Insmed Receives Bullish Target Hike from Goldman Ahead of Earnings
12.02.2026 - 18:51:04
Investors are closely watching Insmed Incorporated as the biopharmaceutical firm approaches a pivotal moment. The upcoming quarterly report, coupled with significant analyst action and executive stock transactions, is shaping the narrative for the company's shares.
The immediate catalyst for the stock will be the release of Insmed's financial results for the fourth quarter and full year 2025, scheduled for next Thursday before the U.S. market opens. Market expectations are set for the company to report a quarterly loss per share in the range of $1.07 to $1.25. Revenue is anticipated to come in around $263.9 million. Following a pullback of approximately 5.5% last week, the equity still shows a substantial year-to-date gain of roughly 86%. Analysts will be scrutinizing whether the firm can maintain its recent revenue growth trajectory, which has been a primary driver for the share price.
Goldman Sachs Raises Price Objective
In a recent move, Goldman Sachs analyst Andrea Newkirk reaffirmed a Buy rating on Insmed. The firm increased its price target to $230 from $220 per share. With the stock currently trading near $148.55, this new target implies significant upside potential. This assessment places Goldman Sachs at the more optimistic end of the current analyst consensus, which generally values the shares between $203 and $215.
Should investors sell immediately? Or is it worth buying Insmed?
CEO Executes Pre-Arranged Stock Sale
Earlier this week, regulatory filings revealed that Chief Executive Officer William Lewis sold a portion of his holdings. On Monday, Lewis disposed of 13,396 shares at an average price of $147.79, generating proceeds of about $1.98 million.
Key details surrounding this transaction include:
* Pre-Sale Option Exercise: Prior to the sale, Lewis exercised stock options with strike prices of $17.16 and $30.46 per share.
* Structured Trading Plan: The sale was executed automatically under a pre-established "Rule 10b5-1" trading plan adopted on September 4, 2025. Such plans are designed to prevent allegations of insider trading by setting transaction parameters in advance.
* Retained Stake: Following this transaction, the CEO maintains a substantial investment in the company, holding over 301,000 shares valued at approximately $44 million.
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