$INSP

Inspire Medical Systems, Inc.

Insider trades
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3
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$57K
Kelly Jason P
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Inspire Medical Systems (INSP) Updates Guidance As Valuation Questions Persist

Simply Wall St reports Inspire Medical Systems (INSP) released Q2 2026 results and updated full-year guidance on Aug 3, alongside a share repurchase update. The article cites INSP’s $57.10 close, a consensus analyst price target of $52.17, with a range from $39 to $65, and discusses valuation multiples and risks tied to reimbursement and Inspire V adoption.

Inspire Medical Systems (INSP) Q2 2026 Earnings Call Transcript

Inspire Medical Systems (NYSE:INSP) reported Q2 2026 revenue of $200.6M, down 7.6% year over year, citing coding and reimbursement disruptions. Adjusted diluted EPS was $0.14 versus $0.34 a year earlier. Gross margin rose to 85.5%. Full-year revenue guidance was raised to $835M-$875M, with an estimated $40M Q2 and $120M-$130M full-year reimbursement headwind.

Inspire Medical Systems (INSP): Soleus Capital group reports 6.7% ownership stake

Inspire Medical Systems (INSP) disclosed a Schedule 13G/A showing a group led by Soleus Capital Master Fund, L.P. and related entities, plus Guy Levy, reports beneficial ownership of 1,931,436 shares, or 6.7% of INSP common stock. The filing cites 28,910,375 shares outstanding as of July 30, 2026, with shared voting and dispositive power.

INSP sentiment & insider activity

Over the past 7 days, alphai's AI scored 3 news stories mentioning INSP (Inspire Medical Systems, Inc.). Coverage has been balanced: 0 bullish, 3 neutral, and 0 bearish.

Recent INSP coverage spans earnings and financial news.

In the last 30 days, INSP insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($57K). The most active reporter was Kelly Jason P, See Remarks, with 1 filing.

What's driving INSP

  • The piece frames INSP as trading above a narrative fair value despite guidance updates, emphasizing reimbursement and adoption risks.

    simplywall.st · Aug 15, 2026

  • Guidance raise with large reimbursement headwinds implies near-term margin pressure but improved visibility, shifting the risk balance toward payer/coding execution and CMS rate proposals.

    aol.com · Aug 14, 2026

  • A new or updated 13G/A stake above 5% can shift perceived control dynamics, but the filing describes shared power and no sole control.

    stocktitan.net · Aug 13, 2026

  • Guidance raise with explicit reimbursement headwinds and a weaker Q3 revenue forecast implies near-term margin pressure but improved full-year visibility.

    fool.com · Aug 11, 2026

  • Guidance raises and large Q2 adjusted profitability beats suggest improving execution despite year-on-year revenue decline, supporting near-term sentiment and positioning.

    financialcontent.com · Aug 10, 2026

alphai scores every news story that mentions INSP with an AI model for sentiment and relevance, and aggregates insider trades from Inspire Medical Systems, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $INSP

Score
$INSPMedAI 8/10

Inspire Medical Systems (INSP) Q2 2026 Earnings Call Transcript

Inspire Medical Systems (NYSE:INSP) reported Q2 2026 revenue of $200.6M, down 7.6% year over year, citing coding and reimbursement disruptions. Adjusted diluted EPS was $0.14 versus $0.34 a year earlier. Gross margin rose to 85.5%. Full-year revenue guidance was raised to $835M-$875M, with an estimated $40M Q2 and $120M-$130M full-year reimbursement headwind.

$INSPMedAI 8/10

Inspire Medical Systems (INSP) Q2 2026 Earnings Call Transcript

Inspire Medical Systems (INSP) reported Q2 2026 revenue of $200.6 million, down 7.6% year over year, citing coding and reimbursement disruptions. Adjusted diluted EPS was $0.14 versus $0.34 a year earlier. Management raised full-year revenue guidance to $835 million to $875 million and estimated a $40 million Q2 adverse impact, with $120 million to $130 million for the year.

$INSPMedAI 8/10

5 Insightful Analyst Questions From Inspire Medical Systems’s Q2 Earnings Call

Inspire Medical Systems (INSP) reported Q2 results with improved coding clarity and cost discipline, citing outperformance versus Wall Street expectations despite year-on-year revenue decline. Revenue was $200.6M vs $194.7M estimate, adjusted EPS $0.14 vs -$0.25, and adjusted EBITDA $38.9M vs $27.68M. Full-year revenue guidance was raised to $855M and adjusted EPS to $1.25 at the midpoint.

$PLTRMed

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

Deutsche Bank upgraded Palantir (PLTR) to Buy, keeping a $200 target, citing an “exceptional” Q2. Oppenheimer upgraded Inspire Medical (INSP) to Outperform with an $85 target. UBS upgraded BBB Foods (TBBB) to Buy, $51 target. Several others were upgraded or downgraded ahead of earnings or on guidance, including Walmart (WMT) to Perform and Apple (AAPL) to Hold.

$INSPHighAI 9/10

Why Are Inspire Medical Systems (INSP) Shares Soaring Today

Inspire Medical Systems (INSP) shares rose 18.3% after the company reported a “beat and raise” quarter and announced a restructuring initiative. Revenue was $200.6M vs $194.7M consensus, adjusted EPS was $0.14 vs a $0.25 loss expected, and adjusted EBITDA was $38.9M. Full-year revenue guidance midpoint rose to $855M and adjusted EPS to $1.25. Oppenheimer upgraded to Outperform with an $85 target.

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