Insmed (INSM) Stock Price, News & Analysis

Company Overview

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S. Food and Drug Administration for use in adults with refractory Mycobacterium avium complex (MAC) lung disease. ARIKAYCE is designed to deliver high concentrations of antibiotic directly to the lungs, and Insmed has pursued both commercial uptake and further regulatory and clinical work to explore additional indications and geographic approvals.

Beyond its marketed product, Insmed maintains a clinical-stage pipeline focused on pulmonary and other rare disease indications, leveraging formulation science and targeted delivery approaches. The company conducts clinical trials, regulatory interactions, and commercial activities aimed at expanding patient access to its therapies. Insmed also engages in partnerships and business development efforts to support international registrations and distribution.

Insmed presents itself as a specialty biopharma organization combining R&D, regulatory, and commercial capabilities to serve patients with high unmet medical need. Its operations encompass clinical development, regulatory strategy, manufacturing partnerships for specialized formulations, and patient support programs intended to facilitate access and adherence for those living with chronic and complex conditions.

Key Stats

• Today's Range: $106.71 to $109.96
• 50-Day Range: $101.17 to $164.86
• 52-Week Range: $64.85 to $212.75
• Volume: 2.99 million shs
• Average Volume: 3.84 million shs
• Market Capitalization: $23.39 billion
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: $210.95
• Consensus Rating: Moderate Buy

Insmed Stock Analysis - MarketRank™

Insmed scored higher than 70% of companies evaluated by MarketBeat, and ranked 230th out of 856 stocks in the medical sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.5 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Insmed has received a consensus rating of Moderate Buy. The company's average rating score is 2.96, and is based on 1 strong buy rating, 23 buy ratings, no hold ratings, and 1 sell rating.

Upside Potential

Insmed has a consensus price target of $210.95, representing about 95.5% upside from its current price of $107.91.

Amount of Analyst Coverage

Insmed has been the subject of 15 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 0.6 / 5
• Proj. Earnings Growth: Growing

Earnings Growth

Earnings for Insmed are expected to grow in the coming year, from ($2.52) to $0.85 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Insmed is -18.77, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of Insmed is -18.77, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Book Value per Share Ratio

Insmed has a P/B Ratio of 33.20. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 1.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

6.93% of the float of Insmed has been sold short.

Short Interest Ratio / Days to Cover

Insmed has a short interest ratio ("days to cover") of 9.3.

Change versus previous month

Short interest in Insmed has recently increased by 6.16%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Insmed does not currently pay a dividend.

Dividend Growth

Insmed does not have a long track record of dividend growth.

News and Social Media

• Score: 4.6 / 5
• News Sentiment: 1.35

News Sentiment

Insmed has a news sentiment score of 1.35. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.38 average news sentiment score of Medical companies.

News Coverage This Week

MarketBeat has tracked 13 news articles for Insmed this week, compared to 12 articles on an average week.

Search Interest

40 people have searched for INSM on MarketBeat in the last 30 days. This is an increase of 208% compared to the previous 30 days.

MarketBeat Follows

6 people have added Insmed to their MarketBeat watchlist in the last 30 days. This is an increase of 200% compared to the previous 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Insmed insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $23,846,784.00 in company stock.

Percentage Held by Insiders

2.10% of the stock of Insmed is held by insiders.

Percentage Held by Institutions

Insmed has minimal institutional ownership at this time.

Company Calendar

• Last Earnings: 5/07/2026
• Today: 5/20/2026
• RBC Capital Markets Global Healthcare Conference 2026: 5/20/2026
• Next Earnings (Estimated): 8/06/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Medical
• Industry: MED - BIOMED/GENE
• Sub-Industry: Pharmaceutical Products
• Current Symbol: NASDAQ:INSM
• CIK: 1104506
• Web: www.insmed.com
• Phone: 908-977-9900
• Fax: 732-438-0381
• Employees: 1,664
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Insmed: $210.95
• High Price Target: $263.00
• Low Price Target: $135.00
• Potential Upside/Downside: +95.5%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.96
• Research Coverage: 25 Analysts

Profitability

• EPS (Trailing Twelve Months): ($5.75)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -$1.28 billion
• Net Margins: -144.44%
• Pretax Margin: -143.76%
• Return on Equity: -130.11%
• Return on Assets: -51.57%

Debt

• Debt-to-Equity Ratio: 0.80
• Current Ratio: 4.47
• Quick Ratio: 4.10

Sales & Book Value

• Annual Sales: $606.42 million
• Price / Sales: 38.57
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: $3.25 per share
• Price / Book: 33.20

Miscellaneous

• Outstanding Shares: 216,750,000
• Free Float: 212,200,000
• Market Cap: $23.39 billion
• Optionable: Optionable
• Beta: 0.89