FY2025 EPS Estimates for Insmed Lifted by Leerink Partnrs

Key Points

• Leerink Partners has raised its FY2025 earnings per share estimate for Insmed to ($5.55), slightly up from the previous estimate of ($5.58).
• Multiple analysts, including those from JPMorgan and Goldman Sachs, have increased their price targets for Insmed, reflecting a generally positive outlook on the stock.
• Insmed's recent earnings report showed a loss of ($1.70) per share, missing estimates, but its revenue of $107.42 million surpassed expectations.

Insmed, Inc. (NASDAQ:INSM - Free Report) - Equities researchers at Leerink Partnrs raised their FY2025 earnings estimates for shares of Insmed in a research report issued to clients and investors on Tuesday, August 12th. Leerink Partnrs analyst J. Schwartz now anticipates that the biopharmaceutical company will earn ($5.55) per share for the year, up from their previous forecast of ($5.58). The consensus estimate for Insmed's current full-year earnings is ($4.56) per share. Leerink Partnrs also issued estimates for Insmed's Q4 2025 earnings at ($1.20) EPS, Q1 2026 earnings at ($1.21) EPS, Q2 2026 earnings at ($1.09) EPS, Q3 2026 earnings at ($0.98) EPS, Q4 2026 earnings at ($0.87) EPS, FY2026 earnings at ($4.15) EPS and FY2027 earnings at ($2.67) EPS.

Several other equities analysts have also recently commented on the company. HC Wainwright upped their price target on Insmed from $90.00 to $120.00 and gave the company a "buy" rating in a report on Wednesday, June 11th. Jefferies Financial Group upped their target price on Insmed from $129.00 to $148.00 and gave the company a "buy" rating in a research note on Wednesday, August 13th. UBS Group raised their target price on Insmed from $124.00 to $133.00 and gave the stock a "buy" rating in a research report on Friday, August 8th. Citigroup raised shares of Insmed to a "buy" rating in a report on Tuesday, June 10th. Finally, Morgan Stanley restated an "equal weight" rating and issued a $126.00 price objective on shares of Insmed in a research note on Wednesday, August 13th. One investment analyst has rated the stock with a hold rating and fifteen have issued a buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $129.57.

Insmed Stock Performance

Shares of NASDAQ INSM traded down $0.53 during mid-day trading on Friday, hitting $127.27. The company had a trading volume of 3,425,401 shares, compared to its average volume of 3,039,765. Insmed has a 12 month low of $60.40 and a 12 month high of $130.13. The firm has a market cap of $26.90 billion, a P/E ratio of -22.29 and a beta of 0.95. The business's 50-day simple moving average is $104.75 and its 200-day simple moving average is $84.33. The company has a debt-to-equity ratio of 0.45, a current ratio of 6.68 and a quick ratio of 6.33.

Insmed (NASDAQ:INSM - Get Free Report) last posted its quarterly earnings data on Thursday, August 7th. The biopharmaceutical company reported ($1.70) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.30) by ($0.40). The company had revenue of $107.42 million for the quarter, compared to the consensus estimate of $104.06 million. Insmed had a negative return on equity of 195.37% and a negative net margin of 259.82%. The business's revenue for the quarter was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($1.94) EPS.

Insider Activity

In other news, insider Orlov S. Nicole Schaeffer sold 99,172 shares of the business's stock in a transaction that occurred on Wednesday, June 11th. The stock was sold at an average price of $93.42, for a total value of $9,264,648.24. Following the transaction, the insider directly owned 89,407 shares of the company's stock, valued at $8,352,401.94. The trade was a 52.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Michael Alexander Smith sold 933 shares of the stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $102.51, for a total value of $95,641.83. Following the sale, the insider owned 66,394 shares in the company, valued at approximately $6,806,048.94. This trade represents a 1.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 525,716 shares of company stock worth $49,665,671. Corporate insiders own 3.00% of the company's stock.

Institutional Trading of Insmed

Hedge funds and other institutional investors have recently made changes to their positions in the business. Cullen Frost Bankers Inc. grew its holdings in Insmed by 164.9% during the 1st quarter. Cullen Frost Bankers Inc. now owns 355 shares of the biopharmaceutical company's stock worth $27,000 after acquiring an additional 221 shares during the last quarter. Elequin Capital LP acquired a new position in shares of Insmed during the fourth quarter worth approximately $28,000. ORG Partners LLC lifted its position in shares of Insmed by 220.2% during the second quarter. ORG Partners LLC now owns 285 shares of the biopharmaceutical company's stock worth $28,000 after purchasing an additional 196 shares in the last quarter. Hilltop National Bank bought a new stake in shares of Insmed during the second quarter valued at approximately $28,000. Finally, FNY Investment Advisers LLC acquired a new stake in shares of Insmed in the second quarter valued at approximately $33,000.

Insmed Company Profile

Insmed Incorporated is a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases. Insmed's first commercial product is ARIKAYCE® (amikacin liposome inhalation suspension), which is approved in the United States for the treatment of Mycobacterium avium complex (MAC) lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options.