INSMED INC (INSM) Forecast, Price Target & Analyst Ratings

NASDAQ:INSM • US4576693075

Current stock price

161.11 USD
+7.79 (+5.08%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for INSMED INC (INSM).

Forecast Snapshot

Consensus Price Target

Price Target
$215.19
+ 33.57% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
-$1.01
Revenue Estimate
306.28M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
85.38%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$215.19
Upside
+ 33.57%
From current price of $161.11 to mean target of $215.19, Based on 26 analyst forecasts
Low
$167.66
Median
$216.24
High
$255.15

Price Target Revisions

1 Month
-0.50%
3 Months
-1.87%

Price Target Summary

26 Wall Street analysts provided a forecast for the next 12 months for INSM. The average price target is 215.19 USD. This implies a price increase of 33.57% is expected in the next year compared to the current price of 161.11.
The average price target has been revised downward by 1.87% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

INSM Current Analyst RatingINSM Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10

Analyst Ratings History

INSM Historical Analyst RatingsINSM Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
85.38%
INSM was analyzed by 26 analysts. The buy percentage consensus is at 85. So analysts seem to be very confident about INSM.
In the previous month the buy percentage consensus was at a similar level.
INSM was analyzed by 26 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-30Morgan StanleyUpgrade Equal-Weight -> Overweight
2026-03-26HC Wainwright & Co.Maintains Buy -> Buy
2026-03-25MizuhoMaintains Outperform -> Outperform
2026-03-24Leerink PartnersMaintains Outperform -> Outperform
2026-03-24StifelMaintains Buy -> Buy
2026-03-24Wells FargoMaintains Overweight -> Overweight
2026-03-24B of A SecuritiesMaintains Buy -> Buy
2026-03-23Wells FargoMaintains Overweight -> Overweight
2026-02-24MizuhoMaintains Outperform -> Outperform
2026-02-23HC Wainwright & Co.Reiterate Buy -> Buy
2026-02-20Wells FargoMaintains Overweight -> Overweight
2026-01-30Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-01-28BarclaysInitiate Overweight
2026-01-23Roth CapitalInitiate Buy
2026-01-21RBC CapitalMaintains Outperform -> Outperform
2026-01-06UBSMaintains Buy -> Buy
2025-12-18TD CowenMaintains Buy -> Buy
2025-12-18GuggenheimMaintains Buy -> Buy
2025-12-18RBC CapitalMaintains Outperform -> Outperform
2025-12-18Goldman SachsMaintains Buy -> Buy
2025-12-18HC Wainwright & Co.Maintains Buy -> Buy
2025-12-16Cantor FitzgeraldMaintains Overweight -> Overweight
2025-12-16Wells FargoMaintains Overweight -> Overweight
2025-12-15Goldman SachsMaintains Buy -> Buy
2025-12-11TD CowenMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
-$1.01
Revenue Estimate
306.28M
Revenue Q2Q
229.96%
EPS Q2Q
28.71%
Number of Analysts
19

Next Earnings Revisions

Revenue (1 Month)
0.73%
Revenue (3 Months)
56.94%
EPS (1 Month)
-8.45%
EPS (3 Months)
18.15%

Next Earnings Summary

INSM is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is -1.01 USD and the consensus revenue estimate is 306.28M USD.
The next earnings revenue estimate has been revised upward by 56.94% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
INSM revenue by date.INSM revenue by date.
305.208M
24.37%		363.707M
19.17%		606.423M
66.73%		1.666B
174.73%		2.751B
65.13%		3.918B
42.42%		5.287B
34.94%		6.606B
24.95%		8.27B
25.19%		9.902B
19.73%		11.433B
15.46%
EBITDA
YoY % growth
INSM ebitda by date.INSM ebitda by date.
-667.638M
-43.33%		-772.845M
-15.76%		-975.614M
-26.24%		-669.888M
31.34%		24.598M
103.67%		763.68M
3,004.64%		N/AN/AN/AN/AN/A
EBIT
YoY % growth
INSM ebit by date.INSM ebit by date.
-680.929M
-42.42%		-786.57M
-15.51%		-994.776M
-26.47%		-594.32M
40.26%		181.16M
130.48%		1.083B
497.81%		2.083B
92.34%		2.909B
39.65%		4.172B
43.42%		5.469B
31.09%		6.596B
20.61%
Operating Margin
INSM operating margin by date.INSM operating margin by date.
-223.10%-216.26%-164.04%-35.67%6.59%27.64%39.40%44.04%50.45%55.23%57.69%
EPS
YoY % growth
INSM eps by date.INSM eps by date.
-5.34
-36.92%		-5.59
-4.68%		-6.41
-14.67%		-2.93
54.28%		0.48
116.48%		4.02
731.70%		7.84
95.17%		10.72
36.72%		15.03
40.18%		18.88
25.65%		22.78
20.64%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		-1.01
28.71%		-0.83
51.21%		-0.65
62.87%		-0.48
68.87%		-0.27
73.80%		-0.09
88.93%		0.03
104.71%		0.15
130.50%		0.22
184.62%		0.37
500.00%		0.51
1,566.67%		0.64
339.55%
Revenue
Q2Q % growth		306.28M
229.96%		383.6M
257.12%		457.17M
221.18%		551.54M
109.04%		507.57M
65.72%		568.07M
48.09%		620.66M
35.76%		655.82M
18.91%		810.6M
59.70%		863.45M
52.00%		919.4M
48.13%		973.64M
48.46%
EBITDA
Q2Q % growth		-194.499M
13.94%		-162.343M
33.91%		-139.669M
43.78%		-89.112M
61.35%		N/AN/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth		-205.543M
10.57%		-161.903M
36.23%		-122.784M
53.02%		-73.363M
70.62%		-32.385M
84.24%		7.344M
104.54%		20.655M
116.82%		33.711M
145.95%		N/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

INSM Yearly Revenue VS EstimatesINSM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2016 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2B 4B 6B 8B 10B
INSM Yearly EPS VS EstimatesINSM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 0 5 -5 10 15 20

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
37.98%
EPS Next 5 Year
29.72%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
95.57%
Revenue Next 5 Year
66.02%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
38.19%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

INSMED INC / INSM Forecast FAQ

Can you provide the average price target for INSMED INC stock?

26 analysts have analysed INSM and the average price target is 215.19 USD. This implies a price increase of 33.57% is expected in the next year compared to the current price of 161.11.

Can you provide the upcoming earnings date for INSMED INC?

INSMED INC (INSM) will report earnings on 2026-05-06.

What are the consensus estimates for INSMED INC (INSM) next earnings?

The consensus EPS estimate for the next earnings of INSMED INC (INSM) is -1.01 USD and the consensus revenue estimate is 306.28M USD.

How do analysts rate INSMED INC (INSM)?

The consensus rating for INSMED INC (INSM) is 85.3846 / 100 . This indicates that analysts generally have a positive outlook on the stock.