Stock Price & Analysis

Based on recent analyst ratings and technical indicators, INSM shows a bullish outlook with potential upside. The stock currently trades at $78.12, with multiple analysts maintaining Buy ratings and higher price targets ranging from $88 to $101. JPMorgan recently raised their price target to $92, citing the upcoming brensocatib U.S. launch in 2025 and potential peak sales exceeding $7B.

The RSI(14) at 56.80 indicates neutral momentum, while the MACD at 2.25 suggests positive momentum. The stock is trading above its 20-day SMA of $76.52, showing short-term strength. However, investors should note the negative insider sentiment, with 89 insiders selling shares recently.

Based on recent analyst consensus and technical analysis, INSM stock is projected to reach $92-93 by end of 2025, driven by the successful U.S. launch of brensocatib and steady Arikayce growth. JPMorgan analysts expect brensocatib to be Insmed's key growth driver with over $7B peak sales potential. Despite strong analyst ratings with a consensus "Strong Buy" and multiple price targets above $90, insider selling activity suggests some caution as 89 insiders have been reducing positions.

The S1 support level for INSM Stock is $75.61 ,The R1 resistant level for INSM Stock is $81.39.

As of the end of day on 2025-02-12, the price of INSM Stock was $78.81.

The target price for INSM Stock according to analyst rating is 93.67, with the highest price target at 118.00 and the lowest at 75.00. Analysts have a Strong Buy rating on INSM Stock overall.

The market cap of INSM is $14.3B.

Based on the financial data and recent analyst reports, here's a concise analysis of INSM's valuation:

Financial Performance INSM shows increasing quarterly revenue growth from $75.5M to $93.4M in Q3 2024, but continues to post significant net losses (-$220.5M in Q3 2024). The gross margin remains healthy at around 76%, indicating good pricing power.

Valuation Concerns The stock appears overvalued based on several metrics:

• P/S ratio of 33.08x in Q3 2024, significantly higher than industry averages
• Negative earnings with widening losses
• High debt-to-equity ratio of 203.25%

Analyst Perspectives Recent analyst coverage suggests mixed views:

• JPMorgan raised price target to $92 from $83, citing potential growth from brensocatib launch in 2025
• Truist Financial maintains Buy rating with $92.25 target
• Strong insider selling activity (89 insiders) signals potential caution

Key Growth Driver Brensocatib is viewed as the company's most important growth driver with potential peak sales exceeding $7B. However, this potential is already largely priced into the current valuation.

Based on the high valuation multiples, significant ongoing losses, and heavy insider selling despite positive analyst outlook, INSM appears overvalued at current levels. The market seems to have priced in much of the future growth potential from brensocatib, leaving limited upside.

Insmed Incorporated is a global biopharmaceutical company. The Company's 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 and TPIP, as well as other early-stage research programs. Brensocatib is a small molecule, oral, reversible inhibitor of dipeptidyl peptidase 1 (DPP1), which is developing for the treatment of patients with bronchiectasis and other neutrophil-mediated diseases, including chronic rhinosinusitis without nasal polyps (CRSsNP). TPIP is an inhaled formulation of the treprostinil prodrug treprostinil palmitil, which offers a differentiated product profile for pulmonary hypertension associated with interstitial lung disease (PH-ILD) and pulmonary arterial hypertension (PAH).

Based on the provided data and analyst projections, here's a concise price prediction for INSM stock by 2030:

INSM is expected to reach $135-140 by 2030, driven by the successful commercialization of brensocatib with projected peak sales exceeding $7 billion. The strong analyst consensus with multiple "Strong Buy" ratings and near-term price targets around $92-101 supports this bullish long-term outlook. However, the negative insider sentiment with 89 insiders selling shares recently suggests some caution in the growth trajectory.

INSM has a total of 912 employees.