Insider buying last 90 days
No open-market insider purchases were filed for INSM in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every INSM insider filing, plotted on the chart in Gekko.Open INSM in Gekko
NASDAQ: INSM
Insmed (INSM) Stock Analysis & Forecast
Sep 28 close
$117.67−0.16 (−0.1%)
Gekko Brief
AI summaryThis week's news centers on Insmed's ARIKAYCE program, with the FDA accepting the company's regulatory filing for a label expansion to include newly diagnosed mycobacterium avium complex lung disease patients and granting priority review, with a decision expected by January 28, 2027. Following this, Mizuho reiterated an Outperform rating with a $195 price target, and Goldman Sachs maintained its Buy rating while cutting its target price to $188. Coverage has also framed the stock as potentially undervalued following the priority review news, alongside separate pieces highlighting long-term historical returns for the shares.
INSM closed at $117.67, down 0.1%, sitting below both its 50-day average of $119.42 and its 200-day average of $134.73, with the 50-day below the 200-day. The GekkoIndex reads 61.1, placing the stock in the Accumulation zone. Current price sits 21.7% below the Gekko Fair Value of $150.25.
Over the next 20 trading days, the next earnings report is scheduled for 29 October 2026, before the open, 30 days out and beyond a typical 20-day holding window; the prior report on 6 August showed an EPS beat with a 32.4% reaction. Smart money data shows no insider, Congress, or unusual options activity in their respective windows, though one billionaire holder is noted. Seasonality over 5 years shows a -2.7% average return across this 20-day stretch, rising in 2 of those years.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Insmed price vs fair value
Close $117.67200-day averageGekko Fair Value $150.25
Insmed quick facts
- Market cap
- $25.51B
- P/E ratio
- —
- Forward P/E
- 97.1
- EPS, TTM
- −$4.12
- Revenue, TTM
- $1.14B
- Profit margin
- -76.9%
- Dividend yield
- —
- Beta
- 0.82
- Volume
- 1.74M avg 2.07M
- 1-year return
- −13.2%
- Typical daily move
- ±4.5%
- Typical 20-day move
- ±7.8%
- 50-day average
- $119.42
- 200-day average
- $134.73
- Next earnings
- Oct 29 before open
- Shares outstanding
- 218.4M
Insmed swing-trade checklist
Insmed scores 3 supportive, 0 mixed and 2 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive0 mixed2 headwinds
- Trendheadwind
Below 50 and 200-day
Close $117.67 is below the 50-day ($119.42) and 200-day ($134.73) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
61.1, Accumulation
Reading 61.1 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
21.7% below
Price is 21.7% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 30 days
Next report Oct 29, 2026, 30 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityheadwind
−2.7% on average
From this point in the calendar, the next 20 trading days averaged −2.7% over 5 years, rising in 2 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Insmed stock chart and price history
Insmed closed at $117.67 on Sep 28, 2026, −13.2% over the past year, inside a 52-week range of $90.39 to $212.75.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −3.1%
- 3 months
- +12.3%
- 6 months
- −19.0%
- 1 year
- −13.2%
The full INSM chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open INSM in Gekko
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About Insmed
Insmed is a biopharmaceutical company that develops treatments for people with serious and rare diseases. Its approved product, ARIKAYCE, is used by adult patients with Mycobacterium avium complex lung disease, given as part of a wider antibacterial treatment plan. The company is best known for this therapy alongside a pipeline of experimental treatments aimed at difficult-to-treat conditions.
Beyond its marketed product, Insmed is working on Brensocatib, an oral compound that inhibits an enzyme called dipeptidyl peptidase 1, being studied for bronchiectasis and other conditions driven by neutrophils. It is also developing an inhaled form of a treprostinil palmitil prodrug, intended for pulmonary arterial hypertension and other rare lung diseases. Its work centers on patients whose conditions are uncommon and often underserved by existing treatment options.
