Insmed (NASDAQ:INSM) Stock Price Expected to Rise, Leerink Partners Analyst Says

Insmed (NASDAQ:INSM) had its target price hoisted by equities researchers at Leerink Partners from $210.00 to $215.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm currently has an “outperform” rating on the biopharmaceutical company’s stock. Leerink Partners’ price target suggests a potential upside of 52.67% from the company’s previous close.

Several other brokerages have also commented on INSM. HC Wainwright reiterated a “buy” rating and set a $230.00 price objective on shares of Insmed in a report on Monday, February 23rd. Mizuho reduced their target price on Insmed from $211.00 to $204.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 24th. The Goldman Sachs Group increased their price target on Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a research note on Monday, December 15th. TD Cowen set a $241.00 price target on Insmed in a report on Thursday, December 18th. Finally, Morgan Stanley set a $166.00 price objective on shares of Insmed in a report on Friday, February 20th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $209.38.

Insmed Stock Down 2.2%

Shares of NASDAQ INSM traded down $3.15 during trading hours on Tuesday, hitting $140.83. 1,033,876 shares of the stock were exchanged, compared to its average volume of 2,460,375. The company has a quick ratio of 3.54, a current ratio of 3.83 and a debt-to-equity ratio of 0.76. The company has a market cap of $30.36 billion, a PE ratio of -21.94 and a beta of 1.13. The firm has a fifty day moving average price of $151.48 and a 200-day moving average price of $166.27. Insmed has a 12 month low of $60.40 and a 12 month high of $212.75.

Insmed (NASDAQ:INSM) last posted its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) EPS for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. The firm had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. During the same period in the previous year, the company earned ($1.32) EPS. The company’s revenue was up 152.6% on a year-over-year basis. On average, sell-side analysts expect that Insmed will post -4.56 EPS for the current year.

Insider Buying and Selling at Insmed

In other Insmed news, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $175.20, for a total transaction of $15,293,208.00. Following the sale, the insider owned 41,754 shares in the company, valued at approximately $7,315,300.80. The trade was a 67.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO William Lewis sold 19,215 shares of the stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $169.00, for a total value of $3,247,335.00. Following the completion of the transaction, the chief executive officer directly owned 306,891 shares in the company, valued at $51,864,579. This represents a 5.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 189,651 shares of company stock worth $31,533,654. 3.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Insmed

A number of large investors have recently bought and sold shares of the company. EULAV Asset Management acquired a new position in Insmed during the third quarter valued at $12,961,000. Resolute Capital Asset Partners LLC acquired a new stake in Insmed during the 2nd quarter worth about $2,748,000. Nisa Investment Advisors LLC grew its position in Insmed by 374.6% during the 3rd quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock worth $1,507,000 after purchasing an additional 8,261 shares during the period. Atika Capital Management LLC purchased a new position in shares of Insmed during the 3rd quarter valued at about $13,681,000. Finally, Artisan Partners Limited Partnership raised its stake in shares of Insmed by 49.0% during the 3rd quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock valued at $711,076,000 after buying an additional 1,623,342 shares during the last quarter.

More Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Positive Phase 3b ENCORE topline results showed the study met its primary and multiplicity?controlled secondary culture conversion and symptom endpoints, supporting a meaningful label expansion and larger addressable market; Insmed plans to file a supplemental NDA with the FDA and submit data to Japan’s PMDA in H2 2026. PR Newswire: ENCORE topline results
• Positive Sentiment: Market and media reaction is upbeat—multiple outlets (CNBC, MarketWatch, Yahoo, Stat/other biotech press) highlighted the trial win and bigger market opportunity, which typically supports short?term buying interest and analyst re?ratings. Yahoo Finance: shares rise on trial data
• Positive Sentiment: Analyst price-target increases from Stifel (to $208) and Bank of America (to $213), both maintaining buy ratings, signal growing sell?side conviction on ARIKAYCE’s commercial upside and can attract momentum buying. Benzinga: Stifel price target raise Benzinga: BofA price target raise
• Neutral Sentiment: Wells Fargo cut its price target from $208 to $175 but kept an overweight rating—this reduces upside expectations from that shop while still signaling constructive longer?term view; it may temper some of the bullish momentum. Benzinga: Wells Fargo target change
• Neutral Sentiment: Insmed hosted a shareholder/analyst call (transcript available) to discuss the ENCORE data—useful for investors needing detail on endpoints, patient population, and regulatory timing but not an immediate price mover by itself. Seeking Alpha: call transcript
• Negative Sentiment: Insider selling: the CEO sold roughly $1.54M of stock recently, which some investors view as a cautionary signal even if sales can be routine or for diversification. AmericanBankingNews: insider sale

Insmed Company Profile

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.