Insmed Inc

Aktienanalyse zu Insmed Inc (INSM)

$118.540

-2.786 (-2.35%)Zum Schluss

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High
120.660
Open
120.110
VWAP
118.78
Vol
1.98M
Mkt Cap
10.92B
Low
117.150
Amount
234.94M
EV/EBITDA, TTM
-38.85

Insmed Incorporated is a global biopharmaceutical company. It is advancing a diverse range of approved and mid- to late-stage investigational medicines and drug discovery. Its advanced programs are in pulmonary and inflammatory conditions, including a therapy approved in the United States, Europe, and Japan to treat a chronic, debilitating lung disease. Its pre-clinical research programs encompass a range of technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Its first commercial product, ARIKAYCE (amikacin liposome inhalation suspension), is used for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. Its pipeline includes clinical-stage programs, brensocatib, TPIP, and INS1201 and pre-clinical research programs. Its INS1148 is an investigational monoclonal antibody.

insmed.com

AI analysis of Insmed Inc (INSM)

buy

Insmed Inc appears to be a good buy right now, with a current price of $118.54 and a gross margin of 83.71%, indicating strong profitability potential. The recent approval of Brinsupri in Japan is a significant positive catalyst that could drive future revenue growth. Additionally, the stock has shown a 296% year-over-year revenue increase to $425.5 million in Q2 2026, which reflects robust demand for its products. However, the main risk is the negative earnings per share of -0.06, which indicates ongoing losses that investors should monitor closely.

Analyst Ratings (8)

+85.17% upside
Buy
7 Buy
1 Hold
0 Sell
Current: 118.54
Tief
162.00
Durchschnitt
219.50
Hoch
263.00

Mizuho

2026-08-24

Kursziel

$195

Outperform

Truist

2026-08-10

Kursziel

$195

Buy

JPMorgan

2026-08-10

Kursziel

$175

Overweight

Morgan Stanley

2026-08-07

Kursziel

$218

Overweight

UBS

2026-08-07

Kursziel

$172

Buy

Bewertungskennzahlen

The current forward P/E ratio for Insmed Inc (INSM) is 16.37, compared to its 5-year average forward P/E of -7.64.

Forward P/E

Overvalued
5Y Average P/E
-7.64
Current P/E
16.37
Überbewertet
5.15
Unterbewertet
-20.43

Forward EV/EBITDA

Strongly Undervalued
5Y Average EV/EBITDA
-12.55
Current EV/EBITDA
-38.85
Überbewertet
-2.20
Unterbewertet
-22.90

Forward P/S

Fair
5Y Average P/S
17.67
Current P/S
8.97
Überbewertet
29.17
Unterbewertet
6.17

Alphio AI Price Scenarios for INSM

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%INSM

$87.01

Szenariopreis

B

Base

Base · 50%INSM

$85.94

Szenariopreis

B

Bear

Bear · 25%INSM

$80.26

Szenariopreis

Whales holding INSM

B

Baker Bros. Advisors LP

+ HoldingINSM

+18.95%

3M Return

R

Rock Springs Capital Management LP

+ HoldingINSM

+18.51%

3M Return

S

Sofinnova Investments, Inc.

+ HoldingINSM

+15.48%

3M Return

I

Integral Health Asset Management, LLC

+ HoldingINSM

+15.08%

3M Return

A

Affinity Asset Advisors, LLC

+ HoldingINSM

+14.65%

3M Return

V

Vestal Point Capital, LP

+ HoldingINSM

+10.94%

3M Return

Event-Zeitleiste

2026-08-24 (ET)

07:30:00

Insmed's Brinsupri Approved in Japan for Non-Cystic Fibrosis Bronchiectasis

2026-08-06 (ET)

12:30:00

Insmed Stock Rises 31.9% to $130.63

10:30:00

Insmed Stock Rises 37.1% to $135.75

07:30:00

Insmed Reports Q2 Revenue of $425.5M, Beating Expectations

2026-07-16 (ET)

07:30:00

Insmed Reports Positive 12-Month Data for TPIP

News

INSM FAQ — answered by Alphio AI

Insmed Incorporated is a global biopharmaceutical company. It is advancing a diverse range of approved and mid- to late-stage investigational medicines and drug discovery. Its advanced programs are in pulmonary and inflammatory conditions, including a therapy approved in the United States, Europe, and Japan to treat a chronic, debilitating lung disease. Its pre-clinical research programs encompass a range of technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Its first commercial product, ARIKAYCE (amikacin liposome inhalation suspension), is used for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. Its pipeline includes clinical-stage programs, brensocatib, TPIP, and INS1201 and pre-clinical research programs. Its INS1148 is an investigational monoclonal antibody. It operates in the Healthcare sector (PHARMACEUTICAL PREPARATIONS industry).

Insmed Inc appears to be a good buy right now, with a current price of $118.54 and a gross margin of 83.71%, indicating strong profitability potential. The recent approval of Brinsupri in Japan is a significant positive catalyst that could drive future revenue growth. Additionally, the stock has shown a 296% year-over-year revenue increase to $425.5 million in Q2 2026, which reflects robust demand for its products. However, the main risk is the negative earnings per share of -0.06, which indicates ongoing losses that investors should monitor closely.

8 analysts cover INSM: 7 rate it Buy, 1 Hold and 0 Sell. The average price target is 219.50.

Diese Seite dient nur der Recherche und ist keine Anlageberatung. Modelle können falsch liegen. Vergangene Wertentwicklung ist kein Indikator für die Zukunft.

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