INSMHealthcare · BiotechnologyThe 24 Wall Street analysts covering Insmed, Inc. hold a median 12-month price target of $197 — +76.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 28 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Insmed, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (95): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Issuance (33): The company has been issuing shares or taking on financing, diluting existing holders.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on INSM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +76.1% from it.
Of the 20 most recent actions, 3 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Morgan Stanley | Maintains | Overweight | $218 → $213 |
| 12 Oct 2026 | HC Wainwright & Co. | Reiterates | Buy | $220 |
| 12 Oct 2026 | HC Wainwright & Co. | Reiterates | Buy | — |
| 12 Oct 2026 | Wolfe Research | Downgrade | Peer Perform | — |
| 12 Oct 2026 | Wolfe Research | Downgrade | Peer Perform | — |
| 30 Sept 2026 | Barclays | Maintains | Overweight | — |
| 30 Sept 2026 | Barclays | Maintains | Overweight | $237 → $207 |
| 24 Sept 2026 | Goldman Sachs | Reinstates | Buy | $188 |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | $212 → $198 |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | — |
| 10 Aug 2026 | JP Morgan | Maintains | Overweight | $179 → $175 |
| 10 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 10 Aug 2026 | Truist Securities | Reiterates | Buy | $185 → $195 |
| 10 Aug 2026 | Truist Securities | Reiterates | Buy | — |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $160 → $170 |
| 7 Aug 2026 | Guggenheim | Maintains | Buy | — |
| 7 Aug 2026 | Guggenheim | Maintains | Buy | $207 → $205 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | $161 → $169 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
INSM appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, Insmed, Inc. returned −33.2% against +13.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 95% of US stocks
Cheaper than 9% of US stocks
Cheaper than 3% of US stocks
Cheaper than 91% of US stocks
Higher than 97% of US stocks
Higher than 92% of US stocks
Higher than 93% of US stocks
Higher than 21% of US stocks
Higher than 8% of US stocks
Higher than 15% of US stocks
Higher than 18% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Insmed, Inc. has a market value of $20.7B and an enterprise value of $20.3B.
Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 296.1% year on year.
Net income over the same four quarters: −$875.3M, a −76.9% net margin.
Diluted earnings per share, trailing twelve months: $−4.11.
Free cash flow in the twelve months to 30 June 2026: −$807.7M.
Trailing P/E: −15.0×; forward P/E: 119.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Insmed, Inc. employs 1,664 people — $684K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Insmed, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Insmed reported third-quarter 2026 revenue growth from both commercial respiratory products and raised the low end of its full-year revenue guidance for BRINSUPRI and ARIKAYCE.
Why it matters — The report highlights performance and updated revenue guidance for two of Insmed’s commercial products.
Zacks frames its Insmed Q3 earnings coverage around comparing key metrics for the quarter ended September 2026 with Wall Street estimates and year-ago values. The excerpt provides no specific results or comparisons.
Why it matters — Investors following INSM may look to the reported metrics and comparisons for more detail on the quarter's performance.
Insmed reported a third-quarter loss of $0.46 per share, compared with the Zacks Consensus Estimate of a $0.34 loss. The loss was narrower than the $1.75 per share reported a year earlier; the headline says revenue topped estimates.
Why it matters — INSM watchers may note the quarterly per-share loss exceeded consensus, despite improving from the year-ago loss.
Insmed reported third-quarter 2026 revenue of $524.4 million, including $400.1 million from BRINSUPRI and $124.4 million from ARIKAYCE. It raised 2026 revenue guidance for both products and announced the launch of BRINSUPRI tablets in Japan.
Why it matters — The results and higher revenue guidance provide updated information on sales growth and the commercial rollout of Insmed’s products.
Zacks Investment Research says Insmed may report negative earnings in its upcoming release, citing that it lacks the combination of two key ingredients associated with a likely earnings beat. The item points readers to key expectations ahead of next week’s report.
Why it matters — INSM watchers may care because the report highlights potential earnings pressure ahead of the company’s upcoming release.
The 24 Wall Street analysts covering Insmed, Inc. have a median 12-month price target of $197, with estimates ranging from $165 to $243. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 24 analysts covering Insmed, Inc., 23 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Insmed, Inc. 77 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, Insmed, Inc. ranks 77 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (95 of 100).
No one can know that. What the data says: the median 12-month target from 24 analysts implies +76.1% from the last close, and Ticker Nerd's factor model ranks Insmed, Inc. 77 out of 100 as at 28 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Insmed, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for INSM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $165 to $243 over the next 12 months.
Insmed, Inc. returned -33.2% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Insmed Incorporated is a global biopharmaceutical company that develops and commercializes therapies for patients with serious and rare diseases. Its current portfolio includes an approved treatment for Mycobacterium avium complex lung disease, along with clinical-stage programs focused on pulmonary and inflammatory conditions.
The most recent item we track (MarketBeat, 29 Oct 2026): "What Insmed (INSM) Said on Its Q3 Earnings Call". Insmed reported third-quarter 2026 revenue growth from both commercial respiratory products and raised the low end of its full-year revenue guidance for BRINSUPRI and ARIKAYCE.
Insmed Incorporated is a global biopharmaceutical company that develops and commercializes therapies for patients with serious and rare diseases. Its current portfolio includes an approved treatment for Mycobacterium avium complex lung disease, along with clinical-stage programs focused on pulmonary and inflammatory conditions. The company’s pipeline emphasizes innovative approaches such as oral therapies and inhaled medicines designed to address difficult-to-treat respiratory disorders. Insmed also conducts research across multiple scientific platforms, including protein engineering and other advanced drug-development technologies. Headquartered in Bridgewater, New Jersey, Insmed serves patients and healthcare providers in the United States, Europe, Japan, and other international markets, positioning itself as a specialist in rare-disease and specialty respiratory treatment.
CEO Mr. William H. Lewis J.D., M.B.A. · 1,664 employees · United States · https://www.insmed.com
