Wells Fargo Lowers Price Target for Insmed (INSM) Amid Overweight Rating | INSM Stock News
Wells Fargo has lowered its price target for Insmed (INSM) from $234.00 to $208.00 while maintaining an "Overweight" rating. This adjustment comes amidst other recent analyst updates for INSM from firms like Morgan Stanley, Barclays, Roth Capital, RBC Capital, and UBS, reflecting varied assessments of the biopharmaceutical company's future performance. Despite the reduced target, the average analyst price target for INSM suggests a significant upside from its current price, although GuruFocus' GF Value estimates a potential downside.
Wall Street Analysts Think Insmed (INSM) Could Surge 33.6%: Read This Before Placing a Bet
Wall Street analysts project that Insmed (INSM) could see a 33.6% upside, based on a mean price target of $215.1. While cautioning against solely relying on price targets due to potential analyst bias, the article highlights Insmed's impressive consensus price target and a strong positive trend in earnings estimate revisions. Insmed currently holds a Zacks Rank #2 (Buy), indicating potential near-term upside.
Insmed Lags on Q4 Earnings, Stock Gains on 2026 Brinsupri Sales View
Insmed (INSM) reported a wider-than-expected loss for Q4 2025 but saw its stock rise by nearly 7% due to strong 2026 sales guidance for its drug Brinsupri, which is projected to reach at least $1 billion. The company's overall revenues increased by 153% year-over-year, driven by sales of its two marketed products, Arikayce and Brinsupri. Insmed also provided updates on its pipeline drugs, including late-stage studies and recent acquisitions, indicating growth and expansion.
Insmed (INSM) Poised for 2026 Upside With Potential $1.3B Arikayce Sales Boost, Roth/MKM Initiates Buy
Roth/MKM has initiated coverage on Insmed Inc. (INSM) with a Buy rating and a $212 price target, citing strong growth potential for its Brinsupri medication. Analysts are specifically focused on the upcoming Phase 3 ENCORE trial results for Arikayce, which could potentially unlock $1.3 billion in frontline sales.
Earnings call transcript: Insmed Q4 2025 misses EPS, beats revenue
Insmed (INSM) reported mixed Q4 2025 results, missing EPS forecasts with -$1.54 but significantly beating revenue expectations at $263.8 million, driven by strong BRINSUPRI sales. Despite the EPS miss, the stock saw a positive pre-market movement due to robust revenue growth and an optimistic 2026 revenue projection of at least $1 billion for BRINSUPRI, aiming for cash flow positivity without additional capital raising. The company is actively exploring the expansion of BRINSUPRI's addressable market to include COPD and asthma patients with undiagnosed bronchiectasis, which could substantially increase its peak sales potential.
Insmed: Q4 Earnings Snapshot
Insmed Inc. reported a significant loss of $328.5 million in its fourth quarter, or $1.54 per share, falling short of analyst expectations. The biopharmaceutical company also missed revenue forecasts, posting $263.8 million against an estimated $263.9 million. For the full year, Insmed recorded a loss of $1.28 billion on revenues of $606.4 million.
Mcrae Capital Management Inc. Invests $3.92 Million in Insmed, Inc. $INSM
Mcrae Capital Management Inc. has acquired a new stake in Insmed, Inc. (NASDAQ:INSM) valued at approximately $3.92 million, representing 0.8% of its portfolio. This investment comes despite significant insider selling, with insiders offloading over $29 million in shares in the past 90 days. While Insmed missed its quarterly EPS estimate, Wall Street analysts maintain a "Buy" rating with an average price target of $204.24.
INSMED Inc SEC 10-K Report
INSMED Inc. has released its annual 10-K report, detailing significant financial growth, particularly driven by US commercial sales of BRINSUPRI and increased ARIKAYCE sales, with product revenues reaching $606.4 million. The report highlights strategic initiatives, including new product launches and acquisitions, alongside challenges such as commercialization, regulatory, operational, emerging, and market risks. The company plans to fund operations for at least 12 months with existing cash and marketable securities and continue investing in clinical assets and commercialization efforts.
