SURVYR

INSM

Insmed Incorporated
$94.96
+$1.63 (1.75%)Oct 27 close
Biotech & HealthcareSP500 CompareTechnicals
-45%-26%-8%+11%+30%Oct 2025Oct 2026Apr 202652w high $212.7552w low $90.39
INSMSPY
Wall St. Highest PT $243.00 (+155.9%) Wall St. Avg PT $196.14 (+106.5%)
$92$152$212$272$332POC $105Hi $243Avg $196
Underwater Drawdown %Max DD -56.5%Current -55.1%
0.0%-56.5%
Relative Strength vs SPY-55.6% vs SPYUnderperforming
+65%0%-65%
1W
−$0.71 (0.74%)
1M
−$22.87 (19.41%)
3M
−$9.17 (8.81%)
6M
−$39.98 (29.63%)
YTD
−$79.08 (45.44%)
1Y
−$69.06 (42.10%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
22 analysts · mean score 1.29
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$94.96
Average target$196.14
+$101.18 (+106.5%) upsideaverage target vs current price
CurrentAverageMedian
Low$165.00
Median$196.14
High$243.00
12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$20.4B
P/E (next 12 months, estimated)117.5
52-week range$90.39 – $212.75
Revenue growth (latest quarter vs a year ago)+296.1%
Dividend yieldNo dividend
Analyst consensusStrong Buy (22)
Average analyst price target$196.14 (+107%)

What they do

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.

Healthcare · Biotechnology
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

No sector grades for INSM yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Held by 1 of 7 live models: SURVYR. Barbell Momentum & T-Bill Shield.

SURVYR. Barbell Momentum & T-Bill Shield
5.0% of the book · Mid-Cap RS & EPS Leaders (75%) sleeve · ranked 8 of 160
Held
Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book
Why it's in the SURVYR. Barbell Momentum & T-Bill Shield #8 of 160

Qualified on +46% 6M RS, blockbuster bronchiectasis commercial ramp. Ranked 8th of 160 at the 2026-10-01 rebalance.

What would knock it out: Drops out if it falls outside the top 16 at the next rebalance (Oct 30).

Earnings & events

INSM earningsReports tomorrow
Next report · quarter Sep 2026
Thu Oct 29, 2026Before the open
EPS consensus-$0.38
Revenue consensus–
Last 4 quarters · EPS vs estimate
Aug 6, 2026-$0.06est -$0.68+91.2%Above estimates
May 7, 2026-$0.76est -$1.00+23.9%Above estimates
Feb 19, 2026-$1.54est -$1.17−31.9%Below estimates
Oct 30, 2025-$1.75est -$1.37−27.8%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-27 17:52:44 ET
24-1025-0225-0525-0825-1026-0226-0526-08-1.750.00
EstimateActual (beat)Actual (miss)

News & catalysts

More news
Notable Tuesday Option Activity: MCY, INSM, REPL
Nasdaq · 12h ago
Will Kura Oncology (KURA) Report Negative Q3 Earnings? What You Should Know
Zacks · 18h ago
Dimensional U.S. Equity Market ETF (DFUS) Adds Amazon and Broadcom on Thursday
GuruFocus.com · Oct 26
Insmed (INSM) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
Zacks · Oct 22
Insmed Appoints Two New Directors to Its Board
PR Newswire · Oct 20

Research

Coteau Barbell Momentum & T-Bill Shield: rebalance of Oct 1, 2026Oct 26, 2026
Insider trades
Brennan David R
Director · 2026-09-09
Sell
$3.1M
Sharoky Melvin Md
Director · 2026-08-17
Sell
$637.6K
Adsett Roger
Chief Operating Officer · 2026-08-10
Sell
$32.0M
Flammer Martina M.D.
Chief Medical Officer · 2026-08-06
Sell
$2.4M
Flammer Martina M.D.
Chief Medical Officer · 2026-08-06
Sell
$1.1M
Lewis William
Director, Chair and CEO · 2026-07-23
Sell
$625.0K
Lewis William
Director, Chair and CEO · 2026-07-23
Sell
$509.9K
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 17:52:44 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026