- Insmed Incorporated (INSM) Reports Q1 2026 Results
May 13, 2026
Insmed Incorporated (NASDAQ:INSM) is one of the
8 Most Promising Biotech Stocks to Buy Now.
On May 7, Insmed Incorporated (NASDAQ:INSM) reported first-quarter 2026 financials. The company posted a total revenue of $306.0 million because of BRINSUPRI generating $207.9 million and ARIKAYCE contributing $98.1 million. BRINSUPRI revenue surged 44% sequentially from Q4 2025, while ARIKAYCE rose 6% YoY, showing international expansion.
Will Lewis, CEO, said in the release that commercial momentum and pipeline progress continued to build, spotlighting BRINSUPRI’s launch path and ENCORE data strength. Insmed Incorporated (NASDAQ:INSM) also stated that the study fulfilled its primary and all multiplicity-controlled secondary goals. It prepared ARIKAYCE for an SNDAs filing with the FDA in the second half of 2026.
Guidance remained solid. The company reiterated its forecasts for BRINSUPRI revenue of at least $1 billion in 2026 and ARIKAYCE sales of $450 million to $470 million. It also launched the Phase 3 PALM-PAH study of TPIP in April, adding to its late-stage pipeline.Insmed Incorporated (INSM) Reports Q1 2026 Results
Pixabay/Public Domain
Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company that produces and markets medicines for rare diseases. It focuses on the Brensocatib and Treprostinil Palmitil Inhalation Powder pipelines.
While we acknowledge the potential of INSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
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- US Stock Market Today: S&P 500 Futures Rise On Fresh Inflation And Fed Jitters
May 13, 2026
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The Morning Bull - US Market Morning Update Wednesday, May, 13 2026
E mini S&P 500 futures are pointing higher this morning, up about 0.3%, as investors digest a fresh jolt in US inflation. Headline CPI reached 3.8% in April and core CPI, which strips out food and energy, hit 2.8% with the strongest monthly rise in over a year, meaning the cost of living and many everyday services are still running hotter than comfort levels. Energy prices are a big part of the story, with gasoline up 28.4% over the year. With the 10 year Treasury yield around 4.46% and talk of possible Fed hikes resurfacing, interest rate sensitive sectors like real estate and parts of technology sit center stage. Energy producers and consumer facing companies tied to fuel costs could also see sharper moves as investors weigh how much longer higher borrowing costs and pricier energy can coexist without squeezing profits and household budgets.
With inflation running hot and rate worries back, focus on 69 resilient stocks with low risk scores before volatility picks up.
Top Movers
Venture Global (VG) jumped 14.20% after Citi upgraded the stock and raised its price target. Sea (SE) climbed 13.14% as Q1 revenue, earnings and multiple analyst price targets impressed the market. Insmed (INSM) advanced 11.66% following bullish analyst commentary that framed the recent earnings pullback as a buying opportunity.
Is Insmed still a smart investment or just hype? Read our most popular narrative and get all the answers you need.VG 1-Year Stock Price Chart
Top Losers
AST SpaceMobile (ASTS) declined 11.62% after mixed analyst price target changes and fresh earnings highlighted ongoing losses. QUALCOMM (QCOM) fell 11.46% as the stock led a broader semiconductor pullback following recent rating and target shifts. Intel (INTC) dropped 6.82% despite a series of recent analyst price target lifts and product announcements.
If sharp single day drops catch your eye, it helps to separate short term sentiment from underlying fundamentals using tools that highlight balance sheet strength, earnings quality and risk scores side by side, which is exactly what you get with the solid balance sheet and fundamentals stocks screener (46 results)
Look past the noise - uncover the top narrative that explains what truly matters for QUALCOMM's long-term success.ASTS 1-Year Stock Price Chart
On The Radar
Earnings from major technology and China exposed platforms share the spotlight with key US producer price data.
Story Continues
Alibaba Group Holding (BABA) reports Q4 2026 results on Wednesday. The release is a key read for China focused consumer and ecommerce trends. Cisco Systems (CSCO) posts Q3 2026 earnings on Wednesday, putting enterprise networking, margins and order trends under the microscope. US Producer Prices April PPI on Wednesday will update the inflation picture after the hot CPI print and firm energy costs. Applied Materials (AMAT) reports Q2 2026 results on Thursday, offering a closer look at chip equipment demand and capital spending plans. Nu Holdings (NU) Q1 2026 results on Thursday will highlight digital banking growth, credit quality and profitability in Latin America.
