance that signals continued Wall Street conviction and a material upside vs. current levels. MarketBeat INSM coverage
• Neutral Sentiment: Mizuho trimmed its price target from $211 to $204 but maintained an “Outperform” rating — a small haircut to valuation assumptions but still an above‑market stance. Benzinga
• Neutral Sentiment: Investor letter coverage (Artisan Partners) highlighted that Insmed benefited from its lead product ARIKAYCE — supportive investor interest but not an immediate price driver. Insmed Gained from ARIKAYCE (Yahoo)
• Negative Sentiment: CEO William Lewis sold ~10,699 shares (multiple recent sales disclosed), a sizeable recurring insider sale that can sap sentiment even though management still holds a large stake. Insider trades alert
• Negative Sentiment: HC Wainwright cut its FY2028 and FY2029 EPS forecasts (and lowered some long‑range estimates), which could temper forward‑looking valuation models despite the buy rating. HC Wainwright estimates (MarketBeat)
• Negative Sentiment: Recent quarterly results showed an EPS miss and wide negative margins; while revenue grew strongly year‑over‑year, profitability and near‑term losses remain a concern for some investors. Earnings recap (MarketBeat)

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.