INSMED Inc(INSM)Stock Analysis
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Rank #2,150 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
INSM Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for INSMED Inc (INSM), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores INSM at 39.4/100 on a 32-signal composite quality model, placing it at rank #2,150 of 2,961 stocks — the bottom half of the AI-ranked universe. INSM scores in the top quartile across revenue growth (96.4), institutional flow (83.2). Areas of concern include balance sheet strength (5.6) and free cash flow (7.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 7.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), INSMED Inc reports quarterly revenue of $425.5M, net income of $-13.2M, free cash flow of $-95.1M. Top institutional holders of INSM by reported 13-F value include FMR, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. INSM trades on the Nasdaq exchange and files with the SEC under CIK 1104506. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate INSM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for INSMED Inc directly from SEC EDGAR. INSMED Inc's 13F Pro composite quality score has ranged between 18 and 39 since 2021, currently 39.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$425.5M
Net Income
Q2 2026
$-13.2M
Free Cash Flow
Q2 2026
$-95.1M
ROIC
Q2 2026
-0.5%
D/E Ratio
Q2 2026
0.72
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+66.7% YoYNet Income
-39.7% YoYOperating Income
-42.0% YoYEPS (Diluted)
-15.3% YoYTotal Assets
+11.8% YoYTotal Debt
-51.3% YoYOp. Cash Flow
-36.7% YoYFree Cash Flow
-37.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $606.4M +66.7% | $363.7M +19.2% | $305.2M +24.4% | $245.4M +30.2% | $188.5M +14.6% | $164.4M |
| Net Income | $-1.28B -39.7% | $-913.8M -21.9% | $-749.6M -55.7% | $-481.5M -10.8% | $-434.7M -47.8% | $-294.1M |
| Operating Income | $-1.25B -42.0% | $-878.3M -23.8% | $-709.6M -55.2% | $-457.3M -21.9% | $-375.1M -41.4% | $-265.2M |
| EPS (Diluted) | $-6.42 -15.3% | $-5.57 -4.3% | $-5.34 -36.6% | $-3.91 -0.8% | $-3.88 -28.9% | $-3.01 |
| Total Assets | $2.26B +11.8% | $2.03B +52.3% | $1.33B -19.7% | $1.66B +33.2% | $1.24B +56.2% | $796.2M |
| Total Debt | $546.8M -51.3% | $1.12B -4.7% | $1.18B +2.0% | $1.15B +44.3% | $800.0M +77.8% | $450.0M |
| Operating Cash Flow | $-935.0M -36.7% | $-683.9M -27.5% | $-536.2M -33.9% | $-400.4M -10.2% | $-363.3M -65.6% | $-219.3M |
| Free Cash Flow | $-967.6M -37.1% | $-705.8M -28.4% | $-549.5M -33.9% | $-410.3M -10.7% | $-370.6M -64.3% | $-225.6M |
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Available Research
13F Pro tracks comprehensive data for INSMED Inc including:
Top Institutional Holders of INSM
FMR LLC
$1.7B16,143,583 shBlackRock, Inc.
$1.7B15,807,984 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B10,407,962 shJPMORGAN CHASE & CO
$1.1B10,428,170 shVANGUARD CAPITAL MANAGEMENT LLC
$1.0B9,790,865 shBAKER BROS. ADVISORS LP
$937.8M8,796,111 shCapital International Investors
$878.3M8,238,124 shDarwin Global Management, Ltd.
$673.6M6,431,163 shAMERIPRISE FINANCIAL INC
$658.9M6,179,571 shOrbis Allan Gray Ltd
$647.9M6,076,487 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $1.7B | 16,143,583 |
| BlackRock, Inc. | $1.7B | 15,807,984 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 10,407,962 |
| JPMORGAN CHASE & CO | $1.1B | 10,428,170 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 9,790,865 |
| BAKER BROS. ADVISORS LP | $937.8M | 8,796,111 |
| Capital International Investors | $878.3M | 8,238,124 |
| Darwin Global Management, Ltd. | $673.6M | 6,431,163 |
| AMERIPRISE FINANCIAL INC | $658.9M | 6,179,571 |
| Orbis Allan Gray Ltd | $647.9M | 6,076,487 |
Companies Similar to INSM
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is INSM a good stock to buy?
13F Pro's AI-powered analysis of INSMED Inc (INSM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for INSM are available on the INSM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. INSM is classified as a large company.
Which hedge funds own INSM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling INSM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of INSMED Inc's investment landscape.