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Insmed Incorporated
INSM
NASDAQ·Healthcare·Biotechnology·Mkt cap $23.2B
$109.48
▲ +2.32%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$90.39 - $212.75
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 8.9% 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
2 risks
- Low volatility (beta 0.8).
- Growth premium of 0.0x vs Biotech & Therapeutics peers. Reasonable for this growth rate.
Growth
Strong growth ahead
ARIKAYCE market expansion and penetration in MAC lung disease patient population
Value
Growth premium of 0.0x vs Biotech & Therapeutics peers. Reasonable for this growth rate.
Momentum
Falling
-34.1% over 3m
Quality
Excellent
High-growth business (115% revenue growth, 82% 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: Apr 30, 2026
MAY 7, 2026
Reported EPS of -$0.76 vs -$0.90 consensus (+15.6% surprise). Revenue of $306.0M vs $300.8M expected (+1.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+15.6%
Next: Apr 30, 2026
Revenue trend · last 8Q
—
—
+25%
+23%
+19%
+52%
+153%
+230%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$90.3M
$93.4M
$104.4M
$92.8M
$107.4M
$142.3M
$263.8M
$306.0M
Margins · last 8Q
Gross
84.5%
Operating
-64.8%
Profit
-53.5%
Wall Street consensus
14 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$201.00
▲ +83.6% vs $109.48
Latest: Cantor Fitzgerald · Jun 10, 2026
6 analysts covering
vs Industry
How INSM stacks vs Biotechnology
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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