Track market-moving stories before they get noisy

April 01, 2026 17:00 ET  | Source: ZENTALIS PHARMACEUTICALS

SAN DIEGO, April 01, 2026 (GLOBE NEWSWIRE) -- Zentalis® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage development of investigational first-in-class WEE1 inhibitor azenosertib as a biomarker-driven treatment approach for ovarian cancer, today announced that on April 1, 2026, the Compensation Committee of Zentalis’ Board of Directors granted non-qualified stock options to purchase an aggregate of 36,000 shares of the Company’s common stock to two newly hired employees. The stock options were granted under the Zentalis Pharmaceuticals, Inc. 2022 Employment Inducement Incentive Award Plan (2022 Inducement Plan) as an inducement material to each such individual’s entering into employment with Zentalis in accordance with Nasdaq Listing Rule 5635(c)(4).

The 2022 Inducement Plan is used exclusively for the grant of equity awards to individuals who were not previously employees of Zentalis, or following a bona fide period of non-employment, as an inducement material to each such individual’s entering into employment with Zentalis, pursuant to Nasdaq Listing Rule 5635(c)(4).

The stock options have an exercise price of $2.57 per share, which is equal to the closing price of Zentalis’ common stock on The Nasdaq Global Market on the date of grant. The stock options have a 10-year term and will vest over four years, with 25% of the options vesting on the first anniversary of the vesting commencement date and the remaining 75% of the options vesting in equal monthly installments over the three years thereafter.

Vesting of the stock options is subject to the employees’ continued service to Zentalis on each vesting date.

About Zentalis Pharmaceuticals
Zentalis is a clinical oncology innovator developing a treatment approach for ovarian cancer and multiple tumor types. Leveraging therapeutics development and biomarker expertise, Zentalis is advancing monotherapy and combination studies of its first-in-class WEE1 inhibitor, azenosertib. Focused on translating WEE1 science into clinical practice, we aim to equip physicians with a targeted, non-chemo, orally available medicine that enhances treatment experience, choice, and outcomes. Our mission: to unburden cancer patients with more convenience and care.​

For more information, please visit www.zentalis.com. Follow Zentalis on LinkedIn at www.linkedin.com/company/zentalis-pharmaceuticals.

Contact: 
Aron Feingold
VP, Investor Relations & Corporate Communications
[email protected]

Zentalis Pharmaceuticals, Inc. (NASDAQ:ZNTL) shares are surging Friday after a Guggenheim analyst raised the price target from $6 to $10.

Zentalis Pharmaceuticals stock is challenging resistance. Why did ZNTL hit a new high? Zentalis Sees Price Target AdjustmentGuggenheim analyst Michael Schmidt maintained Zentalis Pharmaceuticals with a Buy and raised the price target from $6 to $10. Traders are also chasing a sharp biotech momentum move that's standing out against a weak tape in healthcare.

The stock is also riding high on news that it had selected an optimal dose for an ovarian cancer treatment the company is currently focused on producing. This dose will be carried forward in the ongoing potentially pivotal DENALI Phase 2 clinical trial as well as the confirmatory ASPENOVA Phase 3 clinical trial.

Zentalis Pharmaceuticals Inc is a clinical-stage biopharmaceutical company focused on developing treatments for patients with ovarian cancer. Because it's clinical-stage, the stock can move sharply when traders reprice the probability of future trial and regulatory outcomes.

Stock Soars Above Key AveragesAt $6.11, Zentalis is trading 133.4% above its 20-day simple moving average (SMA), the stock's average price over the last 20 sessions, which indicates an unusually stretched short-term trend. It's also 181% above its 100-day SMA, suggesting the intermediate trend is firmly controlled by buyers.

The relative strength index (RSI), a momentum gauge, is 78.05, and it entered overbought territory on 2026-04-09, which often lines up with "hot" momentum that can cool quickly. In January, the golden cross (50-day SMA moving above the 200-day SMA) signaled a longer-term trend shift, while the death cross in November highlights how quickly this name can flip regimes.

Key Resistance: $6.00 — a round-number area where breakouts often get retested. Key Support: $2.50 — near the 50-day SMA zone where trend buyers have recently anchored. Earnings & Analyst OutlookLooking further out, the next major catalyst for the stock arrives with the May 13, 2026 (estimated) earnings report.

EPS Estimate: Loss of 50 cents (Up from Loss of 67 cents YoY) st of the talking right now. With momentum extremely elevated, the key question is whether the stock can hold above recently reclaimed breakout areas if the broader tape stays choppy.

Shares Soar FridayZNTL Stock Price Activity: Zentalis Pharmaceuticals shares were up 31.90% at $5.82 at the time of publication on Friday, according to Benzinga Pro data.

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Results from Part 1 of the Phase 1b MUIR trial to be presented at annual meeting in June April 21, 2026 10:27 ET  | Source: ZENTALIS PHARMACEUTICALS

SAN DIEGO, April 21, 2026 (GLOBE NEWSWIRE) -- Zentalis® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage development of investigational first-in-class WEE1 inhibitor azenosertib as a biomarker-driven treatment approach for ovarian cancer, today announced that the American Society of Clinical Oncology (ASCO) has accepted an abstract for presentation at the 2026 ASCO Annual Meeting, which will be held June 1-5, 2026, in Chicago, IL.

"We are pleased that data from Part 1 of the MUIR trial focusing on azenosertib in combination with paclitaxel in platinum-resistant ovarian cancer (PROC) have been accepted for presentation at ASCO," said Julie Eastland, Chief Executive Officer of Zentalis. "Paclitaxel is a commonly used agent across multiple tumor types, including in ovarian cancer. The azenosertib-paclitaxel data from MUIR Part 1 will showcase combinability and activity in an all-comer setting, which we believe indicates the broad potential for azenosertib in multiple lines of ovarian cancer and other tumor types. With our core strategic focus on advancing azenosertib in registration-intended trials as a monotherapy in the biomarker-selected Cyclin E1-positive PROC population through our DENALI and ASPENOVA trials, the MUIR trial represents an important part of our broader pipeline strategy.”

Accepted Abstract Title: Azenosertib Plus Paclitaxel for Platinum-Resistant Ovarian Cancer: Results From a Phase 1b Study
Abstract Number: 5529
Session Type / Title: Poster Session – Gynecologic Cancer
Poster Board: 195
Date/Time: June 1, 2026; 9am-12pm CDT

About MUIR Clinical Trial
MUIR (ZN-c3-002) is a multi-part, open-label Phase 1b clinical trial (NCT04516447) evaluating the safety, efficacy, and preliminary clinical activity of azenosertib in combination in patients with ovarian cancer.

Part 1 enrolled patients with platinum-resistant ovarian cancer (PROC) treated with azenosertib in combination with one of four chemotherapy regimens: carboplatin, gemcitabine, pegylated liposomal doxorubicin, or paclitaxel. Primary objectives are safety and tolerability, with key secondary objectives including clinical activity assessed by objective response rate, duration of response, and progression-free survival per RECIST v1.1.

Part 2 is evaluating azenosertib plus bevacizumab as maintenance regimen (first [1L] or second line [2L]) in patients with advanced ovarian, peritoneal, or fallopian tube cancer following platinum-based chemotherapy. The dose expansion portion will evaluate azenosertib at the recommended dose in combination with bevacizumab in patients with platinum-sensitive ovarian cancer in 2L who progressed while on a PARP inhibitor for 1L maintenance. The primary objective is safety and tolerability; secondary objectives include preliminary clinical activity of the combination as assessed by progression-free survival for the dose expansion portion.

About Azenosertib
Azenosertib is an investigational, potentially first-in-class, selective, and orally bioavailable inhibitor of WEE1 currently being evaluated in clinical studies in ovarian cancer and additional tumor types. WEE1 acts as a master regulator of the G1-S and G2-M cell cycle checkpoints, through negative regulation of both CDK1 and CDK2, to prevent replication of cells with damaged DNA. By inhibiting WEE1, azenosertib enables cell cycle progression, despite high levels of DNA damage, thereby resulting in the accumulation of DNA damage and leading to mitotic catastrophe and cancer cell death.

Azenosertib is in late-stage development as a potential treatment for Cyclin E1-positive platinum-resistant ovarian cancer (PROC). There is currently no approved treatment option specifically for this biomarker-selected population which comprises approximately 50% of PROC patients. Cyclin E1 protein overexpression has been established as a sensitive and specific predictive biomarker for identifying patients who could potentially derive benefit from azenosertib treatment, based on retrospective analysis of azenosertib studies in PROC. Validation of the Cyclin E1 companion diagnostic assay is ongoing in the DENALI and ASPENOVA trials.

Azenosertib has been granted Fast Track Designation by the U.S. FDA for the treatment of patients with Cyclin E1-positive platinum-resistant ovarian cancer. Fast Track Designation is intended to facilitate the development and expedite the review of therapies that have the potential to treat serious conditions and address unmet medical needs.

About Zentalis Pharmaceuticals
Zentalis is a clinical oncology innovator developing a treatment approach for ovarian cancer and multiple tumor types. Leveraging therapeutics development and biomarker expertise, Zentalis is advancing monotherapy and combination studies of its first-in-class WEE1 inhibitor, azenosertib. Focused on translating WEE1 science into clinical practice, we aim to equip physicians with a targeted, non-chemo, orally available medicine that enhances treatment experience, choice, and outcomes. Our mission: to unburden cancer patients with more convenience and care.

For more information, please visit www.zentalis.com. Follow Zentalis on LinkedIn at www.linkedin.com/company/zentalis-pharmaceuticals

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, as amended. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, but not limited to, statements regarding the continued development of azenosertib; the clinical and therapeutic potential of azenosertib; the potential for azenosertib to be first-in-class; the potential benefits of azenosertib, including the potential for azenosertib to be an important treatment option for patients with ovarian cancer and other tumor types; the combinability of azenosertib with other agents and the potential benefits thereof; the importance of the MUIR trial to the Company’s broader pipeline strategy; the broad franchise potential of azenosertib; the Company’s biomarker-driven strategy for azenosertib; and the Company’s participation at ASCO. The terms “anticipate,” “advance,” “believe,” “design,” “develop,” “expect,” “focus,” “intent,” “look forward,” “objective,” “on track,” “plan,” “position,” “potential,” “runway,” “strategy,” “target,” “upcoming,” and “will” and similar references are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the following: our limited operating history, which may make it difficult to evaluate our current business and predict our future success and viability; we have and expect to continue to incur significant losses; our need for additional funding, which may not be available; our substantial dependence on the success of azenosertib; our plans, including the costs thereof, of development of companion diagnostics; the outcome of preclinical testing and early trials may not be predictive of the success of later clinical trials; potential unforeseen events during clinical trials could cause delays or other adverse consequences; risks relating to the regulatory approval process or ongoing regulatory obligations; our product candidates may cause serious adverse side effects; the interim, initial, “topline,” and preliminary data from our clinical trials may change as more patient data becomes available, and are subject to audit and verification procedures that could result in material changes in the final data; our reliance on third parties; effects of significant competition; the possibility of system failures or security breaches; risks relating to intellectual property; our ability to attract, retain and motivate qualified personnel, and risks relating to management transitions; significant costs as a result of operating as a public company; and the other important factors discussed under the caption “Risk Factors” in our most recently filed periodic report on Form 10-K or 10-Q and subsequent filings with the U.S. Securities and Exchange Commission (SEC) and our other filings with the SEC. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.

ZENTALIS® and its associated logo are trademarks of Zentalis and/or its affiliates. All website addresses and other links in this press release are for information only and are not intended to be an active link or to incorporate any website or other information into this press release. 

Contact: 
Aron Feingold
VP, Investor Relations & Corporate Communications
[email protected]

Global Phase 3, randomized, controlled trial comparing azenosertib to standard-of-care chemotherapy now enrollingASPENOVA designed as confirmatory study to support DENALI Phase 2 accelerated approval pathway, pending FDA feedback SAN DIEGO, May 05, 2026 (GLOBE NEWSWIRE) -- Zentalis® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage development of investigational first-in-class WEE1 inhibitor azenosertib as a biomarker-driven treatment approach for ovarian cancer, today announced that the first patient has been dosed in the Phase 3 ASPENOVA clinical trial (NCT07546500, GOG-3147, ENGOT-ov109, APGOT-OV27) evaluating azenosertib in patients with Cyclin E1-positive platinum-resistant ovarian cancer (PROC).

