Insmed (INSM) Aktievy
Insmed Incorporated utvecklar och marknadsför behandlingar för patienter med allvarliga och sällsynta sjukdomar i USA, Europa, Japan och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
INSM Community Fair Values
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Analyst Price Targets
Insmed Incorporated Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$111.60 |
| 52 veckors högsta | US$212.75 |
| 52 veckors lägsta | US$90.39 |
| Beta | 0.78 |
| 1 månads förändring | 6.37% |
| 3 månaders förändring | -31.29% |
| 1 års förändring | 14.11% |
| 3 års förändring | 461.93% |
| 5 års förändring | 292.96% |
| Förändring sedan börsintroduktionen | -32.36% |
Senaste nyheter och uppdateringar
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
Uppdatering av berättelse • 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.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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?
Ny berättelse • 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?Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Aktieägarnas avkastning
| INSM | US Biotechs | US Marknad | |
|---|---|---|---|
| 7D | 8.0% | 4.1% | 1.6% |
| 1Y | 14.1% | 41.1% | 18.6% |
Avkastning vs industri: INSM presterade sämre än US Biotechs branschen som gav 41.1 % under det senaste året.
Avkastning vs Marknaden: INSM presterade sämre än US marknaden som gav 18.6 % under det senaste året.
Prisvolatilitet
| INSM volatility | |
|---|---|
| INSM Average Weekly Movement | 9.8% |
| Biotechs Industry Average Movement | 10.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: INSM har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: INSM s veckovolatilitet ( 10% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1988 | 1,664 | Will Lewis | www.insmed.com |
Insmed Incorporated utvecklar och marknadsför behandlingar för patienter med allvarliga och sällsynta sjukdomar i USA, Europa, Japan och internationellt. Företaget erbjuder ARIKAYCE för behandling av refraktära lunginfektioner orsakade av icke-tuberkulösa mykobakterier, samt genomgår en klinisk fas 3-studie för behandling av lungsjukdomen mycobacterium avium complex som en del av en antibakteriell kombinationsbehandling för vuxna patienter. Företaget utvecklar också brensocatib, en oral reversibel hämmare av dipeptidylpeptidas 1 (DPP1) som befinner sig i klinisk fas 3-studie för behandling av bronkiektasier och i klinisk fas 2-studie för behandling av kronisk rinosinusit utan näspolyper och hidradenitis suppurativa.
Insmed Incorporated Sammanfattning av grunderna
| INSM grundläggande statistik | |
|---|---|
| Börsvärde | US$24.19b |
| Vinst(TTM) | -US$1.18b |
| Intäkter(TTM) | US$819.56m |
29.5x
P/S-förhållande-20.4x
P/E-förhållandeÄr INSM övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| INSM resultaträkning (TTM) | |
|---|---|
| Intäkter | US$819.56m |
| Kostnad för intäkter | US$149.08m |
| Bruttovinst | US$670.48m |
| Övriga kostnader | US$1.85b |
| Intäkter | -US$1.18b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -5.46 |
| Bruttomarginal | 81.81% |
| Nettovinstmarginal | -144.44% |
| Skuld/egenkapitalförhållande | 99.9% |
Hur har INSM utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/04 04:18 |
| Aktiekurs vid dagens slut | 2026/07/02 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Insmed Incorporated bevakas av 42 analytiker. 20 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Neena Bitritto-Garg | Baird |
| Eliana Merle | Barclays |
| Anita Dushyanth | Berenberg |