US · Healthcare · Biotechnology
EPS came in at -0.46 against a street estimate of -0.34 — a miss of 35.3%.
Analysts rate Insmed Inc a strong buy (23 buy, 1 hold, 0 sell out of 24) with an average price target of $194.23.
CONFIDENT Insmed reported strong BRINSUPRI and ARIKAYCE growth, raised 2026 product guidance, advanced TPIP trials, and expects cash-flow positivity in 2027. Q3 FY26 BRINSUPRI launched in Japan; ARIKAYCE Japan expansion is under review. European real-world evidence work continues through Embark. Analysts pressed on BRINSUPRI patient durability, launch expansion, comorbid populations, marketing impact, and pipeline timelines. Management emphasized positive trends but avoided detailed operating metrics and remained cautious on TPIP readout timing. 2026-10-29…
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| Fund | Stake |
|---|---|
| FMR Inc | 7.39% |
| BlackRock Inc | 7.24% |
| JPMorgan Chase & Co | 4.78% |
| Vanguard Portfolio Management, LLC | 4.77% |
| Vanguard Capital Management, LLC | 4.48% |
| Baker Bros Advisors LP | 4.03% |
| Capital Research & Mgmt Co - Division 3 | 3.77% |
| Darwin Global Management, Ltd. | 2.94% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Product revenue was $524,428 for Q3 2026, up from $142,342 in Q3 2025. For the first nine months, revenue was $1,255,878 versus $3 | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $524.4 million, up 268% from $142.3 million in the third quarter of 2025. • BRINSUPRI revenu | 2026-10-29 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Insmed appointed Paul Hudson and Utpal Koppikar to its Board of Directors, effective October 19, 2026. • Paul Hudson was appo | 2026-10-20 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Insmed announced that Chief Financial Officer Sara Bonstein will leave the company effective October 30, 2026. • The company said | 2026-10-05 |
| Quarterly report · Q2 2026 INSMED INCORPORATED - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Product Revenues (6 months ended June 30, 2026): $731.5 million vs. $200.2 million (6 | 2026-08-06 |
| Results announced · Q3 2026 INSMED Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total company revenues: $425.5 million for Q2 2026 • BRINSUPRI revenues: $309.2 million | 2026-08-06 |
| Reg FD disclosure · Q3 2026 INSMED INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 16, 2026 • Company: Insmed Incorporated (Nasdaq: INSM) • Headquarters: B | 2026-07-16 |
| Shareholder vote results · Q2 2026 INSMED INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 13, 2026 • Total shares voted: approximately 197.4 mil | 2026-05-15 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.