WallStSmart
INSM

Insmed Inc

NASDAQ: INSM · HEALTHCARE · BIOTECHNOLOGY

$96.98
+2.13% today

Updated 2026-10-28

Market cap
$20.74B
P/E ratio
—
P/S ratio
18.23x
EPS (TTM)
$-4.10
Dividend yield
—
52W range
$90 – $213
Volume
2.5M

WallStSmart proprietary scores

39
out of 100
Grade: D
Sell
Investment rating
8.0
Growth
A
6.0
Quality
B
2.0
Profitability
F
6.3
Valuation
B
4/9
Piotroski F-Score
Moderate
-4.0
Altman Z-Score
Distress
—
Industry rank
—
View all highly rated stocks (75+) →270 stocks currently score above 75

Price targets

Analyst target
$211.00
+117.57%
12-Month target
—
—
Intrinsic (DCF)
$115.30
Margin of safety
+15.89%
5 Strong Buy19 Buy0 Hold0 Sell0 Strong Sell

Price chart

Stock snapshot

Strengths
+ Revenue growth 296.10% QoQ
+ 15.89% below intrinsic value
Risks
- Altman Z -3.96 — distress zone
- Thin margins at -76.90%
- Negative free cash flow $-95.09M

Key financials

Revenue Net Income Free Cash Flow
Metric2022202320242025TTM2026 (E)
Revenue$245.36M$305.21M$363.71M$606.42M$1.14B$1.7B
Net income$-481.53M$-749.57M$-913.77M$-1.28B$-13.24M—
EPS————$-4.10$-2.81
Free cash flow$-410.32M$-549.53M$-705.80M$-967.58M$-95.09M—
Profit margin-196.26%-245.59%-251.24%-210.54%-76.90%—

Recent insider activity

DateInsiderTypeSharesPrice
2026-10-19KOPPIKAR, UTPALBuy6,139—
2026-10-19HUDSON, PAULBuy6,139—
2026-09-09BRENNAN, DAVID RSale25,000$124.00

Peer comparison

CompanyMkt CapScoreGrowthProfitValueQualityMoSRating
INSM$20.74B398.02.06.36.0+15.89%Hold
LLY$1.12T769.310.05.06.0—Strong Buy
JNJ$615.87B574.78.52.75.5-83.05%Buy
ABBV$504.37B736.78.54.05.0-86.73%Strong Buy
UNH$360.32B626.76.04.75.5-25.92%Buy
MRK$360.08B364.04.52.05.0-73.68%Hold

Smart narrative

Insmed Inc trades at $96.98. Our Smart Value Score of 39/100 indicates the stock is weak. The company scores 4/9 on the Piotroski F-Score. With an Altman Z-Score of -3.96, it sits in the distress. TTM revenue stands at $1.14B. with profit margins at -76.90%. Our DCF model estimates intrinsic value at $115.30.

Frequently asked questions

What is Insmed Inc's stock price?

Insmed Inc (INSM) trades at $96.98, on a P/S of 18.2x. Those multiples show what the market is paying for each dollar of earnings and sales, which is the real starting point for judging whether the price is reasonable.

Is Insmed Inc overvalued?

Insmed Inc carries a Smart Value Score of 39/100 (Grade D), which we rate Sell. That score blends growth, quality, and valuation into one read. Our DCF puts intrinsic value at $115.30 versus the $96.98 price, a 15.9% margin of safety on a cash flow basis.

What is the price target of Insmed Inc (INSM)?

The 12-month analyst consensus target is $211.00, about 117.6% above the current $96.98. A consensus target is the average of Wall Street's 12-month forecasts, so it works as a sentiment gauge rather than a guarantee, and it resets with every earnings cycle.

What is the future stock price of INSM by 2030?

Our research-backed model puts the 2030 base case at $405.21, built from revenue projections, a growth-adjusted P/S multiple, net debt, and share dilution. It is a scenario rather than a prediction, and the bull and bear cases around it matter more than the single number when you are sizing a position.

What is the intrinsic value of Insmed Inc (INSM)?

Our DCF model estimates intrinsic value at $115.30, a +15.9% margin of safety versus today's $96.98. Intrinsic value is what the projected cash flows are worth today. A positive reading means the price sits below that estimate, leaving a cushion if growth holds.

What is Insmed Inc's revenue?

Insmed Inc's trailing twelve-month revenue is $1.14B, and our model projects it reaching about $7.20B by 2030. Revenue scale anchors the valuation multiples and shows whether growth is reaching the top line, so it is best read alongside margin and growth trends to see if that revenue is getting more profitable over time.

Altman Z-Score?

Insmed Inc's Altman Z-Score is -3.96, which places it in the distress. The Altman Z-Score gauges bankruptcy risk from profitability, leverage, and asset efficiency, and a higher reading points to lower financial distress risk.

Company info

SectorHEALTHCARE
IndustryBIOTECHNOLOGY
CountryUSA
ExchangeNASDAQ
CurrencyUSD

Quick metrics

P/S ratio18.23x
ROE-115.55%
Beta0.82
50D MA$114.59
200D MA$126.69
Shares out0.22B
Float0.22B
Short ratio—
Avg volume2.5M

Performance

1 week+0.98%
1 month-19.30%
3 months-7.91%
YTD-45.44%
1 year-42.55%
3 years—
5 years—