INSM
Q4 2026 EPS Estimate
$-0.37
Oct 29, 2026 · Reports before open
Revenue Estimate
$501M
FY2027E EPS$0.33
FY2028E EPS$3.12

Analyst Sentiment

Wall St. Consensus
Buy
28 analysts·High coverage
74
Score
27 Buy (96%)1 Hold (4%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
2796%
Hold
14%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$169.00
+32.2%
Consensus
$197.50
+54.5%
Bull
$235.00
+83.8%
12-Month Target Range28 analysts
$169.00$197.50$235.00
Current $127.87Consensus
Current Price
$127.87
Upside to Consensus
$69.63

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+62.89%
EPS
FY2028
Rev+36.43%
EPS+838.69%
FY2029
Rev+30.88%
EPS+115.56%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$1.70B$2.77B$3.78B$4.95B$6.27B
Low$1.65B$2.45B$2.77B$4.22B$5.35B
High$1.74B$3.04B$4.69B$5.59B$7.09B
EBITDA Avg$-1.70B$-2.77B$-3.78B$-4.95B$-6.27B
Low$-1.74B$-3.04B$-4.69B$-5.59B$-7.09B
High$-1.65B$-2.45B$-2.77B$-4.22B$-5.35B
EBIT Avg$-1.70B$-2.77B$-3.78B$-4.95B$-6.27B
Low$-1.74B$-3.04B$-4.69B$-5.59B$-7.09B
High$-1.65B$-2.45B$-2.77B$-4.22B$-5.35B
Net Income Avg$-566M$25M$594M$1.44B$2.18B
Low$-741M$-279M$-159M$1.16B$1.76B
High$-367M$276M$1.43B$1.68B$2.55B
EPS Avg$-2.61$0.33$3.12$6.73$10.21
Low$-3.47$-1.31$-0.74$5.45$8.26
High$-1.72$1.29$6.67$7.87$11.93
Analysts (Rev / EPS)16 / 1616 / 1619 / 189 / 915 / 8
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$467M$532M$561M$641M$710M$766M$771M$838M
Low$444M$441M$501M$573M$633M$684M$689M$748M
High$480M$595M$599M$685M$757M$818M$823M$894M
EBITDA Avg$-467M$-532M$-561M$-641M$-710M$-766M$-771M$-838M
Low$-480M$-595M$-599M$-685M$-757M$-818M$-823M$-894M
High$-444M$-441M$-501M$-573M$-633M$-684M$-689M$-748M
EBIT Avg$-467M$-532M$-561M$-641M$-710M$-766M$-771M$-838M
Low$-480M$-595M$-599M$-685M$-757M$-818M$-823M$-894M
High$-444M$-441M$-501M$-573M$-633M$-684M$-689M$-748M
Net Income Avg$-130M$-115M$-48M$-7M$19M$44M$121M$159M
Low$-205M$-423M$-53M$-8M$16M$38M$104M$137M
High$-75M$131M$-42M$-6M$20M$48M$131M$173M
EPS Avg$-0.60$-0.53$-0.22$-0.03$0.09$0.20$0.56$0.73
Low$-0.94$-1.95$-0.24$-0.04$0.07$0.18$0.48$0.63
High$-0.35$0.60$-0.19$-0.03$0.09$0.22$0.60$0.80
Analysts (Rev / EPS)13 / 1218 / 169 / 89 / 713 / 79 / 1216 / 910 / 8

Earnings Surprises

Recent Analyst Actions

Aug 10, 2026Truist Financial
Insmed price target raised to $195 from $185 at Truist
Target:$195.00
+46.3%from $133.32
Aug 7, 2026Morgan Stanley
Insmed price target raised to $218 from $212 at Morgan Stanley
Target:$218.00
+68.3%from $129.56
Aug 7, 2026Evercore ISI
Insmed price target raised to $170 from $160 at Evercore ISI
Target:$170.00
+32.0%from $128.76
Aug 7, 2026Guggenheim
Insmed price target lowered to $205 from $207 at Guggenheim
Target:$205.00
+54.7%from $132.55
Aug 7, 2026UBS
Insmed price target raised to $172 from $166 at UBS
Target:$172.00
+29.8%from $132.55
Aug 7, 2026Wells Fargo
Insmed price target raised to $169 from $161 at Wells Fargo
Target:$169.00
+27.5%from $132.55
Aug 6, 2026Jefferies
Insmed price target raised to $175 from $160 at Jefferies
Target:$175.00
+32.0%from $132.55
Jul 28, 2026Cantor Fitzgerald
Cantor Fitzgerald Reiterates Overweight Rating on Insmed (INSM) Ahead of Q2 Results
Target:$235.00
+125.6%from $104.16
Jul 20, 2026BMO Capital
Insmed initiated with an Outperform at BMO Capital
Target:$192.00
+79.4%from $107.02
Jul 20, 2026H.C. Wainwright
H.C. Wainwright Reiterates Buy Rating on Insmed (INSM)
Target:$220.00
+103.1%from $108.32
Jul 15, 2026Wells Fargo
Insmed price target raised to $161 from $160 at Wells Fargo
Target:$161.00
+46.2%from $110.11
Jun 16, 2026Mizuho Securities
Insmed (INSM) PT Lowered to $192 at Mizuho
Target:$192.00
+97.0%from $97.46
May 13, 2026Truist Financial
Insmed price target lowered to $185 from $205 at Truist
Target:$185.00
+58.7%from $116.56
May 8, 2026Wells Fargo
Insmed price target lowered to $160 from $177 at Wells Fargo
Target:$160.00
+52.4%from $105.00
May 8, 2026Guggenheim
Insmed price target lowered to $226 from $230 at Guggenheim
Target:$226.00
+115.2%from $105.00
Apr 16, 2026Guggenheim
Insmed price target raised to $230 from $227 at Guggenheim
Target:$230.00
+56.7%from $146.74
Apr 14, 2026RBC Capital
Insmed price target raised to $216 from $212 at RBC Capital
Target:$216.00
+42.9%from $151.14
Apr 10, 2026Raymond James
Insmed initiated with an Outperform at Raymond James
Target:$200.00
+28.4%from $155.80
Apr 8, 2026Mizuho Securities
Insmed price target lowered to $202 from $206 at Mizuho
Target:$202.00
+26.1%from $160.18
Mar 26, 2026H.C. Wainwright
Insmed price target raised to $245 from $230 at H.C. Wainwright
Target:$245.00
+66.0%from $147.60
Feb 24, 2026Mizuho Securities
Insmed price target lowered to $204 from $211 at Mizuho
Target:$204.00
+28.3%from $159.03
Feb 20, 2026Morgan Stanley
Insmed price target raised to $166 from $162 at Morgan Stanley
Target:$166.00
+4.5%from $158.80
Feb 20, 2026Wells Fargo
Insmed price target lowered to $208 from $234 at Wells Fargo
Target:$208.00
+29.2%from $161.00
Feb 19, 2026Stifel Nicolaus
Insmed price target lowered to $205 from $212 at Stifel
Target:$205.00
+28.2%from $159.88
Feb 19, 2026Mizuho Securities
Insmed price target lowered to $211 from $212 at Mizuho
Target:$211.00
+39.6%from $151.11
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.