INSM
Insmed Incorporated NASDAQ Listed Jun 1, 2000$95.80
-2.69%
vs $98.45
Mkt Cap $20.8B
52w Low $90.39
4.4% of range
52w High $212.75
50d MA $119.39
200d MA $153.58
P/E (TTM)
-14.9x
EV/EBITDA
—
P/B
27.7x
Debt/Equity
1.0x
ROE
-172.8%
P/FCF
-21.2x
RSI (14)
36.50
ATR (14)
$5.25
Beta
1.10
50d MA
$119.39
200d MA
$153.58
Avg Volume
5.2M
Insmed Incorporated, a biopharmaceutical company, develops and commercializes therapies for patients with serious and rare diseases. The company offers ARIKAYCE for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It is also developing Brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1 for the treatment of patients with bronchiectasis and other neutrophil-mediated diseases; and Treprostinil Palmitil Inhalation Powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil for the treatment of pulmonary arterial hypertension and other rare pulmonary disorders. Insmed Incorporated was founded in 1988 and is headquartered in Bridgewater, New Jersey.
700 US Highway 202/206 · Bridgewater, NJ 08807 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | BMO | — | — | — | 137.09 | -14.7% | -23.4% | -3.5% | +2.5% | +11.7% | +1.7% | — |
| Feb 19, 2026 | AMC | -1.07 | -1.54 | -43.9% | 161.00 | -1.6% | +2.4% | -3.6% | -0.3% | -6.3% | +0.9% | — |
| Oct 30, 2025 | AMC | -1.33 | -1.75 | -31.6% | 194.22 | +0.2% | -2.4% | -1.8% | -1.9% | +2.2% | -0.6% | — |
| Aug 7, 2025 | AMC | -1.30 | -1.70 | -30.8% | 109.30 | -0.6% | +0.2% | +3.0% | +8.1% | +0.7% | +4.0% | — |
| May 8, 2025 | AMC | -1.34 | -1.42 | -6.0% | 65.63 | +0.0% | -0.8% | +4.1% | -3.0% | -0.2% | +2.5% | — |
| Feb 20, 2025 | AMC | -1.17 | -1.32 | -12.8% | 83.61 | +1.0% | -3.0% | -1.3% | -3.2% | +0.8% | +1.2% | — |
| Oct 31, 2024 | AMC | -1.20 | -1.27 | -5.8% | 67.28 | +0.7% | +1.5% | -0.3% | +1.8% | +5.1% | -1.6% | — |
| Aug 8, 2024 | AMC | -1.24 | -1.94 | -56.5% | 71.81 | +1.4% | +3.0% | +0.1% | +3.1% | -2.0% | -1.0% | — |
| May 9, 2024 | AMC | -1.24 | -1.06 | +14.5% | 26.38 | +0.7% | -1.6% | -0.5% | -1.5% | -2.0% | +0.7% | — |
| Feb 22, 2024 | AMC | -1.13 | -1.28 | -13.3% | 27.15 | +1.0% | +0.5% | +5.4% | +1.7% | -4.1% | -1.1% | — |
| Oct 26, 2023 | AMC | -1.06 | -1.10 | -3.8% | 25.55 | +1.8% | -6.5% | -0.3% | +5.3% | -0.3% | +0.1% | — |
| Aug 3, 2023 | AMC | -1.10 | -1.78 | -61.8% | 22.15 | +0.0% | -0.7% | -0.5% | +0.8% | -2.4% | +5.6% | — |
| May 4, 2023 | AMC | -1.08 | -1.17 | -8.3% | 19.56 | +0.7% | -0.8% | -2.6% | +0.2% | +1.3% | -1.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 17 | Roth Capital | Maintains | Buy → Buy | — | $142.79 | $144.25 | +1.0% | +1.2% | -1.1% | -1.3% | +2.5% | -0.5% |
| Apr 14 | RBC Capital | Maintains | Outperform → Outperform | — | $151.14 | $152.21 | +0.7% | +1.5% | -4.3% | -2.7% | +1.2% | -1.1% |
| Apr 1 | Barclays | Maintains | Overweight → Overweight | — | $163.52 | $164.49 | +0.6% | +0.8% | -1.5% | +0.8% | -0.5% | -1.7% |
| Mar 30 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $145.30 | $150.98 | +3.9% | +5.5% | +6.7% | +0.8% | -1.5% | +0.8% |
