INSM logo

Insmed Incorporated Stock Price

NasdaqGS:INSM Community·US$23.0b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 40 Fair Values set on narratives written by author

INSM Share Price Performance

US$103.73
30.65 (41.94%)
US$200.00
Fair Value
US$103.73
30.65 (41.94%)
48.1% undervalued intrinsic discount
US$200.00
Fair Value
Price US$103.73
AnalystConsensusTarget US$200.00
AnalystLowTarget US$145.86
AnalystHighTarget US$243.00

INSM Community Narratives

·
Fair Value US$200 48.1% undervalued intrinsic discount

INSM: 2025 Launch Will Drive Respiratory Platform Expansion Amid Elevated Expectations

1users have liked this narrative
1users have commented on this narrative
16users have followed this narrative
·
Fair Value US$145.86 28.9% undervalued intrinsic discount

Pulmonary Disease Headwinds Will Test This Respiratory Franchise Before Long Term Potential Emerges

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$243 57.3% undervalued intrinsic discount

Future Respiratory Breakthroughs And Pipeline Expansion Will Transform Long Term Earnings Power

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative

Trending Discussion

Updated Narratives

INSM logo

INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Leadership Debate

Fair Value: US$200 48.1% undervalued intrinsic discount
16 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
INSM logo

Pulmonary Disease Headwinds Will Test This Respiratory Franchise Before Long Term Potential Emerges

Fair Value: US$145.86 28.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
INSM logo

Future Respiratory Breakthroughs And Pipeline Expansion Will Transform Long Term Earnings Power

Fair Value: US$243 57.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
3 Rewards

Insmed Incorporated Key Details

US$819.6m

Revenue

US$149.1m

Cost of Revenue

US$670.5m

Gross Profit

US$1.9b

Other Expenses

-US$1.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-5.46
81.81%
-144.44%
99.9%
View Full Analysis

About INSM

Founded
1988
Employees
1664
CEO
William Lewis
WebsiteView website
www.insmed.com

Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It also develops brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1(DPP1) that is in phase 3 clinical trial for the treatment of bronchiectasis; and in phase 2 clinical trial for the treatment of chronic rhinosinusitis without nasal polyps and hidradenitis suppurativa. In addition, the company is developing treprostinil palmitil inhalation powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil, which is in phase 3 clinical trial for the treatment of pulmonary hypertension associated with interstitial lung disease; and phase 2 clinical trial for the treatment of pulmonary arterial hypertension. Further, it develops INS1201, a microdystrophin adeno-associated virus gene replacement therapy which is in phase 1 clinical trial for the treatment of Duchenne muscular dystrophy, as well as it is also developing pre-clinical research programs for gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. In addition, it provides INS1148, monoclonal antibody targeting stem cell factor called SCF248 that is in phase-2 clinical trial for the treatment of interstitial lung disease, and asthma; and INS1202, an intrathecally delivered gene therapy which is in phase 1 of clinical trial for the treatment of amyotrophic lateral sclerosis. The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.

Recent INSM News & Updates

Narrative Update Jun 02

INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Leadership Debate

Analysts have trimmed their average price target on Insmed to about $200 from $212.50, reflecting updated Q1 models that factor in recent competitive developments and refreshed Brinsupri expectations, while still largely maintaining constructive views on the stock. Analyst Commentary Street research around Insmed has been active, with multiple firms adjusting price targets and ratings following Q1 results, clinical updates and early feedback on Brinsupri.
New Narrative May 28

Pulmonary Disease Headwinds Will Test This Respiratory Franchise Before Long Term Potential Emerges

Catalysts About Insmed Insmed focuses on therapies for serious respiratory and rare diseases, including bronchiectasis, NTM MAC lung infection and pulmonary hypertension indications. What are the underlying business or industry changes driving this perspective?

Recent updates

No updates