Insmed Incorporated (INSM)

Insmed, Inc. (NASDAQ: INSM - Get Free Report) CEO William Lewis sold 10,699 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $150.97, for a total transaction of $1,615,228.03. Following the transaction, the chief executive officer directly owned 301,185 shares in the

INSM shares jump 7% as Brinsupri sales surge and 2026 outlook calls for at least $1B, despite a wider Q4 loss and rising expenses.

The average of price targets set by Wall Street analysts indicates a potential upside of 33.6% in Insmed (INSM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. cut its holdings in shares of Insmed, Inc. (NASDAQ: INSM) by 34.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 198,702 shares of the biopharmaceutical company's stock after selling 103,363 shares during the quarter. BNP PARIBAS

Insmed Incorporated (INSM) Q4 2025 Earnings Call Transcript

The headline numbers for Insmed (INSM) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Insmed (INSM) came out with a quarterly loss of $1.54 per share versus the Zacks Consensus Estimate of a loss of $1.07. This compares to a loss of $1.32 per share a year ago.

—Company Expects Full-Year 2026 BRINSUPRI® (brensocatib) Revenues to Be at Least $1 Billion; Reiterates Full-Year 2026 ARIKAYCE ® (amikacin liposome inhalation suspension) Revenue Guidance of $450 Million to $470 Million— —Total Company Revenues of $606.4 Million for Full-Year 2025— —BRINSUPRI Total Revenues of $144.6 Million for Fourth-Quarter and $172.7 Million for Full-Year 2025— —ARIKAYCE Total Revenues of $119.2 Million for Fourth-Quarter and $433.8 Million for Full-Year 2025, Representing 19% Annual Growth and Exceeding the Upper End of Full-Year 2025 Guidance— —Topline Data Readouts from Phase 3 ENCORE and Phase 2b CEDAR Studies Remain on Track— —FDA grants Orphan Drug Designation to Treprostinil Palmitil for Treatment of PAH— —Company Ends 2025 with Approximately $1.4 Billion of Cash, Cash Equivalents, and Marketable Securities— BRIDGEWATER, N.J., Feb. 19, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today reported financial results for the fourth quarter and full year ended December 31, 2025, and provided a business update.

Let's take a closer look at what awaits Bausch Health, Amicus Therapeutics, BioMarin Pharmaceutical, Insmed and Madrigal Pharmaceuticals as they prepare to report quarterly results this week.

BRIDGEWATER, N.J., Feb. 13, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that management will present at the following investor conferences: 46th Annual TD Cowen Healthcare Conference in Boston, on Monday, March 2, 2026, at 9:50 a.m.

Insmed (INSM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Wellington Shields and Co. LLC bought a new stake in Insmed, Inc. (NASDAQ: INSM) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,950 shares of the biopharmaceutical company's stock, valued at approximately $569,000. Several other institutional investors

BRIDGEWATER, N.J., Feb. 5, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that it will release its fourth-quarter and full-year 2025 financial results on Thursday, February 19, 2026.

Principal Financial Group Inc. reduced its position in Insmed, Inc. (NASDAQ: INSM) by 35.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 864,294 shares of the biopharmaceutical company's stock after selling 483,733 shares during the quarter. Principal Financial Group Inc. owned

Keybank National Association OH grew its stake in shares of Insmed, Inc. (NASDAQ: INSM) by 76.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,716 shares of the biopharmaceutical company's stock after purchasing an additional 7,257 shares during the quarter. Keybank

Insmed remains a compelling buy after an ~30% pullback, as Brinsupri's blockbuster launch trajectory outpaces initial expectations. Brinsupri delivered $144.6M in Q4 sales and 11,550 patient starts in 2025, with only 4.6% TAM penetration, supporting robust future growth. Arikayce's ENCORE trial in March/April 2026 could expand its market from 30,000 to 200,000 patients, offering a major sales catalyst.