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How To Act On Today's Market
When markets feel jumpy, it pays to focus on consistency and resilience, especially while quality is still being overlooked. That is exactly what you get with 13 dividend fortresses, delivering dependable income profiles and time tested business models that can steady a portfolio when sentiment swings.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Insmed (INSM) Soars on Bargain-Hunting After 10-Month Low
May 12, 2026
Insmed Incorporated (NASDAQ:INSM) is one of the 10 Stocks With Stunning Gains.
Insmed climbed by 11.66 percent on Tuesday to close at $116 apiece, as investors resorted to bargain-hunting after touching a 10-month low the day prior.
On Monday, it can be recalled that the stock fell below the $100 territory, touching $98.90 at intra-day trading—its lowest price over the last 10 months, dented by an earnings miss in the first quarter of the year.
Photo from Insmed website
Investors, however, took the drop as an opportunity to hunt for bargains on Tuesday, with Insmed Incorporated (NASDAQ:INSM) maintaining a “strong buy” recommendation from 16 analysts.
In the first quarter of the year, Insmed Incorporated (NASDAQ:INSM) slashed its net loss by 36 percent to $163 million from $256 million in the same period last year, as total revenues soared by 230 percent to $306 million from $92.8 million year-on-year, thanks to strong sales from its lung treatment, Brinsupri.
The therapy alone raked in $207.2 million in sales in the US, and $700,000 internationally.
"The trajectory of the Brinsupri launch continues to exceed our expectations, and we are especially encouraged by the positive topline results from the Encore Phase 3b study, which could enable us to extend our reach to even more patients. We remain focused on improving bronchiectasis diagnosis, expanding the Arikayce label, advancing our Phase 3 programs for TPIP, and progressing our early-stage pipeline, with the ambition of delivering meaningful innovation and improving the lives of patients with serious diseases,” said Insmed Incorporated (NASDAQ:INSM) CEO Will Lewis.
In other news, the company is set to present data from the Phase 3b study for Arikayce at the American Thoracic Society International Conference 2026 on May 17 to 20.
While we acknowledge the potential of INSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
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- Insmed Incorporated (INSM) Presents at Bank of America Global Healthcare Conference 2026 Transcript
May 12, 2026 · seekingalpha.com
Insmed Incorporated (INSM) Presents at Bank of America Global Healthcare Conference 2026 Transcript
- Here's What Analysts Are Forecasting For Insmed Incorporated (NASDAQ:INSM) After Its First-Quarter Results
May 9, 2026
There's been a major selloff in Insmed Incorporated (NASDAQ:INSM) shares in the week since it released its quarterly report, with the stock down 23% to US$105. It looks like the results were pretty good overall. While revenues of US$306m were in line with analyst predictions, statutory losses were much smaller than expected, with Insmed losing US$0.76 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.NasdaqGS:INSM Earnings and Revenue Growth May 9th 2026
Taking into account the latest results, the current consensus from Insmed's 19 analysts is for revenues of US$1.72b in 2026. This would reflect a major 109% increase on its revenue over the past 12 months. Losses are predicted to fall substantially, shrinking 52% to US$2.63. Before this earnings announcement, the analysts had been modelling revenues of US$1.71b and losses of US$2.58 per share in 2026.
View our latest analysis for Insmed
As a result there was no major change to the consensus price target of US$208, implying that the business is trading roughly in line with expectations despite ongoing losses. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Insmed at US$243 per share, while the most bearish prices it at US$177. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting Insmed's growth to accelerate, with the forecast 168% annualised growth to the end of 2026 ranking favourably alongside historical growth of 27% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 22% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Insmed is expected to grow much faster than its industry.
The Bottom Line
The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at US$208, with the latest estimates not enough to have an impact on their price targets.
Story Continues
With that in mind, we wouldn't be too quick to come to a conclusion on Insmed. Long-term earnings power is much more important than next year's profits. We have forecasts for Insmed going out to 2028, and you can see them free on our platform here.