Insmed: Q4 Earnings Snapshot
Insmed Inc. reported a fourth-quarter loss of $328.5 million, or $1.54 per share, missing Wall Street analyst expectations for both earnings and revenue. The biopharmaceutical company, which develops inhaled treatments for rare lung diseases, posted quarterly revenue of $263.8 million and a total annual loss of $1.28 billion.
Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
Insmed Incorporated announced its financial results for the fourth quarter and full year ended December 31, 2025, with total revenues reaching $606.4 million for the full year. The company expects BRINSUPRI revenues to be at least $1 billion in 2026 and reiterates ARIKAYCE revenue guidance of $450 million to $470 million for the same period. Insmed also provided updates on its clinical pipeline, including progress on Phase 3 trials for TPIP, upcoming topline data for brensocatib, and new orphan drug designation for treprostinil palmitil for PAH.
Insmed (INSM) Reports Q4 Loss, Lags Revenue Estimates
Insmed (INSM) reported a Q4 loss of $1.54 per share, missing the Zacks Consensus Estimate of a $1.07 loss, and its revenue of $263.84 million also fell short of expectations. Despite the market underperformance year-to-date, the stock currently holds a Zacks Rank #2 (Buy) due to favorable estimate revisions ahead of the earnings release, suggesting potential future outperformance. The biopharmaceutical company has not consistently surpassed EPS estimates in the last four quarters but has topped revenue estimates three times.
Insmed earnings up next: Can Brinsupri sustain blockbuster start?
Insmed Inc. is set to announce its fourth-quarter earnings, with analysts focused on whether its new lung disease drug, Brinsupri, can maintain its strong initial sales momentum. The company will also provide guidance for 2026, which may include factors like patient out-of-pocket costs and rebates. Additionally, investors are looking for updates on the Phase 3 ENCORE trial for its older drug, Arikayce, which could significantly expand its market.
Exploring Insmed's Earnings Expectations
Insmed (NASDAQ: INSM) is set to release its quarterly earnings report on Thursday, 2026-02-19, with analysts anticipating an EPS of $-1.13. Investors are keen for the company to surpass these estimates and provide positive guidance, as future projections heavily influence stock prices. The company's shares are up 82.88% over the last 52 weeks, trading at $150.52 as of February 17.
Bronchiectasis Clinical Trial Pipeline Expands as 15+ Pharma Companies Progress Novel Therapies Toward Market Entry, Finds DelveInsight | AstraZeneca, Insmed, Boehringer Ingelheim, CSL, RedHill, Chies
DelveInsight's "Bronchiectasis - Pipeline Insight, 2026" report highlights that over 15 pharmaceutical companies are actively developing more than 15 pipeline drugs for Bronchiectasis treatment. Key players include AstraZeneca, Insmed, and Boehringer Ingelheim, with several therapies such as brensocatib and benralizumab progressing through clinical trials. The report details emerging drugs like SolAeroMed's S1226 and provides a comprehensive assessment of the pipeline landscape, therapeutic candidates, and market drivers for Bronchiectasis.
Insmed, Inc. $INSM Shares Sold by Aberdeen Group plc
Aberdeen Group plc reduced its stake in Insmed, Inc. by 24.3% in the third quarter, selling 75,127 shares. Despite significant insider selling over the past 90 days, with 173,253 shares sold totaling $29.63 million, analysts largely maintain a "Buy" rating for Insmed, projecting an average target price of $204.24 against its current trading price of around $148.75. Insmed is a biopharmaceutical company focused on therapies for rare and serious diseases.
TimesSquare Capital Management LLC Sells 448,406 Shares of Insmed, Inc. $INSM
TimesSquare Capital Management LLC decreased its stake in Insmed, Inc. by 51.3% during Q3, selling 448,406 shares and now holding 425,085 shares valued at $61.2 million. Insider selling also occurred, with insiders selling 248,253 shares worth $44.32 million, reducing their ownership to approximately 3%. Despite these sales, analyst sentiment remains largely positive, with a consensus "Buy" rating and an average target price of $204.24 for Insmed.
