Barclays Increases Insmed (NASDAQ:INSM) Price Target to $237.00

Insmed (NASDAQ:INSM) had its price objective upped by investment analysts at Barclays from $231.00 to $237.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the biopharmaceutical company’s stock. Barclays‘s target price suggests a potential upside of 45.91% from the stock’s previous close.

A number of other analysts have also recently commented on the company. Mizuho upped their price target on Insmed from $204.00 to $206.00 and gave the company an “outperform” rating in a research note on Wednesday, March 25th. Leerink Partners boosted their price objective on shares of Insmed from $210.00 to $215.00 and gave the company an “outperform” rating in a report on Tuesday, March 24th. The Goldman Sachs Group upped their target price on shares of Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Wolfe Research set a $167.00 target price on shares of Insmed and gave the stock an “outperform” rating in a report on Thursday, December 18th. Finally, Roth Mkm raised shares of Insmed to a “strong-buy” rating in a research report on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $212.67.

Insmed Stock Performance

INSM stock opened at $162.43 on Wednesday. The business’s fifty day moving average is $150.18 and its 200-day moving average is $166.38. The company has a quick ratio of 3.54, a current ratio of 3.83 and a debt-to-equity ratio of 0.76. The company has a market cap of $35.01 billion, a P/E ratio of -25.34 and a beta of 1.10. Insmed has a twelve month low of $60.40 and a twelve month high of $212.75.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) 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 company had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. During the same period last year, the firm earned ($1.32) earnings per share. The firm’s revenue for the quarter was up 152.6% on a year-over-year basis. Equities research analysts forecast that Insmed will post -4.56 EPS for the current year.

Insiders Place Their Bets

In other Insmed news, COO Roger Adsett sold 791 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $156.17, for a total transaction of $123,530.47. Following the sale, the chief operating officer directly owned 106,810 shares in the company, valued at approximately $16,680,517.70. This trade represents a 0.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Michael Alexander Smith sold 19,638 shares of Insmed stock in a transaction that occurred on Monday, March 30th. The shares were sold at an average price of $150.98, for a total transaction of $2,964,945.24. Following the completion of the transaction, the insider directly owned 51,871 shares in the company, valued at approximately $7,831,483.58. The trade was a 27.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 121,999 shares of company stock valued at $19,205,391 in the last quarter. 3.00% of the stock is owned by company insiders.

Hedge Funds Weigh In On Insmed

A number of institutional investors and hedge funds have recently added to or reduced their stakes in INSM. Hsbc Holdings PLC increased its holdings in Insmed by 8,052.6% during the 4th quarter. Hsbc Holdings PLC now owns 123,267 shares of the biopharmaceutical company’s stock worth $21,493,000 after purchasing an additional 121,755 shares in the last quarter. Rockefeller Capital Management L.P. raised its stake in shares of Insmed by 88.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 16,775 shares of the biopharmaceutical company’s stock valued at $2,920,000 after purchasing an additional 7,863 shares during the period. Corient Private Wealth LLC lifted its holdings in shares of Insmed by 34.1% in the fourth quarter. Corient Private Wealth LLC now owns 20,865 shares of the biopharmaceutical company’s stock valued at $3,631,000 after purchasing an additional 5,305 shares in the last quarter. Keenan LLC acquired a new position in shares of Insmed during the fourth quarter worth about $369,000. Finally, Reflection Asset Management acquired a new position in shares of Insmed during the fourth quarter worth about $30,000.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Barclays raised its price target from $231 to $237 and kept an “overweight” rating, implying roughly ~46% upside vs the current price — a clear catalyst for buy-side interest. Barclays price-target hike (Benzinga)
• Positive Sentiment: Morgan Stanley also upgraded Insmed to Overweight, reinforcing institutional bullishness and supporting near-term momentum. Morgan Stanley upgrade (American Banking News)
• Positive Sentiment: Analyst and market commentary highlights Insmed’s strong Brinsupri launch and attractive pipeline (TPIP for PAH/PH-ILD), arguing the pipeline is beginning to justify the company’s valuation — a bullish medium-term thesis. Insmed: The Pipeline Is Catching Up To The Valuation (Seeking Alpha)
• Positive Sentiment: Options-focused coverage notes bullish activity after the Barclays lift, indicating elevated speculative interest that can amplify upside moves. Options Bulls Could Be Right About This Pharma Stock (Schaeffer’s)
• Neutral Sentiment: News pieces reporting the analyst upgrades and the intraday price pop summarize the firm reaction but add little new fundamental information. Insmed Stock Price Up on Analyst Upgrade (American Banking News)
• Negative Sentiment: Insider Michael Alexander Smith sold 19,638 shares (~27% reduction in his post-sale position), a transaction worth roughly $3.0M at ~$151/share — insider selling can be viewed as a near-term negative for sentiment. SEC Filing: Insider Sale
• Negative Sentiment: Coverage on proposed MFN pricing in the U.S. suggests it could delay European drug launches broadly — a policy risk that could slow Insmed’s international rollouts and damp future revenue upside. Trump’s MFN Pricing Expected To Delay More European Drug Launches (BioSpace)

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.