You still need to take note of risks, for example - Insmed has 1 warning sign we think you should be aware of.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- Insmed Stock Sell-off is Overdone as Underlying Metrics Appear Positive, RBC Says
May 8, 2026
Insmed (INSM) stock sell-off post Q1 results is overdone as underlying metrics appear positive and p
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- Insmed's Q1 Earnings Beat, Sales Miss Estimates, Stock Tanks 23%
May 8, 2026
Insmed INSM 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 Earnings
Insmed 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.Zacks Investment Research
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.
Story Continues
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 Guidance
INSM 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 Pipeline
Last 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 Rank
Insmed currently carries a Zacks Rank #3 (Hold).
Insmed, Inc. PriceInsmed, Inc. Price
Insmed, Inc. price | Insmed, Inc. Quote
Our Key Picks Among Biotech Stocks
Some better-ranked stocks from the sector are Amarin Corporation AMRN and Indivior Pharmaceuticals INDV, 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%.
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Insmed, Inc. (INSM) : Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).
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- Insmed's Q1 Earnings Beat, Sales Miss Estimates, Stock Tanks 23%
May 8, 2026 · zacks.com
INSM stock plunges 23% after Q1 sales miss estimates despite 230% revenue growth and strong Brinsupri uptake.
- S&P Futures Climb With All Eyes on Key U.S. Jobs Report
May 8, 2026
June S&P 500 E-Mini futures (ESM26) are trending up +0.46% this morning as investors shrugged off an exchange of fire between the U.S. and Iran and awaited the release of the key U.S. jobs report.
The U.S. military said on Thursday that Iran fired missiles, drones, and deployed small boats to attack U.S. warships transiting the Strait of Hormuz. In response, the U.S. intercepted the threats and carried out strikes on Iranian military sites responsible for the attacks. The United Arab Emirates’ defense ministry also said it was intercepting Iranian attacks. Despite the fighting, President Trump said the ceasefire remains in place, characterizing the latest round of strikes as a “trifle.” The price of WTI crude gave up earlier gains to trade below $95 a barrel.
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The U.S. is awaiting Iran’s response to its proposal to reopen the Strait of Hormuz and end the war. President Trump warned he would strike Iran “more violently” in the future if the Islamic Republic didn’t sign a deal quickly.
In yesterday’s trading session, Wall Street’s major indices closed lower. Zoetis (ZTS) tumbled over -21% and was the top percentage loser on the S&P 500 after the animal health company posted downbeat Q1 results and cut its full-year guidance. Also, Insmed (INSM) plunged more than -23% and was the top percentage loser on the Nasdaq 100 after the biopharmaceutical company posted higher Q1 operating expenses and left its full-year product revenue guidance unchanged. In addition, Arm Holdings (ARM) sank over -10% after the chip company reported weaker-than-expected FQ4 royalty revenue and CEO Rene Haas cautioned about weakness in the smartphone industry. On the bullish side, Datadog (DDOG) jumped over +31% and was the top percentage gainer on the S&P 500 and Nasdaq 100 after the monitoring and analytics platform posted upbeat Q1 results and raised its full-year guidance.
The Labor Department’s report on Thursday showed that the number of Americans filing for initial jobless claims in the past week rose by +10K to 200K, compared with the 205K expected. Also, U.S. Q1 nonfarm productivity rose +0.8% q/q, stronger than expectations of +0.7% q/q, and unit labor costs rose +2.3% q/q, weaker than expectations of +2.6% q/q. In addition, U.S. construction spending rose +0.6% m/m in March, stronger than expectations of +0.3% m/m. Finally, U.S. consumer credit rose by $24.86 billion in March, stronger than expectations of $12.5 billion.
Story Continues
Boston Fed President Susan Collins said on Thursday she was “strongly supportive” of last week’s FOMC decision to keep rates unchanged, but added that she favored adjusting the post-meeting statement to “not be as closely aligned with language that has been associated with the presumption that the next move will be a cut.” Also, Cleveland Fed President Beth Hammack said it would have been more appropriate for the statement to adopt a neutral tone on whether the next move could be up or down. Hammack added that her baseline outlook is that “interest rates will be on hold for quite some time.” At the same time, San Francisco Fed President Mary Daly said, “I think the phrasing of the statement is less important than the actions” of the FOMC. “The real signal about the meeting is that everyone agreed to the decision.”