Insmed To Present at March 2026 Investor Conferences
Insmed Incorporated announced that its management will present at two investor conferences in March 2026: the 46th Annual TD Cowen Healthcare Conference on March 2nd and the Leerink Partners Global Healthcare Conference on March 10th. Both events will feature live webcasts accessible via the company's investor relations website, with archived webcasts available for 30 days. Insmed, a global biopharmaceutical company, focuses on developing therapies for serious diseases, particularly in pulmonary and inflammatory conditions.
Insmed (INSM) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Insmed (INSM) is expected to report a year-over-year increase in earnings and higher revenues for the quarter ended December 2025. With a Zacks Earnings ESP of +7.01% and a Zacks Rank of #3, the company is predicted to beat the consensus EPS estimate. However, investors should also consider other factors beyond just earnings surprises when making investment decisions.
Insider Selling: Insmed (NASDAQ:INSM) CEO Sells 13,396 Shares of Stock
Insmed (NASDAQ:INSM) CEO William Lewis sold 13,396 shares of the company's stock on February 9th at an average price of $147.79, totaling nearly $1.98 million. This transaction reduced his position by 4.26% and is part of a series of insider sales by Lewis over the past two months. Despite this, Insmed has an average "Buy" rating from analysts with a consensus target price of $204.24.
Profund Advisors LLC Cuts Stock Holdings in Insmed, Inc. $INSM
Profund Advisors LLC significantly reduced its stake in Insmed, Inc. by 41.8% in the third quarter, selling 8,185 shares. Other hedge funds have also adjusted their positions, while company insiders like CEO William Lewis and Michael Alexander Smith have recently sold shares. Despite insider selling, analysts maintain a consensus "Buy" rating for Insmed with a target price of $203.45.
ING Groep NV Makes New $53.79 Million Investment in Insmed, Inc. $INSM
ING Groep NV has acquired a new position in Insmed, Inc. (NASDAQ:INSM) by purchasing 373,500 shares valued at approximately $53.79 million during the third quarter. Despite this institutional investment, company insiders have recently sold shares worth $44.3 million. Analysts generally maintain a "Buy" rating for Insmed, with an average price target of $203.45, significantly above its recent trading price.
Insmed, Inc. (NASDAQ:INSM) Receives Consensus Recommendation of "Buy" from Analysts
Insmed, Inc. (NASDAQ:INSM) has received a consensus "Buy" recommendation from twenty-four analysts, with an average 12-month price target of $203.45. While company insiders have recently sold shares, institutional investors, including Norges Bank and Vanguard Group Inc., have significantly increased their holdings in the biopharmaceutical company. Insmed specializes in developing therapies for rare and serious diseases, focusing on difficult-to-treat pulmonary infections.
Fund Update: 43,686 INSMED (INSM) shares added to CIBC Asset Management Inc portfolio
CIBC Asset Management Inc has increased its portfolio by adding 43,686 shares of INSMED (INSM) as per a recent SEC 13F filing for the 12-31-2025 report period. The article also details significant institutional investor activity, insider trading, congressional stock trading, analyst ratings, and price targets for INSMED. This comprehensive overview provides insight into recent financial movements and expert opinions regarding the company's stock.
Essex Investment Management Co. LLC Grows Stake in Insmed, Inc. $INSM
Essex Investment Management Co. LLC significantly increased its stake in Insmed, Inc. ($INSM) by 31.2% in the third quarter, making it their 5th largest holding. This move comes as other institutional investors have also built new positions, indicating strong demand for Insmed stock despite recent insider selling by the CEO and CFO. Analysts maintain a "Buy" rating for Insmed with a consensus target price of $203.45.
Candriam S.C.A. Has $57.26 Million Stock Position in Insmed, Inc. $INSM
Candriam S.C.A. decreased its stake in Insmed, Inc. by 9.4% in the third quarter, holding 397,588 shares valued at $57.26 million. Despite substantial insider selling amounting to $50.12 million in the last 90 days, analysts largely maintain a "Buy" rating with an average target price of $203.45. Insmed, a biopharmaceutical company, has a market cap of $31.96 billion and insiders still own 3.00% of its stock.
