Insmed Inc

Análisis de la acción Insmed Inc (INSM)

$99.210

+1.439 (+1.45%)Al cierre

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Máximo
100.715
Apertura
99.260
Precio medio ponderado por volumen
99.27
Volumen
3.35M
Capitalización
10.92B
Mínimo
97.900
Importe
332.24M
EV/EBITDA, TTM
-32.27

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

Análisis de IA of Insmed Inc (INSM)

Mantener

Insmed Inc is not a good buy right now due to its current price of $100.60, which is significantly below analyst targets, and a low RSI of 20.138 indicating oversold conditions. The company's recent performance shows a 43.20% year-to-date decline and a 9.47% drop in the last five days, suggesting ongoing weakness. While there are positive catalysts like FDA Priority Review for ARIKAYCE, the risks, including a high forward P/E of 97.0874 and negative net income of $13.24 million in Q2 2026, overshadow these positives.

Recomendaciones de analistas (8)

+121.25% de potencial alcista
Comprar
7 Comprar
1 Mantener
0 Vender
Actual: 99.21
Mínimo
162.00
Promedio
219.50
Máximo
263.00

BofA

2026-10-12

Precio objetivo

$207

Comprar

Wolfe Research

2026-10-12

Precio objetivo

—

Peer Perform

Barclays

2026-09-30

Precio objetivo

$207

Sobreponderar

Goldman Sachs

2026-09-24

Precio objetivo

$188

Comprar

Roth Capital

2026-09-15

Precio objetivo

$198

Comprar

Métricas de valoración

El PER previsto actual de Insmed Inc (INSM) es 97.09, frente a su media de 5 años de -5.10.

PER previsto

Muy sobrevalorado
Media 5A P/E
-5.10
P/E actual
97.09
Sobrevalorada
14.99
Infravalorada
-25.18

EV/EBITDA previsto

Infravalorado
Media 5A EV/EBITDA
-13.31
EV/EBITDA actual
-32.27
Sobrevalorada
-2.16
Infravalorada
-24.46

Precio/ventas previsto

Valor razonable
Media 5A P/S
17.54
P/S actual
7.45
Sobrevalorada
29.11
Infravalorada
5.97

Escenarios de precio de Alphio AI para INSM

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%INSM

$87.01

Precio del escenario

B

Base

Base · 50%INSM

$85.94

Precio del escenario

B

Bajista

Bajista · 25%INSM

$80.26

Precio del escenario

Ballenas con INSM en cartera

D

Duquesne Family Office LLC

+ Con en carteraINSM

+9.98%

Rentabilidad a 3 meses

S

Sofinnova Investments, Inc.

+ Con en carteraINSM

+9.67%

Rentabilidad a 3 meses

D

D. E. Shaw & Co., L.P.

+ Con en carteraINSM

+5.97%

Rentabilidad a 3 meses

M

Maverick Capital, Ltd.

+ Con en carteraINSM

+5.96%

Rentabilidad a 3 meses

R

Railways Pension Trustee Company Limited

+ Con en carteraINSM

+3.20%

Rentabilidad a 3 meses

C

Caption Management, LLC

+ Con en carteraINSM

+2.64%

Rentabilidad a 3 meses

Preguntas frecuentes sobre INSM, respondidas por 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 is not a good buy right now due to its current price of $100.60, which is significantly below analyst targets, and a low RSI of 20.138 indicating oversold conditions. The company's recent performance shows a 43.20% year-to-date decline and a 9.47% drop in the last five days, suggesting ongoing weakness. While there are positive catalysts like FDA Priority Review for ARIKAYCE, the risks, including a high forward P/E of 97.0874 and negative net income of $13.24 million in Q2 2026, overshadow these positives.

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

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