Added to YB: 2026-03-09
Pitch date: 2026-03-05
INSP [neutral]
Inspire Medical Systems, Inc.
-6.59%
current return
Author Info
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Company Info
Inspire Medical Systems, Inc., a medical technology company, focuses on the development and commercialization of minimally invasive solutions for patients with obstructive sleep apnea (OSA) in the United States and internationally.
Market Cap
$1.8B
Pitch Price
$62.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.95
P/E
13.15
EV/Sales
1.71
Sector
Health Care Equipment and Supplies
Category
turnaround
Inspire Medical Systems — The solution for a good night’s sleep?
INSP (watchlist): Implant for OSA shows 80% 5yr usage vs 30%+ CPAP dropout, 125k patients treated. Rev guidance $950M-$1B (+4-10% YoY) signals growth deceleration. Stock -70% 5yr, -64% 1yr on multiple compression (60x EV/sales peak). Risks: Nyxoah FDA approval, LivaNova trial, Apnimed oral therapy threat, reimbursement cuts. SBC exceeds FCF. Debt-free, $300M cash, 1.5x EV/sales.
Read full article (8 min)