Insmed Incorporated (INSM) Price Target Raised to $211 at BofA

Insmed Incorporated (NASDAQ:INSM) is among the 10 Stocks That Could Skyrocket in 2026.

On February 20, BofA analyst Jason Zemansky raised the firm’s price target on Insmed Incorporated (NASDAQ:INSM) to $211 from $209 and maintained a Buy rating. Although much of the near-term earnings outcome had been pre-announced, BofA characterized the subsequent earnings call as constructive, highlighting updated Brinsupri guidance for fiscal 2026 of at least $1 billion in sales as a key positive development. The guidance supports increasing confidence in commercial scale-up and revenue durability.

The same day, Morgan Stanley raised its price target on Insmed Incorporated (NASDAQ:INSM) to $166 from $162 and reiterated an Equal Weight rating. While management’s 2026 Brinsupri revenue outlook of $1 billion or more was broadly aligned with expectations, commentary suggesting potential expansion of the U.S. addressable market points to incremental upside beyond initial projections.

On February 19, Insmed reported full-year 2025 total revenues of $606.4 million, including BRINSUPRI revenues of $172.7 million for the year and $144.6 million in Q4. ARIKAYCE delivered $119.2 million in Q4 and $433.8 million for the full year, representing 19% annual growth and exceeding the upper end of guidance. The combination of accelerating commercial uptake and expanding market opportunity suggests that 2026 could mark a pivotal inflection point in revenue visibility and operating leverage.

Insmed Incorporated (NASDAQ:INSM) was founded in 1988. Headquartered in Bridgewater, New Jersey, Insmed is a global biopharmaceutical firm focused on developing and commercializing therapies for patients with rare and serious diseases, with key assets including brensocatib and Treprostinil Palmitil Inhalation Powder.

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