Insmed, Inc. (NASDAQ:INSM – Get Free Report) was the recipient of unusually large options trading activity on Thursday. Stock traders bought 7,706 call options on the company. This is an increase of approximately 121% compared to the typical volume of 3,483 call options.
Analyst Ratings Changes
A number of brokerages have recently issued reports on INSM. Wolfe Research cut Insmed from an “outperform” rating to a “peer perform” rating in a research note on Monday, October 12th. JPMorgan Chase & Co. lowered their target price on shares of Insmed from $179.00 to $175.00 and set an “overweight” rating on the stock in a report on Monday, August 10th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Insmed in a research report on Tuesday, October 6th. HC Wainwright reiterated a “buy” rating on shares of Insmed in a research note on Tuesday. Finally, Roth Capital reissued a “buy” rating and issued a $198.00 price objective (down from $212.00) on shares of Insmed in a research report on Tuesday, September 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $196.70.
Get Our Latest Stock Report on INSM
Insmed Stock Up 0.9%
INSM stock opened at $112.58 on Friday. The company has a current ratio of 3.72, a quick ratio of 3.40 and a debt-to-equity ratio of 0.74. The firm has a market capitalization of $24.59 billion, a PE ratio of -39.92 and a beta of 0.83. Insmed has a 1-year low of $90.39 and a 1-year high of $212.75. The business’s 50 day simple moving average is $112.66 and its 200 day simple moving average is $125.69.
Insmed (NASDAQ:INSM – Get Free Report) last announced its quarterly earnings results on Thursday, October 29th. The biopharmaceutical company reported ($0.46) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.38) by ($0.08). Insmed had a negative net margin of 39.85% and a negative return on equity of 96.13%. The business had revenue of $524.43 million for the quarter, compared to analyst estimates of $500.36 million. During the same period in the prior year, the business earned ($1.75) EPS. The company’s revenue for the quarter was up 268.4% compared to the same quarter last year. As a group, research analysts anticipate that Insmed will post -1.60 EPS for the current year.
Insiders Place Their Bets
In other news, Director David R. Brennan sold 25,000 shares of Insmed stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $124.00, for a total transaction of $3,100,000.00. Following the transaction, the director owned 39,238 shares in the company, valued at $4,865,512. The trade was a 38.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Roger Adsett sold 239,850 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $133.27, for a total value of $31,964,809.50. Following the transaction, the chief operating officer directly owned 98,744 shares of the company’s stock, valued at approximately $13,159,612.88. This trade represents a 70.84% decrease in their position. The SEC filing for this sale provides additional information. 2.10% of the stock is owned by insiders.
Institutional Investors Weigh In On Insmed
Several hedge funds have recently bought and sold shares of INSM. C WorldWide Group Holding A S grew its holdings in shares of Insmed by 62.1% during the second quarter. C WorldWide Group Holding A S now owns 261,110 shares of the biopharmaceutical company’s stock worth $27,840,000 after purchasing an additional 100,000 shares during the last quarter. Empowered Funds LLC raised its holdings in Insmed by 32.6% in the 1st quarter. Empowered Funds LLC now owns 51,986 shares of the biopharmaceutical company’s stock valued at $8,501,000 after buying an additional 12,775 shares during the last quarter. Hsbc Holdings PLC raised its holdings in Insmed by 8,052.6% in the 4th quarter. Hsbc Holdings PLC now owns 123,267 shares of the biopharmaceutical company’s stock valued at $21,493,000 after buying an additional 121,755 shares during the last quarter. S&CO Inc. acquired a new stake in Insmed during the 2nd quarter worth approximately $1,386,000. Finally, Nykredit A S acquired a new stake in Insmed during the 2nd quarter worth approximately $10,997,000.
Key Headlines Impacting Insmed
Here are the key news stories impacting Insmed this week:
- Positive Sentiment: Third-quarter revenue rose 268.4% year over year to $524.4 million, exceeding analyst expectations of approximately $500.4 million. The result was driven by BRINSUPRI revenue of $400.1 million, up 29% sequentially, while ARIKAYCE revenue reached $124.4 million. Insmed third-quarter financial results
- Positive Sentiment: Insmed raised its 2026 revenue outlook to $1.35 billion-$1.40 billion for BRINSUPRI and $460 million-$470 million for ARIKAYCE, signaling stronger-than-expected demand and execution. The company also launched BRINSUPRI in Japan. Insmed raises 2026 revenue outlook
- Positive Sentiment: Management said the U.S. BRINSUPRI launch continues to exceed expectations. Unusually heavy options activity, including call-option purchases more than twice the typical daily volume, may also be reinforcing bullish investor sentiment. Insmed Brinsupri sales report
- Negative Sentiment: Insmed reported a third-quarter loss of $0.46 per share, worse than the roughly $0.38 consensus estimate. The company remains unprofitable, so continued valuation support depends heavily on sustained BRINSUPRI growth and successful commercialization. Insmed third-quarter earnings report
About Insmed
Insmed Incorporated is a global biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company concentrates on conditions with significant unmet medical needs, particularly in pulmonary and infectious diseases.
Insmed’s lead commercial product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled antibacterial therapy used in the United States for adults with refractory Mycobacterium avium complex lung disease as part of a combination antibacterial regimen.
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