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.
Inspire Medical Systems, Inc. ( INSP ) UBS Global Healthcare Conference 2025 November 10, 2025 11:45 AM EST Company Participants Timothy Herbert - Founder, Chairman, CEO & President Ezgi Yagci - Vice President of Investor Relations Conference Call Participants Danielle Antalffy - UBS Investment Bank, Research Division Presentation Danielle Antalffy UBS Investment Bank, Research Division All right. Good morning, everyone.
Inspire Medical tops third-quarter 2025 estimates as revenue climbs and gross margin improves, with full-year EPS guidance raised.
Baron Discovery Fund ended the quarter up 2.85% but underperformed its benchmark, the Russell 2000 Growth Index. Leading defense technology provider Kratos Defense & Security Solutions contributed to performance following a strong earnings report and continued momentum across its business segments. PAR Technology's shares fell during the quarter after the company lowered its full-year growth outlook to 15% from 20%.
Inspire Medical Systems, Inc. ( INSP ) Q3 2025 Earnings Call November 3, 2025 5:00 PM EST Company Participants Ezgi Yagci - Vice President of Investor Relations Timothy Herbert - Founder, Chairman, CEO & President Richard Buchholz - Chief Financial Officer Conference Call Participants Travis Steed - BofA Securities, Research Division Adam Maeder - Piper Sandler & Co., Research Division Robert Marcus - JPMorgan Chase & Co, Research Division Danielle Antalffy - UBS Investment Bank, Research Division David Rescott - Robert W. Baird & Co. Incorporated, Research Division Jonathan Block - Stifel, Nicolaus & Company, Incorporated, Research Division Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Anthony Petrone - Mizuho Securities USA LLC, Research Division Shagun Singh Chadha - RBC Capital Markets, Research Division Daniel Markowitz - Evercore ISI Institutional Equities, Research Division Michael Sarcone - Jefferies LLC, Research Division Christopher Pasquale - Nephron Research LLC Richard Newitter - Truist Securities, Inc., Research Division Brett Fishbin - KeyBanc Capital Markets Inc., Research Division Michael Polark - Wolfe Research, LLC Michael Kratky - Leerink Partners LLC, Research Division Presentation Operator Good afternoon.
Inspire Medical Systems (INSP) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of a loss of $0.15 per share. This compares to earnings of $0.6 per share a year ago.
Inspire Medical's Inspire V system shows strong safety, faster surgeries, and higher patient adherence in new trials.
Inspire (INSP) reported earnings 30 days ago. What's next for the stock?
Inspire Medical Systems faced a major setback after delays in the Inspire V launch, leading to slashed guidance and a sharp share price drop. Despite near-term volatility and margin pressure, the company's valuation now appears attractive at less than 3x sales, supported by a strong balance sheet. Management expects revenue growth to reaccelerate in 2026, offering comfort to long-term investors despite current uncertainty around margins.
Investors need to pay close attention to INSP stock based on the movements in the options market lately.