Insmed’s (INSM) Buy Rating Reiterated at HC Wainwright

HC Wainwright restated their buy rating on shares of Insmed (NASDAQ:INSM) in a research report sent to investors on Monday morning,Benzinga reports. HC Wainwright currently has a $230.00 price target on the biopharmaceutical company’s stock. HC Wainwright also issued estimates for Insmed’s Q1 2026 earnings at ($1.08) EPS, Q2 2026 earnings at ($1.05) EPS, Q3 2026 earnings at ($0.98) EPS, Q4 2026 earnings at $0.18 EPS, FY2026 earnings at ($2.92) EPS, FY2027 earnings at $0.78 EPS, FY2028 earnings at $2.92 EPS, FY2029 earnings at $6.09 EPS and FY2030 earnings at $10.17 EPS.

A number of other research firms also recently commented on INSM. Truist Financial set a $205.00 target price on shares of Insmed in a report on Monday, January 12th. Wolfe Research set a $167.00 price target on Insmed and gave the company an “outperform” rating in a report on Thursday, December 18th. Royal Bank Of Canada increased their price objective on Insmed from $197.00 to $200.00 and gave the company an “outperform” rating in a research report on Wednesday, January 21st. Barclays began coverage on Insmed in a report on Tuesday, January 27th. They issued an “overweight” rating and a $231.00 target price on the stock. Finally, Morgan Stanley set a $166.00 target price on Insmed in a research report on Friday, February 20th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $207.52.

Insmed Trading Down 6.3%

NASDAQ INSM opened at $148.61 on Monday. The company has a debt-to-equity ratio of 0.76, a quick ratio of 3.54 and a current ratio of 3.83. Insmed has a one year low of $60.40 and a one year high of $212.75. The company has a 50-day simple moving average of $162.53 and a 200-day simple moving average of $164.47. The firm has a market capitalization of $32.03 billion, a PE ratio of -23.18 and a beta of 1.11.

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 firm had revenue of $263.84 million for the quarter, compared to the consensus estimate of $263.97 million. Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.The firm’s revenue was up 152.6% on a year-over-year basis. During the same quarter in the prior year, the company posted ($1.32) EPS. On average, equities analysts forecast that Insmed will post -4.56 earnings per share for the current year.

Insider Buying and Selling at Insmed

In other Insmed news, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $175.20, for a total value of $15,293,208.00. Following the completion of the sale, the insider owned 41,754 shares in the company, valued at approximately $7,315,300.80. This trade represents a 67.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO William Lewis sold 19,215 shares of the company’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $169.00, for a total value of $3,247,335.00. Following the completion of the transaction, the chief executive officer owned 306,891 shares of the company’s stock, valued at $51,864,579. The trade was a 5.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 178,952 shares of company stock valued at $30,222,170. Corporate insiders own 3.00% of the company’s stock.

Institutional Trading of Insmed

A number of institutional investors and hedge funds have recently added to or reduced their stakes in INSM. EULAV Asset Management bought a new position in Insmed in the 3rd quarter valued at $12,961,000. Resolute Capital Asset Partners LLC acquired a new stake in shares of Insmed in the second quarter valued at $2,748,000. Nisa Investment Advisors LLC raised its holdings in shares of Insmed by 374.6% in the third quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock valued at $1,507,000 after buying an additional 8,261 shares during the last quarter. Keybank National Association OH lifted its position in Insmed by 76.7% during the 3rd quarter. Keybank National Association OH now owns 16,716 shares of the biopharmaceutical company’s stock worth $2,407,000 after buying an additional 7,257 shares in the last quarter. Finally, Calamos Advisors LLC grew its holdings in Insmed by 53.4% during the 3rd quarter. Calamos Advisors LLC now owns 35,215 shares of the biopharmaceutical company’s stock worth $5,071,000 after acquiring an additional 12,263 shares during the last quarter.

Insmed News Summary

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

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.