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INSM logo

Insmed Incorporated Stock Price

NasdaqGS:INSM Community·US$28.3b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 51 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

INSM Share Price Performance

US$129.41
-16.52 (-11.32%)
​
US$197.14
Fair Value
US$129.41
-16.52 (-11.32%)
34.4% undervalued intrinsic discount
US$197.14
Fair Value
Price US$129.41
AnalystConsensusTarget US$197.14
AnalystLowTarget US$169.00
AnalystHighTarget US$243.00
Tue, 16 Jun 26
Fair ValueUS$197.14
Share Pricen/a

INSM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$197.14 34.4% undervalued intrinsic discount

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

2users have liked this narrative
1users have commented on this narrative
21users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$169 23.4% 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
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$243 46.7% 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
INSM logo
Insmed
34.4% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 16 Jun
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INSM logo
Insmed
23.4% undervalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Aug
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INSM logo
Insmed
46.7% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget
Published 13 May
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
INSM logo

INSM: Respiratory Franchise Execution Will Outweigh Index Removal And Brensocatib Launch Debates

Fair Value: US$169 23.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
INSM logo

INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Upside Debate

Fair Value: US$197.14 34.4% undervalued intrinsic discount
21 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
INSM logo

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

Fair Value: US$243 46.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with excellent balance sheet.

1 Risk
3 Rewards
View Full Analysis

Insmed Incorporated Key Details

US$1.1b

Revenue

US$188.2m

Cost of Revenue

US$949.4m

Gross Profit

US$1.8b

Other Expenses

-US$875.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-4.01
83.46%
-76.94%
92.9%
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

Seeking Alpha • Sep 08

Insmed: A Strong Launch And A Much Bigger Peak Sales Opportunity

Summary Insmed is rated Strong Buy with a $175 target, offering ~39% upside from current levels. BRINSUPRI's rapid launch and raised peak sales guidance to $7B+ underpin INSM’s commercial momentum and pipeline credibility. Management now estimates combined peak sales of $14B+ for its three lead drugs, up 75%, though some projections are not yet data-backed. Key risks include high valuation (23.9x EV/Sales), ongoing losses, TPIP trial uncertainty, and reliance on management’s long-term assumptions. Read the full article on Seeking Alpha

Recent updates

No updates

Insmed Incorporated Competitors

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Thermo Fisher Scientific

Symbol: NYSE:TMO
Market cap: US$223.0b
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Amgen

Symbol: NasdaqGS:AMGN
Market cap: US$206.8b
GILD logo

Gilead Sciences

Symbol: NasdaqGS:GILD
Market cap: US$179.6b
PFE logo

Pfizer

Symbol: NYSE:PFE
Market cap: US$157.6b
View more competitors

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