Nasdaq Rises More Than 200 Points as US Inflation Decreases to 2.7%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Should l Buy INSM?
Source: Benzinga
U.S. Stock Market Performance: U.S. stocks saw gains, with the Nasdaq Composite rising over 200 points, while the Dow and S&P 500 also experienced increases. Consumer discretionary shares rose by 2%, but energy stocks fell by 0.5%.
Inflation and Economic Indicators: U.S. inflation cooled to 2.7% in November, below expectations, boosting investor confidence in the Federal Reserve's easing cycle. Initial jobless claims decreased to 224,000, and the Philadelphia Fed Manufacturing Index fell significantly.
Notable Stock Movements: Athira Pharma's shares surged 84% after a development agreement, while Trump Media & Technology Group and FuelCell Energy also saw significant gains. Conversely, Insmed Inc and Pyxis Oncology experienced sharp declines in their stock prices.
Global Market Trends: European shares rose, with the eurozone's STOXX 600 gaining 0.56%, while Asian markets closed mixed, with Japan's Nikkei falling and China's Shanghai Composite rising slightly.
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Analyst Views on INSM
Wall Street analysts forecast INSM stock price to rise
19 Analyst Rating
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 150.520
Low
162.00
Averages
219.50
High
263.00
Current: 150.520
Low
162.00
Averages
219.50
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.
Insmed Set to Announce Q4 Earnings on February 19
- Earnings Announcement: Insmed (INSM) is scheduled to release its Q4 earnings on February 19 before market open, with a consensus EPS estimate of -$1.17, reflecting a significant year-over-year decline of 188.6%, which could negatively impact investor sentiment.
- Revenue Growth Expectations: The revenue estimate stands at $263.98 million, representing a robust year-over-year increase of 152.9%, indicating strong growth potential in the market, which may attract investor interest despite the poor EPS outlook.
- Historical Performance Review: Over the past year, Insmed has exceeded EPS estimates 50% of the time and revenue estimates 75% of the time, suggesting a degree of stability and reliability in its financial performance, potentially bolstering market confidence.
- Revision Dynamics: In the last three months, EPS estimates have seen 10 upward revisions and 1 downward revision, while revenue estimates have experienced 8 upward revisions with no downward adjustments, reflecting a positive trend that may indicate market optimism regarding Insmed's future performance.
See More
Insmed Reports 2025 Financial Results and 2026 Revenue Guidance
- 2026 Revenue Expectations: Insmed anticipates that revenues from BRINSUPRI® (brensocatib) will reach at least $1 billion in 2026, while reiterating guidance for ARIKAYCE® (amikacin liposome inhalation suspension) revenues between $450 million and $470 million, reflecting strong confidence in the market potential of its new drugs.
- 2025 Financial Performance: The company reported total revenues of $606.4 million for 2025, with BRINSUPRI generating $144.6 million in Q4 and $172.7 million for the full year, while ARIKAYCE achieved $119.2 million in Q4 and $433.8 million for the year, marking a 19% annual growth that exceeded guidance, indicating robust market demand.
- Clinical Trial Progress: Insmed noted that clinical trials for BRINSUPRI and ARIKAYCE are progressing well, particularly the Phase 3 trials for TPIP, which are expected to lay the groundwork for future product expansions and enhance the company's competitive position in the market.
- Cash Flow and Investment Plans: As of the end of 2025, Insmed reported approximately $1.4 billion in cash and cash equivalents, demonstrating strong financial health, with plans to continue investing in the commercialization of BRINSUPRI and ARIKAYCE, supporting its future growth strategy.
See More
Insmed Reports 2025 Financials and 2026 Revenue Guidance
- 2025 Revenue Performance: Insmed reported total revenues of $606.4 million for 2025, reflecting a 67% increase from 2024, with ARIKAYCE generating $433.8 million, a 19% year-over-year growth that exceeded the upper end of guidance, indicating strong market demand and product acceptance.
- BRINSUPRI Sales Outlook: The company anticipates at least $1 billion in revenues from BRINSUPRI (brensocatib) in 2026, showcasing its robust growth potential in the non-cystic fibrosis bronchiectasis market, further solidifying its leadership in respiratory disease treatments.
- R&D and Operating Expenses: Research and development expenses reached $771.1 million in 2025, a 29% increase from 2024, primarily driven by rising personnel costs and the acquisition of INS1148, indicating a commitment to innovation and the development of new therapies despite increased spending.
- Cash Flow and Financial Position: As of the end of 2025, Insmed held approximately $1.4 billion in cash and cash equivalents, ensuring ample funding for future R&D and market expansion, thereby enhancing its financial stability and competitive position in the market.
