Insmed Q2 revenue beats estimates
INSM•Analyst coverage and valuation
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
- The average consensus recommendation for the biotechnology & medical research peer group is "buy"
- Wall Street's median 12-month price target for Insmed Inc is $198.11, about 100.1% above its August 5 closing price of $99.02
Quarterly results beat estimates
- U.S. biopharma firm's Q2 revenue rose sharply, beating analyst expectations
- Net loss narrowed to $13.2 mln from $321.7 mln a year earlier
- Company raised 2026 BRINSUPRI revenue guidance and updated peak sales estimates
| Metric | Beat/Miss | Actual | Consensus Estimate |
| Q2 Revenue | Beat | $425.50 mln | $392.84 mln (18 Analysts) |
| Q2 Loss Per Share | $0.06 | ||
| Q2 Net Loss | $13.20 mln |
Outlook raised for BRINSUPRI and peak sales
- Company raises 2026 BRINSUPRI revenue guidance to $1.25 bln-$1.40 bln
- Insmed reiterates 2026 ARIKAYCE revenue guidance of $450 mln-$470 mln
- Company raises peak revenue estimate for its three lead programs to more than $14 bln
