Inspire Medical Systems (INSP) Exceeds Q4 Revenue Estimates with $268.9M to $269.1M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Source: seekingalpha
- Q4 Performance Exceeds Expectations: Inspire Medical Systems reported fourth-quarter revenue between $268.9 million and $269.1 million, surpassing the consensus estimate of $262 million, reflecting a year-over-year growth of approximately 12%, indicating strong performance in the medical device market.
- 2025 Revenue Outlook: The company expects 2025 revenue to range from $911.8 million to $912.0 million, exceeding the consensus forecast of $905.03 million and reflecting about 14% year-over-year growth, showcasing the company's potential for continued expansion.
- 2026 Financial Guidance Reaffirmed: Inspire reaffirmed its fiscal 2026 revenue guidance of $1.003 billion to $1.013 billion, representing a 10% to 11% growth over 2025, aligning with the consensus estimate of $1.0 billion, demonstrating confidence in future growth.
- Executive Appointment and Conference Participation: The company announced the appointment of Matt Osberg as Executive Vice President and Chief Financial Officer and confirmed participation in the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026, further enhancing its industry presence.
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Analyst Views on INSP
Wall Street analysts forecast INSP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INSP is 145.31 USD with a low forecast of 91.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
13 Buy
6 Hold
0 Sell
Moderate Buy
Current: 82.010
Low
91.00
Averages
145.31
High
180.00
Current: 82.010
Low
91.00
Averages
145.31
High
180.00
About INSP
Inspire Medical Systems, Inc. is a medical technology company. The Company is focused on the development and commercialization of advanced, minimally invasive solutions for patients with obstructive sleep apnea (OSA). Its proprietary Inspire therapy is FDA, EU MDR, and PDMA-approved neurostimulation technology that provides a safe and effective treatment for moderate to severe obstructive sleep apnea. It has developed a novel, closed-loop solution that continuously monitors a patient’s breathing and delivers mild hypoglossal nerve stimulation to maintain an open airway. The Company sells its Inspire system to hospitals and ambulatory surgery centers (ASCs) in the United States (U.S.) and in select countries in Europe and Japan through a direct sales organization and sells its Inspire system in Singapore and Hong Kong through distributors. Its direct sales force engages in sales efforts and promotional activities focused on ear, nose and throat (ENT) physicians and sleep centers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Inspire Medical Systems Board Under Investigation, 2025 Earnings Guidance Cut by Over 80%
- Board Investigation: The Law Offices of Frank R. Cruz is investigating whether the board of directors of Inspire Medical Systems breached its fiduciary duties to shareholders, potentially exposing them to financial losses.
- Product Launch Delay: The launch of the Inspire V sleep apnea device is facing an 'elongated timeframe' due to several issues, including many centers failing to complete necessary training and contracting criteria, which impacts device purchase and implantation.
- Earnings Guidance Cut: The company has drastically reduced its 2025 earnings guidance from $2.20-$2.30 per share to $0.40-$0.50 per share, reflecting severe impacts from weak market demand and excess inventory.
- Stock Price Plunge: On August 5, 2025, Inspire's stock price plummeted by $42.04, or 32.4%, closing at $87.91 per share, significantly harming investor interests.
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