"Dosing the first patient in the ASPENOVA Phase 3 clinical trial represents a significant milestone in our development of azenosertib for patients with platinum-resistant ovarian cancer," said Ingmar Bruns, M.D., Chief Medical Officer of Zentalis. "With DENALI Part 2 progressing toward a year-end readout that may support accelerated approval and ASPENOVA now enrolling to evaluate azenosertib versus standard-of-care chemotherapy to support full approval, we are executing on a comprehensive development and regulatory strategy designed to bring this therapy to patients as quickly as possible. We are deeply grateful to the patients participating in this important trial and to our collaborators at The GOG Foundation, Inc. (GOG-F), ENGOT, and APGOT for their partnership in advancing this research."

"Cyclin E1-overexpressing ovarian cancers are associated with platinum-resistance and poor outcomes, representing a clinical unmet need," said Fiona Simpkins, M.D., Professor at the University of Pennsylvania Perelman School of Medicine and Lead Investigator for the ASPENOVA trial and GOG-F. "This biomarker has yet to be exploited therapeutically and azenosertib, a WEE1 inhibitor, is an oral, targeted treatment that is showing exciting activity in Cyclin E1-overexpressing ovarian cancer (SGO Annual Meeting, 2025). The biomarker-driven approach now being studied in this Phase 3 randomized trial has the potential to identify patients most likely to benefit while sparing them from the inconvenience of intravenous regimens. On behalf of GOG Foundation, we are pleased to collaborate with Zentalis, ENGOT, and APGOT on this important trial for this underserved patient population."

ASPENOVA is a randomized, controlled Phase 3 trial designed to confirm the clinical benefit of azenosertib and support full approval as part of Zentalis' dual-track regulatory strategy. The company is pursuing accelerated approval based on the ongoing registration-intended DENALI Phase 2 trial, with a topline readout expected by year-end 2026, while simultaneously advancing ASPENOVA as the confirmatory study to satisfy FDA requirements for conversion to full approval. Both trials are evaluating azenosertib at 400mg once daily on a 5-days-on, 2-days-off schedule (400mg QD 5:2), the dose selected based on the DENALI Part 2a interim analysis announced in April 2026. The planned interim analysis showed a meaningful, clearly differentiated response rate at 400mg QD 5:2 over 300mg QD 5:2 and comparable safety profiles between the two dose groups.

The ASPENOVA trial is being conducted in collaboration with The GOG Foundation, Inc. (GOG-F), the European Network of Gynaecological Oncological Trial groups (ENGOT), and Asia-Pacific Gynecologic Oncology Trials Group (APGOT), reflecting the global clinical and scientific community's recognition of the significant unmet need in this patient population.

About ASPENOVA Clinical Trial
ASPENOVA (NCT07546500, GOG-3147, ENGOT-ov109) is a Phase 3 randomized, confirmatory clinical trial designed to support full approval of azenosertib in patients with Cyclin E1-positive platinum-resistant ovarian cancer (PROC). The trial is expected to enroll approximately 420 patients and compare azenosertib monotherapy at 400mg QD 5:2 to investigator's choice of standard-of-care single-agent chemotherapy (paclitaxel, pegylated liposomal doxorubicin [PLD], gemcitabine, or topotecan) in this biomarker-selected population. The primary endpoint is progression-free survival (PFS); key secondary endpoints include overall survival (OS) and overall response rate (ORR). The trial design was aligned with the U.S. Food and Drug Administration (FDA) to meet requirements for the accelerated approval pathway and potential conversion to full approval.

About DENALI Clinical Trial 
DENALI is a multi-part Phase 2 registration-intended clinical trial (NCT05128825) studying azenosertib in PROC patients.

Part 1b enrolled patients with PROC regardless of Cyclin E1 protein expression, all treated at 400mg QD 5:2. Part 2 is prospectively enrolling PROC patients with Cyclin E1 protein overexpression based on Zentalis' proprietary immunohistochemistry cutoff.

Part 2, in total, is designed to support accelerated approval, pending study outcome and discussions with the FDA. The study design consists of the following parts:

Part 2a: Dose confirmation evaluated two doses, 300mg QD 5:2 and 400mg QD 5:2, with approximately 30 patients enrolled per dose group. 400mg QD 5:2 was selected as the optimal monotherapy dose. Recruitment at the 300mg QD 5:2 dose level has been discontinued. All patients enrolled in Part 2a will contribute to the overall safety database submitted to the FDA.Part 2b: Enrollment expansion at the selected 400mg QD 5:2 dose up to approximately 100 patients, including patients at this dose in Part 2a. This cohort is currently enrolling.Part 2c: Broadening study population to include approximately 40 patients previously treated with a taxane-containing regimen for PROC. This cohort is currently enrolling. Zentalis expects to complete enrollment in all cohorts of DENALI Part 2 (2a, 2b, 2c) and provide a topline readout by year-end 2026.

For physician and patient information about the DENALI trial, please visit www.denalitrial.com.

About Azenosertib
Azenosertib is an investigational, potentially first-in-class, selective, and orally bioavailable inhibitor of WEE1 currently being evaluated in clinical studies in ovarian cancer and additional tumor types. WEE1 acts as a master regulator of the G1-S and G2-M cell cycle checkpoints, through negative regulation of both CDK1 and CDK2, to prevent replication of cells with damaged DNA. By inhibiting WEE1, azenosertib enables cell cycle progression, despite high levels of DNA damage, thereby resulting in the accumulation of DNA damage and leading to mitotic catastrophe and cancer cell death.

Azenosertib is in late-stage development as a potential treatment for Cyclin E1-positive platinum-resistant ovarian cancer (PROC). There is currently no approved treatment option specifically for this biomarker-selected population which comprises approximately 50% of PROC patients. Cyclin E1 protein overexpression has been established as a sensitive and specific predictive biomarker for identifying patients who could potentially derive benefit from azenosertib treatment, based on retrospective analysis of azenosertib studies in PROC. Validation of the Cyclin E1 companion diagnostic assay is ongoing in the DENALI and ASPENOVA trials.

Azenosertib has been granted Fast Track Designation by the U.S. FDA for the treatment of patients with Cyclin E1-positive platinum-resistant ovarian cancer. Fast Track Designation is intended to facilitate the development and expedite the review of therapies that have the potential to treat serious conditions and address unmet medical needs.
About Zentalis Pharmaceuticals 

Zentalis is a clinical oncology innovator developing a treatment approach for ovarian cancer and multiple tumor types. Leveraging therapeutics development and biomarker expertise, Zentalis is advancing monotherapy and combination studies of its investigational first-in-class WEE1 inhibitor, azenosertib. Focused on translating WEE1 science into clinical practice, we aim to equip physicians with a targeted, non-chemo, orally available medicine that enhances treatment experience, choice, and outcomes. Our mission: to unburden cancer patients with more convenience and care.​

For more information, please visit www.zentalis.com. Follow Zentalis on LinkedIn at www.linkedin.com/company/zentalis-pharmaceuticals.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, as amended. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, but not limited to, statements regarding the potential for azenosertib to be first-in-class; the continued development of azenosertib; the clinical and therapeutic potential of azenosertib, including the potential for azenosertib to be an important treatment option for patients with ovarian cancer or other indications; the broad franchise potential of azenosertib; the Company’s biomarker-driven strategy for azenosertib; the potential to advance research on additional areas of opportunity for azenosertib outside PROC; the Company’s anticipated milestones and the timing thereof, including the anticipated timing of the topline readout from DENALI Part 2; and the Company’s planned regulatory strategy for azenosertib and the timing thereof, including the potential for DENALI Part 2 to support an accelerated approval and the potential for ASPENOVA to support full approval. The terms “anticipate,” “advance,” “believe,” “could,” “design,” “develop,” “expect,” “intent,” “look forward,” “may,” “on track,” “pending,” “plan,” “position,” “potential,” “runway,” “strategy,” “support,” “target,” and “will” and similar references are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the following: our limited operating history, which may make it difficult to evaluate our current business and predict our future success and viability; we have and expect to continue to incur significant losses; our need for additional funding, which may not be available; our substantial dependence on the success of azenosertib; our plans, including the costs thereof, of development of companion diagnostics; the outcome of preclinical testing and early trials may not be predictive of the success of later clinical trials; potential unforeseen events during clinical trials could cause delays or other adverse consequences; risks relating to the regulatory approval process or ongoing regulatory obligations; our product candidates may cause serious adverse side effects; the interim, initial, “topline,” and preliminary data from our clinical trials may change as more patient data becomes available, and are subject to audit and verification procedures that could result in material changes in the final data; our reliance on third parties; effects of significant competition; the possibility of system failures or security breaches; risks relating to intellectual property; our ability to attract, retain and motivate qualified personnel, and risks relating to management transitions; significant costs as a result of operating as a public company; and the other important factors discussed under the caption “Risk Factors” in our most recently filed periodic report on Form 10-K or 10-Q and subsequent filings with the U.S. Securities and Exchange Commission (SEC) and our other filings with the SEC. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.

ZENTALIS® and its associated logo are trademarks of Zentalis and/or its affiliates. All website addresses and other links in this press release are for information only and are not intended to be an active link or to incorporate any website or other information into this press release. 

Contact:
Aron Feingold
VP, Investor Relations & Corporate Communications
[email protected]  

May 13, 2026 16:05 ET  | Source: ZENTALIS PHARMACEUTICALS

SAN DIEGO, May 13, 2026 (GLOBE NEWSWIRE) -- Zentalis® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage development of investigational first-in-class WEE1 inhibitor azenosertib as a biomarker-driven treatment approach for ovarian cancer, today announced that members of the management team will participate in the following upcoming investor conferences:

H.C. Wainwright 4th Annual BioConnect Conference at Nasdaq, New York, NY. Fireside discussion, May 19, 2026, 2:30p.m. ET.Stifel 2026 Virtual Oncology Forum, Virtual. Fireside discussion, May 20, 2026, 4:30p.m. ET.TD Cowen 6th Annual Oncology Innovation Summit: Insights for ASCO & EHA, Virtual. Fireside discussion, May 26, 2026, 10:00a.m. ET.Jefferies Global Healthcare Conference, New York, NY. Fireside discussion, June 3, 2026, 3:45p.m. ET. Access to a live webcast of each of the H.C. Wainwright, Stifel, TD Cowen, and Jefferies events, as well as an archived recording, will be available under the “Events & Presentations” tab on the Investors & Media section of the Company’s website.

About Zentalis Pharmaceuticals
Zentalis is a clinical oncology innovator developing a treatment approach for ovarian cancer and multiple tumor types. Leveraging therapeutics development and biomarker expertise, Zentalis is advancing monotherapy and combination studies of its investigational first-in-class WEE1 inhibitor, azenosertib. Focused on translating WEE1 science into clinical practice, we aim to equip physicians with a targeted, non-chemo, orally available medicine that enhances treatment experience, choice, and outcomes. Our mission: to unburden cancer patients with more convenience and care.

For more information, please visit www.zentalis.com. Follow Zentalis on LinkedIn at www.linkedin.com/company/zentalis-pharmaceuticals

ZENTALIS® and its associated logo are trademarks of Zentalis and/or its affiliates. All website addresses and other links in this press release are for information only and are not intended to be an active link or to incorporate any website or other information into this press release.

Contact:
Aron Feingold
VP, Investor Relations & Corporate Communications
[email protected]

May 27, 2026 16:05 ET  | Source: ZENTALIS PHARMACEUTICALS

Appointments enhance commercialization readiness as Zentalis advances registrational program for azenosertib in Cyclin-E1 positive platinum-resistant ovarian cancer 
SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- Zentalis® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage development of investigational first-in-class WEE1 inhibitor azenosertib as a biomarker-driven treatment approach for ovarian cancer, today announced the appointments of Shannon Campbell to its Board of Directors and Sarah Kelly as the Company’s Senior Vice President of Commercial Strategy. These appointments reflect Zentalis’ continued commitment to developing commercial and operational capabilities as the Company advances registration-intended Phase 2 and Phase 3 trials of azenosertib for patients with Cyclin E1-positive platinum-resistant ovarian cancer (PROC).

