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Insmed (INSM) stock forecast and fair value

Insmed (INSM) trades at $114.41. 22 analysts' median price target is $195.00 (+70%), from $158.00 to $243.00. Across 15 valuation methods the middle fair value is $27.29 (-76%).

Price$114.41
Median target$195.00
Fair value, middle$27.29
EPS beat rate40%
Insmed fair value by method (price $114.41)Insmed fair value by method (price $114.41)low – highpoint estimateEV/Sales vs peers$29.89EV/Sales vs peers, weighted$40.64Residual income−$2.13Analysts' price targets$194.18Path-to-margin DCF$27.29Path-to-margin DCF, dilution-adjust…$26.46Exit-multiple (venture) method$42.43EV/Sales vs Rule of 40 (all-company…$25.55Survival-weighted value$26.22Stage-weighted value (pre-profit / …$30.15

Fair value by method

MethodLowPointHighvs price
EV/Sales vs peers$18.59$29.89$55.22-74%
EV/Sales vs peers, weighted$25.22$40.64$62.54-64%
Residual income−$2.09−$2.13−$2.18-102%
Analysts' price targets$158.00$194.18$243.00+70%
Path-to-margin DCF$14.94$27.29$39.64-76%
Path-to-margin DCF, dilution-adjusted$14.27$26.46$38.81-77%
Exit-multiple (venture) method$25.46$42.43$86.05-63%
EV/Sales vs Rule of 40 (all-company fit)$11.05$25.55$65.30-78%
Survival-weighted value$14.15$26.22$38.44-77%
Stage-weighted value (pre-profit / high growth)$16.87$30.15$55.44-74%

Insmed's latest quarter

Insmed, Q3 2026: revenue $524M (+268% year over year), operating margin -17.0%, net loss $100M, operating cash flow −$36.5M. The chart follows the revenue to costs, profit and cash.

Questions

What is the price target for INSM stock?

The median of 22 analysts' 12-month targets is $195.00, +70% from $114.41; the range is $158.00 to $243.00. The average rating is strong buy.

What is Insmed's fair value?

The fair-value methods on Filing Flows (DCF, Monte Carlo, peer multiples and others) put it between −$2.13 and $194.18, with a middle value of $27.29 against a price of $114.41. Each method's assumptions are on the page.

Does Insmed usually beat earnings estimates?

It beat the consensus EPS estimate in 40% of the quarters on record.

Is INSM stock a buy?

Filing Flows does not give advice. It shows what analysts expect, what each valuation method implies and the figures behind them, read from SEC filings, so you can judge for yourself.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.