JPMorgan Chase & Co. Cuts Insmed (NASDAQ:INSM) Price Target to $175.00

Insmed (NASDAQ:INSM) had its target price lowered by JPMorgan Chase & Co. from $179.00 to $175.00 in a research note issued to investors on Monday morning,Benzinga reports. The firm currently has an overweight rating on the biopharmaceutical company’s stock.

A number of other research analysts have also recently commented on INSM. Jefferies Financial Group restated a “buy” rating and issued a $175.00 price target on shares of Insmed in a research report on Thursday, August 6th. Cantor Fitzgerald reiterated an “overweight” rating and set a $235.00 price target on shares of Insmed in a report on Tuesday, July 28th. BMO Capital Markets started coverage on shares of Insmed in a report on Monday, July 20th. They issued an “outperform” rating and a $192.00 price objective for the company. Morgan Stanley reaffirmed an “overweight” rating and set a $218.00 target price on shares of Insmed in a research report on Friday, August 7th. Finally, Guggenheim dropped their price target on shares of Insmed from $207.00 to $205.00 and set a “buy” rating on the stock in a research report on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $205.52.

Insmed Stock Down 0.2%

NASDAQ INSM opened at $132.28 on Monday. The company has a current ratio of 3.72, a quick ratio of 3.40 and a debt-to-equity ratio of 0.74. The company has a market cap of $28.89 billion, a price-to-earnings ratio of -32.18 and a beta of 0.81. The company has a 50 day moving average of $106.86 and a 200-day moving average of $128.44. Insmed has a 1-year low of $90.39 and a 1-year high of $212.75.

Insmed (NASDAQ:INSM) last issued its quarterly earnings results on Thursday, August 6th. The biopharmaceutical company reported ($0.06) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.61. The business had revenue of $425.49 million for the quarter, compared to the consensus estimate of $395.50 million. Insmed had a negative return on equity of 123.94% and a negative net margin of 76.94%.The firm’s quarterly revenue was up 296.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($1.70) earnings per share. On average, equities research analysts expect that Insmed will post -1.85 earnings per share for the current fiscal year.

Insider Transactions at Insmed

In other Insmed news, insider Michael Alexander Smith sold 6,149 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $108.47, for a total value of $666,982.03. Following the completion of the sale, the insider owned 41,613 shares of the company’s stock, valued at approximately $4,513,762.11. This trade represents a 12.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Sara Bonstein sold 2,404 shares of Insmed stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $102.27, for a total transaction of $245,857.08. Following the completion of the sale, the chief financial officer directly owned 69,082 shares of the company’s stock, valued at approximately $7,065,016.14. The trade was a 3.36% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 294,440 shares of company stock worth $37,758,548 in the last three months. Insiders own 2.10% of the company’s stock.

Institutional Investors Weigh In On Insmed

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC lifted its holdings in Insmed by 65.6% during the second quarter. EverSource Wealth Advisors LLC now owns 664 shares of the biopharmaceutical company’s stock worth $67,000 after acquiring an additional 263 shares during the period. First Trust Advisors LP grew its stake in Insmed by 80.8% in the 2nd quarter. First Trust Advisors LP now owns 47,392 shares of the biopharmaceutical company’s stock valued at $4,770,000 after buying an additional 21,176 shares in the last quarter. Baird Financial Group Inc. bought a new stake in shares of Insmed during the 2nd quarter valued at $2,589,000. Amundi increased its position in shares of Insmed by 21,194.4% during the second quarter. Amundi now owns 11,499 shares of the biopharmaceutical company’s stock valued at $1,130,000 after buying an additional 11,445 shares during the period. Finally, Natixis bought a new stake in Insmed during the 2nd quarter worth approximately $1,072,000.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: HC Wainwright maintained a Buy rating and raised its EPS forecasts across 2026–2030. Its estimates improved to losses of $0.31 per share for Q3 2026 and $0.49 for Q4, while forecasts increased to $1.62 for FY2027, $3.38 for FY2028 and $10.92 for FY2030. The upgrades suggest stronger expectations for Insmed’s commercial growth and eventual profitability.
• Positive Sentiment: Insmed partnered with a patient group on a bronchiectasis study, potentially strengthening patient engagement and the company’s clinical evidence base in a key disease area. Insmed partners patient group on bronchiectasis study
• Neutral Sentiment: The reported short-interest data showed zero shares and a zero-day days-to-cover ratio, indicating no meaningful short-position signal; however, the figures appear unreliable because the reported change was listed as “NaN.”
• Negative Sentiment: COO Roger Adsett sold 239,850 shares for approximately $32.0 million at an average price of $133.27, reducing his holdings by 70.84%. Although insider sales can reflect personal financial planning, the size of the transaction may raise concerns about insider conviction and add near-term selling pressure. Insider trading filing
• Negative Sentiment: JPMorgan reportedly lowered its expectations for Insmed’s stock price, a potentially bearish development that contrasts with HC Wainwright’s more constructive earnings outlook. Details of the revised target were not provided. JPMorgan lowers expectations for Insmed stock price

Insmed Company Profile

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.