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Insmed Incorporated (INSM)

Healthcare | Biotechnology | Bridgewater, United States | NasdaqGS
118.54 USD -2.85 (-2.348%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 118.65 +0.11 (0.093%) ⇧ (Aug. 28, 2026, 7:47 p.m. EDT)

Short-term:★★★★☆Long-term:★★★⯪☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 1:47 a.m. EDT

The most compelling signal here is the convergence of a massive catalyst-driven rally with a robust balance sheet. Insmed has surged over 30% recently on positive clinical data and earnings beats, pushing the stock above its fifty-day moving average despite still trading below the two-hundred-day line. This suggests the immediate momentum is strong, justifying a high-conviction short-term entry, but the medium-term trend remains unresolved. For the long-term picture, the business shows exceptional revenue growth and a fortress-like cash position, yet it remains unprofitable with negative returns on equity. This creates a high-risk profile where the market is pricing in a turnaround rather than current earnings power. The valuation is steep relative to book value, reflecting the optimism in the pipeline rather than current performance. There is no dividend income to rely on, making this purely a capital appreciation play. The options market confirms this sentiment, with traders buying calls for upside exposure while using deep puts as insurance against a correction. While the historical price trajectory is spectacular, the lack of profitability keeps the long-term rating from reaching the highest tier.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.058642
AutoETS0.058642
MSTL0.062139
AutoTheta0.183061

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 29%
H-stat 1.90
Ljung-Box p 0.000
Jarque-Bera p 0.006
Excess Kurtosis 1.34
Attribute Value
Sector Healthcare
Debt to Equity Ratio 97.654
Revenue per Share 5.299
Market Cap 25,886,943,232
Forward P/E 147.76
Beta 0.79
Profit Margins -76.94%
Previous Name Apeiros
Website https://www.insmed.com

As of Aug. 22, 2026, 1:47 a.m. EDT: Speculators are positioning for upside continuation with heavy call volume at near-money strikes and speculative flow at higher strikes, while deep in-the-money puts provide a downside floor.


