AI Stock Memo: INSM - Insmed - RankAlpha

INSM

Rating buyAI Memo

Insmed

As of 2026-02-20/Confidence medium

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Data freshness

AI Memo

As of 2026-02-20 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Regulatory/label update • 2026-05-21

Expected move: +102%

Biggest risk

Regulatory setbacks, missed commercial adoption, or sustained analyst downgrades compress the multiple and push shares materially below the anchor.

Invalidation

Break below $110 or thesis failure.

What would change my mind?

Positive regulatory outcomes plus stronger-than-expected commercial execution drive analyst upgrades and multiple expansion toward the upper range of published targets.

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-20

Base target

$205

p=55%

Bull target

$260

p=25%

Bear target

$110

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

12-month analyst target revisions
Commercial uptake and revenue cadence
Positive regulatory outcomes plus stronger-than-expected commercial execution drive analyst upgrades and multiple expansion toward the upper range of published targets.

BearKey bullets

Negative clinical readouts or missed endpoints
Significant analyst downgrades or negative coverage shifts
Slower commercial uptake or payer access issues

WatchKey bullets

Regulatory/label update

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $205 (p=55%)

Bull/Bear spread: +156% / +8%

Vs latest close: Bull +156% · Base +102% · Bear +8%

Scenario probabilities

Bull Target: $260 (p=25%)Base Target: $205 (p=55%)Bear Target: $110 (p=20%)

Commentary

Market tone is cautiously constructive: consensus median above the anchor implies upside, but wide target dispersion signals execution risk and potential volatility on news.

As of 2026-02-20 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Positive regulatory outcomes plus stronger-than-expected commercial execution drive analyst upgrades and multiple expansion toward the upper range of published targets.

Bear Case

Regulatory setbacks, missed commercial adoption, or sustained analyst downgrades compress the multiple and push shares materially below the anchor.

Drivers

Scannable catalysts and supporting factors

12-month analyst target revisions
Commercial uptake and revenue cadence

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-20Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$204.62

Range (USD)

$60.40 - $269.00

Count

Query: Insmed Inc Common (INSM) analyst consensus price target high low average

Insmed (INSM) Stock Forecast & Price Target - Investing.com
Search result #1
According to projections from 19 analysts, the average 12-month price target for Insmed is 213.11, with a high estimate of 241 and a low estimate of 162. What ...
Open source
Insmed (INSM) Stock Price, News & Analysis - MarketBeat
Search result #2
Average Price Target for Insmed: $204.24. High Price Target: $269.00. Low Price Target: $115.00. Potential Upside/Downside: +35.2%. Consensus Rating: Buy.
Extracted: $204.24, $269.00, $115.00Open source
Insmed Incorporated: Target Price Consensus and Analysts ...
Search result #3
Analysts' Consensus ; Mean consensus. BUY ; Number of Analysts. 20 ; Last Close Price. 148.75USD ; Average target price. 214.37USD ; Spread / Average Target. +44.11%.
Extracted: $148.75, $214.37Open source
INSM Stock Forecast - Insmed Inc - Alpha Spread
Search result #4
According to Wall Street analysts, the average 1-year price target for INSM is 217.87 USD with a low forecast of 158.57 USD and a high forecast of 253.05 USD.
Extracted: $217.87, $158.57, $253.05Open source
Insmed Incorporated (INSM) Stock Price, News, Quote & History
Search result #5
Analyst Morgan Stanley. Rating Action Maintains. Rating Equal-Weight. Price Action Raises. Price Target 157 -> 162. View More. Statistics: INSM. View More ...
Open source
Insmed Incorporated: INSM Stock Price Quote & News - Robinhood
Search result #6
The stock's 52-week range extends from a low of $60.40 to a high of $212.75. See More. INSM News. TipRanks 5h. Insmed price target lowered to $205 from $212 at ...
Extracted: $60.40, $212.75, $205.00, $212.00Open source

Scenarios

Bull Target (Scenario probability)

$260 / p=25% prob

Base Target (Scenario probability)

$205 / p=55% prob

Bear Target (Scenario probability)

$110 / p=20% prob

Price $101 as of 2026-07-30

Nearest Scenario: Bear (∆ 8%)

Targets vs latest close: Bull +156% · Base +102% · Bear +8%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-05-21
Regulatory/label update
A regulatory decision or label change would be material to valuation; we assume a conservative near-term window for planning [#SERP-3].
Prob 30.00% • Move 50.00% • Priced-in 10.00%

Short-term Catalysts

Next few weeks

12-month analyst target revisions
2026-05-21
Consensus median sits well above the current price; upgrades or target increases from coverage analysts could trigger a near-term re-rating [#SERP-1].
Prob 55% • Move 20% • Priced-in 40%

Long-term Catalysts

Months to a year

Commercial uptake and revenue cadence
2027-02-20
Sustained sales growth, broader adoption or improved reimbursement would materially re-rate the stock over a 12-month horizon [#SERP-4].
Prob 40% • Move 80% • Priced-in 25%

Risks

Negative clinical readouts or missed endpoints
Significant analyst downgrades or negative coverage shifts
Slower commercial uptake or payer access issues
Unfavorable or delayed regulatory decision

Peers

Symbol	Summary
VRTX	Leader in rare-disease pulmonary/genetic therapies; strong commercial scale makes it a direct comparator.
ALNY	Rare-disease/biotech with commercialization experience — useful for development-to-revenue transition risk.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Insmed Inc Common (INSM) analyst consensus price target high low average
Analysis date: 2026-02-20