| Mar 26 | HC Wainwright & Co. | Maintains | Buy → Buy | — | $148.31 | $148.45 | +0.1% | -0.5% | -1.6% | +5.5% | +6.7% | +0.8% |
| Mar 25 | Mizuho | Maintains | Outperform → Outperform | — | $139.14 | $140.00 | +0.6% | +6.6% | -0.5% | -1.6% | +5.5% | +6.7% |
| Mar 24 | Leerink Partners | Maintains | Outperform → Outperform | — | $143.98 | $144.42 | +0.3% | -3.4% | +6.6% | -0.5% | -1.6% | +5.5% |
| Mar 24 | Stifel | Maintains | Buy → Buy | — | $143.98 | $144.42 | +0.3% | -3.4% | +6.6% | -0.5% | -1.6% | +5.5% |
| Mar 24 | BofA Securities | Maintains | Buy → Buy | — | $143.98 | $144.42 | +0.3% | -3.4% | +6.6% | -0.5% | -1.6% | +5.5% |
| Mar 24 | Wells Fargo | Maintains | Overweight → Overweight | — | $143.98 | $144.42 | +0.3% | -3.4% | +6.6% | -0.5% | -1.6% | +5.5% |
| Mar 23 | Wells Fargo | Maintains | Overweight → Overweight | — | $136.00 | $147.12 | +8.2% | +5.9% | -3.4% | +6.6% | -0.5% | -1.6% |
| Feb 24 | Mizuho | Maintains | Outperform → Outperform | — | $159.03 | $156.00 | -1.9% | -0.3% | -6.3% | +0.9% | -0.4% | -2.0% |
| Feb 23 | HC Wainwright & Co. | Maintains | Buy → Buy | — | $164.91 | $163.60 | -0.8% | -3.6% | -0.3% | -6.3% | +0.9% | -0.4% |
| Feb 20 | Wells Fargo | Maintains | Overweight → Overweight | — | $161.00 | $158.39 | -1.6% | +2.4% | -3.6% | -0.3% | -6.3% | +0.9% |
| Jan 30 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $157.82 | $157.19 | -0.4% | -0.6% | -1.8% | +2.1% | -3.0% | -0.9% |
| Jan 21 | RBC Capital | Maintains | Outperform → Outperform | — | $163.51 | $163.00 | -0.3% | -4.4% | +2.6% | -2.6% | +2.2% | +1.8% |
| Jan 6 | UBS | Maintains | Buy → Buy | — | $175.20 | $173.33 | -1.1% | -0.1% | +0.5% | -3.3% | +3.3% | -4.7% |
| Dec 18 | HC Wainwright & Co. | Maintains | Buy → Buy | — | $198.46 | $167.75 | -15.5% | -16.1% | +5.0% | +0.5% | +0.6% | +0.4% |
| Dec 18 | Goldman Sachs | Maintains | Buy → Buy | — | $198.46 | $167.75 | -15.5% | -16.1% | +5.0% | +0.5% | +0.6% | +0.4% |
| Dec 18 | TD Cowen | Maintains | Buy → Buy | — | $198.46 | $167.75 | -15.5% | -16.1% | +5.0% | +0.5% | +0.6% | +0.4% |
| Dec 18 | RBC Capital | Maintains | Outperform → Outperform | — | $198.46 | $167.75 | -15.5% | -16.1% | +5.0% | +0.5% | +0.6% | +0.4% |
| Dec 18 | Guggenheim | Maintains | Buy → Buy | — | $198.46 | $167.75 | -15.5% | -16.1% | +5.0% | +0.5% | +0.6% | +0.4% |
| Dec 16 | Cantor Fitzgerald | Maintains | Overweight → Overweight | — | $196.92 | $195.39 | -0.8% | +1.9% | -1.1% | -16.1% | +5.0% | +0.5% |
| Dec 16 | Wells Fargo | Maintains | Overweight → Overweight | — | $196.92 | $195.39 | -0.8% | +1.9% | -1.1% | -16.1% | +5.0% | +0.5% |
| Dec 15 | Goldman Sachs | Maintains | Buy → Buy | — | $197.01 | $197.23 | +0.1% | -0.0% | +1.9% | -1.1% | -16.1% | +5.0% |
| Dec 11 | TD Cowen | Maintains | Buy → Buy | — | $189.85 | $190.24 | +0.2% | +2.8% | +0.9% | -0.0% | +1.9% | -1.1% |
| Dec 1 | Mizuho | Maintains | Outperform → Outperform | — | $207.77 | $206.80 | -0.5% | +1.8% | -2.3% | +0.1% | -0.8% | -0.5% |
| Nov 20 | TD Cowen | Maintains | Buy → Buy | — | $203.56 | $204.35 | +0.4% | -1.9% | -0.4% | +4.1% | +1.0% | -2.2% |
