Should I Buy INSM? INSM 2026 Analysis

Should You Buy Insmed Inc (INSM) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

157.820

1 Day change

1.24%

52 Week Range

212.750

Analysis Updated At

2026/01/26

Insmed Inc (INSM) is a good buy for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. The company's strong revenue growth, positive analyst sentiment, and promising product pipeline outweigh the recent price decline and insider selling. The stock is currently trading near a key support level, presenting a potential entry point for long-term gains.

Technical Analysis

The MACD is negatively expanding (-0.773), indicating bearish momentum, and the RSI is at 31.925, close to oversold territory. The stock is trading near its S1 support level of 154.787, suggesting a potential rebound. Converging moving averages indicate a lack of clear trend direction.

Options Data

Neutral

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Analysts project strong sales for Brinsupri and Arikayce, with Brinsupri's first full-quarter sales exceeding expectations.
Revenue increased by 52.36% YoY in Q3 2025, and gross margin improved to 78.29%.
Roth Capital initiated coverage with a Buy rating and a $212 price target, citing strong upside potential.
The company has a robust pipeline with promising Phase 3 trials and upcoming catalysts in 2026.

Neutral/Negative Catalysts

Insider selling has increased significantly (574.55% over the last month).
The MACD indicates bearish momentum, and the stock has declined 2.61% in regular market trading.
The failure of the Phase 2 BiRCh trial for brensocatib in CRSsNP led to a series of price target reductions from analysts.

Financial Performance

In Q3 2025, revenue increased by 52.36% YoY to $142.34M. Net income improved by 67.79% YoY but remains negative at -$370.02M. EPS increased by 37.80% YoY to -1.75. Gross margin improved to 78.29%, up 3.03% YoY, reflecting strong operational efficiency despite ongoing losses.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are generally bullish on INSM, with multiple Buy ratings and price targets ranging from $157 to $241. Recent updates highlight strong sales performance and a promising pipeline, despite setbacks in the CRSsNP program. Roth Capital assigns a 75% probability of success to the Phase 3 ENCORE study, which could unlock significant revenue potential.

17 Analyst Rating

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 USD and a high forecast of 263 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.

16 Buy

1 Hold

0 Sell

Strong Buy

Current: 155.890

Low

157

Averages

218.44

High

263

Current: 155.890

Low

157

Averages

218.44

High

263

Barclays

Eliana Merle

Overweight

initiated

$231

AI Analysis

2026-01-27

New

Reason

Barclays

Eliana Merle

Price Target

$231

AI Analysis

2026-01-27

New

initiated

Overweight

Reason

Barclays analyst Eliana Merle initiated coverage of Insmed with an Overweight rating and $231 price target. Barclays initiated coverage of 12 biotech stocks and assumed coverage of 11 with a positive view of the industry. The analyst likes the setup for the group in 2026. Many biotech stocks remain undervalued, the analyst tells investors in a research note. The firm expects continued mergers and acquisitions, "strong" underlying fundamentals, and less of a focus on drug pricing to act as "significant tailwinds."

Roth Capital

initiated

$212

2026-01-22

Reason

Roth Capital

Price Target

$212

2026-01-22

initiated

Reason

Roth Capital initiated coverage of Insmed with a Buy rating and $212 price target. The firm believes the company is well positioned for share upside in 2026. Brinsupri should continue to exceed Street expectations, the analyst tells investors in a research note. Roth assigns a 75% probability of success to Insmed's Phase 3 ENCORE study, which it says could unlock $1.3B in frontline Arikayce revenue.

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INSM Should I Buy

INSM Should I Buy

Should You Buy Insmed Inc (INSM) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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