“Shannon Campbell brings deep experience helping oncology companies successfully navigate the transition from clinical to commercial-stage,” said Julie Eastland, Chief Executive Officer of Zentalis. “Shannon’s commercial scale-up leadership will help us achieve our vision as we continue advancing azenosertib through late-stage development for patients with Cyclin E1-positive platinum-resistant ovarian cancer (PROC). Simultaneously, the appointment of Sarah Kelly brings a broad set of experience in building launch readiness for both companion diagnostics and therapeutics. Together, these roles provide the strategic, operational, and commercial foundation needed to support launch readiness and long-term growth.”

Ms. Campbell is a seasoned biopharmaceutical executive with more than 30 years of experience, leading global commercial strategy and building oncology franchises. Her proven track record will support Zentalis as it advances toward the potential commercialization of azenosertib for Cyclin E1 positive PROC patients, as well as, evaluating azenosertib in earlier lines of ovarian cancer, as a combination therapy, and in other tumor types.

Most recently, Ms. Campbell served as Executive Vice President and Chief Commercial Officer at Merus, where she led the company’s evolution toward becoming a commercial-stage organization, including launch preparedness efforts for its portfolio of multiclonic antibodies. Prior to Merus, she held senior oncology leadership roles at Novartis Pharmaceuticals and Bayer Healthcare Pharmaceuticals, where she supported the launch and growth of innovative therapies across solid tumors and rare diseases. Ms. Campbell currently serves on the board of Black Diamond Therapeutics and is an advisory board member for Verix.

“I am excited to join Zentalis’ Board at an important time for the Company as it prepares to bring a potential first-in-class therapy to market for patients with platinum-resistant ovarian cancer, a population with significant unmet need,” said Ms. Campbell. “I look forward to working with the Zentalis Board and the leadership team to help build the strategic and commercial infrastructure needed to ultimately bring this important potential new treatment option to the community.”

Sarah Kelly joins Zentalis as Senior Vice President of Commercial Strategy to lead launch readiness. Throughout Ms. Kelly’s 30-year career, she has held senior leadership positions in commercial and business development at companies including Amgen, Turning Point, Spectrum and Agilent. Ms. Kelly’s extensive experience in oncology includes building and leading commercial organizations in preparation for therapeutic and companion diagnostic launches. Ms. Kelly’s focus on commercial strategy, market access, companion diagnostics, field leadership, and business development provides operational expertise to prepare Zentalis for the potential to bring azenosertib to patients.

Zentalis is advancing azenosertib through a late-stage registrational development program in Cyclin E1-positive PROC, with an anticipated year-end 2026 topline readout from the DENALI Phase 2 trial, which is designed to support a potential accelerated approval pathway, pending data outcomes and U.S. FDA feedback. Additionally, Zentalis recently announced dosing of the first patient in the ASPENOVA Phase 3 confirmatory trial in Cyclin E1-positive PROC, which is designed to support conversion from accelerated to full approval, as well as potential ex-U.S. registrations.

About Azenosertib
Azenosertib is an investigational, potentially first-in-class, selective, and orally bioavailable inhibitor of WEE1 currently being evaluated in clinical studies in ovarian cancer and additional tumor types. WEE1 acts as a master regulator of the G1-S and G2-M cell cycle checkpoints, through negative regulation of both CDK1 and CDK2, to prevent replication of cells with damaged DNA. By inhibiting WEE1, azenosertib enables cell cycle progression, despite high levels of DNA damage, thereby resulting in the accumulation of DNA damage and leading to mitotic catastrophe and cancer cell death.

Azenosertib is in late-stage development as a potential treatment for Cyclin E1-positive platinum-resistant ovarian cancer (PROC). There is currently no approved treatment option specifically for this biomarker-selected population which comprises approximately 50% of PROC patients. Cyclin E1 protein overexpression has been established as a sensitive and specific predictive biomarker for identifying patients who could potentially derive benefit from azenosertib treatment, based on retrospective analysis of azenosertib studies in PROC. Validation of the Cyclin E1 companion diagnostic assay is ongoing in the DENALI and ASPENOVA trials.

Azenosertib has been granted Fast Track Designation by the U.S. FDA for the treatment of patients with Cyclin E1-positive platinum-resistant ovarian cancer. Fast Track Designation is intended to facilitate the development and expedite the review of therapies that have the potential to treat serious conditions and address unmet medical needs.

About Zentalis Pharmaceuticals
Zentalis is a clinical oncology innovator developing a treatment approach for ovarian cancer and multiple tumor types. Leveraging therapeutics development and biomarker expertise, Zentalis is advancing monotherapy and combination studies of its investigational first-in-class WEE1 inhibitor, azenosertib. Focused on translating WEE1 science into clinical practice, we aim to equip physicians with a targeted, non-chemo, orally available medicine that enhances treatment experience, choice, and outcomes. Our mission: to unburden cancer patients with more convenience and care.

For more information, please visit www.zentalis.com. Follow Zentalis on LinkedIn at www.linkedin.com/company/zentalis-pharmaceuticals.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, as amended. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, but not limited to, statements regarding the continued development of azenosertib; the clinical and therapeutic potential of azenosertib as a monotherapy and as a combination agent; the potential for azenosertib to be first-in-class; the potential benefits of azenosertib across multiple lines of ovarian cancer and other tumor types; the combinability of azenosertib with other agents and the potential benefits thereof; the broad franchise potential of azenosertib; the Company’s biomarker-driven strategy for azenosertib; the potential regulatory approval and commercialization of azenosertib; the Company’s anticipated milestones and the timing thereof, including the anticipated timing of the topline readout from DENALI Part 2; the Company’s launch readiness and long-term growth; and the building of the Company’s the strategic and commercial infrastructure. The terms “achieve,” “anticipate,” “advance,” “build,” “design,” “develop,” “expect,” “focus,” “growth,” “look forward,” “potential,” “strategy,” “strengthen,” “support,” “target,” and “will” and similar references are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the following: our limited operating history, which may make it difficult to evaluate our current business and predict our future success and viability; we have and expect to continue to incur significant losses; our need for additional funding, which may not be available; our substantial dependence on the success of azenosertib; our plans, including the costs thereof, of development of companion diagnostics; the outcome of preclinical testing and early trials may not be predictive of the success of later clinical trials; potential unforeseen events during clinical trials could cause delays or other adverse consequences; risks relating to the regulatory approval process or ongoing regulatory obligations; our product candidates may cause serious adverse side effects; the interim, initial, “topline,” and preliminary data from our clinical trials may change as more patient data becomes available, and are subject to audit and verification procedures that could result in material changes in the final data; our reliance on third parties; effects of significant competition; the possibility of system failures or security breaches; risks relating to intellectual property; our ability to attract, retain and motivate qualified personnel, and risks relating to management transitions; significant costs as a result of operating as a public company; and the other important factors discussed under the caption “Risk Factors” in our most recently filed periodic report on Form 10-K or 10-Q and subsequent filings with the U.S. Securities and Exchange Commission (SEC) and our other filings with the SEC. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.

ZENTALIS® and its associated logo are trademarks of Zentalis and/or its affiliates. All website addresses and other links in this press release are for information only and are not intended to be an active link or to incorporate any website or other information into this press release.

Contact: 
Aron Feingold
VP, Investor Relations & Corporate Communications
[email protected]

Posted by Defense World Staff on Apr 20th, 2026

Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Insmed, Inc. (NASDAQ:INSM – Free Report) by 764.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 78,492 shares of the biopharmaceutical company’s stock after acquiring an additional 69,410 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Insmed were worth $13,661,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of INSM. EverSource Wealth Advisors LLC boosted its stake in Insmed by 65.6% during the second quarter. EverSource Wealth Advisors LLC now owns 664 shares of the biopharmaceutical company’s stock worth $67,000 after acquiring an additional 263 shares in the last quarter. First Trust Advisors LP lifted its stake in shares of Insmed by 80.8% in the second quarter. First Trust Advisors LP now owns 47,392 shares of the biopharmaceutical company’s stock worth $4,770,000 after buying an additional 21,176 shares in the last quarter. Baird Financial Group Inc. bought a new position in shares of Insmed in the second quarter worth approximately $2,589,000. Amundi lifted its stake in shares of Insmed by 21,194.4% in the second quarter. Amundi now owns 11,499 shares of the biopharmaceutical company’s stock worth $1,130,000 after buying an additional 11,445 shares in the last quarter. Finally, Natixis bought a new position in shares of Insmed in the second quarter worth approximately $1,072,000.

Analyst Ratings Changes INSM has been the topic of several analyst reports. Roth Mkm reiterated a “buy” rating and issued a $212.00 target price on shares of Insmed in a research note on Friday. Wells Fargo & Company dropped their target price on shares of Insmed from $208.00 to $175.00 and set an “overweight” rating on the stock in a research note on Monday, March 23rd. Raymond James Financial initiated coverage on shares of Insmed in a research note on Friday, April 10th. They issued an “outperform” rating and a $200.00 target price on the stock. Guggenheim reiterated a “buy” rating and issued a $230.00 target price on shares of Insmed in a research note on Thursday. Finally, Leerink Partners upped their target price on shares of Insmed from $210.00 to $215.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $213.23.

Get Our Latest Research Report on Insmed

Insider Activity at Insmed In related news, CEO William Lewis sold 13,396 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $147.79, for a total transaction of $1,979,794.84. Following the transaction, the chief executive officer owned 301,185 shares in the company, valued at $44,512,131.15. This represents a 4.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Roger Adsett sold 88,060 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $164.63, for a total transaction of $14,497,317.80. Following the transaction, the chief operating officer owned 106,810 shares in the company, valued at approximately $17,584,130.30. This trade represents a 45.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 190,476 shares of company stock worth $29,953,112 over the last quarter. Company insiders own 2.10% of the company’s stock.

Insmed Price Performance Shares of Insmed stock opened at $144.48 on Monday. The company has a market cap of $31.19 billion, a price-to-earnings ratio of -22.54 and a beta of 1.10. The company’s 50 day moving average is $149.95 and its 200 day moving average is $167.61. Insmed, Inc. has a twelve month low of $63.81 and a twelve month high of $212.75. The company has a quick ratio of 3.54, a current ratio of 3.83 and a debt-to-equity ratio of 0.76.

Insmed (NASDAQ:INSM – Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The company had revenue of $263.84 million for the quarter, compared to the consensus estimate of $263.97 million. Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. The firm’s revenue for the quarter was up 152.6% on a year-over-year basis. During the same quarter last year, the company earned ($1.32) EPS. Research analysts anticipate that Insmed, Inc. will post -4.56 EPS for the current year.

Insmed Company Profile (Free Report)

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.

Featured Articles Five stocks we like better than Insmed Want to see what other hedge funds are holding INSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Insmed, Inc. (NASDAQ:INSM – Free Report).

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Posted by Defense World Staff on Apr 21st, 2026

GraniteShares Advisors LLC purchased a new position in shares of Insmed, Inc. (NASDAQ:INSM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 3,905 shares of the biopharmaceutical company’s stock, valued at approximately $680,000.

A number of other large investors also recently modified their holdings of the business. EULAV Asset Management bought a new stake in shares of Insmed in the 3rd quarter worth approximately $12,961,000. Artisan Partners Limited Partnership lifted its position in shares of Insmed by 49.0% in the 3rd quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock worth $711,076,000 after acquiring an additional 1,623,342 shares during the period. Atika Capital Management LLC bought a new stake in shares of Insmed in the 3rd quarter worth approximately $13,681,000. Nisa Investment Advisors LLC lifted its position in shares of Insmed by 374.6% in the 3rd quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock worth $1,507,000 after acquiring an additional 8,261 shares during the period. Finally, Nordea Investment Management AB bought a new stake in shares of Insmed in the 4th quarter worth approximately $3,492,000.

Insmed Trading Down 1.1% INSM opened at $142.82 on Tuesday. The company has a current ratio of 3.83, a quick ratio of 3.54 and a debt-to-equity ratio of 0.76. The stock has a market capitalization of $30.83 billion, a PE ratio of -22.28 and a beta of 1.10. Insmed, Inc. has a 1-year low of $63.81 and a 1-year high of $212.75. The firm has a 50-day moving average price of $149.82 and a two-hundred day moving average price of $167.54.

