Q1 Earnings Forecast for Insmed Issued By Leerink Partnrs

Key Points

• Leerink Partners has projected Insmed's Q1 2026 earnings per share at ($1.23), while the consensus for the full year is ($4.56) per share.
• Insmed's quarterly earnings missed analysts' expectations, reporting ($1.70) earnings per share, despite revenues of $107.42 million being higher than anticipated.
• Institutional investments in Insmed have increased significantly, with Darwin Global Management raising its stake by 23.5% in the last quarter.

Insmed, Inc. (NASDAQ:INSM - Free Report) - Analysts at Leerink Partnrs issued their Q1 2026 EPS estimates for shares of Insmed in a research note issued to investors on Thursday, August 7th. Leerink Partnrs analyst J. Schwartz anticipates that the biopharmaceutical company will post earnings per share of ($1.23) for the quarter. The consensus estimate for Insmed's current full-year earnings is ($4.56) per share. Leerink Partnrs also issued estimates for Insmed's Q2 2026 earnings at ($1.12) EPS, Q3 2026 earnings at ($1.03) EPS and Q4 2026 earnings at ($0.92) 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 the consensus estimate of ($1.30) by ($0.40). Insmed had a negative net margin of 259.82% and a negative return on equity of 195.37%. The company had revenue of $107.42 million for the quarter, compared to analysts' expectations of $104.06 million. During the same period in the previous year, the firm earned ($1.94) earnings per share. The firm's revenue for the quarter was up 18.9% on a year-over-year basis.

Several other analysts have also issued reports on the stock. JPMorgan Chase & Co. boosted their target price on shares of Insmed from $90.00 to $111.00 and gave the company an "overweight" rating in a research report on Tuesday, July 8th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $120.00 price target (up from $108.00) on shares of Insmed in a research report on Friday, August 8th. UBS Group reiterated a "buy" rating and issued a $133.00 price target (up from $124.00) on shares of Insmed in a research report on Friday, August 8th. Truist Financial upped their price target on shares of Insmed from $126.00 to $139.00 and gave the stock a "buy" rating in a research report on Thursday. Finally, Morgan Stanley reiterated an "equal weight" rating and issued a $126.00 price target on shares of Insmed in a research report on Wednesday. One research analyst has rated the stock with a hold rating and fifteen have assigned a buy rating to the company. According to data from MarketBeat, Insmed presently has a consensus rating of "Moderate Buy" and an average target price of $129.57.

Insmed Stock Performance

NASDAQ INSM traded up $4.92 during trading hours on Monday, hitting $127.79. 3,883,059 shares of the company's stock traded hands, compared to its average volume of 2,822,664. The business's fifty day moving average price is $101.43 and its two-hundred day moving average price is $83.19. The company has a current ratio of 6.68, a quick ratio of 6.33 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $27.01 billion, a P/E ratio of -22.38 and a beta of 0.95. Insmed has a 52 week low of $60.40 and a 52 week high of $128.48.

Insider Activity

In other news, insider Orlov S. Nicole Schaeffer sold 99,172 shares of the 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 sale, the insider owned 89,407 shares of the company's stock, valued at approximately $8,352,401.94. This represents a 52.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Sara Bonstein sold 58,400 shares of the stock in a transaction on Monday, July 21st. The shares were sold at an average price of $102.67, for a total transaction of $5,995,928.00. Following the completion of the sale, the chief financial officer directly owned 73,505 shares in the company, valued at approximately $7,546,758.35. This represents a 44.27% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 527,515 shares of company stock worth $49,787,158. Insiders own 3.00% of the company's stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Cullen Frost Bankers Inc. increased its position in Insmed by 164.9% during the 1st quarter. Cullen Frost Bankers Inc. now owns 355 shares of the biopharmaceutical company's stock valued at $27,000 after purchasing an additional 221 shares during the period. Elequin Capital LP purchased a new position in Insmed during the 4th quarter valued at about $28,000. ORG Partners LLC increased its position in Insmed by 220.2% during the 2nd quarter. ORG Partners LLC now owns 285 shares of the biopharmaceutical company's stock valued at $28,000 after purchasing an additional 196 shares during the period. Hilltop National Bank purchased a new position in Insmed during the 2nd quarter valued at about $28,000. Finally, FNY Investment Advisers LLC purchased a new position in Insmed during the 2nd quarter valued at about $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.