Wells Fargo & Company Cuts Insmed (NASDAQ:INSM) Price Target to $175.00

Insmed (NASDAQ:INSM) had its target price cut by Wells Fargo & Company from $208.00 to $175.00 in a research note issued to investors on Monday morning,Benzinga reports. They currently have an overweight rating on the biopharmaceutical company’s stock.

Several other equities research analysts have also recently weighed in on the company. Mizuho decreased their target price on Insmed from $211.00 to $204.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. Cantor Fitzgerald increased their price target on shares of Insmed from $216.00 to $230.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Guggenheim cut their price objective on shares of Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. HC Wainwright restated a “buy” rating and set a $230.00 price objective on shares of Insmed in a research report on Monday, February 23rd. Finally, Royal Bank Of Canada upped their target price on shares of Insmed from $197.00 to $200.00 and gave the company an “outperform” rating in a report on Wednesday, January 21st. Three analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Insmed currently has an average rating of “Buy” and a consensus target price of $209.48.

Insmed Stock Performance

NASDAQ:INSM opened at $148.31 on Monday. Insmed has a 12 month low of $60.40 and a 12 month high of $212.75. The company has a debt-to-equity ratio of 0.76, a current ratio of 3.83 and a quick ratio of 3.54. The firm has a market capitalization of $31.97 billion, a PE ratio of -23.14 and a beta of 1.13. The business’s fifty day moving average price is $150.68 and its 200 day moving average price is $166.11.

Insmed (NASDAQ:INSM) last announced its quarterly earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The business had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.The firm’s quarterly revenue was up 152.6% on a year-over-year basis. During the same period last year, the firm earned ($1.32) earnings per share. On average, sell-side analysts anticipate that Insmed will post -4.56 earnings per share for the current fiscal year.

Insider Activity at Insmed

In related news, CEO William Lewis sold 19,215 shares of the stock in a transaction on Monday, January 12th. The stock was sold at an average price of $169.00, for a total transaction of $3,247,335.00. Following the completion of the sale, the chief executive officer directly owned 306,891 shares of the company’s stock, valued at $51,864,579. This trade represents a 5.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $175.20, for a total value of $15,293,208.00. Following the sale, the insider directly owned 41,754 shares of the company’s stock, valued at approximately $7,315,300.80. This represents a 67.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 189,651 shares of company stock worth $31,533,654 over the last quarter. Company insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Insmed

Institutional investors have recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Insmed in the 4th quarter worth $506,625,000. Vanguard Group Inc. increased its stake in shares of Insmed by 13.0% during the third quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock worth $2,870,957,000 after acquiring an additional 2,291,328 shares during the period. RTW Investments LP raised its holdings in Insmed by 57.0% during the fourth quarter. RTW Investments LP now owns 4,842,879 shares of the biopharmaceutical company’s stock worth $842,855,000 after purchasing an additional 1,758,321 shares in the last quarter. Artisan Partners Limited Partnership raised its holdings in Insmed by 49.0% during the third quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock worth $711,076,000 after purchasing an additional 1,623,342 shares in the last quarter. Finally, Orbis Allan Gray Ltd acquired a new stake in Insmed in the second quarter valued at about $153,389,000.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Topline Phase 3b ENCORE results met study goals, positioning ARIKAYCE for a label expansion into 1st‑line MAC disease — a shift that could meaningfully increase future sales and market penetration. Insmed reports positive topline results from phase 3b ENCORE study of Arikayce in patients with MAC lung disease
• Positive Sentiment: Multiple analysts lifted price targets and raised ratings after the ENCORE readout (examples: Leerink, BofA, Stifel, Mizuho), signaling higher earnings/valuation expectations and sustaining buy‑side momentum. Insmed (NASDAQ:INSM) Price Target Upgrades Drive Nasdaq Index Focus
• Positive Sentiment: Company commentary highlighted that Japan’s MAC patient population exceeds the U.S., suggesting a larger international opportunity for ARIKAYCE and increasing upside to future revenue forecasts. Insmed CEO reveals Japan patient population exceeds US market for lung disease
• Positive Sentiment: Analyst commentary and equity research (e.g., Seeking Alpha coverage) view the ENCORE outcome as a catalyst for label expansion, converting an accelerated approval opportunity into materially larger TAM and supporting upside to 2026+ revenue estimates. Insmed: “Strong Buy” As Possible Label Expansion For ARIKAYCE Bodes Well
• Neutral Sentiment: Valuation pieces are being updated to reflect the ENCORE data; investors should watch revised model assumptions (peak penetration, label timing) in follow‑up research notes. A Look At Insmed (INSM) Valuation After Positive ENCORE Phase 3b ARIKAYCE Data
• Neutral Sentiment: Reports cite a “large increase” in short interest in March, but published figures appear inconsistent/ambiguous; monitor actual SEC/exchange short‑interest releases for clarity.
• Negative Sentiment: Wells Fargo trimmed its price target to $175, a more cautious take that may cap some of the upside; this cut partially offsets other firms’ increases but has not reversed broad positive sentiment. Wells Fargo & Company Lowers Insmed (NASDAQ:INSM) Price Target to $175.00

Insmed Company Profile

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.