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Insmed Incorporated (INSM)

Healthcare | Biotechnology | Bridgewater, United States | NasdaqGS
109.14 USD -6.47 (-5.596%) ⇩ (July 13, 2026, 4 p.m. EDT)
After hours: 108.40 -0.74 (-0.740%) ⇩ (July 13, 2026, 7:15 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★⯪☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 6:23 a.m. EDT

Insmed offers a compelling growth narrative backed by an eight-year price surge exceeding 800% and revenue expansion nearing 230%, yet the absence of profitability and the recent clinical trial setback create substantial uncertainty. The valuation commands a heavy premium relative to sales, relying entirely on future execution rather than current earnings power. While the balance sheet provides a cash buffer, the negative free cash flow means capital is being consumed to fuel expansion. Investors must weigh the analyst consensus of a strong buy against the tangible risks of binary outcomes in drug development. There is no income component to cushion the downside, making this a pure speculation on capital appreciation suitable only for those comfortable with high volatility and potential binary events.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL_90 ✓0.225261
MSTL_90_1260.239878
MSTL0.297095
AutoETS0.302507
AutoARIMA0.302508
MSTL_1260.320164
AutoTheta0.330933

Forecast horizon: 60 days | Selected: MSTL_90

Forecast Reliability
Score 38%
H-stat 2.90
Ljung-Box p 0.000
Jarque-Bera p 0.086
Excess Kurtosis -1.00
Attribute Value
Sector Healthcare
Debt to Equity Ratio 105.336
Revenue per Share 3.947
Market Cap 23,656,361,984
Forward P/E 579.95
Beta 0.78
Profit Margins -144.44%
Previous Name Apeiros
Website https://www.insmed.com

As of July 11, 2026, 6:23 a.m. EDT: Implied volatility ranges between 60% and 70% across expirations. Open interest is skewed toward out-of-the-money calls for late 2027 and 2028, indicating speculative bets on a significant upside move. Conversely, near-term put activity at the 100 strike suggests hedging or defensive positioning against volatility. Deep out-of-the-money strikes show inflated premiums, reflecting tail risk concerns.


Info Dump

Attribute Value
52 Week Change 0.134655
Address1 700 US Highway 202/206
All Time High 212.75
All Time Low 2.64
Ask 117.76
Ask Size 2
Audit Risk 5
Average Analyst Rating 1.2 - Strong Buy
Average Daily Volume10 Day 3,037,540
Average Daily Volume3 Month 3,801,077
Average Volume 3,801,077
Average Volume10Days 3,037,540
Beta 0.778
Bid 99.8
Bid Size 2
Board Risk 4
Book Value 3.255
City Bridgewater
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 6
Country United States
Crypto Tradeable 0
Currency USD
Current Price 109.14
Current Ratio 4.469
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 115.55
Day Low 108.02
Debt To Equity 105.336
Earnings Call Timestamp End 1,778,155,200
Earnings Call Timestamp Start 1,778,155,200
Earnings Timestamp 1,778,157,000
Earnings Timestamp End 1,786,019,400
Earnings Timestamp Start 1,786,019,400
Ebitda -949,036,032
Ebitda Margins -1.15798
Enterprise To Ebitda -24.42
Enterprise To Revenue 28.278
Enterprise Value 23,175,311,360
Eps Current Year -2.64285
Eps Forward 0.18819
Eps Trailing Twelve Months -5.44
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 109.108
Fifty Day Average Change 0.03199768
Fifty Day Average Change Percent 0.00029326612
Fifty Two Week Change Percent 13.4655
Fifty Two Week High 212.75
Fifty Two Week High Change -103.61
Fifty Two Week High Change Percent -0.48700354
Fifty Two Week Low 90.39
Fifty Two Week Low Change 18.75
Fifty Two Week Low Change Percent 0.20743445
Fifty Two Week Range 90.39 - 212.75
Financial Currency USD
First Trade Date Milliseconds 959,866,200,000
Float Shares 198,421,696
Forward Eps 0.18819
Forward P E 579.9458
Free Cashflow -606,202,112
Full Exchange Name NasdaqGS
Full Time Employees 1,664
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.8181
Gross Profits 670,483,968
Has Pre Post Market Data 1
Held Percent Insiders 0.0051700003
Held Percent Institutions 1.0364499
Implied Shares Outstanding 216,752,451
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 23,656,361,984
Market State PREPRE
Max Age 86,400
Message Board Id finmb_29978
Most Recent Quarter 1,774,915,200
Name Change Date 2,026-07-13
Net Income To Common -1,183,755,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 25,058,750,860
Number Of Analyst Opinions 21
Open 114.25
Operating Cashflow -895,664,000
Operating Margins -0.65459
Overall Risk 6
Payout Ratio 0.0
Peg Ratio 1.09
Phone 908 977 9900
Post Market Change -0.73999786
Post Market Change Percent -0.67802626
Post Market Price 108.4
Post Market Time 1,783,984,546
Prev Name Apeiros
Previous Close 115.61
Price Eps Current Year -41.29633
Price Hint 2
Price To Book 33.529953
Price To Sales Trailing12 Months 28.864569
Profit Margins -1.4443699
Quick Ratio 3.884
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.22727
Region US
Regular Market Change -6.47
Regular Market Change Percent -5.5964
Regular Market Day High 115.55
Regular Market Day Low 108.02
Regular Market Day Range 108.02 - 115.55
Regular Market Open 114.25
Regular Market Previous Close 115.61
Regular Market Price 109.14
Regular Market Time 1,783,972,801
Regular Market Volume 2,824,267
Return On Assets -0.31107
Return On Equity -2.9446201
Revenue Growth 2.296
Revenue Per Share 3.947
Sand P52 Week Change 0.20847368
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 9
Shares Outstanding 216,752,451
Shares Percent Shares Out 0.074
Shares Short 16,030,053
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 19,132,984
Short Name Insmed Incorporated
Short Percent Of Float 0.0834
Short Ratio 3.2
Source Interval 15
State NJ
Symbol INSM
Target High Price 243.0
Target Low Price 140.0
Target Mean Price 196.33333
Target Median Price 200.0
Total Cash 1,223,513,984
Total Cash Per Share 5.645
Total Debt 742,462,016
Total Revenue 819,564,032
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -5.44
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 151.0128
Two Hundred Day Average Change -41.872803
Two Hundred Day Average Change Percent -0.27727982
Type Disp Equity
Volume 2,824,267
Website https://www.insmed.com
Zip 8,807