Mizuho Issues Pessimistic Forecast for Insmed (NASDAQ:INSM) Stock Price

Insmed (NASDAQ:INSM) had its price target cut by stock analysts at Mizuho from $211.00 to $204.00 in a report released on Tuesday,Benzinga reports. The brokerage presently has an “outperform” rating on the biopharmaceutical company’s stock. Mizuho’s target price suggests a potential upside of 28.28% from the company’s previous close.

Several other research firms also recently weighed in on INSM. Stifel Nicolaus set a $205.00 target price on shares of Insmed in a research report on Thursday. TD Cowen set a $241.00 target price on Insmed in a report on Thursday, December 18th. Leerink Partners reaffirmed an “outperform” rating on shares of Insmed in a research report on Thursday, December 18th. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a research report on Thursday, January 22nd. Finally, Citigroup restated an “outperform” rating on shares of Insmed in a research report on Thursday, December 18th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $207.52.

Insmed Stock Performance

INSM opened at $159.03 on Tuesday. The firm has a market cap of $34.28 billion, a PE ratio of -24.81 and a beta of 1.11. The company has a quick ratio of 3.54, a current ratio of 3.83 and a debt-to-equity ratio of 0.76. The business has a fifty day simple moving average of $164.37 and a 200-day simple moving average of $164.24. Insmed has a fifty-two week low of $60.40 and a fifty-two week high of $212.75.

Insmed (NASDAQ:INSM) last announced its 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). Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.The company had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. During the same period last year, the firm earned ($1.32) earnings per share. The firm’s revenue for the quarter was up 152.6% on a year-over-year basis. As a group, equities analysts predict that Insmed will post -4.56 EPS for the current fiscal year.

Insider Transactions at Insmed

In related news, insider Michael Alexander Smith sold 640 shares of Insmed stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.27, for a total value of $100,012.80. Following the completion of the sale, the insider owned 56,397 shares of the company’s stock, valued at approximately $8,813,159.19. The trade was a 1.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Roger Adsett sold 791 shares of the company’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $156.17, for a total transaction of $123,530.47. Following the completion of the sale, the chief operating officer owned 106,810 shares of the company’s stock, valued at $16,680,517.70. This represents a 0.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 178,952 shares of company stock valued at $30,222,170 in the last quarter. Corporate insiders own 3.00% of the company’s stock.

Institutional Trading of Insmed

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. EULAV Asset Management acquired a new stake in shares of Insmed in the third quarter valued at approximately $12,961,000. Resolute Capital Asset Partners LLC acquired a new position in Insmed during the 2nd quarter worth $2,748,000. Nisa Investment Advisors LLC boosted its position in Insmed by 374.6% in the 3rd quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock valued at $1,507,000 after buying an additional 8,261 shares during the last quarter. Keybank National Association OH boosted its position in Insmed by 76.7% in the 3rd quarter. Keybank National Association OH now owns 16,716 shares of the biopharmaceutical company’s stock valued at $2,407,000 after buying an additional 7,257 shares during the last quarter. Finally, Calamos Advisors LLC increased its stake in shares of Insmed by 53.4% in the 3rd quarter. Calamos Advisors LLC now owns 35,215 shares of the biopharmaceutical company’s stock valued at $5,071,000 after buying an additional 12,263 shares during the period.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: UK regulator (MHRA) granted marketing authorization for Insmed Netherlands’ brensocatib (BRINSUPRI) to treat patients 12+ with non‑cystic fibrosis bronchiectasis — expands the drug’s commercial footprint in the U.K. and supports future revenue growth. Article Title
• Positive Sentiment: Market reaction to stronger-than-expected BRINSUPRI sales and a 2026 sales target lifted sentiment and was reported as a stock catalyst (shares were reported higher after the update). This operational beat is the most direct near-term revenue driver cited by the market. Article Title
• Neutral Sentiment: HC Wainwright reiterated a “Buy” rating and $230 price target (meaning ~40%+ upside from recent levels) while publishing Q1/Q2 2026 EPS forecasts and trimming FY2028–FY2029 EPS estimates modestly — supportive analyst sentiment but slightly reduced long‑term earnings expectations. Article Title
• Negative Sentiment: CEO William Lewis sold 10,699 shares (~$1.6M) on Feb 19 and has executed several sales in recent weeks — repeated insider selling can prompt investor caution and short‑term sell pressure. Article Title
• Negative Sentiment: Recent quarterly results (reported Feb. 19) missed EPS expectations — the company reported ($1.54) vs. (~$1.07) expected; revenue roughly in line but profitability remains negative, which weighs on investor sentiment until consistent profit/revenue trends emerge. SEC Filing

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.