Insmed (NASDAQ:INSM – Get Free Report) last posted its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share for the quarter, missing the consensus estimate of ($1.07) by ($0.47). The company had revenue of $263.84 million during the quarter, compared to analyst estimates of $263.97 million. Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. The company’s revenue was up 152.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($1.32) EPS. As a group, equities analysts anticipate that Insmed, Inc. will post -2.51 earnings per share for the current fiscal year.

Analyst Ratings Changes A number of brokerages have commented on INSM. Weiss Ratings reiterated a “sell (d-)” rating on shares of Insmed in a research report on Thursday, January 22nd. Raymond James Financial began coverage on Insmed in a research report on Friday, April 10th. They issued an “outperform” rating and a $200.00 price objective for the company. Roth Mkm reiterated a “buy” rating and issued a $212.00 price objective on shares of Insmed in a research report on Friday. Jefferies Financial Group initiated coverage on Insmed in a research report on Monday, March 16th. They issued a “buy” rating and a $228.00 price objective for the company. Finally, Stifel Nicolaus lifted their price objective on Insmed from $205.00 to $208.00 and gave the company a “buy” rating in a report on Tuesday, March 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $213.23.

View Our Latest Research Report on Insmed

Insiders Place Their Bets In other Insmed news, CEO William Lewis sold 10,699 shares of the business’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $143.97, for a total transaction of $1,540,335.03. Following the completion of the sale, the chief executive officer directly owned 301,185 shares of the company’s stock, valued at approximately $43,361,604.45. The trade was a 3.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Roger Adsett sold 88,060 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $164.63, for a total value of $14,497,317.80. Following the sale, the chief operating officer directly owned 106,810 shares of the company’s stock, valued at $17,584,130.30. This represents a 45.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 179,777 shares of company stock valued at $28,252,720. 2.10% of the stock is currently owned by insiders.

About Insmed (Free Report)

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.

Read More Five stocks we like better than Insmed Want to see what other hedge funds are holding INSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Insmed, Inc. (NASDAQ:INSM – Free Report).

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, /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that management will present at the following investor conferences:

BofA Securities 2026 Healthcare Conference in Las Vegas on Tuesday, May 12, 2026, at 1:40 p.m. PT. 2026 RBC Capital Markets Global Healthcare Conference in New York City on Wednesday, May 20, 2026, at 10:30 a.m. ET. These events will be webcast live and can be accessed by visiting the investor relations section of the Company's website at www.insmed.com. Webcasts will be archived for a period of 30 days following the conclusion of the live events.

About Insmed

Insmed Incorporated is a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases. The Company is advancing a diverse portfolio of approved and mid- to late-stage investigational medicines as well as cutting-edge drug discovery focused on serving patient communities where the need is greatest. Insmed's most advanced programs are in pulmonary and inflammatory conditions, including two approved therapies to treat chronic, debilitating lung diseases. The Company's early-stage programs encompass a wide range of technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue.

Headquartered in Bridgewater, New Jersey, Insmed has offices and research locations throughout the United States, Europe, and Japan. Insmed is proud to be recognized as one of the best employers in the biopharmaceutical industry, including spending five consecutive years as the No. 1 Science Top Employer. Visit www.insmed.com to learn more or follow us on LinkedIn, Instagram, YouTube, and X. 

Contact:

Investors:
Bryan Dunn
Vice President, Investor Relations
(646) 812-4030
[email protected]

Media:
Claire Mulhearn
Vice President, Corporate Communications
(862) 842-6819
[email protected]

SOURCE Insmed Incorporated

—New Data in Non-Cystic Fibrosis Bronchiectasis Further Define Impact of BRINSUPRI® on Respiratory Symptoms—

—Findings from a Pharmacokinetic Study Continue to Support Further Evaluation of Treprostinil Palmitil Inhalation Powder Phase 3 Development Program—

—Additionally, Insmed Provides Independent Research Grant to the American Thoracic Society for a Landmark Quality Initiative to Improve Diagnosis of Bronchiectasis across the U.S.—

, /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that it will present six abstracts from across its respiratory portfolio and pipeline at the American Thoracic Society International Conference 2026 (ATS 2026), taking place May 17–20 in Orlando, Florida.

Notably, data will be presented from the Phase 3b ENCORE study evaluating ARIKAYCE® (amikacin liposome inhalation suspension) with multidrug therapy (azithromycin 250 mg + ethambutol 15 mg/kg) once-daily versus placebo with multidrug therapy once-daily in diagnosed adult patients with a new occurrence of Mycobacterium avium complex (MAC) lung infection who had not received antibiotics. Additional presentations include a post-hoc analysis from the Phase 3 ASPEN trial of BRINSUPRI® (brensocatib), real-world experience data in patients with non-cystic fibrosis bronchiectasis (NCFB), a pharmacokinetic analysis of investigational treprostinil palmitil inhalation powder (TPIP), and data highlighting disease burden in pulmonary hypertension associated with interstitial lung disease (PH-ILD).

"At Insmed, our work in respiratory disease is guided by the experiences of people living with serious and rare pulmonary conditions, where meaningful treatment advances are still urgently needed," said Martina Flammer, M.D., MBA, Chief Medical Officer of Insmed. "The research we're presenting at ATS 2026 reflects the strength of Insmed's respiratory portfolio and pipeline, and our unwavering commitment to patients. Additionally, we're honored to present the Phase 3b ENCORE study findings as a late breaker, which will highlight compelling evidence of ARIKAYCE's potential use earlier in the treatment journey for patients living with Mycobacterium avium complex lung disease."

Presentations:

Late Breaking Science A71, Sunday, May 17, 11:30 AM – 1:15 PM EDT

Amikacin Liposome Inhalation Suspension for Newly Diagnosed Mycobacterium Avium Complex Lung Disease: Efficacy and Safety From a Phase 3b Study (ENCORE) Poster Session B45, Monday, May 18, 11:30 AM – 1:15 PM EDT

Effect of Brensocatib on Patient-Reported Symptoms in Patients with Non-Cystic Fibrosis Bronchiectasis: A Post Hoc Analysis of QOL-B RSS Individual Items from the ASPEN Phase 3 Trial Poster Session B106, Monday, May 18, 2:15 – 4:15 PM EDT

Population Pharmacokinetics Analysis of Treprostinil Using Data From Phase 1 and 2 Studies of Treprostinil Palmitil Inhalation Powder Poster Session B107, Monday, May 18, 2:15 – 4:15 PM EDT

Patient and Caregiver Survey of Burden of Bronchiectasis in the US and Europe Poster Session C58, Tuesday, May 19, 11:30 AM – 1:15 PM EDT

Long-term Hospitalizations, Comorbidities, and Survival in Patients with Pulmonary Hypertension Associated With Interstitial Lung Disease in Real-World Settings Using the NorstellaLinQ Claims Database Mini Symposium D92, Wednesday, May 20, 11:00 AM – 1:00 PM EDT

Exposure-response Relationships of Brensocatib in Adult and Adolescent Patients With Non-Cystic Fibrosis Bronchiectasis In addition to its scientific presentations, Insmed will also host a Medical Affairs exhibit booth (location #937) at the ATS conference.

American Thoracic Society (ATS) Bronchiectasis Diagnosis Quality Initiative
As announced by the ATS, Insmed is supporting the organization with an independent research grant for a landmark quality improvement initiative aimed at addressing the widespread underdiagnosis of bronchiectasis across the United States. Working with seven academic medical systems, the ATS will independently conduct a large-scale electronic health record study to identify patients misdiagnosed with asthma or COPD, pilot scalable diagnostic interventions, and disseminate findings nationally, with the goal of ensuring patients receive timely, accurate diagnoses and guideline-directed care.

About ARIKAYCE
ARIKAYCE® is approved in the United States as ARIKAYCE (amikacin liposome inhalation suspension), in Europe as ARIKAYCE Liposomal 590 mg Nebuliser Dispersion, and in Japan as ARIKAYCE inhalation 590 mg (amikacin sulfate inhalation drug product). Current international treatment guidelines recommend the use of ARIKAYCE for appropriate patients. ARIKAYCE is a novel, inhaled, once-daily formulation of amikacin, an established antibiotic that was historically administered intravenously and associated with severe toxicity to hearing, balance, and kidney function. Insmed's proprietary PULMOVANCE™ liposomal technology enables the delivery of amikacin directly to the lungs, where liposomal amikacin is taken up by lung macrophages where the infection resides, while limiting systemic exposure. ARIKAYCE is administered once daily using the Lamira® Nebulizer System manufactured by PARI Pharma GmbH (PARI). 

About BRINSUPRI
BRINSUPRI® (brensocatib) is a small molecule, once-daily, oral, reversible inhibitor of dipeptidyl peptidase 1 (DPP1). BRINSUPRI (brensocatib 10 mg and 25 mg tablets) is indicated in the United States for the treatment of non-cystic fibrosis bronchiectasis (NCFB) in adult and pediatric patients 12 years of age or older. In the European Union, BRINSUPRI (brensocatib 25 mg tablets) is approved for the treatment of NCFB in patients 12 years of age and older with two or more exacerbations in the prior 12 months. Brensocatib is designed to inhibit the activation of enzymes (neutrophil serine proteases) in neutrophils that are key drivers of chronic airway inflammation in NCFB.

About TPIP
Treprostinil palmitil inhalation powder (TPIP) is an investigational dry powder formulation of treprostinil palmitil, a treprostinil prodrug consisting of treprostinil linked by an ester bond to a 16-carbon chain. Developed entirely in Insmed's laboratories, TPIP is a potentially highly differentiated prostanoid being evaluated as once-daily therapy for the treatment of patients with pulmonary arterial hypertension (PAH), pulmonary hypertension associated with interstitial lung disease (PH-ILD), and other rare and serious pulmonary disorders. TPIP is administered in a capsule-based inhalation device. TPIP is an investigational drug product that has not been approved for any indication in any jurisdiction. 

IMPORTANT SAFETY INFORMATION AND BOXED WARNING FOR ARIKAYCE IN THE U.S.

WARNING: RISK OF INCREASED RESPIRATORY ADVERSE REACTIONS

ARIKAYCE has been associated with an increased risk of respiratory adverse reactions, including hypersensitivity pneumonitis, hemoptysis, bronchospasm, and exacerbation of underlying pulmonary disease that have led to hospitalizations in some cases.

Hypersensitivity Pneumonitis has been reported with the use of ARIKAYCE in the clinical trials. Hypersensitivity pneumonitis (reported as allergic alveolitis, pneumonitis, interstitial lung disease, allergic reaction to ARIKAYCE) was reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (3.1%) compared to patients treated with a background regimen alone (0%). Most patients with hypersensitivity pneumonitis discontinued treatment with ARIKAYCE and received treatment with corticosteroids. If hypersensitivity pneumonitis occurs, discontinue ARIKAYCE and manage patients as medically appropriate.

Hemoptysis has been reported with the use of ARIKAYCE in the clinical trials. Hemoptysis was reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (17.9%) compared to patients treated with a background regimen alone (12.5%). If hemoptysis occurs, manage patients as medically appropriate.

Bronchospasm has been reported with the use of ARIKAYCE in the clinical trials. Bronchospasm (reported as asthma, bronchial hyperreactivity, bronchospasm, dyspnea, dyspnea exertional, prolonged expiration, throat tightness, wheezing) was reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (28.7%) compared to patients treated with a background regimen alone (10.7%). If bronchospasm occurs during the use of ARIKAYCE, treat patients as medically appropriate. 

Exacerbations of underlying pulmonary disease has been reported with the use of ARIKAYCE in the clinical trials. Exacerbations of underlying pulmonary disease (reported as chronic obstructive pulmonary disease (COPD), infective exacerbation of COPD, infective exacerbation of bronchiectasis) have been reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (14.8%) compared to patients treated with background regimen alone (9.8%). If exacerbations of underlying pulmonary disease occur during the use of ARIKAYCE, treat patients as medically appropriate.

Anaphylaxis and Hypersensitivity Reactions: Serious and potentially life-threatening hypersensitivity reactions, including anaphylaxis, have been reported in patients taking ARIKAYCE. Signs and symptoms include acute onset of skin and mucosal tissue hypersensitivity reactions (hives, itching, flushing, swollen lips/tongue/uvula), respiratory difficulty (shortness of breath, wheezing, stridor, cough), gastrointestinal symptoms (nausea, vomiting, diarrhea, crampy abdominal pain), and cardiovascular signs and symptoms of anaphylaxis (tachycardia, low blood pressure, syncope, incontinence, dizziness). Before therapy with ARIKAYCE is instituted, evaluate for previous hypersensitivity reactions to aminoglycosides. If anaphylaxis or a hypersensitivity reaction occurs, discontinue ARIKAYCE and institute appropriate supportive measures.

