Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionInsmed Incorporated Common Stock (INSM)
Fair value
Not available
ACCE price target
$130
Rating
Not rated
Horizon
12 months
ACCE price target published on 24 Sept 2026, 00:00 CEST.
Price used: $93.39 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
32
out of 100
Analysts
96% buy
24 covering
P/E
0.0x
forward 97.1x
1-year return
-41.7%
Dividend yield
0.00%
Insmed Incorporated Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Insmed sells ARIKAYCE, an inhaled antibiotic for refractory Mycobacterium avium complex lung disease, and its revenue is growing at 296% year over year, with an 83.5% gross margin. The moat is the product's narrow regulatory and clinical footprint in a hard-to-treat niche, though the company is still loss-making, with an operating margin of -23.8% and a return on equity of -87.2%. The near-term question is whether commercial scale-up can push operating losses toward breakeven before the balance sheet needs more capital. At a forward P/E of 127.2 the stock is priced for that transition to succeed. Our composite score is 32/100 and the name carries no index membership, so it is a candidate for a deeper look at the commercial trajectory rather than a finished case.