Equities Analysts Set Expectations for Insmed Q1 Earnings

Insmed, Inc. (NASDAQ:INSM) – William Blair issued their Q1 2026 EPS estimates for Insmed in a note issued to investors on Tuesday, September 2nd. William Blair analyst M. Phipps anticipates that the biopharmaceutical company will post earnings per share of ($1.07) for the quarter. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Insmed’s current full-year earnings is ($4.56) per share. William Blair also issued estimates for Insmed’s Q2 2026 earnings at ($0.91) EPS, Q3 2026 earnings at ($0.72) EPS and Q4 2026 earnings at ($0.51) EPS.

INSM has been the subject of several other research reports. Royal Bank Of Canada boosted their target price on shares of Insmed from $108.00 to $120.00 and gave the company an “outperform” rating in a research note on Friday, August 8th. Citigroup upgraded shares of Insmed to a “buy” rating in a research note on Tuesday, June 10th. Bank of America boosted their target price on shares of Insmed from $94.00 to $109.00 and gave the company a “buy” rating in a research note on Wednesday, June 11th. Wells Fargo & Company boosted their target price on shares of Insmed from $140.00 to $171.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, JPMorgan Chase & Co. boosted their price target on shares of Insmed from $111.00 to $135.00 and gave the company an “overweight” rating in a report on Wednesday, August 20th. Sixteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Insmed currently has a consensus rating of “Moderate Buy” and an average price target of $134.79.

Insmed Stock Down 1.2%

INSM stock opened at $143.50 on Thursday. The company has a debt-to-equity ratio of 0.45, a current ratio of 6.68 and a quick ratio of 6.33. Insmed has a 1-year low of $60.40 and a 1-year high of $146.84. The firm has a fifty day moving average price of $112.91 and a two-hundred day moving average price of $88.79. The firm has a market cap of $30.33 billion, a price-to-earnings ratio of -25.13 and a beta of 0.97.

Insmed (NASDAQ:INSM) last released its earnings results on Thursday, August 7th. The biopharmaceutical company reported ($1.70) earnings per share for the quarter, missing the consensus estimate of ($1.30) by ($0.40). Insmed had a negative net margin of 259.82% and a negative return on equity of 195.37%. The business had revenue of $107.42 million for the quarter, compared to the consensus estimate of $104.06 million. During the same quarter in the previous year, the firm earned ($1.94) EPS. The firm’s revenue for the quarter was up 18.9% on a year-over-year basis. Insmed has set its FY 2025 guidance at EPS.

Institutional Trading of Insmed

Institutional investors and hedge funds have recently bought and sold shares of the stock. AQR Capital Management LLC increased its holdings in Insmed by 2.1% in the fourth quarter. AQR Capital Management LLC now owns 64,171 shares of the biopharmaceutical company’s stock worth $4,430,000 after buying an additional 1,291 shares during the last quarter. Mercer Global Advisors Inc. ADV bought a new stake in shares of Insmed in the fourth quarter valued at approximately $227,000. Baird Financial Group Inc. bought a new stake in shares of Insmed in the fourth quarter valued at approximately $1,539,000. Cetera Investment Advisers boosted its position in shares of Insmed by 15.0% in the fourth quarter. Cetera Investment Advisers now owns 10,154 shares of the biopharmaceutical company’s stock valued at $701,000 after acquiring an additional 1,321 shares during the period. Finally, Duquesne Family Office LLC boosted its position in shares of Insmed by 2,867.4% in the fourth quarter. Duquesne Family Office LLC now owns 593,470 shares of the biopharmaceutical company’s stock valued at $40,973,000 after acquiring an additional 573,470 shares during the period.

Insiders Place Their Bets

In other Insmed news, Director Melvin Md Sharoky sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 20th. The shares were sold at an average price of $129.50, for a total value of $1,295,000.00. Following the completion of the sale, the director directly owned 274,516 shares of the company’s stock, valued at approximately $35,549,822. This represents a 3.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO William Lewis sold 6,865 shares of the company’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $128.40, for a total transaction of $881,466.00. Following the completion of the sale, the chief executive officer directly owned 233,924 shares of the company’s stock, valued at $30,035,841.60. The trade was a 2.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 511,048 shares of company stock valued at $51,089,294. Corporate insiders own 3.00% of the company’s stock.

Insmed Company Profile

Insmed Incorporated is a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases. Insmed’s first commercial product is ARIKAYCE® (amikacin liposome inhalation suspension), which is approved in the United States for the treatment of Mycobacterium avium complex (MAC) lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options.