Insmed (INSM) Stock Insights
$21.18B
Market Cap
-22.71
P/E
121.59
Forward P/E
67
Score
INSM price $96.98 +2.02 +2.13%
Stocklytics score rationale: value 58, quality 44, growth 100.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 9835000 | 136467000 | 164413000 | 188461000 | 245358000 | 305208000 | 363707000 | 606423000 |
Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its development pipeline, Insmed…
INSM fair value $31.35. Price $96.98. Price is 209% above fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Model uncertainty high for this stock
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | -0.39 | — | 499.06M |
| 2026-08-06 | -0.06 | -0.67 | 425.49M | 395.50M |
| 2026-05-07 | -0.76 | -0.96 | 305.96M | 300.81M |
| 2026-02-19 | -1.54 | -1.07 | 263.84M | 231.25M |
| 2025-10-30 | -1.75 | -1.33 | 142.34M | 115.45M |
| 2025-08-07 | -1.70 | -1.30 | 107.42M | 104.13M |
| 2025-05-08 | -1.42 | -1.34 | 92.82M | 91.47M |
| 2025-02-20 | -1.32 | -1.17 | 104.44M | 102.08M |
| 2024-10-31 | -1.27 | -1.20 | 93.42M | 93.36M |
| 2024-08-08 | -1.94 | -1.24 | 90.34M | 87.95M |
| 2024-05-09 | -1.06 | -1.24 | 75.50M | 77.76M |
| 2024-02-22 | -1.28 | -1.13 | 83.69M | 82.39M |
| 2023-10-26 | -1.10 | -1.06 | 79.07M | 79.13M |
| 2023-08-03 | -1.78 | -1.10 | 77.23M | 70.22M |
| 2023-05-04 | -1.17 | -1.08 | 65.21M | 64.51M |
| 2023-02-23 | -1.20 | -1.00 | 59.30M | 62.09M |
| 2022-10-27 | -1.09 | -0.89 | 67.73M | 66.85M |
| 2022-08-04 | -0.80 | -0.89 | 65.22M | 58.79M |
| 2022-05-05 | -0.80 | -0.91 | 53.11M | 53.28M |
| 2022-02-17 | -0.95 | -0.89 | 56.12M | 50.35M |
| 2021-10-28 | -0.96 | -0.83 | 46.76M | 50.21M |
| 2021-08-05 | -0.94 | -0.85 | 45.37M | 43.72M |
| 2021-05-06 | -0.89 | -0.91 | 40.21M | 41.64M |
| 2021-02-25 | -1.00 | -0.67 | 41.41M | 41.44M |
| 2020-10-29 | -0.63 | -0.59 | 43.64M | 42.26M |
| 2020-08-06 | -0.64 | -0.58 | 42.49M | 41.83M |
| 2020-04-30 | -0.74 | -0.67 | 36.86M | 35.37M |
| 2020-02-25 | -0.59 | -0.58 | 45.71M | 44.93M |
| 2019-10-30 | -0.68 | -0.66 | 38.88M | 38.31M |
| 2019-08-01 | -0.81 | -0.85 | 29.97M | 31.82M |
| 2019-05-07 | -0.94 | -0.94 | 21.90M | 21.67M |
| 2019-02-22 | -1.17 | -1.11 | 9.84M | 8.68M |
| 2018-10-30 | -1.14 | -1.06 | — | 41.33M |
| 2018-08-02 | -1.00 | -1.01 | — | 40.13M |
| 2018-05-02 | -0.86 | -0.80 | — | 35.95M |
| 2018-02-23 | -0.85 | -0.67 | — | 23.65M |
| 2017-11-02 | -0.69 | -0.69 | — | 17.41M |
| 2017-08-03 | -0.72 | -0.63 | — | 14.56M |
| 2017-05-03 | -0.60 | -0.60 | — | — |
| 2017-02-23 | -1.10 | -0.99 | — | — |
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-19 | Koppikar Utpal | Buy | 6.14K | — | — |
| 2026-10-19 | Hudson Paul | Buy | 6.14K | — | — |
| 2026-10-19 | Koppikar Utpal | Other | 0 | — | — |
| 2026-10-19 | Hudson Paul | Other | 0 | — | — |
| 2026-09-09 | Brennan David R | Sell | 25.00K | $124.00 | 3.10M |
| 2026-08-17 | SHAROKY MELVIN MD | Sell | 5.00K | $127.53 | 637.65K |
| 2026-08-10 | Adsett Roger | Buy | 80.97K | $30.46 | 2.47M |
| 2026-08-10 | Adsett Roger | Buy | 76.60K | $17.16 | 1.31M |
