Sara Bonstein Sells 1,517 Shares of Insmed (NASDAQ:INSM) Stock

Insmed, Inc. (NASDAQ:INSM) CFO Sara Bonstein sold 1,517 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $173.33, for a total value of $262,941.61. Following the completion of the transaction, the chief financial officer directly owned 83,631 shares of the company’s stock, valued at approximately $14,495,761.23. This trade represents a 1.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Sara Bonstein also recently made the following trade(s):

• On Thursday, January 8th, Sara Bonstein sold 1,447 shares of Insmed stock. The stock was sold at an average price of $174.17, for a total value of $252,023.99.
• On Wednesday, January 7th, Sara Bonstein sold 1,678 shares of Insmed stock. The shares were sold at an average price of $175.07, for a total value of $293,767.46.

Insmed Trading Up 3.3%

INSM stock opened at $175.97 on Friday. The company has a debt-to-equity ratio of 0.59, a current ratio of 4.63 and a quick ratio of 4.34. Insmed, Inc. has a 1-year low of $60.40 and a 1-year high of $212.75. The business has a 50 day simple moving average of $190.04 and a two-hundred day simple moving average of $151.86. The company has a market capitalization of $37.53 billion, a price-to-earnings ratio of -28.43 and a beta of 1.08.

Insmed (NASDAQ:INSM) last released its earnings results on Thursday, October 30th. The biopharmaceutical company reported ($1.75) EPS for the quarter, missing the consensus estimate 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 company had revenue of $142.34 million during the quarter, compared to analysts’ expectations of $114.33 million. During the same period last year, the firm posted ($1.27) EPS. Insmed’s quarterly revenue was up 52.4% compared to the same quarter last year. Research analysts anticipate that Insmed, Inc. will post -4.56 EPS for the current fiscal year.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Preliminary/full‑year revenue and updated FY‑2025 guidance well above Street expectations — management cited ~ $606.4M revenue guidance vs. consensus near $520.7M, a key driver of the rally. Read More.
• Positive Sentiment: BRINSUPRI launch strong: company reported ~ $144.6M in BRINSUPRI revenue for the first full quarter of launch and ~ $172.7M for full‑year 2025 — supports multi‑blockbuster revenue narrative. Read More.
• Positive Sentiment: ARIKAYCE outperformance and 2026 guidance: ARIKAYCE generated ~ $433.8M in 2025, exceeding prior guidance; management expects $450M–$470M in 2026, underpinning recurring cash flow expectations. Read More.
• Neutral Sentiment: Clinical timeline updates: ENCORE (ARIKAYCE Phase 3) topline is now expected in March/April 2026 and CEDAR (brensocatib Phase 2b) topline in Q2 2026 — material catalysts but timing shifts may concentrate near‑term volatility. Read More.
• Neutral Sentiment: R&D cadence: new Phase‑3 PALM‑ILD start and plans for additional Phase‑3 programs (PAH, PPF, IPF) expand long‑term optionality but raise near‑term spend and execution risk. Read More.
• Neutral Sentiment: Media/retail interest: Jim Cramer highlighted INSM as “worth keeping an eye on,” which can boost retail liquidity but is not a fundamental endorsement. Read More.
• Negative Sentiment: Concentrated insider selling: multiple executives (CEO, CFO, COO and others) sold shares across Jan. 6–8 (reports aggregate ≈ $15M+ in sales), which can signal profit‑taking or create negative sentiment among some investors. Read More.
• Negative Sentiment: Investor litigation alert: Pomerantz LLP has opened an investor investigation into Insmed, introducing legal and reputational uncertainty until matters are resolved. Read More.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the company. Wells Fargo & Company set a $195.00 price objective on Insmed in a research report on Thursday, December 18th. TD Cowen dropped their price target on Insmed from $269.00 to $241.00 and set a “buy” rating for the company in a research note on Thursday, December 18th. Leerink Partners restated an “outperform” rating on shares of Insmed in a report on Thursday, December 18th. HC Wainwright decreased their price objective on Insmed from $240.00 to $230.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. Finally, Bank of America increased their target price on Insmed from $142.00 to $187.00 and gave the company a “buy” rating in a research report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Insmed currently has an average rating of “Moderate Buy” and a consensus target price of $205.64.

Institutional Investors Weigh In On Insmed

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Chung Wu Investment Group LLC purchased a new position in Insmed during the second quarter worth $173,000. Resolute Capital Asset Partners LLC purchased a new stake in Insmed in the 2nd quarter worth about $2,748,000. Caxton Associates LLP purchased a new stake in shares of Insmed in the first quarter worth approximately $441,000. Assenagon Asset Management S.A. increased its stake in Insmed by 84.5% in the second quarter. Assenagon Asset Management S.A. now owns 73,404 shares of the biopharmaceutical company’s stock worth $7,387,000 after purchasing an additional 33,626 shares during the period. Finally, Public Employees Retirement System of Ohio purchased a new stake in shares of Insmed during the second quarter valued at $5,578,000.

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.