INSM INSMED Inc

MIXED Impact: 6/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-INSM-williamb-20250820
William Blair initiates coverage on INSM at Outperform
Latest settled — T+20d ⚠ clustered
INSM ▼ -17.37% at T+20d
NEUTRAL call ✗ call lost -17.37% · α vs SPY -23.18% · entry $142.79 → $117.99
Next anchor: T+60d in 7w
Currently $107.29 · -24.86% 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 5w ago
T+5d
+0.73%
call +0.73% · α -0.26%
$143.83
settled 29d ago
T+20d
-17.37%
call -17.37% · α -23.18%
$117.99
settled 8d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

William Blair initiates coverage on INSM with an Outperform rating, adding to recent momentum that includes Morgan Stanley's upgrade and a 19-analyst consensus target of $214.79, implying 34% upside. Firm's historical accuracy is modest at 50.5% (138/273 calls correct), with average return of 4.2%. Multiple insider sales noted, including >$2.9M sale on March 30, signaling potential divergence between analyst sentiment and insider behavior.

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.

17 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
May 16, 2026
5d ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$154.84 awaiting T+5awaiting T+5$107.29 (−30.71%)
May 15, 2026
6d ago
S-3ASR
NEUTRAL ★ 3/10
$109.21 awaiting T+5awaiting T+5$107.29 (−1.76%)
May 15, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 13, 2026
8d ago
144
NEUTRAL ★ 2/10
awaiting T+5
May 7, 2026
15d ago
8-K
BULLISH ★ 6/10
$105.00 $117.99▲ +12.37%▲ +10.87%$107.29 (+2.18%)
May 4, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$140.01 $103.89▼ −25.80%▼ −28.73%$107.29 (−23.37%)
Apr 16, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$142.79 $143.83▲ +0.73%▼ −0.26%$107.29 (−24.86%)
Apr 16, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 6/10
$142.79 $143.83▲ +0.73%▼ −0.26%$107.29 (−24.86%)
Apr 16, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$142.79 $143.83▲ +0.73%▼ −0.26%$107.29 (−24.86%)
Apr 16, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 6/10
$142.79 $143.83▲ +0.73%▼ −0.26%$107.29 (−24.86%)
Showing 10 of 17

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