Insmed Incorporated (INSM) Price Target Raised to $211 at BofA
AI Sentiment
Highly Positive
9/10
as of 03-10-2026 2:56pm EST
Insmed Inc is a biopharmaceutical company. Its commercial portfolio and clinical pipeline are organized around three therapeutic areas: Respiratory, Immunology and Inflammation, and Neuro and Other Rare. The company's two commercial products, Arikayce and Brinsupri, are both part of the Respiratory therapeutic area. The firm's clinical-stage programs are TPIP, INS1148, brensocatib, and INS1201, focusing on different therapeutic areas. Additionally, Insmed's pre-clinical research programs encompass various technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Geographically, the company generates maximum revenue from the United States from the sale of its commercial products.
| Founded: | 1988 | Country: | United States |
| Employees: | N/A | City: | BRIDGEWATER |
| Market Cap: | 35.2B | IPO Year: | 2000 |
| Target Price: | $188.73 | AVG Volume (30 days): | 2.2M |
| Analyst Decision: | Strong Buy | Number of Analysts: | 23 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | -6.42 | EPS Growth: | -15.26 |
| 52 Week Low/High: | $60.40 - $212.75 | Next Earning Date: | 05-21-2026 |
| Revenue: | N/A | Revenue Growth: | N/A |
| Revenue Growth (this year): | 168.46% | Revenue Growth (next year): | 65.97% |
| P/E Ratio: | -21.82 | Index: | |
| Free Cash Flow: | -967575000.0 | FCF Growth: | N/A |
Chair and CEO
Avg Cost/Share
$145.93
Shares
10,699
Total Value
$1,562,327.58
Owned After
301,185
Chief Legal Officer
Avg Cost/Share
$155.17
Shares
24,774
Total Value
$3,859,157.05
Owned After
71,793
Chair and CEO
Avg Cost/Share
$151.14
Shares
10,699
Total Value
$1,615,256.86
Owned After
301,185
Chair and CEO
Avg Cost/Share
$148.01
Shares
13,396
Total Value
$1,979,763.59
Owned After
301,185
Chief Medical Officer
Avg Cost/Share
$152.44
Shares
869
Total Value
$132,470.36
Owned After
83,243
SEC Form 4
Chair and CEO
Avg Cost/Share
$156.34
Shares
3,009
Total Value
$470,427.06
Owned After
301,185
SEC Form 4
Chief Medical Officer
Avg Cost/Share
$155.77
Shares
795
Total Value
$123,837.15
Owned After
83,243
SEC Form 4
Chief Financial Officer
Avg Cost/Share
$156.34
Shares
748
Total Value
$116,942.32
Owned After
79,758
SEC Form 4
Chief Operating Officer
Avg Cost/Share
$156.17
Shares
791
Total Value
$123,530.47
Owned After
106,810
SEC Form 4
Chief Legal Officer
Avg Cost/Share
$156.27
Shares
640
Total Value
$100,012.80
Owned After
71,793
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Lewis William | INSM | Chair and CEO | Mar 5, 2026 | Sell | $145.93 | 10,699 | $1,562,327.58 | 301,185 | |
| Smith Michael Alexander | INSM | Chief Legal Officer | Feb 24, 2026 | Sell | $155.17 | 24,774 | $3,859,157.05 | 71,793 | |
| Lewis William | INSM | Chair and CEO | Feb 19, 2026 | Sell | $151.14 | 10,699 | $1,615,256.86 | 301,185 | |
| Lewis William | INSM | Chair and CEO | Feb 9, 2026 | Sell | $148.01 | 13,396 | $1,979,763.59 | 301,185 | |
| Flammer Martina M.D. | INSM | Chief Medical Officer | Feb 5, 2026 | Sell | $152.44 | 869 | $132,470.36 | 83,243 | |
| Lewis William | INSM | Chair and CEO | Feb 3, 2026 | Sell | $156.34 | 3,009 | $470,427.06 | 301,185 | |
| Flammer Martina M.D. | INSM | Chief Medical Officer | Feb 3, 2026 | Sell | $155.77 | 795 | $123,837.15 | 83,243 | |
| Bonstein Sara | INSM | Chief Financial Officer | Feb 3, 2026 | Sell | $156.34 | 748 | $116,942.32 | 79,758 | |
| Adsett Roger | INSM | Chief Operating Officer | Feb 3, 2026 | Sell | $156.17 | 791 | $123,530.47 | 106,810 | |
| Smith Michael Alexander | INSM | Chief Legal Officer | Feb 3, 2026 | Sell | $156.27 | 640 | $100,012.80 | 71,793 |
SEC 8-K filings with transcript text
Feb 19, 2026 · 99% conf.