| Oct 31 | Goldman Sachs | Maintains | Buy → Buy | — | $194.22 | $194.57 | +0.2% | -2.4% | -1.8% | -1.9% | +2.2% | -0.6% |
| Oct 31 | RBC Capital | Maintains | Outperform → Outperform | — | $194.22 | $194.57 | +0.2% | -2.4% | -1.8% | -1.9% | +2.2% | -0.6% |
| Oct 31 | UBS | Maintains | Buy → Buy | — | $194.22 | $194.57 | +0.2% | -2.4% | -1.8% | -1.9% | +2.2% | -0.6% |
| Oct 31 | Wells Fargo | Maintains | Overweight → Overweight | — | $194.22 | $194.57 | +0.2% | -2.4% | -1.8% | -1.9% | +2.2% | -0.6% |
| Oct 27 | BofA Securities | Maintains | Buy → Buy | — | $159.66 | $162.05 | +1.5% | +2.7% | +0.8% | +1.0% | +16.3% | -2.4% |
| Oct 14 | UBS | Maintains | Buy → Buy | — | $163.94 | $163.99 | +0.0% | -1.6% | +1.3% | -0.2% | +1.6% | +1.3% |
| Oct 3 | Goldman Sachs | Maintains | Buy → Buy | — | $152.80 | $153.00 | +0.1% | +2.9% | +0.7% | +2.6% | -0.3% | +1.6% |
| Oct 2 | TD Cowen | Maintains | Buy → Buy | — | $147.28 | $148.70 | +1.0% | +3.7% | +2.9% | +0.7% | +2.6% | -0.3% |
| Sep 8 | Guggenheim | Maintains | Buy → Buy | — | $145.10 | $144.50 | -0.4% | +1.1% | +0.4% | -0.9% | -0.1% | +0.1% |
| Sep 3 | Wells Fargo | Maintains | Overweight → Overweight | — | $145.30 | $145.00 | -0.2% | -1.2% | -0.7% | +1.8% | +1.1% | +0.4% |
| Aug 21 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $129.45 | $129.80 | +0.3% | +2.4% | -0.5% | -2.7% | +3.0% | +1.8% |
| Aug 20 | JP Morgan | Maintains | Overweight → Overweight | — | $127.21 | $127.43 | +0.2% | +1.8% | +2.4% | -0.5% | -2.7% | +3.0% |
| Aug 14 | Stifel | Maintains | Buy → Buy | — | $122.87 | $125.50 | +2.1% | +4.0% | +0.0% | -0.4% | -0.0% | +1.8% |
| Aug 14 | Truist | Maintains | Buy → Buy | — | $122.87 | $125.50 | +2.1% | +4.0% | +0.0% | -0.4% | -0.0% | +1.8% |
| Aug 13 | HC Wainwright & Co. | Maintains | Buy → Buy | — | $122.00 | $121.16 | -0.7% | +0.7% | +4.0% | +0.0% | -0.4% | -0.0% |
| Aug 13 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $122.00 | $121.16 | -0.7% | +0.7% | +4.0% | +0.0% | -0.4% | -0.0% |
| Aug 13 | Jefferies | Maintains | Buy → Buy | — | $122.00 | $121.16 | -0.7% | +0.7% | +4.0% | +0.0% | -0.4% | -0.0% |
| Aug 13 | Goldman Sachs | Maintains | Buy → Buy | — | $122.00 | $121.16 | -0.7% | +0.7% | +4.0% | +0.0% | -0.4% | -0.0% |
| Aug 13 | Mizuho | Maintains | Outperform → Outperform | — | $122.00 | $121.16 | -0.7% | +0.7% | +4.0% | +0.0% | -0.4% | -0.0% |
| Aug 13 | RBC Capital | Maintains | Outperform → Outperform | — | $122.00 | $121.16 | -0.7% | +0.7% | +4.0% | +0.0% | -0.4% | -0.0% |
| Aug 13 | UBS | Maintains | Buy → Buy | — | $122.00 | $121.16 | -0.7% | +0.7% | +4.0% | +0.0% | -0.4% | -0.0% |
| Aug 12 | Wells Fargo | Maintains | Overweight → Overweight | — | $112.89 | $112.89 | +0.0% | +8.1% | +0.7% | +4.0% | +0.0% | -0.4% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 8, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 6,515 | $94.03 | $613K | 258,917 | +5.27% | +3.07% |
| Jun 5, 2026 | Flammer Martina M.D.Off | Chief Medical Officer | Sell | 1,858 | $103.78 | $193K | 60,486 | -0.05% | +1.17% |
