Insmed Incorporated

NasdaqGS:INSM Lagerbericht

Marktkapitalisierung: US$22.7b

Insmed Zukünftiges Wachstum

Future Kriterienprüfungen 5/6

Insmed wird ein jährliches Gewinn- und Umsatzwachstum von 67.2% bzw. 33% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 67.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich -31.4% betragen.

Wichtige Informationen

67.2%

Wachstumsrate der Gewinne

67.15%

EPS-Wachstumsrate

Biotechs Gewinnwachstum25.2%
Wachstumsrate der Einnahmen33.0%
Zukünftige Eigenkapitalrendite-31.44%
Analystenabdeckung

Good

Zuletzt aktualisiert22 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • May 11

Insmed Incorporated (NASDAQ:INSM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Shareholders in Insmed Incorporated ( NASDAQ:INSM ) had a terrible week, as shares crashed 28% to US$101 in the week...

Recent updates

Seeking Alpha • Jun 22

Insmed: Extensive Phase 3 TPIP Program And Revenue Growth In Q1 2026, Strong Buy

Summary Insmed is maintained at "Strong Buy" due to robust pipeline progress and expanding commercial execution. INSM's key catalysts include ARIKAYCE's sNDA submission for 1st-line MAC Lung Disease in H2 2026 and ongoing regulatory expansion efforts in Japan. TPIP advances with phase 3 PALM-PAH and PALM-ILD studies, targeting large PAH and PH-ILD markets with potential best-in-class, once-daily dosing. BRINSUPRI sales surged 44% YoY in Q1 2026, with full-year sales projected at least $1B, supporting strong revenue growth despite high cash burn. Read the full article on Seeking Alpha
Narrativ-Update • Jun 16

INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Upside Debate

Insmed's updated analyst price target edges down slightly to about $197, with analysts citing refined Brinsupri revenue, margin and P/E assumptions. They still point to recent share weakness and Q2 uncertainty as key factors in their revised, but broadly constructive, models.
Narrativ-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.
Neues Narrativ • 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?
Neues Narrativ • May 13

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

Catalysts About Insmed Insmed focuses on developing and commercializing therapies for serious respiratory and rare diseases. What are the underlying business or industry changes driving this perspective?
Analyseartikel • May 11

Insmed Incorporated (NASDAQ:INSM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Shareholders in Insmed Incorporated ( NASDAQ:INSM ) had a terrible week, as shares crashed 28% to US$101 in the week...
Narrativ-Update • Apr 22

INSM: 2026 Respiratory Launch Execution Will Shape Bronchiectasis Leadership Trajectory

Insmed's updated analyst price target edges down by about $2 to $212.50, as analysts weigh slightly higher discount rate assumptions against continued strong expectations for Brinsupri and the broader respiratory pipeline, as reflected in a series of recent target revisions and new bullish initiations. Analyst Commentary Recent research has been active around Insmed, with several firms updating targets and views following Brinsupri launch commentary, ENCORE data, and management guidance.
Narrativ-Update • Apr 06

INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Market Expansion

Analysts have nudged Insmed's fair value estimate higher to $214.32, reflecting a series of recent price target increases that are tied to confidence in the Brinsupri launch, an expanded bronchiectasis opportunity, and updated Street research on the company's broader respiratory portfolio. Analyst Commentary Recent Street research around Insmed clusters around a few common themes, with most attention on Brinsupri execution, the bronchiectasis market opportunity, and updated revenue guidance through 2026.
Narrativ-Update • Mar 20

INSM: 2026 Respiratory Revenue Milestone And Market Expansion Will Drive Platform Potential

Analysts have made a modest upward adjustment to the Insmed price target, increasing the estimated fair value from about $212.53 to $213. They cite renewed confidence in Brinsupri's launch potential, reinforced 2026 guidance and broader bronchiectasis market opportunities highlighted across recent research from Jefferies, BofA, Mizuho, Morgan Stanley, Wells Fargo, Stifel, UBS, Barclays, Roth and RBC.
Narrativ-Update • Mar 05

INSM: Brinsupri Launch And 2026 Revenue Milestone Will Support Future Platform Expansion

Analysts have trimmed their average price target on Insmed by a few dollars to about $213, as slightly higher discount rates and more measured revenue and margin assumptions offset continued optimism around the Brinsupri launch and its longer term market opportunity. Analyst Commentary Recent Street commentary on Insmed clusters around the same core themes, with valuation tweaks mainly driven by updated assumptions on Brinsupri, management's long range guidance, and broader biotech sector conditions.
Narrativ-Update • Feb 18

