INSMHealthcare · BiotechnologyThe 23 Wall Street analysts covering Insmed, Inc. hold a median 12-month price target of $198 — +59.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 86 of 100 as at 24 Aug 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 (94): 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 (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +59.4% from it.
Of the 20 most recent actions, 4 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | JP Morgan | Maintains | Overweight | $179 → $175 |
| 10 Aug 2026 | Truist Securities | Reiterates | Buy | $185 → $195 |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $160 → $170 |
| 7 Aug 2026 | Guggenheim | Maintains | Buy | $207 → $205 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | $161 → $169 |
| 21 July 2026 | BMO Capital | Initiates | Outperform | $192 |
| 21 July 2026 | BMO Capital | Initiates | Outperform | — |
| 15 July 2026 | Wells Fargo | Maintains | Overweight | $160 → $161 |
| 15 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 10 July 2026 | Guggenheim | Reiterates | Buy | — |
| 10 July 2026 | Guggenheim | Reiterates | Buy | $207 |
| 22 June 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 8 June 2026 | JP Morgan | Maintains | Overweight | — |
| 5 June 2026 | RBC Capital | Maintains | Outperform | — |
| 14 May 2026 | Truist Securities | Maintains | Buy | — |
| 8 May 2026 | Guggenheim | Maintains | Buy | — |
| 8 May 2026 | RBC Capital | Maintains | Outperform | — |
| 8 May 2026 | Wells Fargo | Maintains | Overweight | — |
| 17 Apr 2026 | Roth Capital | Reiterates | Buy | — |
| 14 Apr 2026 | RBC Capital | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. INSM appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 25 Aug 2026, Insmed, Inc. returned −3.5% against +20.5% 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 96% of US stocks
Cheaper than 8% of US stocks
Cheaper than 3% of US stocks
Cheaper than 92% of US stocks
Higher than 97% of US stocks
Higher than 93% of US stocks
Higher than 93% of US stocks
Higher than 21% of US stocks
Higher than 7% of US stocks
Higher than 15% of US stocks
Higher than 18% of US stocks
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 $27.5B and an enterprise value of $27.0B.
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: −19.6×; forward P/E: 174.7× — the forward figure prices analyst consensus estimates, not reported 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 →
The Alger Mid Cap 40 ETF outperformed the Russell Midcap Growth Index in Q2 2026, with Astera Labs, Nebius Group, and Western Digital among top contributors. Insmed Incorporated was listed among the top detractors from the fund's performance during the quarter.
Why it matters — Insmed being cited as one of the top detractors indicates the stock underperformed within a major growth fund during the second quarter.
Insmed announced that Japan's Ministry of Health, Labour and Welfare has approved BRINSUPRI (brensocatib 25-mg tablet), an oral once-daily therapy for non-cystic fibrosis bronchiectasis in adults and pediatric patients aged 12 and older. The approval marks the first-in-disease and first-in-class therapy for NCFB in Japan.
Why it matters — This regulatory approval brings Insmed's first-in-class NCFB therapy to a new, major market, expanding its commercial footprint for the drug.
Invesco Discovery Mid Cap Growth Fund posted a positive return and outperformed its benchmark in Q2, aided by strong stock selection and an overweight in IT. The fund was underweight in communication services, health care, and consumer discretionary, while energy weakness partially offset gains.
Why it matters — Insmed, a health care sector holding, was part of a sector the fund was underweight in, so its weighting and performance could affect INSM's representation in the fund.
Biotech stocks are enjoying one of their best stretches in years, with the iShares Biotechnology ETF jumping nearly 5% and reaching new all-time highs. However, the headline notes that two stocks behind this piece missed the rally.
Why it matters — This matters to Insmed watchers because it may flag that Insmed did not participate in the broader sector's recent gains.
In its Q2 2026 portfolio review, the Alger Small Cap Growth Fund reported that Insmed Incorporated was among the top detractors from the fund's performance during the quarter, while other holdings such as Nebius Group, Astera Labs, and Twist Bioscience were top contributors.
Why it matters — The disclosure signals that Insmed's stock performance during Q2 2026 negatively weighed on a major small-cap growth fund's results, offering insight into how institutional holders viewed Insmed in the period.
The 23 Wall Street analysts covering Insmed, Inc. have a median 12-month price target of $198, with estimates ranging from $169 to $243. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering Insmed, Inc., 23 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Insmed, Inc. 86 out of 100 across roughly 4,600 US stocks as at 24 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 24 Aug 2026, Insmed, Inc. ranks 86 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +59.4% from the last close, and Ticker Nerd's factor model ranks Insmed, Inc. 86 out of 100 as at 24 Aug 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: $169 to $243 over the next 12 months.
Insmed, Inc. returned -3.5% over the 12 months to 25 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Insmed Inc. is a global biopharmaceutical company focused on developing and commercializing therapies for patients with serious and rare diseases.
The most recent item we track (Seeking Alpha, 25 Aug 2026): "Alger Mid Cap 40 ETF Q2 2026 Portfolio Review". The Alger Mid Cap 40 ETF outperformed the Russell Midcap Growth Index in Q2 2026, with Astera Labs, Nebius Group, and Western Digital among top contributors. Insmed Incorporated was listed among the top detractors from the fund's performance during the quarter.
Insmed Inc. is a global biopharmaceutical company focused on developing and commercializing therapies for patients with serious and rare diseases. The company concentrates its activities across three key therapeutic areas: respiratory, immunology and inflammation, and neuro and other rare conditions. Insmed’s commercial portfolio is anchored by Arikayce and Brinsupri, both targeting respiratory disorders and serving patients with limited existing treatment options. Beyond its marketed products, the company maintains a diversified clinical pipeline that includes programs such as TPIP, INS1148, brensocatib, and INS1201, which address a range of complex inflammatory and rare disease pathways. Insmed also invests in pre-clinical research using advanced technologies, including gene therapy, AI-driven protein engineering, RNA end-joining, synthetic rescue approaches, and modern protein manufacturing platforms. Headquartered in Bridgewater, New Jersey, and founded in 1988, Insmed plays a specialized role in the healthcare sector by addressing high-need patient populations and supplying therapies primarily to the United States and other key global markets.
CEO Mr. William H. Lewis J.D., M.B.A. · 1,664 employees · United States · https://www.insmed.com