See More
Insmed Reports Q4 Earnings with Revenue Growth and Future Projections
- Earnings Performance: Insmed's Q4 GAAP EPS of -$1.54 missed expectations by $0.44, indicating ongoing challenges in profitability; however, revenue reached $263.8 million, reflecting a robust year-over-year growth of 152.7%, showcasing strong business momentum.
- Cash Reserves: As of December 31, 2025, Insmed reported approximately $1.4 billion in cash, cash equivalents, and marketable securities, providing substantial financial support for future R&D and market expansion, thereby enhancing its financial stability.
- 2026 Revenue Projections: The company anticipates BRINSUPRI revenues of at least $1 billion for 2026, demonstrating strong confidence in the product's market potential, while ARIKAYCE revenue is expected to range between $450 million and $470 million, further solidifying its revenue base.
- Market Response: Despite setbacks in the Brensocatib pipeline, Insmed showcased its product potential at the J.P. Morgan Healthcare Conference, with analysts expressing optimism about Brinsupri and Arikayce sales prospects, which may attract more investor interest.
See More
Insmed to Present at Upcoming Investor Conferences
- Investor Conference Schedule: Insmed has announced participation in several investor conferences, with management presenting via live webcast accessible on the company’s website, archived for 30 days post-event, enhancing investor engagement and transparency.
- Mission and Vision: Insmed is committed to delivering first-class biopharmaceutical therapies aimed at transforming the lives of patients facing serious diseases, showcasing its leadership and social responsibility in the biopharmaceutical sector.
- Diverse R&D Pipeline: The company is advancing a variety of approved and mid- to late-stage investigational medicines, particularly in pulmonary and inflammatory conditions, demonstrating its expertise and market potential in treating chronic lung diseases.
- Industry Recognition and Employer Image: Insmed has been recognized as one of the best employers in the biopharmaceutical industry, being ranked No. 1 in ScienceTop Employer for five consecutive years, reflecting its excellence in employee satisfaction and corporate culture.
See More
Insmed to Present at Upcoming Investor Conferences
- Investor Conference Schedule: Insmed will present at the 46th Annual TD Cowen Healthcare Conference in Boston on March 2, 2026, at 9:50 a.m. ET, showcasing its latest advancements in the biopharmaceutical sector.
- Global Healthcare Conference Participation: Additionally, Insmed will speak at the Leerink Partners Global Healthcare Conference in Miami on March 10, 2026, further enhancing its visibility and influence among investors.
- Live Webcast and Archiving: Both events will be webcast live via the company's investor relations website, with recordings available for 30 days post-event, ensuring that investors who cannot attend live can still access important information, thereby increasing transparency.
- Company Background and Mission: Insmed is a people-first global biopharmaceutical company focused on developing first- and best-in-class therapies, particularly in pulmonary and inflammatory conditions, with a diverse portfolio of approved and investigational medicines, demonstrating strong R&D capabilities and market potential.
See More
Insmed Set to Announce Q4 Earnings on February 19
- Earnings Announcement: Insmed (INSM) is scheduled to release its Q4 earnings on February 19 before market open, with a consensus EPS estimate of -$1.17, reflecting a significant year-over-year decline of 188.6%, which could negatively impact investor sentiment.
- Revenue Growth Expectations: The revenue estimate stands at $263.98 million, representing a robust year-over-year increase of 152.9%, indicating strong growth potential in the market, which may attract investor interest despite the poor EPS outlook.
- Historical Performance Review: Over the past year, Insmed has exceeded EPS estimates 50% of the time and revenue estimates 75% of the time, suggesting a degree of stability and reliability in its financial performance, potentially bolstering market confidence.
- Revision Dynamics: In the last three months, EPS estimates have seen 10 upward revisions and 1 downward revision, while revenue estimates have experienced 8 upward revisions with no downward adjustments, reflecting a positive trend that may indicate market optimism regarding Insmed's future performance.
See More
Insmed Reports 2025 Financial Results and 2026 Revenue Guidance
- 2026 Revenue Expectations: Insmed anticipates that revenues from BRINSUPRI® (brensocatib) will reach at least $1 billion in 2026, while reiterating guidance for ARIKAYCE® (amikacin liposome inhalation suspension) revenues between $450 million and $470 million, reflecting strong confidence in the market potential of its new drugs.
- 2025 Financial Performance: The company reported total revenues of $606.4 million for 2025, with BRINSUPRI generating $144.6 million in Q4 and $172.7 million for the full year, while ARIKAYCE achieved $119.2 million in Q4 and $433.8 million for the year, marking a 19% annual growth that exceeded guidance, indicating robust market demand.
