Insmed Incorporated
INSM
NASDAQ·Healthcare·Biotechnology·Mkt cap $27.4B
$126.29
▼ -0.31%
P/E
-30.73
Mkt Cap
$27.4B
52-Wk Range
$90.39–$212.75
52-Week Range
$90.39 - $212.75
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 13.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Orphan drug designations providing market exclusivity and regulatory advantages
- Specialized expertise in rare pulmonary and systemic diseases with limited competition
- Established commercial infrastructure and physician relationships in rare disease markets
- Patent-protected pipeline candidates with differentiated mechanisms of action
Bear Case
1 risk
- Average volatility.
Growth
Strong growth ahead
ARIKAYCE market expansion and penetration in MAC lung disease patient population
Value
Trading at 0.0x Biotech & Therapeutics peers — a discount despite the growth profile.
Momentum
Hot
+34.1% over 3m
Quality
Excellent
High-growth business (186% revenue growth, 83% gross margin). Pre-profit but investing in growth.
Dividend
None
No dividend
Smart-money signal
Who's buying INSM right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 6, 2026
Reported EPS of -$0.06 vs -$0.67 consensus (+91.1% surprise). Revenue of $425.5M vs $395.5M expected (+7.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+91.1%
Revenue trend · last 8Q
—
+25%
+23%
+19%
+52%
+153%
+230%
+296%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$93.4M
$104.4M
$92.8M
$107.4M
$142.3M
$263.8M
$306.0M
$425.5M
Margins · last 8Q
Gross
84.2%
Operating
-0.4%
Profit
-3.1%
Wall Street consensus
17 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: HC Wainwright · Aug 10, 2026
vs Industry
How INSM stacks vs Biotechnology
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related