Insmed Inc

Insmed Inc(INSM)の株式分析

$95.290

-0.972 (-1.02%)終値時点

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高値
97.880
始値
96.270
出来高加重平均価格
95.85
出来高
2.72M
時価総額
10.92B
安値
94.380
売買代金
261.06M
EV/EBITDA(TTM)
-30.95

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分析 of Insmed Inc (INSM)

中立

Insmed Inc is currently not a good buy due to its low RSI of 24.15 indicating oversold conditions, and a significant 45.65% year-to-date decline in price. While there are positive catalysts like FDA Priority Review for ARIKAYCE, the high forward P/E of 97.09 and ongoing net losses raise concerns about valuation and profitability.

アナリスト評価(8)

上値余地 +130.35%
買い
7 買い
1 中立
0 売り
現在: 95.29
安値
162.00
平均
219.50
高値
263.00

BofA

2026-10-12

目標株価

$207

買い

Wolfe Research

2026-10-12

目標株価

—

Peer Perform

Barclays

2026-09-30

目標株価

$207

オーバーウェイト

Goldman Sachs

2026-09-24

目標株価

$188

買い

Roth Capital

2026-09-15

目標株価

$198

買い

バリュエーション指標

Insmed Inc(INSM)の現在の予想PERは97.09で、5年平均は-4.93です。

予想PER

大幅な割高
5年平均 P/E
-4.93
現在のP/E
97.09
割高
15.56
割安
-25.42

予想EV/EBITDA

割安
5年平均 EV/EBITDA
-13.34
現在のEV/EBITDA
-30.95
割高
-2.17
割安
-24.52

予想PSR

適正
5年平均 P/S
17.53
現在のP/S
7.15
割高
29.10
割安
5.96

Alphio AI による INSM の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%INSM

$87.01

シナリオ価格

基

基本

基本 · 50%INSM

$85.94

シナリオ価格

弱

弱気

弱気 · 25%INSM

$80.26

シナリオ価格

INSM を保有するクジラ

S

Sofinnova Investments, Inc.

+ を保有INSM

+8.73%

3か月リターン

D

Duquesne Family Office LLC

+ を保有INSM

+8.52%

3か月リターン

M

Maverick Capital, Ltd.

+ を保有INSM

+4.02%

3か月リターン

C

Centerbook Partners LP

+ を保有INSM

+3.02%

3か月リターン

R

Railways Pension Trustee Company Limited

+ を保有INSM

+2.23%

3か月リターン

T

Tremblant Advisors LP

+ を保有INSM

+2.20%

3か月リターン

INSM のよくある質問 — Alphio AI が回答

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 currently not a good buy due to its low RSI of 24.15 indicating oversold conditions, and a significant 45.65% year-to-date decline in price. While there are positive catalysts like FDA Priority Review for ARIKAYCE, the high forward P/E of 97.09 and ongoing net losses raise concerns about valuation and profitability.

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

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