Insmed was founded in 1988 and is headquartered in Bridgewater, New Jersey. Its shares are listed on the NASDAQ under the ticker INSM.
- Listed
- NASDAQ
- Sector
- Health technology
- Industry
- Pharmaceuticals: major
- Website
- insmed.com
Insmed GekkoIndex: the smart money zone
Insmed’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 61.1, in the Accumulation zone, down 1.4 points over five sessions.
61.1Accumulation
Down 1.4 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days |
|---|---|---|---|
| Buying | 15 | +15.4% | +17.4% |
| Accumulation (current zone) | 239 | +2.5% | +8.8% |
| Neutral | 357 | +0.4% | +4.8% |
| Distribution | 51 | +2.4% | +10.7% |
| Selling | 10 | +3.2% | +8.0% |
Average INSM share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the INSM price, zone by zone.Track INSM in Gekko
Is Insmed stock overvalued? Gekko Fair Value
Insmed trades 21.7% below Gekko Fair Value of $150.25, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Insmed shares are worth, recalculated every trading day.
$150.25
Gekko Fair Value, Sep 29, 2026
21.7% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open INSM in Gekko
Insmed insider and Congress trading
No open-market insider purchases were filed for Insmed, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in INSM were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for INSM, plotted on the chart in Gekko.Open INSM in Gekko
Hedge funds and billionaires quarter ended Jun 30
1of the funds Gekko tracks holds INSM.
1added0opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
Insmed earnings: next date and track record
Insmed reports on Oct 29, 2026, before the open (30 days away), and beat the EPS estimate in 2 of its last 8 reports.
Next earnings report
Oct 29, 2026
Expected before the open, 30 days away
- EPS estimate
- −$0.39
- Revenue estimate
- $501.3M
2 of 8reports beat the EPS estimate
±11.7%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 6, 2026 AI summary
- What they said
- BRINSUPRI launch continues at record pace, more than doubling best specialty respiratory launches at comparable stage. ARIKAYCE grew high single digits globally in Q2 YoY. TPIP advancing across four indications (PH-ILD, PAH, PPF, IPF). IND cleared for INS1033, a next-gen DPP1 inhibitor targeting RA, UC, and COPD. Management raised peak sales estimates significantly for both BRINSUPRI and TPIP.
- Guidance
- Company expects cash flow positivity next year without additional capital raises. BRINSUPRI peak sales estimate raised to over $7B (from $5B); TPIP peak sales raised to over $6B (from $2B). Japan BRINSUPRI approval expected later this year.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 6, 2026 | −$0.52 est −$0.69 | $425.5M est $395.5M | +32.4% |
| May 7, 2026 | −$0.76 est −$1.00 | $306.0M est $300.8M | −26.1% |
| Feb 19, 2026 | −$1.54 est −$1.07 | $263.8M est $231.2M | +9.1% |
| Oct 30, 2025 | −$1.75 est −$1.37 | $142.3M est $115.4M | +13.6% |
| Aug 7, 2025 | −$1.70 est −$1.30 | $107.4M est $104.1M | −1.5% |
| May 8, 2025 | −$1.42 est −$1.20 | $92.82M est $91.47M | −4.7% |
| Feb 20, 2025 | −$1.32 est −$1.23 | $104.4M est $102.1M | −3.3% |
| Oct 31, 2024 | −$1.27 est −$1.22 | $93.43M est $93.36M | −2.8% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Insmed stock forecast and analyst price targets
Analysts’ average 12-month price target for Insmed is $199.04, +69.2% from the last close, from 20 firms rating the stock in the last 90 days.
