HC Wainwright Brokers Increase Earnings Estimates for Insmed

Key Points

• HC Wainwright has revised its earnings per share (EPS) estimate for Insmed, projecting a loss of $1.34 for Q3 2025, an improvement from a previous estimate of $1.35.
• Insmed's latest earnings report showed a miss on EPS at ($1.70), compared to analyst expectations of ($1.30), although quarterly revenue increased by 18.9% year-over-year to $107.42 million.
• Various analysts have raised Insmed's price target, with Mizuho now at $165.00, while the stock currently has a consensus rating of "Moderate Buy" based on 15 buy ratings.

Insmed, Inc. (NASDAQ:INSM - Free Report) - Investment analysts at HC Wainwright increased their Q3 2025 earnings per share (EPS) estimates for Insmed in a research note issued on Wednesday, August 13th. HC Wainwright analyst A. Fein now expects that the biopharmaceutical company will post earnings of ($1.34) per share for the quarter, up from their previous forecast of ($1.35). HC Wainwright has a "Buy" rating and a $120.00 price target on the stock. The consensus estimate for Insmed's current full-year earnings is ($4.56) per share. HC Wainwright also issued estimates for Insmed's Q4 2025 earnings at ($1.16) EPS, FY2025 earnings at ($5.61) EPS, FY2026 earnings at ($2.37) EPS, FY2027 earnings at $0.74 EPS, FY2028 earnings at $4.35 EPS and FY2029 earnings at $8.99 EPS.

Insmed (NASDAQ:INSM - Get Free Report) last released its quarterly earnings data on Thursday, August 7th. The biopharmaceutical company reported ($1.70) earnings per share for the quarter, missing analysts' consensus estimates of ($1.30) by ($0.40). The company had revenue of $107.42 million for the quarter, compared to analyst estimates of $104.06 million. Insmed had a negative return on equity of 195.37% and a negative net margin of 259.82%.The firm's revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period in the previous year, the business posted ($1.94) EPS. Insmed has set its FY 2025 guidance at EPS.

Other research analysts also recently issued research reports about the company. Truist Financial raised their price target on Insmed from $126.00 to $139.00 and gave the stock a "buy" rating in a research note on Thursday, August 14th. Wells Fargo & Company raised their price objective on shares of Insmed from $130.00 to $140.00 and gave the stock an "overweight" rating in a research report on Tuesday, August 12th. Royal Bank Of Canada raised their price target on Insmed from $108.00 to $120.00 and gave the stock an "outperform" rating in a report on Friday, August 8th. Citigroup raised Insmed to a "buy" rating in a research note on Tuesday, June 10th. Finally, Morgan Stanley reiterated an "equal weight" rating and issued a $126.00 target price on shares of Insmed in a research note on Wednesday, August 13th. Fifteen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $129.57.

Insmed Stock Performance

NASDAQ INSM traded down $0.06 during trading hours on Friday, hitting $127.21. The company had a trading volume of 2,077,840 shares, compared to its average volume of 2,833,621. The business has a 50 day moving average of $104.75 and a 200-day moving average of $84.33. The company has a market cap of $26.89 billion, a PE ratio of -22.28 and a beta of 0.95. Insmed has a 1-year low of $60.40 and a 1-year high of $130.13. The company has a debt-to-equity ratio of 0.45, a quick ratio of 6.33 and a current ratio of 6.68.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Renaissance Technologies LLC purchased a new stake in shares of Insmed during the 4th quarter worth approximately $1,746,000. Summit Investment Advisors Inc. raised its holdings in Insmed by 10.2% during the fourth quarter. Summit Investment Advisors Inc. now owns 17,551 shares of the biopharmaceutical company's stock worth $1,212,000 after purchasing an additional 1,630 shares during the last quarter. Mariner LLC boosted its position in Insmed by 23.4% during the fourth quarter. Mariner LLC now owns 30,788 shares of the biopharmaceutical company's stock worth $2,126,000 after purchasing an additional 5,844 shares in the last quarter. Jump Financial LLC acquired a new stake in Insmed in the fourth quarter valued at $230,000. Finally, Marshall Wace LLP grew its holdings in Insmed by 38.0% in the fourth quarter. Marshall Wace LLP now owns 1,064,215 shares of the biopharmaceutical company's stock valued at $73,473,000 after purchasing an additional 293,004 shares during the last quarter.

Insiders Place Their Bets

In related news, CFO Sara Bonstein sold 58,400 shares of the company's stock in a transaction on Monday, July 21st. The stock was sold at an average price of $102.67, for a total transaction of $5,995,928.00. Following the transaction, the chief financial officer owned 73,505 shares of the company's stock, valued at $7,546,758.35. This represents a 44.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Orlov S. Nicole Schaeffer sold 99,172 shares of the firm's stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $93.42, for a total value of $9,264,648.24. Following the completion of the sale, the insider directly owned 89,407 shares of the company's stock, valued at approximately $8,352,401.94. This trade represents a 52.59% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 497,829 shares of company stock worth $47,778,638. Company insiders own 3.00% of the company's stock.

About Insmed

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.