Procedure Improvements And Expanding Medicare Access Will Open Future Opportunities

Published
29 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$151.00
47.3% undervalued intrinsic discount
07 Aug
US$79.63
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1Y
-59.2%
7D
-38.7%

Author's Valuation

US$151.0

47.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Decreased 28%

The sharp reduction in Inspire Medical Systems’ consensus price target from $210.73 to $151.00 reflects a meaningful deterioration in both net profit margin and expected revenue growth. What's in the News Company lowered full-year 2025 revenue guidance to $900–$910 million, down from prior guidance of $940–$955 million.

Shared on07 May 25
Fair value Decreased 9.20%

Shared on30 Apr 25
Fair value Increased 1.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 7.05%

AnalystConsensusTarget has increased profit margin from 8.8% to 11.0% and decreased future PE multiple from 80.7x to 57.7x.