Insmed (NASDAQ:INSM) Stock Price Expected to Rise, Bank of America Analyst Says

Insmed (NASDAQ:INSM) had its target price hoisted by research analysts at Bank of America from $211.00 to $213.00 in a report issued on Tuesday,Benzinga reports. The firm currently has a “buy” rating on the biopharmaceutical company’s stock. Bank of America‘s target price would suggest a potential upside of 43.62% from the company’s previous close.

A number of other research analysts have also commented on INSM. TD Cowen set a $241.00 price objective on Insmed in a research report on Thursday, December 18th. Royal Bank Of Canada boosted their target price on Insmed from $197.00 to $200.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Citigroup reaffirmed an “outperform” rating on shares of Insmed in a research note on Thursday, December 18th. Stifel Nicolaus set a $205.00 price target on Insmed in a report on Thursday, February 19th. Finally, Roth Mkm upgraded Insmed to a “strong-buy” rating in a research report on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Insmed presently has an average rating of “Buy” and an average price target of $209.48.

Insmed Trading Up 6.6%

Shares of NASDAQ INSM opened at $148.31 on Tuesday. Insmed has a 1-year low of $60.40 and a 1-year high of $212.75. The company has a 50-day moving average of $150.68 and a two-hundred day moving average of $166.11. The company has a market cap of $31.97 billion, a PE ratio of -23.14 and a beta of 1.13. 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 (NASDAQ:INSM) last released its quarterly earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) EPS for the quarter, missing the consensus estimate of ($1.07) by ($0.47). The company had revenue of $263.84 million for the quarter, compared to the consensus estimate of $263.97 million. Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. Insmed’s revenue for the quarter was up 152.6% compared to the same quarter last year. During the same period last year, the company earned ($1.32) earnings per share. As a group, equities analysts expect that Insmed will post -4.56 earnings per share for the current fiscal year.

Insider Buying and Selling at Insmed

In related news, CEO William Lewis sold 10,699 shares of Insmed stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $143.52, for a total transaction of $1,535,520.48. Following the completion of the sale, the chief executive officer directly owned 301,185 shares of the company’s stock, valued at $43,226,071.20. The trade was a 3.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Sara Bonstein sold 748 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $156.34, for a total value of $116,942.32. Following the completion of the sale, the chief financial officer owned 79,758 shares of the company’s stock, valued at $12,469,365.72. This represents a 0.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 189,651 shares of company stock worth $31,533,654. 3.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Insmed

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in INSM. CIBC Private Wealth Group LLC increased its stake in shares of Insmed by 42.1% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock valued at $26,000 after acquiring an additional 53 shares during the last quarter. CoreCap Advisors LLC bought a new position in Insmed during the 4th quarter worth approximately $27,000. Stone House Investment Management LLC acquired a new position in Insmed during the third quarter valued at approximately $29,000. SBI Securities Co. Ltd. grew its holdings in Insmed by 404.9% during the third quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock valued at $30,000 after purchasing an additional 166 shares during the period. Finally, GraniteShares Advisors LLC bought a new stake in Insmed in the fourth quarter valued at approximately $30,000.

Key Headlines Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Topline Phase 3b ENCORE results met study goals, positioning ARIKAYCE for a label expansion into 1st‑line MAC disease — a shift that could meaningfully increase future sales and market penetration. Insmed reports positive topline results from phase 3b ENCORE study of Arikayce in patients with MAC lung disease
• Positive Sentiment: Multiple analysts lifted price targets and raised ratings after the ENCORE readout (examples: Leerink, BofA, Stifel, Mizuho), signaling higher earnings/valuation expectations and sustaining buy‑side momentum. Insmed (NASDAQ:INSM) Price Target Upgrades Drive Nasdaq Index Focus
• Positive Sentiment: Company commentary highlighted that Japan’s MAC patient population exceeds the U.S., suggesting a larger international opportunity for ARIKAYCE and increasing upside to future revenue forecasts. Insmed CEO reveals Japan patient population exceeds US market for lung disease
• Positive Sentiment: Analyst commentary and equity research (e.g., Seeking Alpha coverage) view the ENCORE outcome as a catalyst for label expansion, converting an accelerated approval opportunity into materially larger TAM and supporting upside to 2026+ revenue estimates. Insmed: “Strong Buy” As Possible Label Expansion For ARIKAYCE Bodes Well
• Neutral Sentiment: Valuation pieces are being updated to reflect the ENCORE data; investors should watch revised model assumptions (peak penetration, label timing) in follow‑up research notes. A Look At Insmed (INSM) Valuation After Positive ENCORE Phase 3b ARIKAYCE Data
• Neutral Sentiment: Reports cite a “large increase” in short interest in March, but published figures appear inconsistent/ambiguous; monitor actual SEC/exchange short‑interest releases for clarity.
• Negative Sentiment: Wells Fargo trimmed its price target to $175, a more cautious take that may cap some of the upside; this cut partially offsets other firms’ increases but has not reversed broad positive sentiment. Wells Fargo & Company Lowers Insmed (NASDAQ:INSM) Price Target to $175.00

About Insmed

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.