| Jun 3, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 7,605 | $102.27 | $778K | 265,432 | -0.05% | +1.17% |
| Jun 3, 2026 | Bonstein SaraOff | Chief Financial Officer | Sell | 2,404 | $102.27 | $246K | 69,082 | -0.05% | +1.17% |
| Jun 3, 2026 | Adsett RogerOff | Chief Operating Officer | Sell | 2,370 | $102.27 | $242K | 98,603 | -0.05% | +1.17% |
| Jun 3, 2026 | Flammer Martina M.D.Off | Chief Medical Officer | Sell | 2,566 | $102.27 | $262K | 62,344 | -0.05% | +1.17% |
| Jun 3, 2026 | Smith Michael AlexanderOff | Chief Legal Officer | Sell | 2,159 | $102.27 | $221K | 39,454 | -0.05% | +1.17% |
| May 18, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 7,975 | $106.97 | $853K | 273,037 | +1.50% | +1.85% |
| May 18, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 11,836 | $106.39 | $1.3M | 281,012 | +1.50% | +1.85% |
| May 18, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 5,753 | $105.32 | $606K | 292,848 | +1.50% | +1.85% |
| May 14, 2026 | Flammer Martina M.D.Off | Chief Medical Officer | Sell | 10,479 | $117.54 | $1.2M | 64,910 | -1.82% | -3.00% |
| May 13, 2026 | Adsett RogerOff | Chief Operating Officer | Sell | 5,837 | $116.18 | $678K | 100,973 | -1.82% | -3.00% |
| May 13, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 13,283 | $116.18 | $1.5M | 287,902 | -1.82% | -3.00% |
| May 13, 2026 | Smith Michael AlexanderOff | Chief Legal Officer | Sell | 4,109 | $116.18 | $477K | 47,762 | -1.82% | -3.00% |
| May 13, 2026 | Bonstein SaraOff | Chief Financial Officer | Sell | 8,272 | $116.18 | $961K | 71,486 | -1.82% | -3.00% |
| May 13, 2026 | Flammer Martina M.D.Off | Chief Medical Officer | Sell | 3,384 | $116.18 | $393K | 75,389 | -1.82% | -3.00% |
| May 13, 2026 | Flammer Martina M.D.Off | Chief Medical Officer | Sell | 4,470 | $112.76 | $504K | 78,773 | -1.82% | -3.00% |
| May 11, 2026 | Flammer Martina M.D.Off | Chief Medical Officer | Sell | 830 | $101.18 | $84K | 83,243 | -2.01% | +0.47% |
| May 11, 2026 | Flammer Martina M.D.Off | Chief Medical Officer | Sell | 12,119 | $100.35 | $1.2M | 84,073 | -2.01% | +0.47% |
| May 4, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 381 | $139.60 | $53K | 301,185 | -23.41% | +1.72% |
| May 4, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 1,247 | $139.09 | $173K | 301,566 | -23.41% | +1.72% |
| May 4, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 2,721 | $137.86 | $375K | 302,813 | -23.41% | +1.72% |
| May 4, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 5,318 | $137.01 | $729K | 305,534 | -23.41% | +1.72% |
| May 4, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 599 | $135.18 | $81K | 310,852 | -23.41% | +1.72% |
| May 4, 2026 | Lewis WilliamDir/Off | Chair and CEO | Sell | 433 | $134.18 | $58K | 311,451 | -23.41% | +1.72% |
8-K · 2.02
!! High
Insmed Incorporated -- 8-K 2.02: Earnings Results
Insmed reported Q1 2026 financial results, providing investors with updated operational performance and financial condition metrics for the quarter ending March 31.
