Inspire Medical Systems faces intensifying competition, reimbursement headwinds, and decelerating growth in the obstructive sleep apnea device market. Despite Q4 revenue and EPS beats, FY26 guidance implies just 4–10% revenue growth, higher capex, and a projected net loss amid operational challenges. Valuation remains stretched even after a 66% stock decline; DCF analysis suggests current pricing bakes in optimistic growth and margin assumptions.
INSP beats Q4 estimates with EPS up 43% and wider margins, but shares tumble 8.7% after a lower 2026 revenue outlook.
Inspire Medical Systems, Inc. (INSP) Q4 2025 Earnings Call Transcript
Inspire Medical Systems (INSP) came out with quarterly earnings of $1.65 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $1.15 per share a year ago.
Inspire (INSP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
INSP navigates a product shift as Inspire V gains traction, reimbursement improves, and management balances growth with near-term pressures.
Inspire Medical Systems, Inc. (INSP) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
INSP's Inspire V gains traction with strong clinical data, improving reimbursement visibility and cost control, even as inventory and GLP-1 headwinds persist.
Inspire (INSP) reported earnings 30 days ago. What's next for the stock?
Inspire Medical Systems, Inc. (INSP) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Inspire Medical Systems' stock recently saw a significant surge, reacting to news that appears to be important. But does the increase from yesterday indicate that this is a good time to buy, or are we merely trying to catch a falling knife?
The maker of an implant to treat sleep apnea receives an upgrade to Buy from Hold at Stifel.