Wellington Shields Capital Management LLC Invests $1.22 Million in Insmed, Inc. $INSM
Wellington Shields Capital Management LLC has invested $1.22 million in Insmed, Inc. (NASDAQ:INSM) by acquiring 8,472 shares in the third quarter. Analysts generally hold a "Buy" rating on INSM with an average price target of $203.45, despite recent insider selling totaling over $50 million. Insmed is a biopharmaceutical company focused on therapies for rare and serious diseases, particularly pulmonary infections, with its main product being ARIKAYCE.
Insider Sell: Martina Flammer Sells Shares of Insmed Inc (INSM)
Martina Flammer, Chief Medical Officer at an Insmed Inc (INSM) subsidiary, sold 869 shares of the company on February 5, 2026, reducing her holdings to 83,243 shares. Over the past year, Flammer has sold 415,518 shares with no purchases, contributing to a total of 78 insider sells against 1 insider buy for Insmed. The stock is currently trading at $152.44, significantly above its estimated GF Value of $44.69, suggesting it is overvalued.
Insmed to Host Fourth-Quarter and Full-Year 2025 Financial Results Conference Call on Thursday, February 19, 2026
Insmed Incorporated (Nasdaq: INSM) has announced it will release its fourth-quarter and full-year 2025 financial results on Thursday, February 19, 2026. The company will host a conference call for investors on the same day at 8:00 a.m. ET to discuss the results and provide a business update, with details available for participation and replay.
Insmed Presents Data on TPIP Inhalation Drug for PAH
Insmed Inc. is presenting four abstracts on treprostinil palmitil inhalation powder (TPIP) at the Pulmonary Vascular Research Institute (PVRI) 2026 congress. TPIP is an investigational once-daily dry powder formulation for pulmonary arterial hypertension (PAH) and other rare pulmonary disorders. The presentations will cover findings from the Phase 2b study, the design of the Phase 3 PALM-PAH study, and preclinical data supporting TPIP's potential.
Mid-Cap Biopharmas Flex Their Commercial Muscle
The article highlights the growing commercial strength of mid-cap biopharmaceutical companies. It notes that this is part of a weekly bulletin from Scrip, focusing on top pharma business news. The content mentions several related companies in the biopharma sector.
Y Intercept Hong Kong Ltd Decreases Position in Insmed, Inc. $INSM
Y Intercept Hong Kong Ltd significantly reduced its stake in Insmed, Inc. by 97.4% in the third quarter of 2025. This move comes despite several institutional investors increasing their positions and analysts maintaining a "Buy" rating for Insmed. Company insiders, including the CFO and CEO, have also been net sellers of the stock recently.
Bank of New York Mellon Corp Trims Stock Holdings in Insmed, Inc. $INSM
Bank of New York Mellon Corp reduced its stake in Insmed, Inc. by 4.9% during the third quarter, selling 58,572 shares and retaining over 1.1 million shares valued at approximately $164 million. Despite significant insider selling over the past 90 days, analysts largely maintain a "Buy" rating for Insmed, with a consensus price target of $206.04. The biopharmaceutical company recently missed its quarterly EPS estimates but exceeded revenue expectations, and its stock has experienced volatility, opening at $156.87 on Friday.
New York State Common Retirement Fund Buys 18,123 Shares of Insmed, Inc. $INSM
The New York State Common Retirement Fund increased its stake in Insmed, Inc. by 4.2% in the third quarter, purchasing an additional 18,123 shares to now own 445,876 shares valued at approximately $64.21 million. This comes despite Insmed missing its Q3 EPS estimates but exceeding revenue expectations. Analysts generally maintain a "Buy" rating for Insmed with an average price target of $205.83.
Insmed (INSM) Sees Surge in Bullish Option Activity
Insmed (INSM) is experiencing a notable surge in bullish option trading activity, with call option volume doubling and implied volatility rising. The low Put/Call Ratio of 0.18 indicates strong positive sentiment among traders, especially with significant interest in April 2026 180 call and February 2026 160 call options. Despite a mixed financial picture including negative profitability, the company exhibits strong liquidity and a positive analyst outlook ahead of its February 19th earnings announcement.