Minneapolis Fed President Neel Kashkari said the Middle East conflict has introduced additional uncertainty into the outlook for interest rates. “Given the uncertainty around the Iran war, I actually don’t know what the future holds,” Kashkari said. “If the Strait of Hormuz is closed for an extended period of time, it may well be that the next move might need to be up in interest rates.”
U.S. rate futures have priced in a 94.9% chance of no rate change and a 5.1% chance of a 25 basis point rate cut at June’s monetary policy meeting.
In tariff news, a federal trade court ruled late Thursday that President Trump didn't have the authority to impose new 10% global tariffs after his previous levies were struck down by the Supreme Court in February.
Meanwhile, RBC Capital Markets raised its year-end target for the S&P 500 index to 7,900 from 7,750 on Friday, citing resilient earnings growth and continued strength in AI-related sectors.
Today, all eyes are focused on the U.S. monthly payroll report, which is set to be released in a couple of hours. Economists, on average, forecast that April Nonfarm Payrolls will come in at 65K, compared to the March figure of 178K.
Investors will also focus on U.S. Average Hourly Earnings data. Economists expect the April figures to be +0.3% m/m and +3.8% y/y, compared to +0.2% m/m and +3.5% y/y in March.
The U.S. Unemployment Rate will be reported today. Economists forecast that this figure will remain steady at 4.3% in April.
“A modest gain in payrolls alongside an unemployment rate holding at 4.3% would reinforce the picture of a labor market that’s cooling but not cracking—a low-hire, low-fire equilibrium,” according to First Citizens Bank’s Phil Neuhart.
The University of Michigan’s U.S. Consumer Sentiment Index will be released today. Economists estimate the preliminary May figure will stand at 49.7, compared to 49.8 in April.
U.S. Wholesale Inventories data will be released today as well. Economists anticipate that the final March figure will remain unrevised at +1.4% m/m.
In addition, market participants will be anticipating speeches from Fed Governors Christopher Waller and Lisa Cook, as well as Fed Vice Chair for Supervision Michelle Bowman, San Francisco Fed President Mary Daly, and Chicago Fed President Austan Goolsbee.
In the bond market, the yield on the benchmark 10-year U.S. Treasury note is at 4.37%, down -0.50%.
The Euro Stoxx 50 Index is down -0.84% this morning as renewed hostilities between the U.S. and Iran rattled investor sentiment. Iran on Thursday carried out attacks on U.S. warships passing through the Strait of Hormuz, prompting the U.S. to retaliate with strikes on Iranian military sites, raising doubts about peace negotiations. Also dampening sentiment, U.S. President Donald Trump warned that the European Union would face “much higher” tariffs if trade deal commitments were not fulfilled by July 4th. Financial and industrial stocks were among the biggest losers on Friday. Travel stocks also sank, with IAG (IAG.LN) falling over -2% after the British Airways owner cut its full-year profit guidance, citing the impact of higher jet fuel prices stemming from the Middle East conflict. Despite Friday’s drop, the benchmark index is on track to post a weekly gain. Data from Destatis released on Friday showed that Germany’s monthly industrial production unexpectedly fell in March, as the start of the Middle East conflict pushed energy prices higher, dealing a blow to any manufacturing recovery in Europe’s largest economy this year. Separate data showed that Germany’s trade surplus shrank significantly in March, suggesting that first-quarter GDP could be revised lower. Meanwhile, European Central Bank Executive Board member Isabel Schnabel said on Thursday that the central bank may need to raise interest rates if the Middle East conflict leaves a more persistent impact on inflation. “If the energy-price shock broadens, monetary policy will need to tighten to contain the risk of second-round effects threatening medium-term price stability,” Schnabel said. In other corporate news, Rheinmetall (RHM.D.DX) slumped more than -5% after JPMorgan downgraded the stock to Neutral from Overweight.
Germany’s Exports, Imports, and Industrial Production data were released today.
The German March Exports unexpectedly rose +0.5% m/m, stronger than expectations of -1.7% m/m.