May 7
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Brensocatib failed its primary efficacy endpoint as placebo outperformed both drug doses, likely triggering stock decline and raising questions about the treatment's viability in hidradenitis suppurativa.
Apr 7
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
INSM's ENCORE study showed positive results for its tuberculosis treatment, potentially supporting future regulatory approval and commercialization prospects that investors should monitor for revenue growth.
Mar 23
8-K · 5.02
!!! Very High
Insmed, Inc. -- 8-K 5.02: Executive Change
Insmed's Chief Executive Officer McGirr will not seek re-election, signaling potential leadership transition that could impact strategic direction and investor confidence in the company's pipeline execution.
Feb 19
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 24,150,499 | $3.7B | Added | Mar 2026 |
| 2 | Fmr Llc | 13,160,167 | $2.2B | Added | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 10,371,802 | $1.7B | New | Mar 2026 |
| 4 | Vanguard Capital Management Llc | 9,642,131 | $1.6B | New | Mar 2026 |
| 5 | Artisan Partners Limited Partnership | 6,527,301 | $1.1B | Added | Mar 2026 |
| 6 | D.e. Shaw & Co | 5,625,825 | $920M | Added | Mar 2026 |
| 7 | Rtw Investments, Lp | 4,842,880 | $792M | — | Mar 2026 |
| 8 | Morgan Stanley | 3,263,812 | $568M | Added | Dec 2025 |
| 9 | Franklin Resources Inc | 2,617,251 | $428M | Reduced | Mar 2026 |
| 10 | Citadel Advisors Llc | 2,182,571 | $357M | Added | Mar 2026 |
| 11 | Invesco Ltd. | 1,988,968 | $325M | Reduced | Mar 2026 |
| 12 | Orbis Allan Gray Ltd | 1,872,824 | $306M | Reduced | Mar 2026 |
| 13 | Ubs Group Ag | 1,737,481 | $284M | Reduced | Mar 2026 |
| 14 | Bank Of America Corp /de/ | 1,502,281 | $246M | Reduced | Mar 2026 |
| 15 | Sei Investments Co | 1,395,794 | $228M | Added | Mar 2026 |
| 16 | Capital World Investors | 1,362,291 | $223M | New | Mar 2026 |
| 17 | Northern Trust Corp | 1,294,000 | $212M | Added | Mar 2026 |
| 18 | Bank Of New York Mellon Corp | 1,262,749 | $206M | Reduced | Mar 2026 |
| 19 | Millennium Management | 1,157,786 | $189M | Reduced | Mar 2026 |
| 20 | Duquesne Family Office | 1,154,090 | $189M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$20.76B
Enterprise Value
$19.75B
P/E (TTM)
-14.95x
Forward P/E
—
PEG Ratio
-1.93x
P/B
27.70x
P/S
33.75x
P/FCF
-21.15x
EV/EBITDA
—
Shares Out
213.6M
Financials (TTM)
Revenue
$606.4M
Net Income
-$1.28B
EBITDA
-$1.17B
Free Cash Flow
-$967.6M
Op Cash Flow
-$935.0M
EPS Basic
$-6.41
EPS Diluted
$-6.41
EPS Forward
$-2.58
Gross Margin
79.4%
Op Margin
-194.0%
Net Margin
-210.5%
Balance Sheet
Total Assets
$2.26B
Total Liab.
$1.53B
Total Equity
$739.0M
Cash
$1.43B
LT Debt
$716.0M
Book Value/Sh
$3.46
Debt/Equity
1.04x
Current Ratio
3.83
Quick Ratio
3.54
Returns & Growth
ROE
-172.8%
ROA
-56.4%
ROIC
-64.8%
Rev Growth YoY
+66.7%
EPS Growth YoY
-15.1%
Price Returns
2W
-7.5%
1M
-21.6%
3M
-28.4%
6M
-48.5%
12M
+53.3%
Technicals
52W High
$212.75
52W Low
$90.39
50d MA
$119.39
200d MA
$153.58
RSI (14)
36.50
ATR (14)
$5.25
Beta
1.10
Avg Volume
5.2M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$217.53
High
$269.00
Low
$166.00
Median
$215.00
Data updated apr 25, 2026 3:46pm
· Source: financialmodelingprep.com