INSP Inspire Medical Systems Inc

$INSP Q3 restructuring was mostly equipment. Note 10 of the new 10-Q puts 21.1 million dollars of it in a non cash impairment on production equipment written down to zero fair value, and just 3.07 million dollars in severance, against about 30 million dollars of expected annualized savings.

$INSP reported earnings today after the close and beat EPS estimates: $0.14 adjusted EPS vs $0.087 expected, according to Stock Meadow.

$INSP Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.14 down -62.16% YoY • Reported revenue of $206.69M down -7.93% YoY • Inspire Medical Systems expects Full Year 2026 revenue of $850M to $860M, adjusted operating margin of 4.5% to 5.5%, diluted EPS of -$0.36 to -$0.1, and adjusted diluted EPS of $1.2 to $1.4.

$INSP Interesting that INSP has broken the Upward Channel for the first time since May, right before earnings today. Could be a fake out. It currently sits on strong support dating back to 2020 but a disappointing earnings wouldn't surprise me that it sends this to fill the gap at $53. Positive earnings though, this might go as high as $85-$87.

$INSP reports earnings today after the close. I'm bullish heading into the report: INSP has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow.

$INSP Stock getting held down but is still in an upward channel since its lows. Probably doesn't help the studies showing that GLPs got rid of 25% of patient's OSA. With that said, I do still expect a beat on earnings on Monday but doubt it breaks above the top of the channel which is about $87. Let's see how it goes.