Leerink Partners Issues Positive Forecast for Insmed (NASDAQ:INSM) Stock Price

Insmed (NASDAQ:INSM) had its price target lifted by Leerink Partners from $210.00 to $215.00 in a research report sent to investors on Tuesday,Benzinga reports. They currently have an outperform rating on the biopharmaceutical company’s stock.

A number of other equities research analysts have also recently commented on the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Insmed in a report on Thursday, January 22nd. Mizuho cut their price target on Insmed from $211.00 to $204.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. TD Cowen set a $241.00 price objective on Insmed in a research report on Thursday, December 18th. Roth Mkm raised Insmed to a “strong-buy” rating in a research note on Friday, January 23rd. Finally, Jefferies Financial Group began coverage on Insmed in a research report on Monday, March 16th. They set a “buy” rating and a $228.00 price objective for the company. 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $209.38.

Insmed Stock Down 3.4%

Shares of 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 market capitalization of $29.99 billion, a PE ratio of -21.71 and a beta of 1.13. The company has a debt-to-equity ratio of 0.76, a current ratio of 3.83 and a quick ratio of 3.54. The firm’s 50-day moving average is $150.99 and its two-hundred day moving average is $166.23.

Insmed (NASDAQ:INSM) last issued 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). Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.The business had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. During the same period last year, the business earned ($1.32) earnings per share. The company’s revenue for the quarter was up 152.6% on a year-over-year basis. Equities analysts anticipate that Insmed will post -4.56 EPS for the current fiscal year.

Insider Buying and Selling at Insmed

In other news, insider Orlov S. Nicole Schaeffer sold 87,290 shares of Insmed stock in a transaction 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 completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO William Lewis sold 19,215 shares of the company’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $169.00, for a total value of $3,247,335.00. Following the completion of the transaction, the chief executive officer owned 306,891 shares of the company’s stock, valued at $51,864,579. The trade was a 5.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 189,651 shares of company stock valued at $31,533,654 over the last quarter. 3.00% of the stock is currently owned by insiders.

Institutional Trading of Insmed

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. EULAV Asset Management purchased a new stake in Insmed in the third quarter valued at approximately $12,961,000. Resolute Capital Asset Partners LLC purchased a new position in Insmed during the second quarter worth approximately $2,748,000. Nisa Investment Advisors LLC raised its stake in Insmed by 374.6% during the third quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock worth $1,507,000 after purchasing an additional 8,261 shares during the period. Atika Capital Management LLC acquired a new position in shares of Insmed in the 3rd quarter valued at $13,681,000. Finally, Artisan Partners Limited Partnership boosted its holdings in shares of Insmed by 49.0% in the 3rd 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 during the last quarter.

Insmed News Summary

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.