Insmed (INSM) Hisse Özeti
Insmed Incorporated, Amerika Birleşik Devletleri, Avrupa, Japonya ve uluslararası alanda ciddi ve nadir hastalıkları olan hastalar için tedaviler geliştirmekte ve ticarileştirmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
INSM Community Fair Values
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Analyst Price Targets
Insmed Incorporated Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$111.64 |
| 52 Haftanın En Yüksek Seviyesi | US$212.75 |
| 52 Haftanın En Düşük Seviyesi | US$90.39 |
| Beta | 0.77 |
| 1 Aylık Değişim | 7.63% |
| 3 Aylık Değişim | -31.27% |
| 1 Yıllık Değişim | 14.15% |
| 3 Yıllık Değişim | 451.85% |
| 5 Yıllık Değişim | 300.29% |
| Halka arzdan bu yana değişim | -32.34% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Yeni Anlatı • 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?Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| INSM | US Biotechs | US Pazar | |
|---|---|---|---|
| 7D | 6.9% | 3.7% | 1.6% |
| 1Y | 14.2% | 37.9% | 21.1% |
Getiri vs. Endüstri: INSM geçen yıl % 37.9 oranında getiri sağlayan US Biotechs sektörünün gerisinde kaldı.
Getiri vs Piyasa: INSM geçen yıl % 21.1 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| INSM volatility | |
|---|---|
| INSM Average Weekly Movement | 9.8% |
| Biotechs Industry Average Movement | 10.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: INSM son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: INSM 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1988 | 1,664 | Will Lewis | www.insmed.com |
Insmed Incorporated, Amerika Birleşik Devletleri, Avrupa, Japonya ve uluslararası alanda ciddi ve nadir hastalıkları olan hastalar için tedaviler geliştirmekte ve ticarileştirmektedir. Şirket, refrakter nontüberküloz mikobakteriyel akciğer enfeksiyonlarının tedavisi için ARIKAYCE'yi sunmaktadır ve yetişkin hastalar için kombinasyon antibakteriyel ilaç rejiminin bir parçası olarak mycobacterium avium kompleks akciğer hastalığının tedavisi için faz 3 klinik çalışmadadır. Ayrıca, bronşektazi tedavisi için faz 3 klinik çalışmada ve nazal polipler ve hidradenitis suppurativa olmaksızın kronik rinosinüzit tedavisi için faz 2 klinik çalışmada olan dipeptidil peptidaz 1'in (DPP1) oral geri dönüşümlü bir inhibitörü olan brensocatib'i geliştirmektedir.
Insmed Incorporated Temel Bilgiler Özeti
| INSM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$23.19b |
| Kazançlar(TTM) | -US$1.18b |
| Gelir(TTM) | US$819.56m |
29.5x
P/S Oranı-20.4x
F/K OranıINSM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| INSM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$819.56m |
| Gelir Maliyeti | US$149.08m |
| Brüt Kâr | US$670.48m |
| Diğer Giderler | US$1.85b |
| Kazançlar | -US$1.18b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -5.46 |
| Brüt Marj | 81.81% |
| Net Kâr Marjı | -144.44% |
| Borç/Özkaynak Oranı | 99.9% |
INSM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/02 23:33 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Insmed Incorporated 42 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Neena Bitritto-Garg | Baird |
| Eliana Merle | Barclays |
| Anita Dushyanth | Berenberg |