| 2026-08-10 | Adsett Roger | Buy | 82.28K | $13.67 | 1.12M |
| 2026-08-10 | Adsett Roger | Sell | 239.85K | $133.27 | 31.96M |
| 2026-08-10 | Adsett Roger | Sell | 76.60K | $17.16 | 1.31M |
| 2026-08-10 | Adsett Roger | Sell | 82.28K | $13.67 | 1.12M |
| 2026-08-10 | Adsett Roger | Sell | 80.97K | $30.46 | 2.47M |
| 2026-08-06 | Flammer Martina M.D. | Buy | 8.89K | $25.83 | 229.76K |
| 2026-08-06 | Flammer Martina M.D. | Buy | 18.28K | $18.95 | 346.37K |
| 2026-08-06 | Flammer Martina M.D. | Sell | 8.89K | $127.00 | 1.13M |
| 2026-08-06 | Flammer Martina M.D. | Sell | 18.28K | $129.40 | 2.37M |
| 2026-08-06 | Flammer Martina M.D. | Sell | 18.28K | $18.95 | 346.37K |
| 2026-08-06 | Flammer Martina M.D. | Sell | 8.89K | $25.83 | 229.76K |
| 2026-07-23 | Lewis William | Buy | 4.44K | $17.16 | 76.19K |
| 2026-07-23 | Lewis William | Buy | 6.26K | $30.46 | 190.68K |
| 2026-07-23 | Lewis William | Sell | 4.83K | $105.62 | 509.93K |
| 2026-07-23 | Lewis William | Sell | 5.87K | $106.43 | 624.96K |
| 2026-07-23 | Lewis William | Sell | 4.44K | $17.16 | 76.19K |
| 2026-07-23 | Lewis William | Sell | 6.26K | $30.46 | 190.68K |
| 2026-07-09 | Lewis William | Buy | 4.44K | $17.16 | 76.19K |
| 2026-07-09 | Lewis William | Buy | 6.26K | $30.46 | 190.65K |
| 2026-07-09 | Lewis William | Sell | 5.00K | $116.55 | 583.33K |
| 2026-07-09 | Lewis William | Sell | 2.33K | $117.62 | 274.64K |
| 2026-07-09 | Lewis William | Sell | 3.36K | $118.52 | 398.11K |
| 2026-07-09 | Lewis William | Sell | 6.26K | $30.46 | 190.65K |
| 2026-07-09 | Lewis William | Sell | 4.44K | $17.16 | 76.19K |
| 2026-07-06 | Flammer Martina M.D. | Buy | 4.36K | $19.74 | 86.01K |
| 2026-07-06 | Flammer Martina M.D. | Buy | 7.95K | $29.13 | 231.44K |
| 2026-07-06 | Flammer Martina M.D. | Sell | 4.85K | $109.02 | 529.18K |
| 2026-07-06 | Flammer Martina M.D. | Sell | 7.45K | $110.60 | 823.75K |
| 2026-07-06 | Flammer Martina M.D. | Sell | 7.95K | $29.13 | 231.44K |
| 2026-07-06 | Flammer Martina M.D. | Sell | 4.36K | $19.74 | 86.01K |
| 2026-06-25 | Lewis William | Buy | 8.88K | $17.16 | 152.38K |
| 2026-06-25 | Lewis William | Buy | 12.52K | $30.46 | 381.30K |
| 2026-06-25 | Lewis William | Sell | 12.09K | $102.34 | 1.24M |
| 2026-06-25 | Lewis William | Sell | 1.84K | $103.10 | 189.29K |
| 2026-06-25 | Lewis William | Sell | 3.72K | $104.28 | 388.23K |
| 2026-06-25 | Lewis William | Sell | 2.46K | $105.27 | 258.54K |
| 2026-06-25 | Lewis William | Sell | 1.29K | $106.27 | 137.30K |
| 2026-06-25 | Lewis William | Sell | 12.52K | $30.46 | 381.30K |
| 2026-06-25 | Lewis William | Sell | 8.88K | $17.16 | 152.38K |
| 2026-06-23 | Butera Samuele | Buy | 12.57K | $102.15 | 1.28M |
| 2026-06-23 | Butera Samuele | Buy | 7.34K | — | — |
| 2026-06-23 | Butera Samuele | Other | 0 | — | — |
| 2026-06-22 | Smith Michael Alexander | Sell | 1.81K | $95.82 | 173.05K |
| 2026-06-08 | Lewis William | Sell | 6.51K | $94.03 | 612.61K |
| 2026-06-05 | Flammer Martina M.D. | Sell | 1.86K | $103.78 | 192.82K |
| 2026-06-03 | Adsett Roger | Sell | 2.37K | $102.27 | 242.38K |
