Insmed Inc

Insmed Inc (INSM) Stock Analysis

$96.270

-2.850 (-2.96%)At close

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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
-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

AI analysis of Insmed Inc (INSM)

Hold

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.

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 -5.10.

Forward P/E

Strongly Overvalued
5Y Average P/E
-5.10
Current P/E
97.09
Overvalued
14.99
Undervalued
-25.18

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
-13.31
Current EV/EBITDA
-32.27
Overvalued
-2.16
Undervalued
-24.46

Forward P/S

Fair
5Y Average P/S
17.54
Current P/S
7.45
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

D

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

+ HoldingINSM

+3.34%

3M Return

R

Railways Pension Trustee Company Limited

+ HoldingINSM

+1.75%

3M Return

C

C WorldWide Asset Management Fondsmaeglerselskab A/S

+ HoldingINSM

+1.28%

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

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