1D
+2.39%
$164.84
Act: +2.43%
5D
+5.75%
$170.26
Act: -7.42%
20D
+7.09%
$172.42
false000110450600011045062026-02-172026-02-17
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of
The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): February 17, 2026
(Exact name of registrant as specified in its charter)
Virginia
000-30739
54-1972729
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
700 US Highway 202/206
Bridgewater, New Jersey
08807
(Zip Code)
(Address of principal executive offices)
Registrant’s telephone number, including area code: (908) 977-9900
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.01 per share
Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR 240.12b-2).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Results of Operations and Financial Condition.
On February 19, 2026, Insmed Incorporated (the “Company”) issued a press release regarding its financial results for the three months and fiscal year ended December 31, 2025. A copy of this press release is furnished herewith as Exhibit 99.1 pursuant to this Item 2.02. The slide presentation to be used during the conference call referenced in the press release is attached hereto as Exhibit 99.2 and incorporated herein by reference.
The information contained herein, including the exhibits attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On February 17, 2026, David W.J. McGirr notified the board of directors (the “Board”) of the Company that he will not stand for re-election to the Board upon the expiration of his current term as a Class II director, which will occur at the Company’s 2026 Annual Meeting of Shareholders (the “Annual Meeting”). Mr. McGirr will continue to serve as a member of the Board and chair of the Audit Committee of the Board until the Annual Meeting. Mr. McGirr’s decision to not stand for re-election to the Board was not a result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.
Financial Statements and Exhibits.
(d)
Exhibits
Exhibit
No.
Description
99.1
Press release issued by Insmed Incorporated on February 19, 2026.
99.2
Insmed Incorporated February 19, 2026 Presentation.
104
Cover Page Interactive Date File (embedded within the Inline XBRL document).
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated: February 19, 2026
By:
/s/ Michael A. Smith
Name:
Michael A. Smith
Title:
Chief Legal Officer and Corporate Secretary
Oct 30, 2025
false000110450600011045062025-10-302025-10-30
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of
The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): October 30, 2025
(Exact name of registrant as specified in its charter)
Virginia
000-30739
54-1972729
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
700 US Highway 202/206
Bridgewater, New Jersey
08807
(Address of principal executive offices)
(Zip Code)
Registrant’s telephone number, including area code: (908) 977-9900
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which
registered
Common Stock, par value $0.01 per share
Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR 240.12b-2).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
ITEM 2.02 — Results of Operations and Financial Condition.
On October 30, 2025, Insmed Incorporated (the “Company”) issued a press release regarding its financial results for the third quarter ended September 30, 2025. A copy of this press release is furnished herewith as Exhibit 99.1 pursuant to this Item 2.02 and is incorporated herein by reference. The slide presentation to be used during the conference call referenced in the press release is furnished herewith as Exhibit 99.2.
The information contained herein, including Exhibits 99.1 and 99.2 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
ITEM 9.01 – Financial Statements and Exhibits.
(d) Exhibits
Exhibit
No.
Description
99.1
Press release issued by Insmed Incorporated on October 30, 2025.
99.2
Insmed Incorporated October 30, 2025 Presentation.
104
Cover Page Interactive Date File (embedded within the Inline XBRL document).
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated: October 30, 2025
By:
/s/ Michael A. Smith
Name:
Michael A. Smith
Title:
Chief Legal Officer and Corporate Secretary
Aug 7, 2025
false000110450600011045062025-08-072025-08-07
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of
The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): August 7, 2025
(Exact name of registrant as specified in its charter)
Virginia
000-30739
54-1972729
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
700 US Highway 202/206
Bridgewater, New Jersey
08807
(Zip Code)
(Address of principal executive offices)
Registrant’s telephone number, including area code: (908) 977-9900
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.01 per share
Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR 240.12b-2).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
ITEM 2.02 — Results of Operations and Financial Condition.
On August 7, 2025, Insmed Incorporated (the “Company”) issued a press release regarding its financial results for the second quarter ended June 30, 2025. A copy of this press release is furnished herewith as Exhibit 99.1 pursuant to this Item 2.02 and is incorporated herein by reference. The slide presentation to be used during the conference call referenced in the press release is furnished herewith as Exhibit 99.2.
The information contained herein, including Exhibits 99.1 and 99.2 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
ITEM 9.01 – Financial Statements and Exhibits.
(d) Exhibits
Exhibit
No.
Description
99.1
Press release issued by Insmed Incorporated on August 7, 2025.
99.2
Insmed Incorporated August 7, 2025 Presentation.
104
Cover Page Interactive Date File (embedded within the Inline XBRL document).
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated: August 7, 2025
By:
/s/ Michael A. Smith
Name:
Michael A. Smith
Title:
Chief Legal Officer and Corporate Secretary
INSM Breaking Stock News: Dive into INSM Ticker-Specific Updates for Smart Investing
AI Sentiment
Highly Positive
9/10
AI Sentiment
Positive
6/10
AI Sentiment
Highly Positive
8/10
AI Sentiment
Positive
7/10
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