Insmed Incorporated

NasdaqGS:INSM Voorraadrapport

Marktkapitalisatie: US$29.4b

Insmed Inkomsten in het verleden

Verleden criteriumcontroles 0/6

De winst van Insmed is gedaald met een gemiddeld jaarlijks percentage van -27.1%, terwijl de winst van de Biotechs -industrie jaarlijks groeide met 30%. De inkomsten zijn groeide met een gemiddeld percentage van 22.9% per jaar.

Belangrijke informatie

-27.11%

Groei van de winst

-14.12%

Groei van de winst per aandeel

Biotechs Groei van de industrie17.04%
Inkomstengroei22.92%
Rendement op eigen vermogen-172.78%
Nettomarge-210.54%
Volgende winstupdate07 May 2026

Recente prestatie-updates uit het verleden

Recent updates

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.

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.

Insmed: The Pipeline Is Catching Up To The Valuation

Apr 01

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Insmed Incorporated's (NASDAQ:INSM) Shares Climb 40% But Its Business Is Yet to Catch Up

Jun 11
Insmed Incorporated's (NASDAQ:INSM) Shares Climb 40% But Its Business Is Yet to Catch Up

Here's Why Insmed Incorporated's (NASDAQ:INSM) CEO May Have Their Pay Bumped Up

May 08
Here's Why Insmed Incorporated's (NASDAQ:INSM) CEO May Have Their Pay Bumped Up

Insmed: Poised For Transformation Beyond ARIKAYCE

Apr 25
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Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

Anticipated U.S. and international launches of brensocatib are key catalysts for significant revenue growth and new market penetration.

Insmed: Priority Review For Brensocatib Cements (Limited) Upside Opportunity

Feb 07

Opbrengsten en kosten

Hoe Insmed geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NasdaqGS:INSM Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 25606-1,277701771
30 Sep 25447-1,184631696
30 Jun 25398-1,034564660
31 Mar 25381-1,013516630
31 Dec 24364-914461598
30 Sep 24343-864408556
30 Jun 24329-803380514
31 Mar 24315-747358564
31 Dec 23305-750345571
30 Sep 23281-724328559
30 Jun 23269-696313549
31 Mar 23257-547289441
31 Dec 22245-482266398
30 Sep 22242-434257349
30 Jun 22221-416242320
31 Mar 22201-438239296
31 Dec 21188-435234273
30 Sep 21174-424225264
30 Jun 21171-375211235
31 Mar 21168-319204221
31 Dec 20164-294204181
30 Sep 20169-24519890
30 Jun 20164-242205111
31 Mar 20151-24720779
31 Dec 19136-254211132
30 Sep 19101-293215202
30 Jun 1962-320206155
31 Mar 1932-330190151
31 Dec 1810-324168145
30 Sep 180-29814655
30 Jun 180-25611949
31 Mar 180-2249845
31 Dec 170-19379110
30 Sep 170-1966037
30 Jun 170-1885638
31 Mar 170-1805236
31 Dec 160-1765135
30 Sep 160-1395134
30 Jun 160-1324930
31 Mar 160-1244627
31 Dec 150-1184323
30 Sep 150-1053924

Kwaliteitswinsten: INSM is momenteel verliesgevend.

Groeiende winstmarge: INSM is momenteel verliesgevend.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: INSM is verliesgevend en de verliezen zijn de afgelopen 5 jaar toegenomen met een snelheid van 27.1% per jaar.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van INSM over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: INSM is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Biotechs industrie ( 40.2% ).


Rendement op eigen vermogen

Hoge ROE: INSM heeft een negatief Return on Equity ( -172.78% ), omdat het momenteel verliesgevend is.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/01 14:33
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Insmed Incorporated wordt gevolgd door 42 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Neena Bitritto-GargBaird
Eliana MerleBarclays
Anita DushyanthBerenberg