I INSM

Insmed Inc

BIOTECHNOLOGY · HEALTHCARE

Insmed Inc. is a biopharmaceutical company based in Bridgewater, New Jersey, that specializes in developing innovative therapies for patients with rare and serious diseases, particularly in the realms of pulmonary and infectious diseases. The company's lead product, ARIKAYCE, offers a vital treatmen...

$146.32

-2.02% ($3.01)

Volume 2.67M

52W High $212.75

52W Low $60.40

Market Cap $32.23B

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What to Watch This Quarter

Based on historical data

Consensus EPS

-$0.93

Whisper EPS

-$0.93

0.3% above consensus

Last Quarter

-$1.54

Current Streak

7 Misss

Avg Surprise (4Q)

-28.33%

Next Earnings Report

Reports in 56 days

Report Date Apr 30, 2026

Whisper Spread +0.26%

Consensus Estimate

-$0.93

Official analyst average

Whisper Number

-$0.93

What traders expect

Bullish Sentiment: The whisper number is 0.3% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 19, 2026

1-Day: +2.43%

5-Day: -1.48%

Q3 2025 Oct 29, 2025

1-Day: +16.33%

5-Day: +11.55%

Q2 2025 Aug 7, 2025

1-Day: +0.23%

5-Day: +11.62%

Q1 2025 May 7, 2025

1-Day: -3.88%

5-Day: -0.78%

Revenue & Financial Performance

Revenue Whisper

$166.0M

TWN Proprietary Estimate

Last Quarter Revenue

$263.8M

+152.6% YoY

Gross Margin

82.5%

Net Margin: -124.5%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$263.8M	+152.6%	82.5%	-94.6%	-$328.5M
Q3'25	$142.3M	+52.4%	79.4%	-257.1%	-$370.0M
Q2'25	$107.4M	+18.9%	73.9%	-291.3%	-$321.7M
Q1'25	$92.8M	+22.9%	77.1%	-267.3%	-$256.6M
Q4'24	$104.4M	+24.8%	75.0%	-220.6%	-$235.5M
Q3'24	$93.4M	+18.2%	77.3%	-228.5%	-$220.5M
Q2'24	$90.3M	+17.0%	76.8%	-319.8%	-$300.6M
Q1'24	$75.5M	+15.8%	76.9%	-192.7%	-$157.1M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 19, 2026	-$1.17	-$1.17	-$1.54	-31.62%	Missed
Q3 2025	Oct 29, 2025	-$1.32	-$1.32	-$1.75	-32.58%	Missed
Q2 2025	Aug 7, 2025	-$1.30	-$1.30	-$1.70	-30.77%	Missed
Q1 2025	May 7, 2025	-$1.20	-$1.20	-$1.42	-18.33%	Missed
Q4 2024	Feb 20, 2025	-$1.23	-$1.23	-$1.32	-7.32%	Missed
Q3 2024	Oct 31, 2024	-$1.22	-$1.22	-$1.27	-4.10%	Missed
Q2 2024	Aug 8, 2024	-$1.27	-$1.27	-$1.94	-52.76%	Missed
Q1 2024	May 9, 2024	-$1.23	-$1.23	-$1.06	+13.82%	Beat
Q4 2023	Feb 22, 2024	-$1.15	-$1.15	-$1.28	-11.30%	Missed
Q3 2023	Oct 26, 2023	-$1.13	-$1.13	-$1.11	+1.77%	Beat
Q2 2023	Aug 3, 2023	-$1.13	-$1.13	-$1.78	-57.52%	Missed
Q1 2023	May 4, 2023	-$1.11	-$1.11	-$1.17	-5.41%	Missed