Insmed Croissance future
Future contrôle des critères 5/6
Insmed devrait augmenter ses bénéfices et son chiffre d'affaires de 67.2% et de 33% par an respectivement. Le BPA devrait croître de de 67.2% par an. Le rendement des capitaux propres devrait être -31.4% dans 3 ans.
Informations clés
67.2%
Taux de croissance des bénéfices
67.15%
Taux de croissance du BPA
| Biotechs croissance des bénéfices | 25.1% |
| Taux de croissance des recettes | 33.0% |
| Rendement futur des capitaux propres | -31.44% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 22 Jun 2026 |
Mises à jour récentes de la croissance future
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
Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?
Nouveau récit • 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?Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 3,749 | 773 | 817 | 903 | 18 |
| 12/31/2027 | 2,738 | 76 | 30 | 182 | 20 |
| 12/31/2026 | 1,687 | -578 | -461 | -448 | 20 |
| 3/31/2026 | 820 | -1,184 | -967 | -896 | N/A |
| 12/31/2025 | 606 | -1,277 | -998 | -935 | N/A |
| 9/30/2025 | 447 | -1,184 | -906 | -883 | N/A |
| 6/30/2025 | 398 | -1,034 | -869 | -845 | N/A |
| 3/31/2025 | 381 | -1,013 | -789 | -762 | N/A |
| 12/31/2024 | 364 | -914 | -706 | -684 | N/A |
| 9/30/2024 | 343 | -864 | -636 | -619 | N/A |
| 6/30/2024 | 329 | -803 | -591 | -574 | N/A |
| 3/31/2024 | 315 | -747 | -589 | -574 | N/A |
| 12/31/2023 | 305 | -750 | -550 | -536 | N/A |
| 9/30/2023 | 281 | -724 | -524 | -509 | N/A |
| 6/30/2023 | 269 | -696 | -476 | -462 | N/A |
| 3/31/2023 | 257 | -547 | -453 | -442 | N/A |
| 12/31/2022 | 245 | -482 | -410 | -400 | N/A |
| 9/30/2022 | 242 | -434 | -388 | -381 | N/A |
| 6/30/2022 | 221 | -416 | -374 | -367 | N/A |
| 3/31/2022 | 201 | -438 | -348 | -340 | N/A |
| 12/31/2021 | 188 | -435 | -371 | -363 | N/A |
| 9/30/2021 | 174 | -424 | -354 | -346 | N/A |
| 6/30/2021 | 171 | -375 | -336 | -329 | N/A |
| 3/31/2021 | 168 | -319 | -295 | -290 | N/A |
| 12/31/2020 | 164 | -294 | -226 | -219 | N/A |
| 9/30/2020 | 169 | -245 | -215 | -197 | N/A |
| 6/30/2020 | 164 | -242 | -223 | -191 | N/A |
| 3/31/2020 | 151 | -247 | -276 | -235 | N/A |
| 12/31/2019 | 136 | -254 | N/A | -251 | N/A |
| 9/30/2019 | 101 | -293 | N/A | -276 | N/A |
| 6/30/2019 | 62 | -320 | N/A | -290 | N/A |
| 3/31/2019 | 32 | -330 | N/A | -264 | N/A |
| 12/31/2018 | 10 | -324 | N/A | -258 | N/A |
| 9/30/2018 | N/A | -298 | N/A | -236 | N/A |
| 6/30/2018 | N/A | -256 | N/A | -209 | N/A |
| 3/31/2018 | N/A | -224 | N/A | -190 | N/A |
| 12/31/2017 | N/A | -193 | N/A | -160 | N/A |
| 9/30/2017 | N/A | -196 | N/A | -169 | N/A |
| 6/30/2017 | N/A | -188 | N/A | -162 | N/A |
| 3/31/2017 | N/A | -180 | N/A | -154 | N/A |
| 12/31/2016 | N/A | -176 | N/A | -147 | N/A |
| 9/30/2016 | N/A | -139 | N/A | -116 | N/A |
| 6/30/2016 | N/A | -132 | N/A | -109 | N/A |
| 3/31/2016 | N/A | -124 | N/A | -105 | N/A |
| 12/31/2015 | N/A | -118 | N/A | -101 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: INSM devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).
Bénéfices vs marché: INSM devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: INSM devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de INSM ( 33% par an) devrait croître plus rapidement que le marché US ( 12.9% par an).
Croissance élevée des revenus: Le chiffre d'affaires de INSM ( 33% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: INSM devrait être non rentable dans 3 ans.
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/02 23:33 |
| Cours de l'action en fin de journée | 2026/07/02 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Insmed Incorporated est couverte par 42 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Neena Bitritto-Garg | Baird |
| Eliana Merle | Barclays |
| Anita Dushyanth | Berenberg |