Ototoxicity has been reported with the use of ARIKAYCE in the clinical trials. Ototoxicity (including deafness, dizziness, presyncope, tinnitus, and vertigo) were reported with a higher frequency in patients treated with ARIKAYCE plus background regimen (17%) compared to patients treated with background regimen alone (9.8%). This was primarily driven by tinnitus (7.6% in ARIKAYCE plus background regimen vs 0.9% in the background regimen alone arm) and dizziness (6.3% in ARIKAYCE plus background regimen vs 2.7% in the background regimen alone arm). Closely monitor patients with known or suspected auditory or vestibular dysfunction during treatment with ARIKAYCE. If ototoxicity occurs, manage patients as medically appropriate, including potentially discontinuing ARIKAYCE.

Nephrotoxicity was observed during the clinical trials of ARIKAYCE in patients with MAC lung disease but not at a higher frequency than background regimen alone. Nephrotoxicity has been associated with the aminoglycosides. Close monitoring of patients with known or suspected renal dysfunction may be needed when prescribing ARIKAYCE.

Neuromuscular Blockade: Patients with neuromuscular disorders were not enrolled in ARIKAYCE clinical trials. Patients with known or suspected neuromuscular disorders, such as myasthenia gravis, should be closely monitored since aminoglycosides may aggravate muscle weakness by blocking the release of acetylcholine at neuromuscular junctions.

Embryo-Fetal Toxicity: Aminoglycosides can cause fetal harm when administered to a pregnant woman. Aminoglycosides, including ARIKAYCE, may be associated with total, irreversible, bilateral congenital deafness in pediatric patients exposed in utero. Patients who use ARIKAYCE during pregnancy, or become pregnant while taking ARIKAYCE should be apprised of the potential hazard to the fetus.

Contraindications: ARIKAYCE is contraindicated in patients with known hypersensitivity to any aminoglycoside.

Most Common Adverse Reactions: The most common adverse reactions in Trial 1 at an incidence ≥5% for patients using ARIKAYCE plus background regimen compared to patients treated with background regimen alone were dysphonia (47% vs 1%), cough (39% vs 17%), bronchospasm (29% vs 11%), hemoptysis (18% vs 13%), ototoxicity (17% vs 10%), upper airway irritation (17% vs 2%), musculoskeletal pain (17% vs 8%), fatigue and asthenia (16% vs 10%), exacerbation of underlying pulmonary disease (15% vs 10%), diarrhea (13% vs 5%), nausea (12% vs 4%), pneumonia (10% vs 8%), headache (10% vs 5%), pyrexia (7% vs 5%), vomiting (7% vs 4%), rash (6% vs 2%), decreased weight (6% vs 1%), change in sputum (5% vs 1%), and chest discomfort (5% vs 3%).

Drug Interactions: Avoid concomitant use of ARIKAYCE with medications associated with neurotoxicity, nephrotoxicity, and ototoxicity. Some diuretics can enhance aminoglycoside toxicity by altering aminoglycoside concentrations in serum and tissue. Avoid concomitant use of ARIKAYCE with ethacrynic acid, furosemide, urea, or intravenous mannitol.

Overdosage: Adverse reactions specifically associated with overdose of ARIKAYCE have not been identified. Acute toxicity should be treated with immediate withdrawal of ARIKAYCE, and baseline tests of renal function should be undertaken. Hemodialysis may be helpful in removing amikacin from the body. In all cases of suspected overdosage, physicians should contact the Regional Poison Control Center for information about effective treatment.

U.S. INDICATION
LIMITED POPULATION: ARIKAYCE® is indicated in adults, who have limited or no alternative treatment options, for the treatment of Mycobacterium avium complex (MAC) lung disease as part of a combination antibacterial drug regimen in patients who do not achieve negative sputum cultures after a minimum of 6 consecutive months of a multidrug background regimen therapy. As only limited clinical safety and effectiveness data for ARIKAYCE are currently available, reserve ARIKAYCE for use in adults who have limited or no alternative treatment options. This drug is indicated for use in a limited and specific population of patients.

This indication is approved under accelerated approval based on achieving sputum culture conversion (defined as 3 consecutive negative monthly sputum cultures) by Month 6. Clinical benefit has not yet been established. Continued approval for this indication may be contingent upon verification and description of clinical benefit in confirmatory trials.

Limitation of Use:
ARIKAYCE has only been studied in patients with refractory MAC lung disease defined as patients who did not achieve negative sputum cultures after a minimum of 6 consecutive months of a multidrug background regimen therapy. The use of ARIKAYCE is not recommended for patients with non-refractory MAC lung disease.

Patients are encouraged to report negative side effects of prescription drugs to the FDA.
Visit www.fda.gov/medwatch, or call 1‑800‑FDA‑1088. You can also call the Company at 1-844-4-INSMED. 

Please see Full Prescribing Information. 

BRINSUPRI® (brensocatib) U.S. INDICATION AND IMPORTANT SAFETY INFORMATION
Indication in the U.S.
BRINSUPRI is indicated for the treatment of non-cystic fibrosis bronchiectasis (NCFB) in adult and pediatric patients 12 years of age and older.

Important Safety Information in the U.S.

WARNINGS AND PRECAUTIONS 

Dermatologic Adverse Reactions
Treatment with BRINSUPRI is associated with an increase in dermatologic adverse reactions, including rash, dry skin, and hyperkeratosis. Monitor patients for development of new rashes or skin conditions and refer patients to a dermatologist for evaluation of new dermatologic findings. 

Gingival and Periodontal Adverse Reactions
Treatment with BRINSUPRI is associated with an increase in gingival and periodontal adverse reactions. Refer patients to dental care services for regular dental checkups while taking BRINSUPRI. Advise patients to perform routine dental hygiene. 

Live Attenuated Vaccines
It is unknown whether administration of live attenuated vaccines during BRINSUPRI treatment will affect the safety or effectiveness of these vaccines. The use of live attenuated vaccines should be avoided in patients receiving BRINSUPRI. 

ADVERSE REACTIONS
The most common adverse reactions ≥2% in the ASPEN trial included upper respiratory tract infection, headache, rash, dry skin, hyperkeratosis, and hypertension. The safety profile for adult patients with NCFB in WILLOW was generally similar to ASPEN, except for a higher incidence of gingival and periodontal adverse reactions. 

Less Common Adverse Reactions
Liver Function Test Elevations
In ASPEN, there was an increase from baseline in average ALT, AST, and alkaline phosphatase levels at all time points from Week 4 through Week 56 in both BRINSUPRI 10 mg and 25 mg arms compared to placebo. The incidence of ALT >3X upper limit of normal (ULN) was 0%, 1.2%, and 0.9%; the incidence of AST >3X ULN was 0.2%, 0.3%, and 0.5%; and the incidence of alkaline phosphatase >1.5X ULN was 2.5%, 4.1%, and 4.0% in patients treated with placebo and BRINSUPRI 10 mg and 25 mg, respectively. 

Skin Cancers
In ASPEN, the incidence of skin cancers among patients treated with BRINSUPRI 10 mg and 25 mg was 0.5% and 1.9%, respectively, compared to 1.1% in placebo-treated patients. 

Alopecia
In ASPEN, the incidence of alopecia among patients treated with BRINSUPRI 10 mg and 25 mg was 1.5% and 1.6% respectively, compared to 0.4% in placebo-treated patients.

USE IN SPECIFIC POPULATIONS 

Pregnancy: There are no clinical data on the use of BRINSUPRI in pregnant women. 

Lactation: There is no information regarding the presence of BRINSUPRI and/or its metabolite(s) in human milk, the effects on the breastfed infant, or the effects on milk production. The developmental and health benefits of breastfeeding should be considered along with the mother's clinical need for BRINSUPRI and any potential adverse effects on the breastfed child from BRINSUPRI or from the underlying maternal condition. 

Pediatric use: The safety and effectiveness of BRINSUPRI for the treatment of NCFB have been established in pediatric patients aged 12 years and older. Common adverse reactions in pediatric patients aged 12 years and older enrolled in ASPEN were consistent with those in adults. The safety and effectiveness of BRINSUPRI have not been established in pediatric patients younger than 12 years of age. 

Please see full US Prescribing Information. 

About Insmed
Insmed Incorporated is a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases. The Company is advancing a diverse portfolio of approved and mid- to late-stage investigational medicines as well as cutting-edge drug discovery focused on serving patient communities where the need is greatest. Insmed's most advanced programs are in pulmonary and inflammatory conditions, including two approved therapies to treat chronic, debilitating lung diseases. The Company's early-stage programs encompass a wide range of technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue.

Headquartered in Bridgewater, New Jersey, Insmed has offices and research locations throughout the United States, Europe, and Japan. Insmed is proud to be recognized as one of the best employers in the biopharmaceutical industry, including spending five consecutive years as the No. 1 Science Top Employer. Visit www.insmed.com to learn more or follow us on LinkedIn, Instagram, YouTube, and X. 

Forward-looking Statements
This press release contains forward-looking statements that involve substantial risks and uncertainties. "Forward-looking statements," as that term is defined in the Private Securities Litigation Reform Act of 1995, are statements that are not historical facts and involve a number of risks and uncertainties. Words herein such as "may," "will," "should," "could," "would," "expects," "plans," "anticipates," "believes," "estimates," "projects," "predicts," "intends," "potential," "continues," and similar expressions (as well as other words or expressions referencing future events, conditions or circumstances) may identify forward-looking statements.

The forward-looking statements in this press release are based upon the Company's current expectations and beliefs, and involve known and unknown risks, uncertainties and other factors, which may cause the Company's actual results, performance and achievements and the timing of certain events to differ materially from the results, performance, achievements or timings discussed, projected, anticipated or indicated in any forward-looking statements. Such risks, uncertainties and other factors include, among others, the following: risk that interim, topline or preliminary data from our clinical trials that we announce or publish from time to time may change as more patient data become available or may be interpreted differently if additional data are disclosed; failure to successfully conduct future clinical trials for our marketed products or our product candidates and our potential inability to enroll or retain sufficient patients to conduct and complete the trials or generate data necessary for regulatory approval of our product candidates; development of unexpected safety or efficacy concerns related to our marketed products or our product candidates; risks that our clinical studies will be delayed, that serious side effects will be identified during drug development, or that any protocol amendments submitted will be rejected; our inability to obtain full approval of ARIKAYCE from the FDA or our failure to obtain regulatory approval to expand ARIKAYCE's indication to a broader patient population; failure to obtain, or delays in obtaining, regulatory approvals for our product candidates in the U.S., Europe or Japan, for ARIKAYCE outside the U.S., Europe or Japan, including separate regulatory approval for Lamira® in each market and for each usage, or for brensocatib in NCFB in Japan; and failure to successfully commercialize our marketed products and product candidates, if approved by applicable regulatory authorities, or to maintain applicable regulatory approvals for our marketed products and product candidates, if approved.

The Company may not actually achieve the results, plans, intentions, or expectations indicated by the Company's forward-looking statements because, by their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. For additional information about the risks and uncertainties that may affect the Company's business, please see the factors discussed in Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Company filings with the Securities and Exchange Commission (SEC).

The Company cautions readers not to place undue reliance on any such forward-looking statements, which speak only as of the date of this press release. The Company disclaims any obligation, except as specifically required by law and the rules of the SEC, to publicly update or revise any such statements to reflect any change in expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.

