financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Cuts Opinion On Shares Of Inspire Medical Systems, Inc. To Hold From Buy
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Cuts Opinion On Shares Of Inspire Medical Systems, Inc. To Hold From Buy
Aug 6, 2025 9:51 AM

12:45 PM EDT, 08/06/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our 12-month target price to $86 from $179, reflecting a 2.9x multiple of our 2025 sales estimate, a strong discount to INSP's five-year historical forward average due to investor concerns related to the future impact of GLP-1 drugs. We lower our 2025 EPS estimate to $0.85 from $2.26 and 2026's to $1.71 from $3.20. Q2 EPS of (0.12) vs. $0.32, missed consensus by $0.32 despite a top-line beat. Opex was $185.7M in Q2 (+15% Y/Y), due to ongoing investments in the expansion of the U.S. sales organization, patient marketing expenses, and general corporate costs, partially offset by a reduction in R&D. INSP reduced 2025 guidance, now expecting revenue between $900M and $910M (12%-13% vs. 2024), down from $940M to $955M expected previously, due to challenges in the U.S. commercial launch of the new Inspire V system and a slower-than-expected transition from the previous generation product. Our revised opinion is due to the challenges emerging with the U.S. commercial launch of Inspire V and incorporates a further discount to the valuation.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Copyright 2023-2026 - www.financetom.com All Rights Reserved