Inspire Medical Systems

INSP

Market cap $1.84B

NEW YORK and NEW ORLEANS, Feb. 13, 2026 /PRNewswire/ -- Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq.

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.

Fourth quarter revenue growth of 12% and full year revenue growth of 14% Fourth quarter net income per diluted share of $4.66; adjusted net income per diluted share of $1.65 Full year net income per diluted share of $4.89; adjusted net income per diluted share of $2.42 Operating cash flow of $52.5 million in the fourth quarter with full year operating cash flow of $117.0 million MINNEAPOLIS, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Inspire Medical Systems, Inc. (NYSE: INSP) (Inspire), a medical technology company focused on the development and commercialization of innovative, minimally invasive solutions for patients with obstructive sleep apnea, today reported financial results for the quarter and year ended December 31, 2025. “We are very excited with the strong finish to 2025.

Evaluate the expected performance of Inspire (INSP) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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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.

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