New Phase 3 PAH trial design, imaging data put TPIP in PVRI 2026 spotlight
Insmed (Nasdaq: INSM) will present four abstracts on treprostinil palmitil inhalation powder (TPIP) at the Pulmonary Vascular Research Institute (PVRI) 2026 congress. These presentations will include details on the Phase 3 PALM-PAH study design, an encore of topline Phase 2b PAH results, a Functional Respiratory Imaging analysis from Phase 2b, and pulmonary vasodilation data in rat models. The company reported strong preliminary full-year 2025 net product revenue of $606.4 million, with ARIKAYCE revenue at $433.8 million and BRINSUPRI revenue at $172.7 million.
Insmed to Present Multiple Abstracts on Treprostinil Palmitil Inhalation Powder (TPIP) at Pulmonary Vascular Research Institute (PVRI) 2026 Congress
Insmed Incorporated announced it will present four abstracts on treprostinil palmitil inhalation powder (TPIP) at the Pulmonary Vascular Research Institute (PVRI) 2026 congress. These presentations will include the Phase 3 PALM-PAH study design, an encore of topline Phase 2b data, a new Functional Respiratory Imaging analysis from the Phase 2b study, and data on TPIP's pulmonary vasodilatory effect in rat models. This reflects the growing evidence supporting TPIP as a potential prostanoid of choice, with the goal of improving outcomes for patients with pulmonary arterial hypertension (PAH).
Mutual of America Capital Management LLC Lowers Stock Holdings in Insmed, Inc. $INSM
Mutual of America Capital Management LLC reduced its stake in Insmed, Inc. (NASDAQ:INSM) by 19.4% in the third quarter of 2025, selling 16,738 shares and retaining 69,754 shares valued at $10.05 million. This follows a trend of insider selling, with CFO Sara Bonstein and CEO William Lewis also divesting significant shares. Despite analysts' largely bullish "Buy" rating and a consensus target price of $204.68, the company missed quarterly EPS estimates, though revenue was up 52.4% year-over-year.
Strs Ohio Grows Stake in Insmed, Inc. $INSM
Strs Ohio significantly increased its investment in Insmed, Inc. by 590.3% in the third quarter, holding 29,454 shares valued at $4.24 million. Despite substantial insider selling in January, Wall Street analysts maintain a "Buy" consensus with an average price target of $204.68 for Insmed. The biopharmaceutical company reported strong revenue growth but a negative P/E ratio in its last quarter.
Insmed, Inc. $INSM Stock Holdings Lessened by Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust significantly reduced its stake in Insmed, Inc. (NASDAQ:INSM) by 51.5% in the third quarter of 2025, selling 13,102 shares and retaining 12,322 shares valued at $1.77 million. Despite this reduction and recent insider sales totaling over $54 million, analysts maintain a "Moderate Buy" consensus rating for Insmed, with an average price target of $204.68. The biopharmaceutical company reported revenues of $142.34 million in its last quarter, surpassing analyst estimates, but also reported an EPS of ($1.75) which missed expectations.
Stifel Initiates Insmed(INSM.US) With Buy Rating, Announces Target Price $212
Stifel has initiated coverage on Insmed (INSM.US) with a Buy rating. The financial firm also set a target price of $212 for the company's stock.
Roth Capital Initiates Coverage on Insmed (INSM) with Buy Rating
Roth Capital has initiated coverage on Insmed (INSM) with a "Buy" rating and a price target of $212.00, set by analyst Adam Walsh. This positive outlook follows several recent analyst updates, including RBC Capital maintaining an "Outperform" rating and UBS maintaining a "Buy" rating. Insmed, a biopharmaceutical company focused on rare diseases, has an average target price of $213.88 from 18 analysts, implying a 37.42% upside from its current price.
Insmed (INSM) chair and CEO Lewis sells $1.7M in stock By Investing.com
Insmed Inc.'s Chair and CEO, William Lewis, sold 11,699 shares of common stock for over $1.7 million and simultaneously exercised options to acquire 10,699 shares. These transactions were performed under a pre-arranged 10b5-1 trading plan. The company also reported strong financial results for its drugs Brinsupri and ARIKAYCE, with Brinsupri exceeding analyst expectations and ARIKAYCE showing significant revenue growth.