Contact:
Investors:
Bryan Dunn
Vice President, Investor Relations
(646) 812-4030
[email protected]

Media:
Claire Mulhearn
Vice President, Corporate Communications
(862) 842-6819
[email protected]

SOURCE Insmed Incorporated

— Total Company Revenues of $306.0 Million for the First Quarter of 2026— —BRINSUPRI ® (brensocatib) Revenues of $207.9 Million for the First Quarter of 2026, Reflecting 44% Growth Over the Fourth Quarter of 2025— — ARIKAYCE ® (amikacin liposome inhalation suspension) Revenues of $98.1 Million for the First Quarter of 2026, Reflecting 6% Growth Over the First Quarter of 2025— —Company Reiterates 2026 BRINSUPRI Revenue Guidance of at Least $1 Billion and 2026 ARIKAYCE Revenue Guidance of $450 Million to $470 Million— — Phase 3b ENCORE Study of ARIKAYCE in Patients with MAC Lung Disease Met Primary and All Multiplicity-Controlled Secondary Culture Conversion Endpoints— —Phase 3 PALM-PAH Study of TPIP in Patients with PAH Initiated in April 2026— BRIDGEWATER, N.J., May 7, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today reported financial results for the first quarter ended March 31, 2026, and provided a business update.

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Two AI Titans Flash Entries As Rocket Lab Readies For Launch Insmed (INSM) stock tanked Thursday after its new lung drug, Brinsupri, missed elevated buy-side expectations, though came in handily above the sell-side's view. Brinsupri treats non-cystic fibrosis bronchiectasis, or NCFB, a lung condition that damages the airways, causing mucus buildup, infections and difficulty breathing. The drug generated $208 million in first-quarter sales, beating expectations ranging between $198.5 million to $210…

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Key Takeaways INSM posted Q1 revenue growth of 230%, but sales narrowly missed consensus estimates.Brinsupri generated $207.9M in Q1 sales, driven by strong patient uptake after launch.Insmed expects Brinsupri sales of at least $1B and reaffirmed Arikayce 2026 guidance. Insmed (INSM - Free Report) reported a first-quarter 2026 loss of 76 cents per share, which was narrower than the Zacks Consensus Estimate of a loss of 90 cents. In the year-ago quarter, the company posted a loss of $1.42.

Quarterly revenues soared 230% year over year to $306 million, entirely from the sales of its two marketed products. Yet, this figure missed the Zacks Consensus Estimate of $308.1 million.

More on Insmed’s EarningsInsmed currently has two marketed drugs in its portfolio, Arikayce and Brinsupri. While Arikayce is approved to treat refractory mycobacterium avium complex (MAC) lung disease in adults with limited or no treatment options, Brinsupri is approved for non-cystic fibrosis bronchiectasis (NCFB).

Sales of Arikayce rose 6% year over year to $98.1 million, driven by strong growth across ex-U.S. markets.

This was the second full quarter in which Insmed generated revenues from Brinsupri sales since its approval in August 2025. The drug contributed $207.9 million to the top line during the quarter, up from $144.6 million in the previous quarter, driven by strong patient uptake.

Shares of Insmed declined 23% post the earnings announcement. Though the company’s top line registered significant year-over-year growth, investors were disappointed by the slight miss in consensus sales estimates. Sentiment was further impacted after management disclosed that part of Brinsupri’s strong initial launch demand came from “ready and waiting” (R&W) patients — those who were already aware of the drug before approval and began treatment quickly once it became available.

Management estimated that around 3,500 of the 9,000 patient additions in the fourth quarter and about 1,500 of the 7,800 starts in the first quarter came from the R&W group. This raised concerns among a few investors that some early demand may have been pulled forward from future quarters. At the conference call, however, Insmed stated that beginning in the second quarter of 2026, Brinsupri’s growth is expected to be driven primarily by organic demand rather than contributions from the R&W patient pool.

Year to date, the stock has lost 40% against the industry’s nil growth.

Image Source: Zacks Investment Research

During the reported quarter, research and development expenses rose 37% year over year to $209.5 million. This uptick was driven by a rise in employee headcount, resulting in increased compensation and benefit-related expenses as well as higher clinical expenses.

Selling, general and administrative expenses amounted to $247.3 million, up 68%. This upside was driven by higher professional and external service costs, along with increased compensation and benefit-related expenses, to support the commercial launch for Brinsupri.

As of March 31, 2026, Insmed had cash, cash equivalents and marketable securities of around $1.2 billion compared with $1.4 billion as of Dec. 31, 2025.

INSM Reiterates 2026 GuidanceINSM expects product sales for Arikayce to be between $450 million and $470 million, indicating 6% year-over-year growth at the midpoint of the range.

The company projects Brinsupri sales to be at least $1 billion.

Updates on INSM’s PipelineLast month, Insmed reported disappointing results from the phase IIb CEDAR study, which evaluated Brinsupri in adults with moderate-to-severe hidradenitis suppurativa (HS). The study failed to meet both its primary and secondary endpoints. Based on this outcome, the company discontinued the drug’s development in HS.

This marks the second setback for Insmed’s efforts to expand Brinsupri’s label. In December, the drug failed a mid-stage study that evaluated it for chronic rhinosinusitis without nasal polyps (CRSsNP), which had already raised concerns about its efficacy beyond its approved indication.

On a positive note, Insmed reported encouraging top-line results in March from the late-stage ENCORE study, which evaluated Arikayce as a potential treatment for newly infected patients with MAC lung disease. The study met its primary and key secondary endpoints. Based on these results, the company plans to submit a regulatory filing to the FDA in the second half of 2026, which could significantly expand Arikayce’s addressable market.

Beyond Arikayce and Brinsupri, Insmed continues to advance its investigational treprostinil palmitil inhalation powder (TPIP) program across multiple pulmonary indications. The company is currently enrolling patients in the phase III PALM-ILD study evaluating TPIP in pulmonary hypertension associated with interstitial lung disease (PH-ILD). Insmed also recently initiated the phase III PALM-PAH study in pulmonary arterial hypertension (PAH). Additional late-stage studies in progressive pulmonary fibrosis (PPF) and idiopathic pulmonary fibrosis (IPF) are expected to begin by the end of 2026 and in the first half of 2027, respectively.

INSM’s Zacks RankInsmed currently carries a Zacks Rank #3 (Hold).

Our Key Picks Among Biotech StocksSome better-ranked stocks from the sector are Amarin Corporation (AMRN - Free Report) and Indivior Pharmaceuticals (INDV - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Over the past 60 days, estimates for Amarin’s 2026 loss per share have narrowed from $7.01 to $6.36. Over the same period, loss per share estimates for 2027 have also narrowed from $5.50 to $4.64. AMRN shares have risen 6% year to date.

Amarin’s earnings beat estimates in three of the trailing four quarters but missed the mark on one occasion, delivering an average surprise of 50.02%.

Over the past 60 days, estimates for Indivior Pharmaceuticals’ 2026 EPS have increased from $3.03 to $3.35. Over the same period, EPS estimates for 2027 have risen to $3.69 from $3.46. INDV shares have risen 10% year to date.

Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 65.44%.

Russell Rebalance: 3 Stocks Ready to Move HigherInsmed NASDAQ: INSM Chair and CEO Will Lewis said the company remains confident in the launch trajectory of BRINSUPRI, despite investor concerns over discontinuation rates that followed the company’s latest update. Speaking at a Bank of America healthcare conference, Lewis said the company intended to provide “anchor points” around what he described as “one of the strongest launches in recent years.”

Bank of America analyst Jason Zemansky noted that Insmed recently reported BRINSUPRI sales of $208 million, up 44% sequentially, while some investors focused on discontinuation rates. Lewis said Wall Street was “not prepared to hear that metric” and that the company could have done more to educate investors about how to interpret it.

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Stock Rotation is Underway: Here are the Winners Moving ForwardLewis said discontinuation was only one metric among many and should be viewed alongside the company’s operational performance and the growth of the bronchiectasis market. He said Insmed is “at or above” every metric in its internal models and that the company’s original pre-launch model has been “remarkably accurate.”

Lewis Says Persistence Remains Strong Lewis pushed back on the idea that persistence represents a problem for the launch. He said Insmed is “essentially best in class” on persistence and that the company is performing “exceptionally well” on the metric.

He said the drug’s profile remains predictable and consistent with clinical trial results, where discontinuation was comparable to placebo. Lewis said physicians, particularly those already familiar with the medicine, have been enthusiastic, which he said supports efforts to expand prescribing both in breadth and depth.

Lewis also highlighted Insmed’s inLighten Patient Support program, saying more than 80% of patients opt into the program, compared with an industry benchmark he described as “comfortably below 50%.” He said that level of engagement gives the company a way to support patients during treatment.

Market Growth and Prescriber Expansion Cited as Launch Drivers Lewis said the total addressable market for bronchiectasis is growing due to population trends, increased diagnosis and the fact that patients can live with the disease even as their health declines. He said Insmed’s prior estimate of the bronchiectasis market was based on data from three years ago and will need to be updated as the company learns more.

The company has previously discussed a population of about 500,000 patients, including about 250,000 with two or more exacerbations. Lewis said the diagnosis rate could continue to increase and create “a lot of wind in our sails” during the launch.

On prescribing trends, Lewis said 25% of pulmonologists had written a prescription by the end of the second quarter, which he called “fantastic.” He said prescribing is occurring not only at large institutions but also among community physicians, which he described as important for the middle phase of the launch.

Lewis said reimbursement is not a meaningful reason patients stop therapy, calling it a “very, very, very small component.” He said market access through specialty pharmacies is about 90%.

The company is focused on increasing both breadth and depth among prescribers. Lewis said that in the fourth quarter, 1,800 physicians wrote one prescription out of a total of 4,100 prescribers, and by the end of the first quarter, 900 of those 1,800 had written at least one additional prescription. He also said about 20% of reached physicians have written five or more prescriptions, leaving a large group with room to increase usage.

Insmed Holds Guidance Steady Despite Positive Trends Lewis said Insmed has tried to guide investors to first-quarter organic demand of 6,300 patient adds, a figure he said could be “straight lined” through the rest of the year and still produce more than $1 billion. He said the company is not representing that it will improve on that pace, noting that many launches plateau by the second or third quarter.

Still, Lewis said prescription data remain encouraging. He said Symphony Health total prescription data have continued to track proportionally with Insmed’s internal numbers and that April weekly TRx data moved “up and to the right.”

Asked why Insmed has not raised guidance, Lewis said the company wants to see more than one quarter of performance in the calendar year before making that kind of change. He said future updates could be provided at investor conferences to help reduce speculation and volatility around quarterly results.

TPIP Viewed as Potential Next Growth Driver Lewis also discussed TPIP, Insmed’s inhaled treprostinil prodrug program, which he described as “probably the single most overlooked item at the company.” He said Insmed is running four Phase 3 trials for TPIP, including studies in pulmonary arterial hypertension and PH-ILD, with IPF and PPF trials expected to begin later this year or potentially early next year for IPF.

Lewis said Phase 2 data showed a 34% reduction in pulmonary vascular resistance and described the results as “best in class in prostanoids.” He said Phase 3 trials are targeting a maximum tolerated dose of 1,280 micrograms, double the 640 micrograms used in Phase 2.

Open-label data are expected in the third quarter. Lewis said investors will be watching whether patients maintain benefit, what happens when placebo patients move to active drug and how patients perform at higher doses, including those who reached 1,280 micrograms.

Lewis said he expects the market to remain a combination-treatment setting, particularly with sotatercept now available. He said Insmed has not conducted combination work but expects physicians may want to use therapies together given the severity and mortality risk of the disease.

Pipeline and Cash Flow Outlook Lewis said Insmed’s broader pipeline includes several research programs, including gene therapy work and INS1033, a DPP1 inhibitor distinct from brensocatib that is targeting rheumatoid arthritis and inflammatory bowel disease. He said INS1033 is expected to enter the clinic this year.

He also said Insmed expects to become cash flow positive next year without raising additional capital. Lewis said the company will remain disciplined in research spending as it moves toward an earnings-per-share transition, adding that Insmed’s standard is to discontinue any medicine that is not first or best in class.

About Insmed NASDAQ: INSMInsmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company's principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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, /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that management will present at the 2026 Goldman Sachs Annual Global Healthcare Conference in Miami on Tuesday, June 9, 2026, at 10:00 a.m. ET.

This event will be webcast live and can be accessed by visiting the investor relations section of the Company's website at www.insmed.com. This webcast will be archived for a period of 30 days following the conclusion of this live event.

About Insmed

Insmed Incorporated is a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases. The Company is advancing a diverse portfolio of approved and mid- to late-stage investigational medicines as well as cutting-edge drug discovery focused on serving patient communities where the need is greatest. Insmed's most advanced programs are in pulmonary and inflammatory conditions, including two approved therapies to treat chronic, debilitating lung diseases. The Company's early-stage programs encompass a wide range of technologies and modalities, including gene therapy, AI-driven protein engineering, RNA end-joining, and synthetic rescue.

