Inspire Medical stock falls as RBC lowers price target on slower growth

Published 05/08/2025, 17:48
Inspire Medical stock falls as RBC lowers price target on slower growth

Investing.com - RBC Capital lowered its price target on Inspire Medical (TASE:BLWV) Systems (NYSE:INSP) to $180.00 from $215.00 on Tuesday, while maintaining an Outperform rating on the stock. The medical device company, currently valued at $2.24 billion, maintains a strong financial health score of "GREAT" according to InvestingPro analysis.

The price target reduction follows Inspire Medical’s second-quarter revenue beat of 2% and a significant guidance reduction for 2025, which the company now considers a transition year due to slower-than-expected Inspire V product ramp. Despite near-term challenges, the company maintains impressive fundamentals with an 84.65% gross margin and robust revenue growth of 27.11% over the last twelve months.

Inspire Medical lowered its 2025 revenue guidance by approximately $43 million, representing a 5% reduction to 12-13% year-over-year growth, and reduced its adjusted earnings per share guidance by 53% to $1.00-1.10.

The guidance reduction triggered a 21% drop in Inspire Medical shares in after-market trading, with RBC noting that investors will likely remain on the sidelines until business momentum improves.

Despite the near-term challenges, RBC maintained its Outperform rating on Inspire Medical, stating that the company’s long-term growth story remains intact, though momentum may not be proven until fourth-quarter earnings.

In other recent news, Inspire Medical Systems has faced several significant developments. The company reported second-quarter results that showed revenue slightly ahead of market expectations. However, Inspire Medical Systems has reduced its 2025 revenue guidance to $900-910 million, down from the prior range of $940-955 million. This guidance cut has led to a series of analyst downgrades. Truist Securities downgraded the stock from Buy to Hold, citing growth concerns related to the Inspire V product and cut its price target to $125.00 from $190.00. Similarly, Stifel lowered its price target to $140.00 while maintaining a Hold rating, noting lagging facility activations. Mizuho (NYSE:MFG) also reduced its price target to $170.00, maintaining an Outperform rating, following the company’s lowered full-year guidance. The adjusted earnings per share outlook was also cut to $1.00-$1.10 from the previous $2.20-$2.30. KeyBanc joined the downgrades, moving its rating to Sector Weight despite the revenue exceeding expectations.

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