INSM Quantitative Stock Analysis - Benjamin Graham
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
Updated: Aug 16 2025
0mins
Source: NASDAQ.COM
INSMED INC Analysis: INSMED INC (INSM) receives a 43% rating from Validea's Value Investor model, which is based on Benjamin Graham's strategy focusing on low P/B and P/E ratios, low debt, and solid long-term earnings growth.
About Benjamin Graham: Benjamin Graham, known as the "Father of Value Investing," significantly influenced the investment world with his strategies and mentorship of renowned investors like Warren Buffett, achieving impressive returns during his career.
INSM.O$0.0000%Past 6 months

No Data
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 200.31 USD with a low forecast of 145.00 USD and a high forecast of 240.00 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.
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 200.31 USD with a low forecast of 145.00 USD and a high forecast of 240.00 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.
Current: 195.240

Current: 195.240

maintain
$231 -> $269
Reason
TD Cowen raised the firm's price target on Insmed to $269 from $231 and keeps a Buy rating on the shares. The firm called it a Best Idea for four reasons. Brenso's CRSsNP opportunity remains underappreciated, TPIP's potential in PAH, PH-ILD and IPF remains discounted due to skepticism around prodrug activation and IP overhang, and its appeal to generalist investors rotating into biotech.
Rothschild & Co Redburn initiated coverage of Insmed with a Buy rating and $263 price target. The firm believes the company is well positioned in "large" therapy areas with limited competition. The company's of Brinsupri, a first-in-class therapy for bronchiectasis, should see strong uptake given the lack of competitors, the analyst tells investors in a research note. Rothschild thinks Brinsupri has peak sales of $12B, above the consensus median of $10B.
maintain
$223 -> $231
Reason
TD Cowen analyst Ritu Baral raised the firm's price target on Insmed to $231 from $223 and keeps a Buy rating on the shares. The firm said Brinsupri, the company's 1st-gen neutrophil elastase inhibitor, received formal EC approval for NCFBE 'with 2+ exacerbations' in the prior year. Insmed will secure access starting early 2026, likely with an initial German launch.
maintain
$196 -> $225
Reason
Goldman Sachs raised the firm's price target on Insmed to $225 from $196 and keeps a Buy rating on the shares.
About INSM
Insmed Incorporated is a global biopharmaceutical company. The Company is advancing a diverse portfolio of approved and mid- to late-stage investigational medicines as well as 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. The Company’s pre-clinical research programs encompass a wide 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 (MAC) 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 as well as pre-clinical research programs.
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.