Nama Insights

Insmed (INSM)

Healthcare · Biotechnology · NASDAQ

Insmed (INSM) is a Healthcare company in the Biotechnology industry. It has a market capitalization of $25.10B and a free-cash-flow yield of -4.2%. Over the most recent reported fiscal year, revenue grew 66.7%. Nama's AI scorecard rates it Sell, 2.8 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 2.8/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Trailing · -45.2% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-46.2%
How far the last close sits under the highest price of the past five years.
Market cap$25.10B
Trailing P/E—
Price / book34.6
Price / sales16.5
FCF yield-4.2%
Dividend yield—
Gross margin84.4%
Operating margin-41.7%
Net margin-39.9%
Revenue growth (YoY)+66.7%
Revenue growth (3-yr annual)+35.2%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta0.8
ExchangeNASDAQ
SectorHealthcare
IndustryBiotechnology

INSM earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate -$0.35). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 -$0.46 -$0.37 -24.3% $524.43M
Q2 2026 Aug 6, 2026 -$0.06 -$0.68 +91.2% $425.49M
Q1 2026 May 7, 2026 -$0.76 -$1.00 +24.0% $305.96M
Q4 2025 Feb 19, 2026 -$1.54 -$1.17 -31.6% $263.84M

INSM analyst price target

Median target $195.00 from 22 analysts, ranging $158.00 – $243.00.

Biotechnology peers

TickerCompanyMarket capP/E
VRTX Vertex Pharmaceuticals $138.71B 28.8
MRNA Moderna $101.48B —
REGN Regeneron Pharmaceuticals $93.55B 16.4
ARGX argenx $58.31B 32.4
ONC BeOne Medicines $46.30B 51.7
RVMD Revolution Medicines $41.59B —
RPRX Royalty Pharma $38.70B 12.7
GMAB Genmab A/S $32.98B 38.9
Explore live INSM data on Nama Insights →

Recent Congressional trades

Insmed trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Josh Gottheimer House Sell $1,001 - $15,000 Jul 7, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Nov 18, 2025
Gilbert Cisneros House Sell $1,001 - $15,000 Oct 10, 2025
Gilbert Cisneros House Sell $1,001 - $15,000 Sep 12, 2025
Gilbert Cisneros House Sell $1,001 - $15,000 Aug 14, 2025
Josh Gottheimer House Buy $1,001 - $15,000 Jul 16, 2025
Josh Gottheimer House Sell $1,001 - $15,000 May 14, 2025
Josh Gottheimer House Sell $1,001 - $15,000 Jul 9, 2024
Josh Gottheimer House Sell $1,001 - $15,000 Jun 8, 2024

INSM FAQ

Is INSM a buy?
Nama's AI scorecard currently rates Insmed Sell (2.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does INSM report earnings?
Insmed's next scheduled report is on Feb 18, 2027. Analysts expect EPS of -$0.35.
What is the INSM price target?
The median analyst price target from 22 analysts is $195.00, with a range of $158.00 – $243.00.
Is INSM Shariah compliant?
Nama's AAOIFI-style screen reads Insmed as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.