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Overview
Smart money at a glance
Filings to Sep 30, 2026Net selling: insiders sold $11M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$11M netNet selling
- CongressSTOCK Act, last 180 days
- -$1K to -$15K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 10 added, 1 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- 2 awardsAwards on record
Key stats
Fundamentals Sep 29- Open
- $117.06
- 52-wk high
- $212.75
- High
- $118.50
- 52-wk low
- $90.39
- Low
- $114.49
- Prev close
- $115.63
- Mkt cap
- $25.70B
- Volume
- 1.67M
- Fwd P/E
- 97.1x
- Beta
- 0.82
- P/S
- 22.6x
- P/B
- 34.8x
- Profit margin
- -76.9%
- Op margin
- -23.8%
- ROE
- -87.2%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about INSM filings
Are insiders buying or selling Insmed Inc (INSM) stock?
Net selling: insiders sold $11M and bought $0 of INSM stock on the open market in the 90 days to Sep 30, 2026, according to SEC Form 4 filings. $7.2M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Flammer, Martina M.D. (Chief Medical Officer), who sold $4.8M. The latest filing was on Sep 11, 2026.
Which members of Congress have traded INSM recently?
Rep. Josh Gottheimer (D) sold $1K to $15K on Jun 10, 2026, disclosed 27 days later. In total, 1 member disclosed 1 INSM trade with trade dates in the last 180 days, filed a median 27 days after trading.
How current is this INSM smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- MC
Maverick Capital
$229.3M
bought
- QR
Qube Research
$155.1M
added
- BA
Balyasny
$105.2M
added
What insiders are doing
What Congress is doing
How top traders are positioned
No tracked top-trader positions in INSM right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 24.6% above what analysts expected.
Earnings per share
-$0.69 expected
Revenue
$393.4M expected
The release did not provide a source-backed EPS figure.
FY2026 guidance
$1.25B to $1.40B
No comparable estimate
Reports Oct 29, 2026, in 29 days
Estimates as of Sep 30, 2026
EPS expected
-$0.90 to $0.04
Revenue expected
20 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $142.3M | $263.8M | $306.0M | $425.5M |
| Cost of what it sold | $29.4M | $44.2M | $49.5M | $67.2M |
| Gross profit | $113.0M | $219.6M | $256.5M | $358.3M |
| What it spent | ||||
| Research and development | $186.4M | $254.9M | $209.5M | $210.0M |
| Sales and admin | $186.4M | $212.5M | $247.3M | $247.5M |
| Other operating costs | $106.2M | — | — | -$97.7M |
| Total operating expenses | $479.0M | $469.3M | $456.7M | $359.8M |
| What was left | ||||
| Operating profit | -$366.0M | -$249.7M | -$200.3M | -$1.5M |
| Interest on debt | $20.4M | $20.6M | $20.1M | $20.3M |
| Profit before tax | -$368.7M | -$326.9M | -$162.1M | -$11.4M |
| Tax | $1.3M | $1.6M | $1.5M | $1.9M |
| Net profit | -$370.0M | -$328.5M | -$163.6M | -$13.2M |
| EBITDA | -$345.7M | -$302.1M | -$136.3M | $14.2M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Goldman Sachs Maintains Insmed(INSM.US) With Buy Rating, Cuts Target Price to $188
Leans bullishSep 24Learn Why The Bull Case For Insmed Stock Could Change Following Priority Review Acceptance
BullishSep 23Insmed Incorporated (INSM) stock price, news, quote and history
NeutralSep 23FDA Accepts Insmed's Filing Seeking Label Expansion for Arikayce
BullishSep 22Insmed stock price target maintained at $195 by Mizuho on FDA review
BullishSep 22FDA Accepts Insmed's Filing Seeking Label Expansion for Arikayce
BullishSep 22FDA Grants Priority Review to Insmed's sNDA for ARIKAYCE® (amikacin liposome inhalation suspension) for Treatment of MAC Lung Disease With PDUFA Target Action Date Set for January 28, 2027
BullishSep 22Insmed’s Arikayce label expansion filing gets January 2027 PDUFA date
BullishSep 22
Macro
11 macro signals shaping INSM right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results