Consensus EPS · Q2 2026
-$0.69
Consensus revenue · Q2 2026
$393M
Analysts
12
Expected report
Aug 6, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 12 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $373.8M | $393M | $414.4M |
| EPS | -$1.09 | -$0.69 | -$0.05 |
| EBITDA | -$403.4M | -$392.5M | -$380.3M |
| EBIT | -$403.4M | -$392.5M | -$380.3M |
| Net income | -$204.1M | -$150.4M | -$96.7M |
- Revenue$393M
- EPS-$0.69
- EBITDA-$392.5M
- EBIT-$392.5M
- Net income-$150.4M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $306M | $300.8M | +1.7% | -$0.76 | -$0.96 | +21.1% |
- Q1 2026+1.7%+21.1%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 3 analysts.
- Low
- $161.00
- Consensus
- $199.45
- Median
- $200.00
- High
- $231.00
- Current
- $106.64
- Upside
- +87.0%
Upside calculated vs most recent trading price of $106.64.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 35 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 15, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 10, 2026 | Guggenheim | maintain | Buy | Buy |
| Jun 22, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jun 8, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Jun 5, 2026 | RBC Capital | maintain | Outperform | Outperform |
| May 14, 2026 | Truist Securities | maintain | Buy | Buy |
| May 8, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 8, 2026 | RBC Capital | maintain | Outperform | Outperform |
| May 8, 2026 | Guggenheim | maintain | Buy | Buy |
| Apr 17, 2026 | Roth Capital | maintain | Buy | Buy |
- Jul 15, 2026Wells FargoOverweight
- Jul 10, 2026GuggenheimBuy
- Jun 22, 2026Evercore ISI GroupOutperform
- Jun 8, 2026JP MorganOverweight
- Jun 5, 2026RBC CapitalOutperform
- May 14, 2026Truist SecuritiesBuy
- May 8, 2026Wells FargoOverweight
- May 8, 2026RBC CapitalOutperform
- May 8, 2026GuggenheimBuy
- Apr 17, 2026Roth CapitalBuy
Frequently asked questions
Insmed (INSM) Key Financials
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How this company returns cash to shareholders — buybacks, dividends, and stock splits.