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ININSP

Inspire Medical Systems, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$INSP·$1.8B·Medical - Devices·Healthcare
$58.89-2.0%YTD-30.7%1Y-31.6%
Mentions · last 7 days
2026-07-29: 9 posts2026-07-30: 5 posts2026-07-31: 5 posts2026-08-01: 4 posts2026-08-02: 5 posts2026-08-03: 23 posts2026-08-04: 32 posts83
Price updated 4m ago·X counts updated 2d ago
ININSP
$INSPInspire Medical Systems, Inc.
$58.89-2.00%83 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $INSP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-05

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Inspire Medical crushed Q2 by 159% and jumped 22.8% today — the sleep-apnea device compounder is bouncing off multi-year lows.

Inspire Medical Systems is the leading maker of the Inspire hypoglossal-nerve-stimulation device for obstructive sleep apnea (OSA) — a specialty medtech pure-play in a $1B-plus TAM.

  • The Q2 print was operationally exceptional: EPS beat by 159% on the August 3 print (very-low base); Q2 revenue of $200.6M declined 7.6% year-over-year (transition period) with gross margin at 85.5% and operating margin barely negative at -0.3% — meaning the underlying commercial execution is improving, and management raising the FY26 view is the specific tell that Q3-Q4 have upside.
  • The valuation is compressed enough for a re-rating: 13.8x trailing earnings and 2.1x sales for a $1.85B market cap specialty-medtech with 17.6% ROE is a value multiple, and the analyst FY26 EPS estimate of $1.12 rising to $1.34 in FY27 puts today's $64.14 stock at ~57x forward and ~48x FY27 — expensive on FY26 but reasonable if the commercial execution continues to inflect.
  • The setup shows exactly the coiling character: sitting at 23% of the 52-week range with +38% above the 50-day moving average and -6.4% below the 200-day — that's the classic post-drawdown reversal pattern where the tape has repriced the operational discipline; today's +22.8% move on 2.3x volume confirms institutional repositioning.

With Q2 behind and November 2 Q3 up next, the coil resolves on continued commercial execution. Bull setup: a Q3 print with revenue growth returning to positive plus specific commentary on Inspire V product-launch cadence; analyst forecasts being raised following the Q2 results signals sell-side conviction. Bear invalidation: a competitive product-launch from Nyxoah or another sleep-apnea-device competitor.

What to watch: November 2 Q3 earnings. Revenue growth returning to positive plus Inspire V product-launch cadence commentary extends the coil upward; competitive product-launch from Nyxoah or another sleep-apnea-device competitor is the invalidation.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict + X sentiment for $INSP

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What it does

Plain-English summary of the business — what they sell and how they make money.

Medical device company making the Inspire implant, a hypoglossal nerve stimulator for treating moderate-to-severe obstructive sleep apnea.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $INSP.

Medical - Devices · Healthcare

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

Industry benchmark

25-name peer basket
+9.1%YTD
+19.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
86.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.14$-0.24+159.3%
Q1 2026May 4, 2026$0.10$-0.28+136.3%
Q4 2025Feb 11, 2026$1.65$0.69+139.1%
Q3 2025Nov 3, 2025$0.38$-0.15+353.3%
Next earningsMon, Nov 2·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$200.6M-7.6%85.5%-0.3%$0.01$14.1M
Q1 FY26$204.6M+1.6%86.5%-0.5%$-0.39$3.1M
Q4 FY25$269.1M+12.2%86.6%17.1%$4.70$41.8M
Q3 FY25$224.5M+10.5%85.8%4.3%$0.34$58.1M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$848.2M$836.3M – $853.4M$1.12$0.95 – $1.2013
FY27$878.0M$835.8M – $919.0M$1.34$1.02 – $1.6613
FY28$941.9M$893.0M – $989.6M$1.81$0.86 – $2.4511
FY29$1.1B$1.0B – $1.1B$2.44$2.33 – $2.545
FY30$1.2B$1.1B – $1.2B$3.23$3.08 – $3.375

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+28.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 27.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 15John RondoniSee Remarks2.6K sh$114KSellMay 14John RondoniSee Remarks700 sh$30KSellMay 8Shawn MccormickDirector696 sh$32K
+ 38 other (23 awards · 15 inkinds) in window

See when $INSP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is INSP a Buy as Margins Improve but Reimbursement Risks Persist?zacks.com·1d agoINSP Raises 2026 Outlook as Reimbursement Headwinds Start to Easezacks.com·1d agoINSP's 28.1% Past-Month Rally Raises a Key Question for Investorszacks.com·1d agoAmundi Sells 107,792 Shares of Inspire Medical Systems, Inc. $INSPdefenseworld.net·2d agoInspire Medical Q2 Earnings Beat Estimates, '26 View Raised, Stock Upzacks.com·2d ago

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Voices on X · last 7 days

No standout posts about $INSP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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