The German March Imports jumped +5.1% m/m, stronger than expectations of +0.8% m/m.
The German March Industrial Production unexpectedly fell -0.7% m/m, weaker than expectations of +0.4% m/m.
Asian stock markets today closed mixed. China’s Shanghai Composite Index (SHCOMP) closed flat, and Japan’s Nikkei 225 Stock Index (NIK) closed down -0.19%.
China’s Shanghai Composite Index closed flat today as signs of renewed hostilities in the Middle East kept investors on edge. The U.S. and Iran exchanged military strikes in the Strait of Hormuz on Thursday, threatening an already fragile ceasefire and raising doubts about peace negotiations. Semiconductor stocks led the declines on Friday as investors locked in profits following the recent rally. Still, the benchmark index notched its fifth straight weekly gain, marking its longest winning streak since last July. Meanwhile, China reported higher tourism revenue during the five-day May holiday, but spending per trip remained below year-ago levels, underscoring persistently weak domestic demand. Tourism revenue in China during the Labor Day holiday, which ended Tuesday, increased 2.9% from a year earlier to 185.5 billion yuan ($27.3 billion), while per-trip spending slipped to 571 yuan this year from 574 yuan in 2025. Xiangrong Yu, an economist at Citigroup, said, “This points again to fragile consumer sentiment: households are willing to travel but hesitate to open their wallets.” Investor focus now shifts to U.S. President Donald Trump’s visit to China next week and a slate of domestic data, including April trade and inflation figures.
Japan’s Nikkei 225 Stock Index closed slightly lower today, retreating from a record high as SoftBank Group fell and renewed U.S.-Iran tensions dampened risk appetite. Technology investor SoftBank Group fell over -4% on Friday, exerting the biggest drag on the Nikkei after U.S.-listed shares of Arm Holdings sank overnight. Losses in financial and energy stocks also weighed on the benchmark index. Adding to the negative sentiment, oil prices ticked higher in Tokyo trading after the U.S. and Iran exchanged fire in the Persian Gulf. Still, the benchmark index posted strong gains for the holiday-shortened week. Government data released on Friday showed that Japan’s inflation-adjusted wages rose for a third consecutive month in March, strengthening the case for the Bank of Japan to raise interest rates at its next policy meeting in June. Real wages rose 1% in March from a year earlier, easing from a revised 2% rise in February but surpassing January’s 0.7% gain. Capital Economics’ Marcel Thieliant said that Japan’s wage growth eased slightly in March, but remains solid enough to support the case for a rate hike once risks stemming from the Iran war subside. “We’re sticking to our forecast that the BOJ will hike its policy rate to 1% at its June meeting,” Thieliant said. Separately, a private-sector survey showed that Japan’s service activity expanded at its slowest pace in 11 months in April, as uncertainty and higher costs from the Middle East conflict weighed on sentiment. In corporate news, Toyota Motor slid more than -2% after the automaker projected a 20% drop in full-year profit due to cost and supply uncertainties arising from the Middle East conflict. The Nikkei Volatility Index, which takes into account the implied volatility of Nikkei 225 options, closed down -9.25% to 34.16.
The Japanese April S&P Global Services PMI was revised lower to 51.0 from the preliminary reading of 51.2.
Pre-Market U.S. Stock Movers
Chip stocks advanced in pre-market trading, with Qualcomm (QCOM) rising over +6% after Daiwa upgraded the stock to Outperform from Neutral with a price target of $225.
Akamai Technologies (AKAM) jumped over +28% in pre-market trading after announcing that a leading AI lab agreed to pay $1.8 billion over seven years for its cloud infrastructure services.
Block (XYZ) climbed over +7% in pre-market trading after the fintech company posted upbeat Q1 results and raised its full-year gross profit guidance.
Rocket Lab (RKLB) rose about +7% in pre-market trading after the space launch services and technology provider reported better-than-expected Q1 results and issued above-consensus Q2 revenue guidance.
The Trade Desk (TTD) plunged more than -12% in pre-market trading after the advertising-technology company posted weaker-than-expected Q1 adjusted EPS and provided soft Q2 revenue guidance.