Insmed (INSM) chair and CEO Lewis sells $1.7M in stock By Investing.com
Insmed's Chair and CEO, William Lewis, sold 11,699 shares of common stock for over $1.7 million and exercised options for 10,699 shares. These transactions were part of a pre-arranged trading plan, with Lewis retaining significant indirect and direct ownership in the company. The company also reported strong financial results for its drugs Brinsupri and ARIKAYCE, with RBC Capital raising its price target for Insmed.
Insider Selling: Insmed (NASDAQ:INSM) CEO Sells 10,699 Shares of Stock
Insmed (NASDAQ:INSM) CEO William Lewis sold 10,699 shares of the company's stock on January 20th, totaling over $1.7 million, reducing his stake by 3.37%. This sale is part of a series of transactions by Lewis in December-January, amounting to approximately 50,289 shares sold for about $8.42 million. Despite recent insider selling and a quarterly EPS miss, Insmed holds a "Moderate Buy" consensus rating with an average price target of $204.33.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Insmed Incorporated - INSM
Pomerantz LLP is investigating potential securities fraud claims against Insmed Incorporated (NASDAQ: INSM) on behalf of its investors. This investigation follows a significant 16.08% drop in Insmed's stock price after the company announced on December 17, 2025, that its Phase 2b BiRCh study for brensocatib in chronic rhinosinusitis did not meet its primary or secondary efficacy endpoints, leading to the discontinuation of the drug's development. Investors who suffered losses are encouraged to contact Pomerantz LLP.
Insmed, Inc. (NASDAQ:INSM) Short Interest Up 23.4% in December
Insmed, Inc. (NASDAQ:INSM) experienced a significant 23.4% increase in short interest in December, reaching 11,015,687 shares, representing about 5.3% of the stock sold short. This rise occurred despite the company's revenue growing by 52.4% to $142.34 million, as it missed quarterly EPS estimates and maintained a deeply negative net margin. Insider selling also continued, with both the COO and CEO disposing of shares totaling over $52 million in the last 90 days.
Analyst weighs patent cliff risks against Insmed’s (INSM) growth story
The article discusses an analyst's evaluation of Insmed (INSM), balancing the risks associated with a potential patent cliff against the company's growth prospects. This assessment is crucial for understanding the pharmaceutical company's future financial performance and market position.
Analyst Weighs Patent Cliff Risks Against Insmed’s (INSM) Growth Story
Insmed Inc. reported strong preliminary 2025 results, with total revenue up 67% year-over-year, driven by ARIKAYCE and BRINSUPRI sales. Morgan Stanley analyst Maxwell Skor marginally lowered his price target to $157 from $158 due to patent cliff risks for large-cap biopharma, but Insmed's growth looks solid with anticipated EU launch and clinical readouts. The article suggests that while INSM has potential, other AI stocks may offer higher returns in a shorter timeframe.
Oak Ridge Investments LLC Sells 12,052 Shares of Insmed, Inc. $INSM
Oak Ridge Investments LLC reduced its stake in Insmed, Inc. by 35.3% in Q3, selling 12,052 shares and retaining 22,136 shares valued at $3.19 million, despite other major institutions initiating significant new positions. Insmed saw heavy insider selling of 286,100 shares totaling approximately $52.6 million over the last 90 days, bringing insider ownership to around 3%. Although the company reported Q3 revenue of $142.34 million (up 52.4%), it missed EPS expectations with a negative $1.75, yet analysts maintain a "Moderate Buy" rating with a consensus price target of $205.77.
Campbell & CO Investment Adviser LLC Invests $2.75 Million in Insmed, Inc. $INSM
Campbell & CO Investment Adviser LLC has invested approximately $2.75 million in Insmed, Inc. by purchasing 19,060 shares, establishing a new position in the biopharmaceutical company. Despite insider selling activity totaling $52.6 million in the last 90 days, analysts maintain a "Moderate Buy" rating for Insmed with a consensus target price of $205.77. The company recently reported a 52% year-over-year revenue increase but also an EPS miss.