$199.04consensus 12-month target, +69.2% from the last close
Now $117.67Avg $199.04
Low $169High $243
Each firm’s latest rating in the last 90 days: 20 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 28 | J.P. Morgan | $175 | +48.7% |
| Sep 28 | J.P. Morgan | $175 | +48.7% |
| Sep 25 | Morgan Stanley | $218 | +85.3% |
| Sep 24 | Goldman Sachs | $188 | +59.8% |
| Sep 22 | Mizuho Securities | $195 | +65.7% |
+8.8%average 20-day move after past Accumulation readings
−2.7%average move over the next 20 trading days in the last 5 years
±4.5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Insmed seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Insmed averaged −2.7% across the last 5 years, rising in 2 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +3.6% | 3 of 5 |
| Next 10 trading days | +4.8% | 3 of 5 |
| Next 15 trading days | +1.7% | 3 of 5 |
| Next 20 trading days | −2.7% | 2 of 5 |
| Next 30 trading days | +7.9% | 3 of 5 |
For scale, INSM’s typical 20-trading-day move in either direction is about 7.8%.
Insmed market cap and key statistics
Insmed’s market cap is $25.51B and revenue of $1.14B over the last twelve months.
Valuation
- Market cap
- $25.51B
- Forward P/E
- 97.1
- EPS, TTM
- −$4.12
- Gekko Fair Value
- $150.25
Trading
- Volume
- 1.74M
- Avg volume, 20 days
- 2.07M
- 52-week high
- $212.75
- 52-week low
- $90.39
- Shares outstanding
- 218.4M
Financials
- Revenue, TTM
- $1.14B
- Profit margin
- -76.9%
- Return on equity
- -87.2%
- Quarterly earnings growth, YoY
- 0.0%
Risk and income
- Beta
- 0.82
- Typical daily move
- ±4.5%
- Typical 20-day move
- ±7.8%
Insmed stock news this week
Coverage of Insmed this week reads positive: 13 positive, 1 neutral and 1 negative headlines.
- Insmed 15-year return: $1,000 investment grows to $27,361scanx.trade, Sep 28
- $1000 Invested In Insmed 15 Years Ago Would Be Worth This Much TodayBenzinga, Sep 28
- Insmed (INSM) Could Be 40% Undervalued On FDA Priority Review NewsSimply Wall Street, Sep 28
- Goldman Sachs Maintains Insmed(INSM.US) With Buy Rating, Cuts Target Price to $188Moomoo, Sep 24
- Learn Why The Bull Case For Insmed Stock Could Change Following Priority Review AcceptanceSimply Wall Street, Sep 23
- Insmed Incorporated (INSM) stock price, news, quote and historyYahoo Finance Australia, Sep 23
Insmed peers
Insmed’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| LLYEli Lilly | Neutral | 17.9% above |
| JNJJohnson & Johnson | Neutral | 0.5% above |
| ABBVAbbVie | Neutral | 23.3% above |
| MRKMerck | Neutral | 4.2% below |
| AZNAstraZeneca | Neutral | 39.9% below |
| PFEPfizer | Neutral | 4.0% below |
A peer links to its own page where one exists.
Insmed stock FAQ
What is Insmed’s market cap?
Insmed’s market cap is $25.51B at the Sep 28, 2026 close of $117.67, with 218.4M shares outstanding.
What is the Insmed stock forecast?
The consensus analyst 12-month price target for Insmed is $199.04, +69.2% from the last close. Of the 20 firms that rated the stock in the last 90 days, 20 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Insmed stock overvalued or undervalued?
On Gekko’s estimate Insmed is undervalued: the Sep 28, 2026 close of $117.67 is 21.7% below Gekko Fair Value of $150.25. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Insmed report earnings next?
Insmed is expected to report on Oct 29, 2026, before the market opens (30 days away). Analysts expect earnings of −$0.39 per share on revenue of $501.3M. Insmed beat the earnings estimate in 2 of its last 8 reports, moving 11.7% on average across the report.
What is Insmed’s 52-week high and low?
Insmed’s 52-week high is $212.75 and its 52-week low is $90.39; it closed at $117.67 on Sep 28, 2026, −13.2% over the past year.
Is Insmed stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk) and 2 as headwinds (trend and seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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