Headquartered in Bridgewater, New Jersey, Insmed has offices and research locations throughout the United States, Europe, and Japan. Insmed is proud to be recognized as one of the best employers in the biopharmaceutical industry, including spending five consecutive years as the No. 1 Science Top Employer. Visit www.insmed.com to learn more or follow us on LinkedIn, Instagram, YouTube, and X. 

Contact:

Investors:
Bryan Dunn
Vice President, Investor Relations
(646) 812-4030
[email protected]

Media:
Claire Mulhearn
Vice President, Corporate Communications
(862) 842-6819
[email protected]

SOURCE Insmed Incorporated

Insmed Incorporated (INSM) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

Private equity is circling REITs as discounts to asset value remain unusually wide. Some beaten-down infrastructure names may still have meaningful upside despite recent rebounds. We think two REIT targets stand out as especially likely takeover candidates.

REIT ETFs look low yielding, but they can hide better income opportunities underneath. Some underfollowed REITs still offer 6 to 7% yields with room for growth. A few discounted picks could deliver both strong income and upside.

Key Takeaways SBAC is set to report Q1 results with revenues expected to rise, but AFFO per share projected to decline.SBA Communications may see growth from 5G spending, leasing activity and long-term contracts.Higher churn, interest expenses and a leveraged balance sheet could pressure performance. SBA Communications Corporation (SBAC - Free Report) is scheduled to report first-quarter 2026 results on April 29, after market close. While the company’s quarterly results might display a rise in revenues year over year, adjusted funds from operations (AFFO) per share is expected to decline.

In the last reported quarter, this Boca Raton, FL-based communications tower REIT reported an AFFO per share of $3.19, missing the Zacks Consensus Estimate of $3.25. Results reflected growth in revenues during the quarter. However, higher costs and interest expenses undermined the performance to some extent.

Over the preceding four quarters, SBAC’s AFFO per share surpassed the Zacks Consensus Estimate on three occasions and missed on the remaining, the average beat being 1.12%. The graph below depicts this surprise history:

SBAC: Factors at PlayIn the first quarter, SBA Communications is likely to have benefited from steady carrier spending on network expansion and 5G deployments, supporting leasing activity through new colocations and site upgrades. Its long-term contracts with built-in escalators are likely to have ensured stable site-leasing revenues, while services tied to network construction may have added to growth.

However, elevated churn — particularly Sprint-related in the United States and from carrier consolidation and restructuring internationally — may have weighed on performance. Higher interest expenses and a leveraged balance sheet could have been additional headwinds.

Projections for SBA CommunicationsThe Zacks Consensus Estimate for first-quarter site-leasing revenues, which account for the lion’s share of total revenues, is pegged at $650.8 million, indicating an increase from the year-ago quarter’s $616.2 million.

Site-development revenues are expected to remain flat in the first quarter. The consensus mark stands at $48 million, unchanged from the year-ago period.

The Zacks Consensus Estimate for total quarterly revenues is pegged at $698.8 million, calling for year-over-year growth of 5.2%.

The company’s activities in the to-be-reported quarter were inadequate to garner analysts’ confidence. The Zacks Consensus Estimate for quarterly AFFO per share has remained unchanged at $2.86 over the past two months. The figure also implies a year-over-year decline of 9.5%.

What Our Quantitative Model Predicts for SBA CommunicationsOur proven model does not conclusively predict a surprise in terms of AFFO per share for SBA Communications this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an AFFO beat, which is not the case here.

SBA Communications currently has an Earnings ESP of 0.00% and a Zacks Rank of 3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks That Warrant a LookHere are two stocks from the broader REIT sector — Ventas (VTR - Free Report) and Cousins Properties (CUZ - Free Report) — you may want to consider, as our model shows that these have the right combination of elements to report a surprise this quarter.

Ventas, scheduled to report quarterly numbers on April 27, has an Earnings ESP of +0.62% and carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Cousins Properties, slated to release quarterly numbers on April 29, has an Earnings ESP of +0.94% and carries a Zacks Rank of 3 at present.

Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.

SBA Communications (SBAC - Free Report) came out with quarterly funds from operations (FFO) of $3.01 per share, beating the Zacks Consensus Estimate of $2.86 per share. This compares to FFO of $3.16 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +5.39%. A quarter ago, it was expected that this communications tower operator would post FFO of $3.25 per share when it actually produced FFO of $3.19, delivering a surprise of -1.85%.

Over the last four quarters, the company has surpassed consensus FFO estimates three times.

SBA Communications, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $703.44 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.66%. This compares to year-ago revenues of $664.25 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

SBA Communications shares have added about 12.5% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for SBA Communications?While SBA Communications has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for SBA Communications was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $2.95 on $698.23 million in revenues for the coming quarter and $12.13 on $2.84 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Clipper Realty Inc. (CLPR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 14.

This company is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents a year-over-year change of -52.6%. The consensus EPS estimate for the quarter has been revised 33.3% lower over the last 30 days to the current level.

Clipper Realty Inc.'s revenues are expected to be $39.6 million, up 0.5% from the year-ago quarter.

SBA Communications Corporation (SBAC) Q1 2026 Earnings Call Transcript

Key Takeaways SBAC posted Q1 FFO of $3.01 and revenue of $703.4M, both above consensus estimates.International site-leasing revenue jumped 32.6%, offsetting softer domestic leasing trends.SBA Communications raised 2026 revenue, EBITDA, and AFFO per share guidance. SBA Communications Corporation (SBAC - Free Report) posted first-quarter 2026 funds from operations (FFO) per share of $3.01, beating the Zacks Consensus Estimate of $2.86 by 5.24%. The figure compared unfavorably with the FFO per share of $3.16 in the prior-year period. Total revenues rose 5.9% year over year to $703.4 million and came in 0.66% above the consensus mark of $698.8 million.

Results reflected solid site-leasing momentum, led by a sharp rebound in international operations, while the company continued to operate at a company-wide tower cash flow margin of about 80%.

SBAC Posts Higher Leasing Revenue on International StrengthSite-leasing revenue increased 6.5% year over year to $656.1 million, remaining the dominant driver of the company’s quarterly performance. Site development revenues, however, edged down 1.6% to $47.3 million, modestly offsetting the leasing-led growth.

Within site leasing, domestic revenues slipped 2.3% to $450.3 million, while international site-leasing revenues surged 32.6% to $205.8 million. The mix shift underscores how international operations carried overall top-line momentum in the quarter, even as the U.S. market remained comparatively softer.

SBAC Faces Higher CostsCost pressures were evident in the core leasing business. The cost of site leasing rose 14.2% year over year to $131.9 million, while selling, general and administrative expense increased 6.5% to $70.5 million.

Those higher costs weighed on profitability metrics. Adjusted EBITDA totaled $475.4 million, up 4% from the year-ago quarter, but the adjusted EBITDA margin slipped to 68.1% from 69.0% a year earlier, highlighting the impact of higher operating expenses.

SBAC Expands Portfolio With Sites and LandSBA Communications continued investing in its asset base during the quarter. The company acquired 10 communication sites and, notably, purchased rights to land underneath approximately 3,900 communication sites in Guatemala for total cash consideration of $133 million. It also built 80 towers during the first quarter. As of March 31, 2026, the company owned or operated 46,358 communication sites, including 17,378 in the United States and its territories and 28,980 internationally.

The company also spent $10.4 million to purchase land and easements and extend lease terms. Total cash capital expenditures were $191.9 million, including $12.7 million of non-discretionary cash capital expenditures and $179.2 million of discretionary cash capital expenditures tied to new tower builds, tower augmentations, acquisitions and land-related investments.

As of April 29, 2026, SBAC purchased or was under contract to buy 56 communication sites for a total consideration of $36.9 million in cash. It expects to complete the acquisitions by the end of the third quarter of 2026.

SBAC Liquidity & LeverageLiquidity remained supported by cash generation. Net cash provided by operating activities was $255.1 million in the first quarter compared with $301.2 million in the year-ago period. Total cash, cash equivalents and restricted cash ended the quarter at $332.5 million, providing flexibility to fund ongoing investment needs.

Leverage stayed elevated but within management’s targeted range. SBAC ended the quarter with net debt of $12.6 billion, translating to net debt to annualized adjusted EBITDA of 6.6x, in the middle of its 6.0x to 7.0x range.

SBAC Lifts 2026 OutlookGiven the quarter’s performance, SBAC raised its full-year 2026 outlook across key metrics. The updated forecast indicates site-leasing revenues of $2.649-$2.674 billion and total revenues of $2.839-$2.884 billion, each up $24 million at midpoint from prior guided range. Adjusted EBITDA is now projected at $1.921-$1.941 billion, $9 million up at midpoint.

AFFO per share is expected in the range of $11.93-$12.38, up 9 cents at midpoint from previous guidance range. The Zacks Consensus Estimate is currently pegged at $12.13 per share, which is within the guided range.

SBAC’s Zacks RankThe company currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance of Other REITsW. P. Carey Inc. (WPC - Free Report) delivered first-quarter 2026 adjusted funds from operations per share of $1.30, topping the Zacks Consensus Estimate by 1.6%. Revenues of $453.02 million also came ahead of the consensus mark of $451.06 million, a 0.4% surprise, and rose 11.2% year over year.

WPC’s results reflected the accretive impact of net investment activity and contractual rent escalations across the net-lease portfolio. Contractual same-store rent registered 2.4% growth year over year on a constant-currency basis.

Digital Realty Trust (DLR - Free Report) posted first-quarter 2026 core FFO of $2.04 per share, up 15.3% from $1.77 a year ago. The results beat the Zacks Consensus Estimate of $1.94, delivering a 5.15% earnings surprise.

Total operating revenues were $1.635 billion, up 16.2% from $1.408 billion in the year-ago quarter. Revenues also topped the consensus mark of $1.609 billion by 1.6%, supported by DLR’s strong leasing activity and healthy commencements from a growing backlog.

Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.

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On a recent Morningstar Investing Insights segment unveiling the 2026 class of exceptional dividend growers, the host offered one caveat worth the entire show: “Valuation was not a component in this screen whatsoever.” A stock can clear the bar for double-digit dividend raises, a narrow or wide moat, and low or medium uncertainty, and still be priced for poor forward returns. The screen rewards capital return discipline. It says nothing about your entry point.

That gap is what should keep you reading. Buying a great dividend grower at a stretched multiple compounds the income, but a price drawdown can still erase years of payout. The fix is to overlay a valuation filter on top of the quality screen. Five names from this year’s list clear both gates: trading at 10% or deeper discounts to Morningstar fair value while raising the dividend aggressively.

The five names that pass both tests The discounts run deepest at Zoetis (NYSE: ZTS | ZTS Price Prediction) at 32%, Accenture (NYSE: ACN) at 30%, Domino’s Pizza (NASDAQ: DPZ) at 23%, Intuit (NASDAQ: INTU) at 19%, and SBA Communications (NASDAQ: SBAC) at 13%.

The fundamentals support the gap.

Accenture posted Q2 FY26 revenue of $18.04 billion, up 8%, with record bookings of $22.1 billion, and raised its quarterly dividend 10% to $1.63. Intuit grew Q2 revenue 17% to $4.651 billion and lifted the payout 15%. Both stocks are deep in the red year to date.

Why the discount math matters more than the dividend math Take a concrete example. Suppose you put $10,000 into Zoetis at $114. That buys roughly 88 shares paying $2.12 annually, an entry yield near 1.9%.

Had you bought a year ago near $154, you would own roughly 65 shares, earning the same dividend per share on a higher cost basis. Same company, same payout, permanently lower yield on cost.

That is the math the screen ignores.

The discount widens the runway for total return, too. Zoetis trades at a forward P/E of 19 against an analyst target of $150. Accenture sits at a forward P/E of 14 with a target of $251. Intuit’s forward multiple is 15 with a target of $594.

Who this list fits, and who it hurts The setup fits an investor with a 7-to-15-year horizon to fund future income. A 50-year-old building taxable retirement income can buy a 1-to-2% starter yield today and let double-digit raises do the heavy lifting. Domino’s quarterly dividend climbed from $1.51 in 2024 to $1.99 in 2026. SBA Communications raised 13% in April to $1.25, with the payout still only ~41% of AFFO. That leaves room to keep raising.

