Insmed (NASDAQ:INSM) Price Target Cut to $175.00 by Analysts at Wells Fargo & Company

Insmed (NASDAQ:INSM) had its price objective trimmed by Wells Fargo & Company from $208.00 to $175.00 in a research note released on Monday morning,Benzinga reports. The firm currently has an overweight rating on the biopharmaceutical company’s stock.

Other equities research analysts have also issued research reports about the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a report on Thursday, January 22nd. Royal Bank Of Canada boosted their price target on Insmed from $197.00 to $200.00 and gave the company an “outperform” rating in a report on Wednesday, January 21st. Roth Mkm raised Insmed to a “strong-buy” rating in a research report on Friday, January 23rd. Rothschild & Co Redburn set a $263.00 price objective on Insmed in a report on Thursday, December 4th. Finally, Guggenheim cut their price objective on Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $204.00.

Insmed Stock Up 5.9%

INSM opened at $143.98 on Monday. Insmed has a 12 month low of $60.40 and a 12 month high of $212.75. 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 business’s 50-day moving average price is $151.48 and its 200-day moving average price is $166.27. The company has a market cap of $31.03 billion, a P/E ratio of -22.46 and a beta of 1.13.

Insmed (NASDAQ:INSM) last issued its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share for the quarter, missing the consensus estimate of ($1.07) by ($0.47). The company 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 was up 152.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($1.32) earnings per share. On average, equities analysts expect that Insmed will post -4.56 EPS for the current year.

Insider Buying and Selling

In related news, CEO William Lewis sold 19,215 shares of Insmed 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 sale, the chief executive officer directly owned 306,891 shares in the company, valued at $51,864,579. The trade was a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $175.20, for a total value of $15,293,208.00. Following the transaction, the insider directly owned 41,754 shares of the company’s stock, valued at $7,315,300.80. This represents a 67.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 189,651 shares of company stock valued at $31,533,654. 3.00% of the stock is currently owned by company insiders.

Institutional Trading of Insmed

A number of hedge funds have recently made changes to their positions in INSM. EULAV Asset Management purchased a new stake in Insmed during the 3rd quarter valued at $12,961,000. Resolute Capital Asset Partners LLC purchased a new position in shares of Insmed in the second quarter worth $2,748,000. Nisa Investment Advisors LLC lifted its holdings in shares of Insmed by 374.6% during the third quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock valued at $1,507,000 after purchasing an additional 8,261 shares in the last quarter. Atika Capital Management LLC bought a new position in shares of Insmed during the third quarter valued at $13,681,000. Finally, Artisan Partners Limited Partnership boosted its position in shares of Insmed by 49.0% during 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 buying an additional 1,623,342 shares during the last quarter.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Phase 3b ENCORE topline — study met primary and all multiplicity‑controlled secondary endpoints; Insmed plans an sNDA filing H2 2026 and PMDA submission in Japan, positioning ARIKAYCE for label expansion and commercial upside. Insmed Announces Positive Topline Results from Phase 3b ENCORE Study
• Positive Sentiment: Data seen as a clear path to label expansion — industry coverage highlights the Phase 3 data as setting up a “significant” label change for ARIKAYCE, which would expand the addressable market if approved. Insmed sets up Arikayce for a significant label expansion on new ph. 3 data
• Positive Sentiment: Analyst/media reaction boosted buying — multiple outlets and analysts called the data a win for patients and for Insmed’s commercial outlook, driving intraday momentum and higher volume. Insmed Shares Rise on Positive Results from Lung-Infection Drug Study
• Neutral Sentiment: Investor/analyst call transcript available — company hosted a shareholder/analyst call discussing the ENCORE results; the transcript provides more detail for investors modeling timing and magnitude of potential label expansion. Insmed Incorporated (INSM) Shareholder/Analyst Call Transcript
• Neutral Sentiment: Mainstream coverage noted INSM among top movers — market TV and press lists cited Insmed’s rally amid broader intraday activity, reinforcing visibility but not adding new fundamental data. Stocks making the biggest moves midday
• Negative Sentiment: Price‑target revision — Wells Fargo cut its price target from $208 to $175 while keeping an overweight rating, trimming implied upside and tempering some bullish valuation expectations. Wells Fargo lowers Insmed price target
• Negative Sentiment: Insider sale — the CEO reported a sale of approximately $1.54M of INSM stock; investors may watch for further insider activity as a potential signal. Insider Selling: Insmed CEO Sells $1,535,520.48 in 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.