INSM: European Respiratory Approval And NASDAQ Inclusion Will Support Future Platform Expansion

Narrative Update: Insmed Analyst Price Target Shift Insmed's blended analyst price target edges down by about $1 to roughly $214 as analysts balance slightly lower long term growth and P/E assumptions with ongoing support for the pipeline and recent target changes across the Street. Analyst Commentary Street research on Insmed over recent months shows a cluster of bullish initiations and target moves, with a few more cautious tweaks at the margin.
Narrativ-Update • Feb 04

INSM: European Respiratory Progress And NASDAQ Inclusion Will Support Future Platform Expansion

Analysts have nudged their blended price target for Insmed higher to about $215 per share, reflecting slightly stronger revenue and margin assumptions and a lower future P/E following recent initiation and target updates across the Street. Analyst Commentary Bullish analysts are leaning into Insmed's updated pricing and P/E framework, pointing to specific pipeline and sector factors that they see as supporting the higher blended price target, while more cautious voices are focusing on funding needs and competitive pressures across biotech.
Narrativ-Update • Jan 20

INSM: European Respiratory Portfolio Momentum Will Support Future Platform Expansion

Analysts have nudged their blended price expectations for Insmed slightly lower, trimming the implied fair value by about US$1.60 to reflect modestly higher discount rates, even as they factor in stronger projected revenue growth, wider profit margins and a lower assumed future P/E multiple. This view is supported by recent research highlighting both sector wide M&A potential and company specific drivers such as Brinsupri's EC approval, Q3 execution and anticipated respiratory portfolio expansion.
Narrativ-Update • Jan 06

INSM: European Bronchiectasis Approval Will Support Future Respiratory Platform Expansion

Analysts now place Insmed's blended price target at about US$215.56, edging up from roughly US$214.78 as they factor in recent target moves across the Street tied to Brinsupri's EC approval, Q3 execution, and the broader biotech funding backdrop. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brinsupri's formal EC approval for certain non cystic fibrosis bronchiectasis patients and planned early 2026 access, which they see as an important driver underpinning higher valuation targets above US$210.
Narrativ-Update • Dec 22

INSM: European Bronchiectasis Launch Will Drive Future Respiratory Platform Upside

Insmed's analyst price target has been lifted by about $8 to roughly $215, as analysts factor in strong Brinsupri momentum, expanding indications, and solid execution across the broader respiratory pipeline. Analyst Commentary Bullish analysts continue to lift their models as Brinsupri's early momentum and label breadth in non cystic fibrosis bronchiectasis reshape expectations for Insmed's long term revenue trajectory and margin expansion.
Narrativ-Update • Dec 08

INSM: Respiratory Portfolio Execution And European Expansion Will Shape Future Outlook

Analysts have modestly lifted their price target on Insmed from $214 to $223, reflecting stronger confidence in Brinsupri's European launch trajectory, the expansion of non cystic fibrosis bronchiectasis indications, and continued evidence of robust execution across the broader respiratory portfolio. Analyst Commentary Recent Street research continues to skew positive, with multiple bullish analysts lifting price targets in response to stronger than expected commercial execution and an expanding opportunity set around Brinsupri and the broader respiratory platform.
Narrativ-Update • Nov 24

INSM: Commercial Execution And Pipeline Progress Will Shape Balanced Outlook

Analysts have raised their price target for Insmed from $204.50 to $214.12, citing strong commercial performance, positive product launches, and greater confidence in the company's revenue growth prospects, even as profitability and valuation metrics continue to evolve. Analyst Commentary Analysts covering Insmed have provided a range of perspectives following recent product launches and clinical updates.
Narrativ-Update • Nov 01

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

Insmed's analyst price target has climbed significantly, rising by more than $30 to $204.50. Analysts cite stronger pipeline execution, improving profit margins, and expanding growth opportunities across its lead programs as key reasons for the increase.
Narrativ-Update • Oct 17

Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

Analysts have raised their price target for Insmed, increasing fair value from $164.41 to $172.59. This adjustment is driven by anticipation of broader Brinsupri uptake, pipeline advancements, and improved sentiment following positive clinical and commercial updates.
Narrativ-Update • Oct 03

Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

Insmed's analyst price target has increased by over $6 to $164.41, as analysts cite stronger revenue growth projections and recent clinical and commercialization achievements as key catalysts for the upward revision. Analyst Commentary Recent analyst activity around Insmed highlights a dynamic mix of optimism and caution, reflecting both the company's clinical progress and commercial prospects.
Narrativ-Update • Sep 07

Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

Insmed’s consensus price target has increased to $158.00, reflecting analyst optimism around Brinsupri’s broad FDA approval, strong initial commercial outlook, advancing pipeline assets, and positive clinical data, despite some valuation concerns following the recent price appreciation. Analyst Commentary Bullish analysts are raising price targets following the FDA approval of Brinsupri (brensocatib) for non-cystic fibrosis bronchiectasis, highlighting a broad label, no major safety warnings, inclusion of FEV1 efficacy data, and a high launch price as key upside surprises that position the therapy for multi-billion dollar opportunities.
Narrativ-Update • Aug 23

Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

Insmed’s consensus price target has surged to $148.44, driven by the FDA approval and strong commercial prospects for Brinsupri, expanded pipeline potential, and robust Phase 2 results for TPIP—underscoring significant upward revisions in revenue and profit expectations. Analyst Commentary Bullish analysts are raising price targets following FDA approval of Brinsupri as the first therapy for non-cystic fibrosis bronchiectasis, citing a broad label with both doses approved, clean safety profile, and inclusion of favorable FEV1 and secondary endpoint data in prescribing information.
Narrativ-Update • Aug 08

Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

Despite a sharply higher future P/E and a substantial decline in net profit margin, analysts have aggressively raised Insmed’s price target from $68.64 to $120.12. What's in the News Insmed reported positive topline Phase 2b results for treprostinil palmitil inhalation powder (TPIP) in pulmonary arterial hypertension, meeting primary and all secondary endpoints.

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:INSM - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20283,74977381790318
12/31/20272,738763018220
12/31/20261,687-578-461-44820
3/31/2026820-1,184-967-896N/A
12/31/2025606-1,277-998-935N/A
9/30/2025447-1,184-906-883N/A
6/30/2025398-1,034-869-845N/A
3/31/2025381-1,013-789-762N/A
12/31/2024364-914-706-684N/A
9/30/2024343-864-636-619N/A
6/30/2024329-803-591-574N/A
3/31/2024315-747-589-574N/A
12/31/2023305-750-550-536N/A
9/30/2023281-724-524-509N/A
6/30/2023269-696-476-462N/A
3/31/2023257-547-453-442N/A
12/31/2022245-482-410-400N/A
9/30/2022242-434-388-381N/A
6/30/2022221-416-374-367N/A
3/31/2022201-438-348-340N/A
12/31/2021188-435-371-363N/A
9/30/2021174-424-354-346N/A
6/30/2021171-375-336-329N/A
3/31/2021168-319-295-290N/A
12/31/2020164-294-226-219N/A
9/30/2020169-245-215-197N/A
6/30/2020164-242-223-191N/A
3/31/2020151-247-276-235N/A
12/31/2019136-254N/A-251N/A
9/30/2019101-293N/A-276N/A
6/30/201962-320N/A-290N/A
3/31/201932-330N/A-264N/A
12/31/201810-324N/A-258N/A
9/30/2018N/A-298N/A-236N/A
6/30/2018N/A-256N/A-209N/A
3/31/2018N/A-224N/A-190N/A
12/31/2017N/A-193N/A-160N/A
9/30/2017N/A-196N/A-169N/A
6/30/2017N/A-188N/A-162N/A
3/31/2017N/A-180N/A-154N/A
12/31/2016N/A-176N/A-147N/A
9/30/2016N/A-139N/A-116N/A
6/30/2016N/A-132N/A-109N/A
3/31/2016N/A-124N/A-105N/A
12/31/2015N/A-118N/A-101N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: INSM wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).

Ertrag vs. Markt: INSM wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: INSM wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: INSMDie Einnahmen des Unternehmens (33% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (12.7% pro Jahr).

Hohe Wachstumseinnahmen: INSMDie Einnahmen des Unternehmens (33% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: INSM wird voraussichtlich in 3 Jahren unrentabel sein.

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/30 03:15
Aktienkurs zum Tagesende2026/06/30 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Insmed Incorporated wird von 42 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Neena Bitritto-GargBaird
Eliana MerleBarclays
Anita DushyanthBerenberg