Insmed Reports Strong Revenue Growth and Launch of BRINSUPRI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12 Jan 26
Source: Investing
Insmed Inc's stock has hit a 5-day low, reflecting a decline of 5.02% in regular trading.
The company reported approximately $433.8 million in revenue for ARIKAYCE in 2025, a 19% increase from the previous year, and successfully launched BRINSUPRI, generating around $144.6 million in its first full quarter. Insmed anticipates continued growth, projecting ARIKAYCE revenues between $450 million and $470 million in 2026, and plans to release topline data from the Phase 3 ENCORE study of ARIKAYCE in early 2026, which could further enhance its market position.
These developments indicate a strong demand for Insmed's products and a positive outlook for future revenue growth, despite the recent stock decline.
Analyst Views on INSM
Wall Street analysts forecast INSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INSM is 218.44 USD with a low forecast of 157.00 USD and a high forecast of 263.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
16 Buy
1 Hold
0 Sell
Strong Buy
Current: 155.890
Low
157.00
Averages
218.44
High
263.00
Current: 155.890
Low
157.00
Averages
218.44
High
263.00
About INSM
Insmed Incorporated is a global biopharmaceutical company. It is advancing a diverse range of approved and mid- to late-stage investigational medicines and drug discovery. Its advanced programs are in pulmonary and inflammatory conditions, including a therapy approved in the United States, Europe, and Japan to treat a chronic, debilitating lung disease. Its pre-clinical research programs encompass a range of technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Its first commercial product, ARIKAYCE (amikacin liposome inhalation suspension), is used for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. Its pipeline includes clinical-stage programs, brensocatib, TPIP, and INS1201 and pre-clinical research programs. Its INS1148 is an investigational monoclonal antibody.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
