Research Analysts Issue Forecasts for Insmed Q1 Earnings

Insmed, Inc. (NASDAQ:INSM) – Research analysts at HC Wainwright issued their Q1 2026 EPS estimates for shares of Insmed in a note issued to investors on Monday, February 23rd. HC Wainwright analyst A. Fein forecasts that the biopharmaceutical company will post earnings of ($1.08) per share for the quarter. HC Wainwright currently has a “Buy” rating and a $230.00 target price on the stock. The consensus estimate for Insmed’s current full-year earnings is ($4.56) per share. HC Wainwright also issued estimates for Insmed’s Q2 2026 earnings at ($1.05) EPS, FY2028 earnings at $2.92 EPS and FY2029 earnings at $6.09 EPS.

Other equities research analysts also recently issued research reports about the company. Mizuho decreased their target price on Insmed from $211.00 to $204.00 and set an “outperform” rating for the company in a research report on Tuesday. Jefferies Financial Group set a $269.00 price objective on shares of Insmed in a research report on Wednesday, December 10th. Citigroup reissued an “outperform” rating on shares of Insmed in a research report on Thursday, December 18th. Barclays assumed coverage on shares of Insmed in a report on Tuesday, January 27th. They set an “overweight” rating and a $231.00 price target for the company. Finally, Wolfe Research set a $167.00 price target on shares of Insmed and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Insmed currently has an average rating of “Buy” and an average price target of $207.52.

Insmed Stock Down 6.3%

Shares of NASDAQ INSM opened at $148.61 on Tuesday. The stock has a fifty day moving average price of $162.53 and a 200 day moving average price of $164.47. The company has a current ratio of 3.83, a quick ratio of 3.54 and a debt-to-equity ratio of 0.76. Insmed has a 12-month low of $60.40 and a 12-month high of $212.75. The company has a market cap of $32.03 billion, a P/E ratio of -23.18 and a beta of 1.11.

Insmed (NASDAQ:INSM) last issued its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.The firm had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. During the same quarter in the previous year, the firm posted ($1.32) EPS. The firm’s revenue for the quarter was up 152.6% compared to the same quarter last year.

Insider Transactions at Insmed

In related news, CEO William Lewis sold 10,699 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $150.97, for a total transaction of $1,615,228.03. Following the sale, the chief executive officer directly owned 301,185 shares of the company’s stock, valued at approximately $45,469,899.45. This represents a 3.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO Roger Adsett sold 791 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $156.17, for a total transaction of $123,530.47. Following the completion of the transaction, the chief operating officer owned 106,810 shares in the company, valued at approximately $16,680,517.70. The trade was a 0.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 178,952 shares of company stock valued at $30,222,170 over the last 90 days. Insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Insmed

A number of hedge funds and other institutional investors have recently bought and sold shares of INSM. State of New Jersey Common Pension Fund D raised its position in shares of Insmed by 8.5% during the 2nd quarter. State of New Jersey Common Pension Fund D now owns 64,097 shares of the biopharmaceutical company’s stock worth $6,451,000 after purchasing an additional 5,027 shares during the period. Oppenheimer Asset Management Inc. boosted its holdings in shares of Insmed by 7.2% in the second quarter. Oppenheimer Asset Management Inc. now owns 21,374 shares of the biopharmaceutical company’s stock valued at $2,151,000 after acquiring an additional 1,439 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in Insmed by 12.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 365,827 shares of the biopharmaceutical company’s stock valued at $36,817,000 after purchasing an additional 40,520 shares in the last quarter. Y Intercept Hong Kong Ltd acquired a new position in Insmed during the second quarter worth about $22,574,000. Finally, Teacher Retirement System of Texas grew its stake in shares of Insmed by 7.3% in the 2nd quarter. Teacher Retirement System of Texas now owns 49,013 shares of the biopharmaceutical company’s stock worth $4,933,000 after purchasing an additional 3,330 shares during the last quarter.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: UK regulator granted marketing authorization for brensocatib (brensocatib approval expands EU/UK commercialization opportunity for a late-stage asset). Article Title
• Positive Sentiment: Insmed reported BRINSUPRI sales that beat expectations and set a 2026 sales target — evidence of improving commercial traction for its lead product, which supports longer‑term revenue upside. Article Title
• Positive Sentiment: Asset/strategy recognition from investors: mutual‑fund commentary highlighted ARIKAYCE as a driver for performance, lending third‑party validation of the commercial story. Article Title
• Neutral Sentiment: HC Wainwright reiterated a Buy rating and a $230 price target, which is bullish versus the current price and signals continued analyst confidence in the long‑term story. Article Title
• Neutral Sentiment: HC Wainwright issued a broad set of updated forecasts across 2026–2030 (mix of near‑term cuts and long‑term increases) — the firm lowered FY2026/FY2028/FY2029 estimates but raised FY2027 and issued a bullish FY2030 projection ($10.17 EPS). These revisions show diverging near‑term pressure and stronger long‑term growth expectations. Article Title
• Negative Sentiment: HC Wainwright trimmed several near‑term EPS estimates (Q1–Q3 2026 and FY2026) — lower short‑term profit expectations can pressure the stock while the market re‑prices growth timing. Article Title
• Negative Sentiment: Insider selling: CEO William Lewis has executed several stock sales recently (most recently ~10.7k shares for ~$1.6M), which investors often interpret as a negative signal even if sales are routine or for diversification. Article Title
• Negative Sentiment: Mizuho trimmed its price target from $211 to $204 (still an Outperform) — a modest signal that some analysts are tempering near‑term expectations. Article Title

Insmed Company Profile

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.