INSM Insmed Incorporated
USHealthcareAs of 2026-10-05 15:25
Why INSM matters now
Insmed Incorporated (INSM) is a US stock in Healthcare. The latest InvestLog snapshot shows $104.26 with -6.17% on the session and $22.60B in market capitalization; recent performance reads 1-month -10.81% and YTD -44.96%.
The latest financial table shown here is Q1 2026, with revenue of $306.0M, net income of $-163.6M, and EPS of $-0.76. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield -4.6%.
InvestLog's latest related AI research is a Rating Change note titled "Barclays lowers INSM target to $207 from $237". The latest indexable market news headline is "INSM Stock Slides on CFO Exit, Reiterates '26 Sales View" from Zacks Investment Research.
Additional event context on this page matters because analyst consensus is Buy with a median target of $208.50; recent insider activity includes Lewis William filing S-Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
—
PEG
—
P/B
29.29
P/S
25.34
EV/EBITDA
-19.36
DCF Value
$-190.46
FCF Yield
-4.6%
Div Yield
0.0%
Margins & Returns
Gross Margin
81.6%
Operating Margin
-137.7%
Net Margin
-144.4%
ROE
-130.1%
ROA
-57.0%
ROIC
-65.3%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $306.0M | $-163.6M | $-0.76 |
| Q4 2025 | $263.8M | $-328.5M | $-1.54 |
| FY 2025 | $606.4M | $-1.28B | $-6.41 |
| Q3 2025 | $142.3M | $-370.0M | $-1.75 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$204.42
Target (Median)
$208.50
Target Range
$160.00 - $245.00
Trading Activity
Insider Trades
Related AI Research
Barclays lowers INSM target to $207 from $237Barclays 下调目标价 INSM：$237 → $207
On 2026-09-30, Barclays lowered its INSM price target to $207 from $237 (-12.7%).Barclays 于 2026-09-30 将 INSM 目标价下调至 $207，此前为 $237，变动幅度 -12.7%。
INSM regulatory decision: FDA Grants Priority Review to Insmed's sNDA for ARIKAYCE® (amikacin liposome inhalation suspension) for Treatment of MAC Lung Disease With PDUFA Target Action Date Set for January 28, 2027Insmed Incorporated（INSM）披露重大监管决定
INSM regulatory decision: FDA Grants Priority Review to Insmed's sNDA for ARIKAYCE® (amikacin liposome inhalation suspension) for Treatment of MAC Lung Disease With PDUFA Target Action Date Set for…Insmed Incorporated（INSM）披露重大监管决定。
Related Stocks
Latest News
Company Info
Sector
Healthcare
Industry
Biotechnology
Country
US
Exchange
—
Beta
0.77
Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its development pipeline, Insmed is advancing Brensocatib, an oral and reversible inhibitor targeting dipeptidyl peptidase 1, which is being investigated for its potential in treating bronchiectasis and other disorders mediated by neutrophils. Additionally, the firm is developing Treprostinil Palmitil Inhalation Powder, an inhaled version of the treprostinil palmitil prodrug, designed to address pulmonary arterial hypertension and various other rare lung ailments. Founded in 1988, Insmed Incorporated maintains its primary corporate offices in Bridgewater, New Jersey.