| 2026-06-03 | Bonstein Sara | Sell | 2.40K | $102.27 | 245.86K |
| 2026-06-03 | Smith Michael Alexander | Sell | 2.16K | $102.27 | 220.80K |
| 2026-06-03 | Lewis William | Sell | 7.61K | $102.27 | 777.76K |
| 2026-06-03 | Flammer Martina M.D. | Sell | 2.57K | $102.27 | 262.42K |
| 2026-05-22 | Smith Michael Alexander | Sell | 6.15K | $108.47 | 666.98K |
| 2026-05-18 | Lewis William | Buy | 4.44K | $17.16 | 76.19K |
| 2026-05-18 | Lewis William | Buy | 6.26K | $30.46 | 190.65K |
| 2026-05-18 | Lewis William | Sell | 5.75K | $105.32 | 605.91K |
| 2026-05-18 | Lewis William | Sell | 11.84K | $106.39 | 1.26M |
| 2026-05-18 | Lewis William | Sell | 7.97K | $106.97 | 853.09K |
| 2026-05-18 | Lewis William | Sell | 6.26K | $30.46 | 190.65K |
| 2026-05-18 | Lewis William | Sell | 4.44K | $17.16 | 76.19K |
| 2026-05-14 | Flammer Martina M.D. | Sell | 10.48K | $117.54 | 1.23M |
| 2026-05-13 | Bonstein Sara | Sell | 8.27K | $116.18 | 961.04K |
| 2026-05-13 | SCHAFER CAROL | Buy | 3.31K | — | — |
| 2026-05-13 | Adsett Roger | Sell | 5.84K | $116.18 | 678.14K |
| 2026-05-13 | ANDERSON ELIZABETH M | Buy | 3.31K | — | — |
| 2026-05-13 | Flammer Martina M.D. | Sell | 4.47K | $112.76 | 504.04K |
| 2026-05-13 | Flammer Martina M.D. | Sell | 3.38K | $116.18 | 393.15K |
| 2026-05-13 | Smith Michael Alexander | Sell | 4.11K | $116.18 | 477.38K |
| 2026-05-13 | SHAROKY MELVIN MD | Buy | 3.31K | — | — |
| 2026-05-13 | Brennan David R | Buy | 3.31K | — | — |
| 2026-05-13 | Desjardins Clarissa | Buy | 3.31K | — | — |
| 2026-05-13 | LEE LEO | Buy | 3.31K | — | — |
| 2026-05-13 | Lewis William | Sell | 13.28K | $116.18 | 1.54M |
| 2026-05-11 | Flammer Martina M.D. | Buy | 12.95K | $17.07 | 221.04K |
| 2026-05-11 | Flammer Martina M.D. | Sell | 12.12K | $100.35 | 1.22M |
| 2026-05-11 | Flammer Martina M.D. | Sell | 830 | $101.18 | 83.98K |
| 2026-05-11 | Flammer Martina M.D. | Sell | 12.95K | $17.07 | 221.04K |
| 2026-05-04 | Lewis William | Buy | 4.44K | $17.16 | 76.19K |
| 2026-05-04 | Lewis William | Sell | 433 | $134.18 | 58.10K |
| 2026-05-04 | Lewis William | Sell | 599 | $135.18 | 80.97K |
| 2026-05-04 | Lewis William | Buy | 6.26K | $30.46 | 190.65K |
| 2026-05-04 | Lewis William | Sell | 5.32K | $137.01 | 728.62K |
| 2026-05-04 | Lewis William | Sell | 2.72K | $137.86 | 375.12K |
| 2026-05-04 | Lewis William | Sell | 1.25K | $139.09 | 173.45K |
| 2026-05-04 | Lewis William | Sell | 381 | $139.60 | 53.19K |
| 2026-05-04 | Lewis William | Sell | 6.26K | $30.46 | 190.65K |
| 2026-05-04 | Lewis William | Sell | 4.44K | $17.16 | 76.19K |
| 2026-04-16 | Lewis William | Buy | 4.44K | $17.16 | 76.19K |
| 2026-04-16 | Lewis William | Sell | 2.25K | $142.99 | 321.16K |
| 2026-04-16 | Lewis William | Buy | 6.26K | $30.46 | 190.65K |
| 2026-04-16 | Lewis William | Sell | 5.37K | $143.81 | 772.69K |
| 2026-04-16 | Lewis William | Sell | 2.25K | $144.66 | 326.21K |
| 2026-04-16 | Lewis William | Sell | 825 | $145.79 | 120.28K |
| 2026-04-16 | Lewis William | Sell | 6.26K | $30.46 | 190.65K |
Latest filed quarter: Q2 2026.
