Piper Sandler maintains overweight on Inspire Medical, $233 target

Published 06/03/2025, 14:10
Piper Sandler maintains overweight on Inspire Medical, $233 target

On Thursday, Piper Sandler reaffirmed its Overweight rating on Inspire Medical Systems (NYSE:INSP) with a steady price target of $233.00, representing significant upside from the current price of $176.20. The firm’s analysis focused on Inspire Medical (TASE:BLWV)’s competitive positioning in the ear, nose, and throat (ENT) medical procedure market, particularly in light of recent reimbursement changes and the introduction of the company’s fifth-generation device. According to InvestingPro data, analyst targets for the stock range from $190 to $270, with the company maintaining a "GREAT" financial health score.

The analyst provided insight into the economic incentives for surgeons performing ENT procedures and how they compare to those associated with Inspire Medical’s offerings. According to Piper Sandler’s research, the economics for surgeons under the Current Procedural Terminology (CPT) code 64568, which applies to Inspire Medical’s procedures, are more favorable on a per-minute basis compared to many other ENT procedures conducted in the operating room (OR). This advantage is reflected in the company’s impressive 28.49% revenue growth and industry-leading gross margin of 84.68% in the last twelve months.

The report acknowledges that while there are limitations to this analysis, the findings suggest that Inspire Medical’s procedures are economically attractive for surgeons and may fare better than initially anticipated. Piper Sandler’s reaffirmed price target and rating reflect confidence in the company’s market position and prospects for utilization, procedure volumes, and revenue growth.

Inspire Medical Systems, with a market capitalization of $5.23 billion, specializes in providing innovative solutions for patients with obstructive sleep apnea (OSA), a condition where the throat muscles intermittently relax and block the airway during sleep. The company’s system is an alternative for patients who cannot use continuous positive airway pressure (CPAP) therapy. InvestingPro analysis reveals the company maintains a strong liquidity position with a current ratio of 7.13, suggesting robust financial stability. For deeper insights into Inspire Medical’s financial health and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

The analyst’s commentary highlights the importance of economic incentives in driving surgeon adoption and utilization of new medical procedures. The research conducted by Piper Sandler aims to provide investors with a clearer understanding of the financial considerations that may influence the adoption of Inspire Medical’s technology in the competitive landscape of ENT procedures.

Inspire Medical Systems’ stock performance will continue to be watched closely by investors, as the company navigates the evolving healthcare market and strives to increase adoption of its sleep apnea treatment solutions. With nine analysts recently revising their earnings expectations downward for the upcoming period, subscribers to InvestingPro can access real-time updates on analyst forecasts, valuation metrics, and comprehensive financial analysis to make more informed investment decisions.

In other recent news, Inspire Medical Systems has reported its fourth-quarter earnings for 2024, with results showing a strong performance. The company achieved a significant beat on earnings per share (EPS), surpassing consensus estimates by 57%, and its revenue aligned with earlier projections. UBS analysts maintained a Buy rating with a $265 price target, noting that the company’s financial health, including over $500 million in cash, supports its growth potential. RBC Capital Markets also reiterated an Outperform rating, citing the company’s EPS and revenue performance as indicators of continued profitability. Truist Securities, while lowering the price target to $235, retained a Buy rating, acknowledging the strong financial results despite concerns over a Department of Justice Civil Investigative Demand.

Morgan Stanley (NYSE:MS) adjusted its price target to $220 but maintained an Overweight rating, suggesting confidence in Inspire Medical’s future performance. The firm’s analysts noted that the company’s guidance appears conservative, indicating potential for positive outcomes. UBS highlighted that the ongoing DOJ investigation is typical in the sector and may not significantly impact the company’s long-term prospects. Inspire Medical’s 2025 sales guidance is set at $940-955 million, reflecting an anticipated increase of 17-19%. These developments underscore the company’s robust financial position and the confidence analysts have in its growth trajectory.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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