LoadingLoadingLoadingNet selling: insiders sold $8.4M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (3)
Maverick Capital
$229.3M
bought
Qube Research
$155.1M
added
Balyasny
$105.2M
added
Sells (1)
No tracked top-trader positions in INSM as of Oct 21, 19:23 UTC.
Hyperliquid positioning - not every stock is covered
Last report
Aug 6, 2026
Financial period
Q2 2026
Earnings per share
-$0.68 expected
Revenue
$393.4M expected
FY2026 guidance
$1.25B to $1.40B
No comparable estimate
Estimates as of Oct 21, 2026
EPS expected
-$0.90 to -$0.09
Revenue expected
21 analysts
Last 30 days
Analysts cutting estimates
Estimate drift
Change in 30 days
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 6, 2026 | -$0.06 / -$0.68Yahoo Finance | +91.21% beat | $425.5M $393.4M expected | +8.17% beat |
| Mar 31, 2026 | May 7, 2026 | -$0.76 / -$1.00Yahoo Finance | +23.93% beat | $306.0M No estimate | Unavailable |
| Dec 31, 2025 | Feb 19, 2026 | -$1.54 / -$1.17Yahoo Finance | -31.92% miss | $263.8M No estimate | Unavailable |
| Sep 30, 2025 | Oct 30, 2025 | -$1.75 / -$1.37Yahoo Finance | -27.80% miss | $142.3M No estimate | Unavailable |
| Jun 30, 2025 | Aug 7, 2025 | -$1.70 / -$1.30Alpha Vantage | -30.77% miss | $107.4M No estimate | Unavailable |
| Mar 31, 2025 | May 8, 2025 | -$1.42 / -$1.20Alpha Vantage | -18.33% miss | $92.8M No estimate | Unavailable |
| Dec 31, 2024 | Feb 20, 2025 | -$1.32 / -$1.23Alpha Vantage | -7.32% miss | $104.4M No estimate | Unavailable |
| Sep 30, 2024 | Oct 31, 2024 | -$1.27 / -$1.22Alpha Vantage | -4.10% miss | $93.4M No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| 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 | -$137.1M | $14.2M |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage leans bullish
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