Insmed Inc

Insmed Inc (INSM) Stock Analysis

$96.270

-2.850 (-2.96%)At close

Loading chart…
High
99.000
Open
98.700
VWAP
97.11
Volume
2.40M
Mkt Cap
10.92B
Low
96.050
Amount
232.73M
EV/EBITDA, TTM
-31.27

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

AI analysis of Insmed Inc (INSM)

Hold

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.

Analyst Ratings (8)

+128.00% upside
Buy
7 Buy
1 Hold
0 Sell
Current: 96.27
Low
162.00
Average
219.50
High
263.00

BofA

2026-10-12

Price Target

$207

Buy

Wolfe Research

2026-10-12

Price Target

—

Peer Perform

Barclays

2026-09-30

Price Target

$207

Overweight

Goldman Sachs

2026-09-24

Price Target

$188

Buy

Roth Capital

2026-09-15

Price Target

$198

Buy

Valuation Metrics

The current forward P/E ratio for Insmed Inc (INSM) is 97.09, compared to its 5-year average forward P/E of -5.01.

Forward P/E

Strongly Overvalued
5Y Average P/E
-5.01
Current P/E
97.09
Overvalued
15.28
Undervalued
-25.30

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
-13.33
Current EV/EBITDA
-31.27
Overvalued
-2.16
Undervalued
-24.49

Forward P/S

Fair
5Y Average P/S
17.54
Current P/S
7.22
Overvalued
29.11
Undervalued
5.97

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

Scenario price

B

Base

Base · 50%INSM

$85.94

Scenario price

B

Bear

Bear · 25%INSM

$80.26

Scenario price

Whales holding INSM

D

Duquesne Family Office LLC

+ HoldingINSM

+8.54%

3M Return

S

Sofinnova Investments, Inc.

+ HoldingINSM

+7.79%

3M Return

M

Maverick Capital, Ltd.

+ HoldingINSM

+4.09%

3M Return

C

Centerbook Partners LP

+ HoldingINSM

+3.45%

3M Return

C

Cinctive Capital Management LP

+ HoldingINSM

+3.28%

3M Return

R

Railways Pension Trustee Company Limited

+ HoldingINSM

+1.75%

3M Return

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 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.

Community

More ↗
Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading