Insmed Inc

Insmed Inc(INSM)股票分析

$95.060

+1.027 (+1.08%)收盘时

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最高
95.590
开盘
93.500
成交量加权均价
94.66
成交量
3.10M
市值
10.92B
最低
93.330
成交额
293.43M
企业价值/息税折旧摊销前利润(TTM)
-30.90

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.

AI 分析 of Insmed Inc (INSM)

持有

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.

分析师评级(8)

上行空间 +130.91%
买入
7 买入
1 持有
0 卖出
当前: 95.06
最低
162.00
平均
219.50
最高
263.00

BofA

2026-10-12

目标价

$207

买入

Wolfe Research

2026-10-12

目标价

—

Peer Perform

Barclays

2026-09-30

目标价

$207

增持

Goldman Sachs

2026-09-24

目标价

$188

买入

Roth Capital

2026-09-15

目标价

$198

买入

估值指标

Insmed Inc(INSM)当前预期市盈率为 97.09,5 年平均预期市盈率为 -4.68。

预期市盈率

严重高估
5 年均值 P/E
-4.68
当前P/E
97.09
高估
16.41
低估
-25.77

预期 EV/EBITDA

低估
5 年均值 EV/EBITDA
-13.40
当前EV/EBITDA
-30.90
高估
-2.19
低估
-24.60

预期市销率

合理
5 年均值 P/S
17.52
当前P/S
7.13
高估
29.10
低估
5.93

Alphio AI 对 INSM 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%INSM

$87.01

情景价格

基

基准

基准 · 50%INSM

$85.94

情景价格

悲

悲观

悲观 · 25%INSM

$80.26

情景价格

持有 INSM 的大户

S

Sofinnova Investments, Inc.

+ 持有INSM

+10.60%

3个月收益率

D

Duquesne Family Office LLC

+ 持有INSM

+9.58%

3个月收益率

C

Caption Management, LLC

+ 持有INSM

+5.39%

3个月收益率

C

Centerbook Partners LP

+ 持有INSM

+4.57%

3个月收益率

M

Maverick Capital, Ltd.

+ 持有INSM

+3.74%

3个月收益率

C

Cinctive Capital Management LP

+ 持有INSM

+3.10%

3个月收益率

INSM 常见问题 —— 由 Alphio AI 解答

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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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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