INSM INSMED Inc

BULLISH Impact: 7/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-INSM-rothcapi-20260123
Roth Capital initiates coverage on INSM at Buy
Latest settled — T+20d ⚠ clustered
INSM ▼ -17.37% at T+20d
LONG call ✗ call lost -17.37% · α vs SPY -23.18% · entry $142.79 → $117.99
Next anchor: T+60d in 28d
Last close $97.85 (close Jun 12) · -31.47% from $142.79 entry
Entry anchored
Apr 16, 01:59 PM ET
via Databento tick
T+1d
+1.18%
call +1.18% · α -0.03%
$144.48
settled 8w ago
T+5d
+0.73%
call +0.73% · α -0.26%
$143.83
settled 8w ago
T+20d
-17.37%
call -17.37% · α -23.18%
$117.99
settled 5w ago
T+60d
call — · α —
in 28d

Price Chart

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Executive Summary

Roth Capital initiates coverage on INSM with a Buy rating and $212 price target, implying 32.3% upside from the current price of $160.18. The firm's accuracy rate is 55.6% (164/295), with a historical average return of 9.5% on calls. Consensus target stands at $214.79 (median: $212) among 19 analysts, following a recent Morgan Stanley upgrade and no downgrades in the past month.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-14 RBC Capital maintain Outperform $216.00
2026-04-01 Barclays maintain Overweight
2026-03-30 Morgan Stanley upgrade Overweight
2026-03-26 HC Wainwright & Co. maintain Buy
2026-03-25 Mizuho maintain Outperform

Documents Analyzed

Report based on filing metadata.

19 reports for INSM
Performance horizon
100% Hit rate 7 of 7 directional calls best @ T+20▲ +12.95%Apr 7, 2026
Filters
Rows
Reports for INSM — sortable, filterable
Type Now
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$94.15 awaiting T+5awaiting T+5$97.85 (+3.93%)
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$103.78 awaiting T+5awaiting T+5$97.85 (−5.71%)
May 16, 2026
29d ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$153.32 $163.03▲ +6.33%▲ +2.03%$97.85 (−36.18%)
May 15, 2026
4w ago
S-3ASR
NEUTRAL ★ 3/10
$107.15 $108.87▲ +1.61%▼ −0.01%$97.85 (−8.68%)
May 15, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$107.15 $108.87▲ +1.61%▼ −0.01%$97.85 (−8.68%)
May 13, 2026
4w ago
144
NEUTRAL ★ 2/10
$115.62 $109.53▼ −5.27%▼ −4.55%$97.85 (−15.37%)
May 7, 2026
5w ago
8-K
BULLISH ★ 6/10
$105.00 $117.99▲ +12.37%▲ +10.87%$97.85 (−6.81%)
May 4, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$140.01 $103.89▼ −25.80%▼ −28.73%$97.85 (−30.11%)
Apr 16, 2026
8w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$142.79 $143.83▲ +0.73%▼ −0.26%$97.85 (−31.47%)
Apr 16, 2026
8w ago
ANALYST-UPGRADE
MIXED ★ 6/10
$142.79 $143.83▲ +0.73%▼ −0.26%$97.85 (−31.47%)
Showing 10 of 19

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