US · Healthcare · Medical Devices
EPS came in at 0.14 against a street estimate of 0.10 — a beat of 40.0%.
Analysts rate Inspire Medical Systems Inc a hold (4 buy, 11 hold, 3 sell out of 18) with an average price target of $69.44.
MIXED Inspire beat Q2 expectations on margins despite 7.6% revenue decline from coding chaos. Raised 2026 guidance. Project Horizon targets $30M cost savings to fuel growth investments; CPT rewrite in September could unlock 2028 gains. Q2 2026 North America disrupted by coding chaos; international strength offsetting some decline. Analysts pressed management on MAC modifier impact (minimal if properly documented), Project Horizon deployment timing (mostly 2027, some Q3 favorability), and manufacturing single-sourcing (quality/scale goals; details TBA). Management defended strategy, emphasized patient flow over DTC, and deferred 2027 guidance pending November CMS rates and September CPT ruling. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.39% |
| Wellington Management Company LLP | 8.24% |
| Vanguard Portfolio Management, LLC | 7.23% |
| Soleus Capital Management, L.P. | 6.68% |
| AQR Capital Management LLC | 6.42% |
| Assenagon Asset Management SA | 5.98% |
| UBS Group AG | 5.69% |
| D. E. Shaw & Co LP | 5.09% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $206,695 thousand, down from $224,501 thousand in the third quarter of 2025. • Nine-month 2026 rev | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $206.7 million, down 7.9% from $224.5 million in the third quarter of 2025. • GAAP diluted EPS was | 2026-11-02 |
| Quarterly report · Q2 2026 INSPIRE MEDICAL SYSTEMS, INC. – Q2 2026 SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $200.6 million (down 7.6% vs Q2 2025's $217.1 million) • Revenue | 2026-08-03 |
| Results announced · Q3 2026 INSPIRE MEDICAL SYSTEMS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $200.6 million (down 7.6% vs Q2 2025's $217.1 million) • Q2 20 | 2026-08-03 |
| Board / officer change · Q3 2026 INSPIRE MEDICAL SYSTEMS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Document date: July 20, 2026 • Company: Inspire Medical Systems, Inc. (Ticker: I | 2026-07-24 |
| Board / officer change · Q3 2026 INSPIRE MEDICAL SYSTEMS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Inspire Medical Systems, Inc. (Ticker: INSP, NYSE) • Report Date: July | 2026-07-22 |
| Reg FD disclosure · Q2 2026 INSPIRE MEDICAL SYSTEMS, INC. - FORM 8-K SUMMARY DOCUMENT OVERVIEW • This is a Form 8-K filing dated June 26, 2026, filed by Inspire Medical Systems, | 2026-06-26 |
| Quarterly report · Q1 2026 INSPIRE MEDICAL SYSTEMS, INC. – Q1 2026 SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $204.6 million (vs. $201.3 million Q1 2025) – up 1.6% year-over- | 2026-05-04 |
Readable in the app.
| Announcement | Date |
|---|---|
| Tax valuation allowance release expected to boost Q4 EPS by $3.00-$3.30 Inspire Medical Systems announced on November 6, 2025, that it expects to release a significant portion of its valuation allowance on U.S. deferred tax assets in Q4 2025. A valuation allowan | 2025-11-17 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.