You can see more pre-market stock movers here
Today’s U.S. Earnings Spotlight: Friday - May 8th
PPL Corporation (PPL), Fidelity National Information Services (FIS), Plains All American Pipeline (PAA), QXO, Inc. (QXO), TeraWulf (WULF), Oshkosh (OSK), Madison Square Garden Sports (MSGS), Construction Partners (ROAD), Fluor (FLR), Starwood Property Trust (STWD), CG Oncology (CGON), Essent Group (ESNT), Telephone and Data Systems (TDS), Orla Mining (ORLA), Array Digital Infrastructure (AD), Tango Therapeutics (TNGX), Erasca (ERAS), Calumet (CLMT), Soleno Therapeutics (SLNO), Hawaiian Electric Industries (HE), Trump Media & Technology Group (DJT), Immunome (IMNM), Alpha Metallurgical Resources (AMR), ANI Pharmaceuticals (ANIP), AnaptysBio (ANAB), Arbor Realty Trust (ABR), Sylvamo (SLVM), Interface (TILE), Global Partners LP (GLP), Alamar Biosciences (ALMR), Dauch (DCH), Olema Pharmaceuticals (OLMA), The Wendy's Company (WEN), Burford Capital (BUR), Janux Therapeutics (JANX), Koppers Holdings (KOP), Ur-Energy (URG), Strawberry Fields REIT (STRW), AdvanSix (ASIX), Avalo Therapeutics (AVTX), ProKidney (PROK), Johnson Outdoors (JOUT), Aura Biosciences (AURA), 4D Molecular Therapeutics (FDMT), Immix Biopharma (IMMX), XOMA Royalty (XOMA).
On the date of publication, Oleksandr Pylypenko did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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- US Stock Market Today: S&P 500 Futures Climb As Traders Weigh Jobs And Inflation
May 8, 2026
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The Morning Bull - US Market Morning Update Friday, May, 8 2026
US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures up roughly 0.6%, as investors focus on a key mix of jobs and inflation signals. The April non-farm payrolls report is expected to show 62,000 new jobs, unemployment at 4.3% and paychecks rising 0.3% month on month, which hints at an economy that is cooling but still holding up. At the same time, global food prices are 1.6% higher on the year’s FAO Food Price Index and Brent crude is above US$100, raising questions about whether everyday costs will stay under pressure. The dilemma for investors now is whether a still firm job market plus higher food and energy costs keep interest rates elevated for longer, which would keep rate sensitive areas such as real estate and utilities under strain, while putting fresh attention on growth sectors that can absorb higher costs and still grow earnings.
If you are worried that sticky food and energy costs keep rates higher for longer, focus on 72 resilient stocks with low risk scores.
Top Movers
Datadog (DDOG) jumped 31.33% after very strong Q1 earnings and multiple analyst upgrades. Fortinet (FTNT) climbed 20.03% as Q1 results and a wave of price target hikes drew attention. MACOM Technology Solutions Holdings (MTSI) gained 11.19% following Q2 results and higher analyst price targets.
Is Datadog still a smart investment or just hype? Read our most popular narrative and get all the answers you need.DDOG 1-Year Stock Price Chart
Top Losers
Insmed (INSM) dropped 23.55% after Q1 results showed another quarterly loss and analysts flagged the pullback. Zoetis (ZTS) fell 21.50% after Q1 earnings and commentary that the quarter was worse than it seems. Futu Holdings (FUTU) declined 13.76%.
Look past the noise - uncover the top narrative that explains what truly matters for Futu Holdings' long-term success.INSM 1-Year Stock Price Chart
On The Radar
Global inflation signals and US housing data will share the spotlight with a few targeted stock specific catalysts.
US Housing: April Existing Home Sales on Monday will help you gauge how mortgage rates meet buyer demand. China Prices: Monday’s April China CPI and PPI readings frame input costs and demand in a key US trading partner. Central Banks: The ECB Cipollone speech on Sunday may offer insight into how Europe is approaching persistent inflation. Bank of Canada: Monday’s BoC Market Participants Survey provides a snapshot of rate expectations in another major economy. Utilities Earnings: Friday’s Q1 update from PPL (PPL) outlines how a regulated utility is handling costs and cash flows.
Story Continues
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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