Institutions holding: 718, holders +8 vs prior quarter. Ownership 104.41%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| FMR LLC | 16.14M | 2.98M | +22.67% | 1.72B |
| BLACKROCK, INC. | 15.81M | -870.16K | -5.22% | 1.69B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.41M | 36.16K | +0.35% | 1.11B |
| JPMORGAN CHASE & CO | 10.43M | -13.72M | -56.82% | 1.09B |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.79M | 148.73K | +1.54% | 1.04B |
| BAKER BROS. ADVISORS LP | 8.80M | 1.38M | +18.53% | 937.84M |
| CAPITAL INTERNATIONAL INVESTORS | 8.24M | 2.64M | +47.24% | 878.34M |
| DARWIN GLOBAL MANAGEMENT, LTD. | 6.43M | -10.37M | -61.73% | 673.60M |
| AMERIPRISE FINANCIAL INC | 6.18M | 3.12M | +102.10% | 658.88M |
| ORBIS ALLAN GRAY LTD | 6.08M | 4.20M | +224.46% | 647.88M |
| STATE STREET CORP | 6.05M | 500.48K | +9.01% | 645.28M |
| D. E. SHAW & CO., INC. | 5.88M | 252.13K | +4.48% | 626.71M |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 5.44M | -1.09M | -16.63% | 580.20M |
| RTW INVESTMENTS, LP | 4.84M | 0 | 0.00% | 516.35M |
| GEODE CAPITAL MANAGEMENT, LLC | 4.22M | -230.23K | -5.17% | 448.76M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.41M | 312.48K | +10.10% | 363.07M |
| NORGES BANK | 3.38M | 3.38M | New | 360.12M |
| JUPITER TOPCO LLC | 2.61M | 2.61M | New | 277.78M |
| UBS GROUP AG | 2.58M | 846.97K | +48.75% | 275.55M |
| CITADEL ADVISORS LLC | 2.56M | 2.18M | +573.42% | 272.62M |
| FRANKLIN TEMPLETON INC | 2.27M | -344.03K | -13.14% | 242.37M |
| MAVERICK CAPITAL LTD | 2.15M | 2.15M | New | 229.31M |
| MILLENNIUM MANAGEMENT LLC | 2.05M | 890.22K | +76.89% | 218.36M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 1.68M | 1.68M | New | 179.37M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.63M | 161.10K | +10.97% | 173.74M |
| Period | Value |
|---|---|
| FY2024 | Reportable Segment: 363707000.0 |
| FY2025 | Reportable Segment: 606423000.0 |
| Period | Value |
|---|---|
| FY2021 | Europe And The Rest Of The World: 12945000.0, JAPAN: 16006000.0, UNITED STATES: 159510000.0 |
| FY2022 | Europe And The Rest Of The World: 2858000.0, JAPAN: 56506000.0, UNITED STATES: 185994000.0 |
| FY2023 | Europe And The Rest Of The World: 15280000.0, JAPAN: 65733000.0, UNITED STATES: 224195000.0 |
| FY2024 | Europe And The Rest Of The World: 21208000.0, JAPAN: 87699000.0, UNITED STATES: 254800000.0 |
| FY2025 | Non-US: 153471000.0, UNITED STATES: 452952000.0 |
Insights · Dividends · Forecast · Financials · Learn
$21.18B
Market Cap
-22.71
P/E
121.59
Forward P/E
67
Score