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

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

A number of other research analysts have also commented on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a report on Wednesday, October 8th. Guggenheim lowered their price target on Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a report on Thursday. HC Wainwright dropped their price target on shares of Insmed from $240.00 to $230.00 and set a “buy” rating on the stock in a research report on Thursday. Rothschild & Co Redburn initiated coverage on shares of Insmed in a report on Thursday, December 4th. They set a “buy” rating and a $263.00 price objective for the company. Finally, Wells Fargo & Company set a $195.00 target price on shares of Insmed in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Insmed has a consensus rating of “Moderate Buy” and an average target price of $205.41.

Insmed Stock Up 5.0%

INSM stock opened at $174.84 on Thursday. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59. Insmed has a 1 year low of $60.40 and a 1 year high of $212.75. The company has a fifty day simple moving average of $187.66 and a 200 day simple moving average of $143.02. The firm has a market cap of $37.29 billion, a PE ratio of -28.25 and a beta of 1.01.

Insmed (NASDAQ:INSM) last issued its quarterly earnings data 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 return on equity of 183.55% and a negative net margin of 264.83%.The business had revenue of $142.34 million during the quarter, compared to the consensus estimate of $114.33 million. During the same quarter in the prior year, the company posted ($1.27) earnings per share. The company’s revenue for the quarter was up 52.4% on a year-over-year basis. Sell-side analysts anticipate that Insmed will post -4.56 EPS for the current fiscal year.

Insiders Place Their Bets

In other Insmed news, Director Elizabeth M. Anderson sold 5,000 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $204.58, for a total value of $1,022,900.00. Following the sale, the director directly owned 58,729 shares in the company, valued at $12,014,778.82. This trade represents a 7.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Leo Lee sold 75,000 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $195.90, for a total transaction of $14,692,500.00. Following the transaction, the director owned 54,677 shares in the company, valued at approximately $10,711,224.30. The trade was a 57.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 157,829 shares of company stock valued at $30,266,463 in the last 90 days. 3.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Insmed

Several hedge funds have recently made changes to their positions in the stock. CIBC Private Wealth Group LLC increased its stake in Insmed by 42.1% during the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock valued at $26,000 after acquiring an additional 53 shares during the period. Stone House Investment Management LLC bought a new stake in shares of Insmed in the 3rd quarter worth approximately $29,000. SBI Securities Co. Ltd. grew its holdings in shares of Insmed by 404.9% during the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock worth $30,000 after purchasing an additional 166 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its position in shares of Insmed by 59.6% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock valued at $31,000 after purchasing an additional 81 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. raised its stake in shares of Insmed by 169.7% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 240 shares of the biopharmaceutical company’s stock valued at $38,000 after purchasing an additional 151 shares in the last quarter.

Key Stores Impacting Insmed

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.