Info Dump

Attribute Value
52 Week Change -0.16455609
Address1 700 US Highway 202/206
All Time High 212.75
All Time Low 2.64
Ask 126.64
Ask Size 2
Audit Risk 5
Average Analyst Rating 1.2 - Strong Buy
Average Daily Volume10 Day 1,626,070
Average Daily Volume3 Month 3,442,000
Average Volume 3,442,000
Average Volume10Days 1,626,070
Beta 0.793
Bid 118.28
Bid Size 1
Board Risk 4
Book Value 3.47
City Bridgewater
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 6
Country United States
Crypto Tradeable 0
Currency USD
Current Price 118.54
Current Ratio 3.724
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 120.66
Day Low 117.15
Debt To Equity 97.654
Earnings Call Timestamp End 1,786,017,600
Earnings Call Timestamp Start 1,786,017,600
Earnings Timestamp 1,786,019,400
Earnings Timestamp End 1,793,277,000
Earnings Timestamp Start 1,793,277,000
Ebitda -794,955,008
Ebitda Margins -0.69878
Enterprise To Ebitda -32.035
Enterprise To Revenue 22.385
Enterprise Value 25,466,355,712
Eps Current Year -1.55446
Eps Forward 0.80224
Eps Trailing Twelve Months -4.02
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 112.9212
Fifty Day Average Change 5.6187973
Fifty Day Average Change Percent 0.04975857
Fifty Two Week Change Percent -16.455608
Fifty Two Week High 212.75
Fifty Two Week High Change -94.21
Fifty Two Week High Change Percent -0.44282022
Fifty Two Week Low 90.39
Fifty Two Week Low Change 28.150002
Fifty Two Week Low Change Percent 0.31142828
Fifty Two Week Range 90.39 - 212.75
Financial Currency USD
First Trade Date Milliseconds 959,866,200,000
Float Shares 216,859,384
Forward Eps 0.80224
Forward P E 147.76126
Free Cashflow -571,815,616
Full Exchange Name NasdaqGS
Full Time Employees 1,664
Fullday Change -2.85
Fullday Change Percent -2.3478
Fullday Price 118.65
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.83455
Gross Profits 949,417,984
Has Pre Post Market Data 1
Held Percent Insiders 0.00513
Held Percent Institutions 1.04847
Implied Shares Outstanding 218,381,503
Industry Biotechnology
Industry Disp Biotechnology
Industry Key biotechnology
Ir Website http://investor.insmed.com/stockquote.cfm
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Last Split Date 1,299,110,400
Last Split Factor 1:10
Long Business Summary Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It also develops brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1(DPP1) that is in phase 3 clinical trial for the treatment of bronchiectasis; and in phase 2 clinical trial for the treatment of chronic rhinosinusitis without nasal polyps and hidradenitis suppurativa. In addition, the company is developing treprostinil palmitil inhalation powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil, which is in phase 3 clinical trial for the treatment of pulmonary hypertension associated with interstitial lung disease; and phase 2 clinical trial for the treatment of pulmonary arterial hypertension. Further, it develops INS1201, a microdystrophin adeno-associated virus gene replacement therapy which is in phase 1 clinical trial for the treatment of Duchenne muscular dystrophy, as well as it is also developing pre-clinical research programs for gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. In addition, it provides INS1148, monoclonal antibody targeting stem cell factor called SCF248 that is in phase-2 clinical trial for the treatment of interstitial lung disease, and asthma; and INS1202, an intrathecally delivered gene therapy which is in phase 1 of clinical trial for the treatment of amyotrophic lateral sclerosis. The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.
Long Name Insmed Incorporated
Market us_market
Market Cap 25,886,943,232
Market State CLOSED
Max Age 86,400
Message Board Id finmb_29978
Most Recent Quarter 1,782,777,600
Name Change Date 2,026-08-28
Net Income To Common -875,310,976
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 26,509,330,649
Number Of Analyst Opinions 22
Open 120.37
Operating Cashflow -778,923,008
Operating Margins -0.23809999
Overall Risk 6
Payout Ratio 0.0
Peg Ratio 1.09
Phone 908 977 9900
Post Market Change 0.11000061
Post Market Change Percent 0.09279619
Post Market Price 118.65
Post Market Time 1,787,960,875
Prev Name Apeiros
Previous Close 121.39
Price Eps Current Year -76.25799
Price Hint 2
Price To Book 34.161385
Price To Sales Trailing12 Months 22.755053
Profit Margins -0.76941
Quick Ratio 3.135
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.21739
Region US
Regular Market Change -2.85
Regular Market Change Percent -2.3478
Regular Market Day High 120.66
Regular Market Day Low 117.15
Regular Market Day Range 117.15 - 120.66
Regular Market Open 120.37
Regular Market Previous Close 121.39
Regular Market Price 118.54
Regular Market Time 1,787,947,201
Regular Market Volume 1,977,202
Return On Assets -0.22167999
Return On Equity -0.87216
Revenue Growth 2.961
Revenue Per Share 5.299
Sand P52 Week Change 0.20504117
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 9
Shares Outstanding 218,381,503
Shares Percent Shares Out 0.0499
Shares Short 10,892,278
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 11,624,756
Short Name Insmed Incorporated
Short Percent Of Float 0.056199998
Short Ratio 3.58
Source Interval 15
State NJ
Symbol INSM
Target High Price 243.0
Target Low Price 169.0
Target Mean Price 200.18182
Target Median Price 197.5
Total Cash 1,160,312,064
Total Cash Per Share 5.313
Total Debt 739,724,032
Total Revenue 1,137,634,944
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -4.02
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 142.91985
Two Hundred Day Average Change -24.379845
Two Hundred Day Average Change Percent -0.17058404
Type Disp Equity
Volume 1,977,202
Website https://www.insmed.com
Zip 8,807