- Clinical Trial Progress: Insmed noted that clinical trials for BRINSUPRI and ARIKAYCE are progressing well, particularly the Phase 3 trials for TPIP, which are expected to lay the groundwork for future product expansions and enhance the company's competitive position in the market.
- Cash Flow and Investment Plans: As of the end of 2025, Insmed reported approximately $1.4 billion in cash and cash equivalents, demonstrating strong financial health, with plans to continue investing in the commercialization of BRINSUPRI and ARIKAYCE, supporting its future growth strategy.
See More
Insmed Reports 2025 Financials and 2026 Revenue Guidance
- 2025 Revenue Performance: Insmed reported total revenues of $606.4 million for 2025, reflecting a 67% increase from 2024, with ARIKAYCE generating $433.8 million, a 19% year-over-year growth that exceeded the upper end of guidance, indicating strong market demand and product acceptance.
- BRINSUPRI Sales Outlook: The company anticipates at least $1 billion in revenues from BRINSUPRI (brensocatib) in 2026, showcasing its robust growth potential in the non-cystic fibrosis bronchiectasis market, further solidifying its leadership in respiratory disease treatments.
- R&D and Operating Expenses: Research and development expenses reached $771.1 million in 2025, a 29% increase from 2024, primarily driven by rising personnel costs and the acquisition of INS1148, indicating a commitment to innovation and the development of new therapies despite increased spending.
- Cash Flow and Financial Position: As of the end of 2025, Insmed held approximately $1.4 billion in cash and cash equivalents, ensuring ample funding for future R&D and market expansion, thereby enhancing its financial stability and competitive position in the market.
See More
Insmed Reports Q4 Earnings with Revenue Growth and Future Projections
- Earnings Performance: Insmed's Q4 GAAP EPS of -$1.54 missed expectations by $0.44, indicating ongoing challenges in profitability; however, revenue reached $263.8 million, reflecting a robust year-over-year growth of 152.7%, showcasing strong business momentum.
- Cash Reserves: As of December 31, 2025, Insmed reported approximately $1.4 billion in cash, cash equivalents, and marketable securities, providing substantial financial support for future R&D and market expansion, thereby enhancing its financial stability.
- 2026 Revenue Projections: The company anticipates BRINSUPRI revenues of at least $1 billion for 2026, demonstrating strong confidence in the product's market potential, while ARIKAYCE revenue is expected to range between $450 million and $470 million, further solidifying its revenue base.
- Market Response: Despite setbacks in the Brensocatib pipeline, Insmed showcased its product potential at the J.P. Morgan Healthcare Conference, with analysts expressing optimism about Brinsupri and Arikayce sales prospects, which may attract more investor interest.
See More
Insmed to Present at Upcoming Investor Conferences
- Investor Conference Schedule: Insmed has announced participation in several investor conferences, with management presenting via live webcast accessible on the company’s website, archived for 30 days post-event, enhancing investor engagement and transparency.
- Mission and Vision: Insmed is committed to delivering first-class biopharmaceutical therapies aimed at transforming the lives of patients facing serious diseases, showcasing its leadership and social responsibility in the biopharmaceutical sector.
- Diverse R&D Pipeline: The company is advancing a variety of approved and mid- to late-stage investigational medicines, particularly in pulmonary and inflammatory conditions, demonstrating its expertise and market potential in treating chronic lung diseases.
- Industry Recognition and Employer Image: Insmed has been recognized as one of the best employers in the biopharmaceutical industry, being ranked No. 1 in ScienceTop Employer for five consecutive years, reflecting its excellence in employee satisfaction and corporate culture.
See More
Insmed to Present at Upcoming Investor Conferences
- Investor Conference Schedule: Insmed will present at the 46th Annual TD Cowen Healthcare Conference in Boston on March 2, 2026, at 9:50 a.m. ET, showcasing its latest advancements in the biopharmaceutical sector.
- Global Healthcare Conference Participation: Additionally, Insmed will speak at the Leerink Partners Global Healthcare Conference in Miami on March 10, 2026, further enhancing its visibility and influence among investors.
- Live Webcast and Archiving: Both events will be webcast live via the company's investor relations website, with recordings available for 30 days post-event, ensuring that investors who cannot attend live can still access important information, thereby increasing transparency.
- Company Background and Mission: Insmed is a people-first global biopharmaceutical company focused on developing first- and best-in-class therapies, particularly in pulmonary and inflammatory conditions, with a diverse portfolio of approved and investigational medicines, demonstrating strong R&D capabilities and market potential.
See More
