Insmed (NASDAQ:INSM) Rating Increased to Strong-Buy at Truist Financial

Insmed (NASDAQ:INSM) was upgraded by Truist Financial to a “strong-buy” rating in a report issued on Thursday,Zacks.com reports.

A number of other analysts have also recently issued reports on INSM. TD Cowen lowered their target price on Insmed from $269.00 to $241.00 and set a “buy” rating for the company in a research note on Thursday. JPMorgan Chase & Co. upped their price target on shares of Insmed from $111.00 to $135.00 and gave the company an “overweight” rating in a report on Wednesday, August 20th. Royal Bank Of Canada lowered their price objective on shares of Insmed from $215.00 to $195.00 and set an “outperform” rating for the company in a research report on Thursday. UBS Group raised their price objective on shares of Insmed from $194.00 to $223.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Citigroup reaffirmed an “outperform” rating on shares of Insmed in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $205.41.

Insmed Stock Performance

Shares of Insmed stock opened at $174.84 on Thursday. The stock’s fifty day simple moving average is $187.66 and its 200 day simple moving average is $143.02. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59. The company has a market capitalization of $37.29 billion, a PE ratio of -28.25 and a beta of 1.01. Insmed has a 12 month low of $60.40 and a 12 month high of $212.75.

Insmed (NASDAQ:INSM) last posted its earnings results on Thursday, October 30th. The biopharmaceutical company reported ($1.75) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.35) by ($0.40). Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The business had revenue of $142.34 million during the quarter, compared to analyst estimates of $114.33 million. During the same period in the previous year, the firm posted ($1.27) earnings per share. The firm’s revenue was up 52.4% on a year-over-year basis. On average, research analysts predict that Insmed will post -4.56 EPS for the current year.

Insider Buying and Selling at Insmed

In related news, Director Leo Lee sold 75,000 shares of the firm’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $195.90, for a total value of $14,692,500.00. Following the completion of the transaction, the director owned 54,677 shares of the company’s stock, valued at approximately $10,711,224.30. This trade represents a 57.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO William Lewis sold 10,699 shares of Insmed stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $166.97, for a total transaction of $1,786,412.03. Following the completion of the sale, the chief executive officer owned 303,911 shares in the company, valued at $50,744,019.67. The trade was a 3.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 157,829 shares of company stock valued at $30,266,463 in the last three months. 3.00% of the stock is currently owned by insiders.

Institutional Trading of Insmed

Hedge funds and other institutional investors have recently modified their holdings of the stock. CIBC Private Wealth Group LLC raised its holdings in Insmed by 42.1% during the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock worth $26,000 after acquiring an additional 53 shares in the last quarter. ORG Partners LLC increased its position in shares of Insmed by 220.2% during the 2nd quarter. ORG Partners LLC now owns 285 shares of the biopharmaceutical company’s stock worth $28,000 after purchasing an additional 196 shares during the last quarter. Hilltop National Bank acquired a new position in shares of Insmed during the 2nd quarter worth approximately $28,000. Stone House Investment Management LLC bought a new stake in shares of Insmed during the 3rd quarter worth approximately $29,000. Finally, SBI Securities Co. Ltd. boosted its holdings in shares of Insmed by 404.9% in the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock valued at $30,000 after buying an additional 166 shares during the last quarter.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Unusual bullish options activity: traders bought a large block of INSM calls (≈6,582 contracts, +78% vs. average), signaling speculative or hedge interest that can support a bounce after the sell‑off.
• Positive Sentiment: Pipeline add — Insmed announced it is adding a new monoclonal‑antibody asset while reshaping its pipeline, which investors may view as a constructive move to offset the terminated sinus program. INSM Stock Plummets on Sinus Study Failure, Adds New Pipeline Asset
• Neutral Sentiment: Analysts trimmed targets but mostly stayed constructive — TD Cowen cut its target to $241 and Guggenheim trimmed to $221 while maintaining buy ratings; these lower targets temper upside but keep institutional support. Benzinga analyst note
• Negative Sentiment: Clinical failure and program termination: a Phase IIb trial in chronic rhinosinusitis showed no benefit, leading Insmed to discontinue development of the drug — the principal trigger for the multi‑day share plunge and elevated volatility. High‑flying Insmed stumbles with rhinosinusitis trial failure for Brinsupri
• Negative Sentiment: Market reaction and commentary: coverage noted a near‑20% drop after hours and broad analyst/media focus on the failure; sell‑side and floor commentary (Mizuho/Barron’s) emphasized the stock’s sharp decline. Insmed Stock Plummets 19%
• Negative Sentiment: Analyst EPS downgrade: HC Wainwright cut FY2028 EPS estimates (now $3.15 from $3.42), signaling reduced near‑term earnings expectations tied to program changes and greater uncertainty.
• Negative Sentiment: Insider sale: CEO William Lewis sold 10,699 shares at an average ~$167 on Dec. 18 (SEC filing), reducing his stake ~3.4% — insider selling often raises investor concern when timed near volatile news. SEC Form 4 — William Lewis sale

About Insmed

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.