The same list hurts a 70-year-old who needs cash flow today. Zoetis, at a 1.9% yield, does not cover current bills, regardless of growth rate. Retirees drawing portfolios are usually better served pairing a sleeve of these growers with higher current-yield holdings, Treasury ladders, or covered-call funds that prioritize today’s check over tomorrow’s raise.

What to do with this Three steps.

First, pull the Morningstar fair value estimate for each name before buying and confirm the discount is still there. Gaps close. Second, project your yield on cost at year 10 using a conservative 8% annual growth assumption, well below the recent 10% to 15% raises across this group, and compare it against what a 10-year Treasury would pay you on the same dollars. Third, separate quality and valuation in your own process going forward. The host’s caveat is the lesson: a list of exceptional dividend growers is only a starting point for further research. These five names are simply where both filters happen to overlap right now.

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Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused on dividend stocks for over 15 years because, despite the stock market’s ups and downs, many people need reliable passive income streams to supplement their income from employment or other sources such as Social Security and pensions.

According to the Internal Revenue Service (IRS), passive income generally includes earnings from rental activity or any trade, business, or investment in which the individual does not materially participate. It can also include income from limited partnerships, stocks, bonds, and other similar enterprises in which the investor is not actively involved. The more passive income covers rising costs—such as mortgages, insurance, taxes, and other expenses—the easier it is for investors to set aside money for future needs as they prepare for retirement. Dependable recurring dividends, paid either monthly or quarterly, are a recipe for success.

We screened our 24/7 Wall St. dividend stocks database, looking for quality companies that have been raising their payments to shareholders by double-digit percentages over the past three years. In an economy that could still be facing more inflation, owning companies that raise dividends by double digits makes sense in an era of rising prices. All five companies we found are Buy-rated by the top Wall Street firms we cover.

Why do we cover companies raising dividends by double digits?

Since 1926, dividends have accounted for approximately 32% of the S&P 500’s total return, while capital appreciation has accounted for 68%. Therefore, sustainable dividend income and the potential for capital appreciation are essential to total return expectations. A study by Hartford Funds, in collaboration with Ned Davis Research, found that dividend stocks delivered an annualized return of 9.18% over the 50 years from 1973 to 2023. Over the same timeline, this was more than double the annualized return for non-payers (3.95%).

ADP This company, founded in 1949, is a global leader in payroll and HR services and provides cloud-based software trusted by over 80% of Fortune 100 companies. Automatic Data Processing (NYSE: ADP | ADP Price Prediction) is a global technology company engaged in providing cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax, and benefits administration.

ADP benefits from its dominant position in payroll and HR services, with highly recurring, subscription-like revenue, and pays a 2.94% dividend, which has increased by a double-digit amount (12.36%) each year, on average, over the past five years. Its segments include:

Employer Services Professional Employer Organization (PEO) The Employer Services segment serves clients ranging from single-employee small businesses to large enterprises with tens of thousands of employees worldwide, offering a range of technology-based HCM solutions, including its cloud-based platforms and human resource outsourcing (HRO) solutions (other than PEO).

The company’s offerings include:

Payroll Services Benefits Administration Talent Management HR Management Workforce Management Compliance Services Insurance Services Retirement Services Its PEO business, called ADP TotalSource, provides clients with employment administration outsourcing solutions. ADP serves over 1.1 million clients across 140 countries and territories.

Cantor Fitzgerald has a Buy rating with a $244 target price.

Broadcom This technology giant has been on fire. Many investors probably don’t know it has increased its payout by an average of 19.25% annually over the past five years, making it one of the most aggressive dividend growers in tech — despite its small 0.59% dividend yield — as the shares have surged over the past year. Broadcom (NASDAQ: AVGO) is a global technology firm that designs, develops, and supplies a range of semiconductors, enterprise software, and security solutions.

The company operates through two segments. The Semiconductor Solutions segment includes all of its product lines and intellectual property (IP) licensing. Broadcom provides:

Radio-frequency semiconductor devices Wireless connectivity solutions Custom touch controllers Inductive charging solutions for mobile applications The Infrastructure Software segment includes:

Private and hybrid cloud Application development and delivery Software-defined edge Application networking and security Mainframe Distributed and cybersecurity solutions FC SAN business Broadcom provides a portfolio of software solutions that enable customers to plan, develop, automate, manage, and secure applications across mainframe, distributed, mobile, and cloud platforms.

J.P. Morgan has an Overweight rating and a $500 target price.

NextEra Energy This top company is among the highest-rated utility stocks on Wall Street, which pays a dependable 2.59% dividend. NextEra Energy (NYSE: NEE) dividend payments per share have grown at an average of 10.05% over the past 36 months (three years) and 10.11% over the past 60 months. The company has recorded 32 consecutive years of dividend increases. The company has made its target explicit: NextEra Energy continues to expect to grow its dividends per share at roughly 10% per year through at least 2026, off a 2024 base.

NextEra Energy is an electric power and energy infrastructure company. It operates through its wholly owned subsidiaries, NextEra Energy Resources and NextEra Energy Transmission (collectively, NEER), and Florida Power & Light Company (FPL). The company is working with Google on developing gigawatt-scale data center campuses and will develop 2.5 GW of solar projects for Meta. NextEra also agreed to a 25-year deal with Alphabet to acquire 3 gigawatts of energy from a redeveloped nuclear facility.

The FPL segment is a rate-regulated electric utility that generates, transmits, distributes, and sells electric energy in Florida. FPL has approximately 35,052 megawatts of net generating capacity, over 91,000 circuit miles of transmission and distribution lines, and 921 substations.

The NEER segment owns, develops, constructs, manages, and operates electric generation facilities in wholesale energy markets in the United States and Canada and includes assets and investments in other businesses with a clean energy focus, such as battery storage, natural gas pipelines, and renewable fuels. It owns, develops, constructs, and operates rate-regulated transmission facilities in North America.

HSBC has a Buy rating and a $106 price target.

Parker-Hannifin This top company’s payouts have increased by an average of 14.26% annually over the past five years. With 67 years of consecutive dividend growth, Parker-Hannifin (NYSE: PH) has long since passed the Dividend King threshold of 50 years and specializes in motion and control technologies, with a current dividend yield of 0.81%.

The company designs, manufactures, and provides aftermarket support for highly engineered solutions. Its segments include:

Diversified Industrial Aerospace Systems Diversified Industrial segment, an aggregation of several business units, sells highly engineered, differentiated products to both original equipment manufacturers (OEMs) and distributors serving aftermarket replacement markets. This segment serves various markets, including:

Aerospace and defense Off-highway Plant and industrial equipment Energy and transportation HVAC and refrigeration The Aerospace Systems Segment sells highly engineered, differentiated airframe and engine components and systems to OEMs and aftermarket parts and maintenance directly to end users primarily in the commercial aerospace and defense market verticals. Its products include fuel systems and components, avionics, flight control systems, and others.

Citigroup has a Buy rating with a $1,141 target price.

SBA Communications This cell phone tower REIT was one of five new additions to Morningstar’s list of companies with five or more consecutive years of double-digit dividend increases, putting it among a very select group of consistent double-digit dividend growers. SBA Communications (NASDAQ: SBAC) is an independent owner and operator of wireless communications infrastructure, including towers, buildings, rooftops, distributed antenna systems, and small cells, and it currently pays a 2.20% dividend.

Its primary focus is the leasing of antenna space on its multi-tenant towers to a variety of wireless service providers under long-term lease contracts in the United States, South America, Central America, Canada, and Africa. Its segments include:

Domestic Site Leasing International Site Leasing Site Development The Domestic Site Leasing segment leases to T-Mobile, AT&T Wireless, and Verizon Wireless. It owns over 17,464 sites in the United States and its territories. The International Site Leasing segment owns and operates over 22,285 towers in 13 international markets throughout South America, Central America, Canada, and Africa. Site development services include network pre-design, site audits, tower and related site construction, support for leasing the location, and more.

Truist Financial has a Buy rating with a $248 price objective.

The build-out of 5G networks remains a massive multiyear tailwind for the real estate sector. Choosing between SBA Communications (SBAC +1.06%) and Crown Castle (CCI +1.35%) requires weighing international growth against domestic fiber strength.

Both companies operate as real estate investment trusts (REITs), owning the essential infrastructure that allows your smartphone to function. While they share similar business models, their geographic focuses and asset mixes differ significantly. One prioritizes global expansion while the other bets heavily on U.S. small cells and fiber to complement its traditional tower portfolio.

The case for SBA CommunicationsSBA Communications provides essential infrastructure by leasing tower space to wireless providers. Its primary customers include T-Mobile, AT&T, and Verizon. T-Mobile alone accounted for more than 31% of total revenue in 2024, and customer concentration like this adds a layer of risk to the business.

In FY 2025, revenue reached nearly $2.8 billion, which was a growth rate of approximately 5.1% from the previous year. The company reported net income of roughly $1.1 billion during this period. This led to a net margin of approximately 37.4%, which measures how much of each dollar earned becomes profit.

As of its December 2025 balance sheet, the debt-to-equity ratio was -3.2x, indicating that total liabilities exceed shareholder equity. The current ratio, which compares short-term assets to short-term liabilities, was roughly 0.5x. For the year, the company generated free cash flow of close to $1.1 billion.

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The case for Crown CastleCrown Castle focuses its operations on U.S. infrastructure, managing more than 40,000 towers and 90,000 miles of fiber. The big three carriers accounted for roughly 90% of site rental revenue in FY 2025, representing significant customer concentration risk. The company also builds small cell nodes to support high-density wireless demand in urban areas.

For FY 2025, revenue was nearly $4.3 billion, representing a decrease of about 35.1% over the prior year. Net income for the fiscal year was approximately $444.0 million. This resulted in a net margin of roughly 10.4%, showing how much revenue remains after all costs are paid.

According to its December 2025 balance sheet, the debt-to-equity ratio was -18.1x, which means total liabilities exceed shareholder equity. The current ratio was approximately 0.3x. Free cash flow for the year was roughly $2.9 billion, providing significant capital for reinvestment.

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Risk profile comparisonSBA Communications faces risks from a small customer base, particularly with the recent default of EchoStar. This default is expected to lead to a revenue loss of about $56.0 million in 2026. The company also deals with competition from other infrastructure providers like American Tower and must manage currency swings in international markets.

Crown Castle carries a substantial debt load of approximately $24.2 billion, which limits its flexibility to pursue new projects. The company is currently involved in a dispute with EchoStar, asserting that the carrier owes more than $3.5 billion under existing agreements. Competition in the U.S. market from firms like Equinix or carrier self-performance can also pressure lease rates.

Valuation comparisonSBA Communications currently trades at a lower forward P/E and P/S ratio than its peer based on future earnings estimates.

MetricSBA CommunicationsCrown CastleSector BenchmarkForward P/E26.9x42.9x32.2xP/S ratio7.5x9.2xn/aSector benchmark uses the SPDR XLRE sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

SBA, Crown Castle, and American Tower are the three big publicly traded tower companies. They’re REITs, which means they operate like landlords, renting the infrastructure and physical space to providers of cell connectivity. It’s an intriguing idea for an investment, as these companies receive predictable recurring income from major telecoms and operate in an industry that is viewed as a utility.

But there are risks across the board, and the fallout from the EchoStar default and subsequent legal battle is one example. Both SBA and Crown Castle have relatively small customer bases, and if one tenant struggles financially, it can send shockwaves through the balance sheet. SBA is the smallest of the three, both in terms of market cap and in total number of towers. In April, tower stocks responded favorably to rumors that SBA Communications may be the target of an acquisition by infrastructure management companies KKR and Brookfield.

Tower stocks have been losing investments over the past five years, with SBA stock down more than 36% and Crown Castle losing about 55% in that time frame. A major acquisition in the industry could reinvigorate the investment narrative, as could interest from adjacent industries like data centers or satellite internet.

Choosing between SBA and Crown Castle may come down to your geographic preferences. SBA operates in North America, South America, Central America, and Africa, while Crown Castle is more concentrated in the United States. I think SBA’s valuation, superior financials, and potential for an acquisition make it the more interesting choice here, but prospective long-term investors should consider what they believe the industry will look like over the next five to 10 years before making a decision.