Inspire Medical Systems, Inc. Just Beat EPS By 401%: Here’s What Analysts Think Will Happen Next

Simply Wall St

Sat, February 14, 2026 at 9:54 PM GMT+9 4 min read

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INSP

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Last week, you might have seen that Inspire Medical Systems, Inc. (NYSE:INSP) released its annual result to the market. The early response was not positive, with shares down 9.0% to US$59.76 in the past week. Revenues were US$912m, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at US$4.89, an impressive 401% ahead of estimates. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there’s been a strong change in the company’s prospects, or if it’s business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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NYSE:INSP Earnings and Revenue Growth February 14th 2026

Taking into account the latest results, the consensus forecast from Inspire Medical Systems’ 16 analysts is for revenues of US$966.7m in 2026. This reflects a credible 6.0% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to nosedive 66% to US$1.71 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.00b and earnings per share (EPS) of US$1.65 in 2026. So it’s pretty clear that while sentiment around revenues has declined following the latest results, the analysts are now more bullish on the company’s earnings power.

Check out our latest analysis for Inspire Medical Systems

The consensus price target fell 33% to US$82.86, with the analysts signalling that the weaker revenue outlook was a more powerful indicator than the upgraded EPS forecasts. There’s another way to think about price targets though, and that’s to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Inspire Medical Systems at US$180 per share, while the most bearish prices it at US$66.00. So we wouldn’t be assigning too much credibility to analyst price targets in this case, because there are clearly some widely different views on what kind of performance this business can generate. With this in mind, we wouldn’t rely too heavily the consensus price target, as it is just an average and analysts clearly have some deeply divergent views on the business.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Inspire Medical Systems’ past performance and to peers in the same industry. We would highlight that Inspire Medical Systems’ revenue growth is expected to slow, with the forecast 6.0% annualised growth rate until the end of 2026 being well below the historical 34% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 7.7% annually. Factoring in the forecast slowdown in growth, it seems obvious that Inspire Medical Systems is also expected to grow slower than other industry participants.

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The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Inspire Medical Systems following these results. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. Yet - earnings are more important to the intrinsic value of the business. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

With that in mind, we wouldn’t be too quick to come to a conclusion on Inspire Medical Systems. Long-term earnings power is much more important than next year’s profits. At Simply Wall St, we have a full range of analyst estimates for Inspire Medical Systems going out to 2028, and you can see them free on our platform here…

Even so, be aware that Inspire Medical Systems is showing ** 1 warning sign in our investment analysis** , you should know about…

Have feedback on this article? Concerned about the content? Get in touch** with us directly.**_ Alternatively, email editorial-team (at) simplywallst.com._

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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