The EPS miss breaks a streak of strong beats and may trigger a re-rating of the stock. Monitor for any analyst downgrades or guidance updates in the coming days. The stock's historical poor reaction to neutral filings suggests downside risk, but the miss is significant enough to warrant attention.
Price Chart
Executive Summary
Inspire Medical Systems (INSP) reported Q1 2026 EPS of -$0.39, a 59.1% miss vs consensus of -$0.25, with revenue of $194.7M in line with estimates. The miss is notable given the company's history of strong beats, and the stock's poor historical reaction to neutral filings suggests downside risk.
Key Financial Metrics
Key Facts
- EPS of -$0.39 missed consensus of -$0.25 by 59.1%
- Revenue of $194.7M was in line with consensus of $194.7M
- This is a significant reversal from prior quarters where INSP consistently beat EPS estimates by >100%
- No guidance was provided in the filing
- Historical performance shows neutral filings on INSP have averaged -2.45% at T+20 with only 40% win rate
Financial Impact
EPS miss of 59.1% on a -$0.25 consensus, representing a $0.14 per share shortfall
Risk Factors
- EPS miss of 59.1% could lead to analyst downgrades and negative sentiment
- No guidance provided increases uncertainty about future performance
- Historical poor stock reaction to INSP filings suggests potential for further downside
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3322485 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 27, 2026 9w ago | 3 | $51.97 $61.07 | ▲ +17.51% | ▲ +14.13% | $69.97 (+34.64%) |
Jul 24, 2026 10w ago | 8-K | $50.93 $61.47 | ▲ +20.70% | ▲ +17.40% | $69.97 (+37.38%) |
Jul 22, 2026 10w ago | 8-K | $50.40 $61.69 | ▲ +22.40% | ▲ +19.50% | $69.97 (+38.83%) |
Jul 6, 2026 12w ago | Press Release | $49.45 $50.21 | ▼ −1.54% | ▼ −2.10% | $69.97 (−41.50%) |
Jun 11, 2026 16w ago | Institutional Cluster | $42.70 $51.76 | ▲ +21.22% | ▲ +19.44% | $69.97 (+63.86%) |
May 8, 2026 21w ago | 144 | $43.35 $42.21 | ▼ −2.63% | ▼ −2.33% | $69.97 (+61.41%) |
Apr 6, 2026 25w ago | Press Release | $54.14 $54.84 | ▲ +1.29% | ▼ −7.69% | $69.97 (+29.24%) |
Mar 20, 2026 28w ago | DEFA14A | $53.72 $56.97 | ▲ +6.05% | ▼ −3.27% | $69.97 (+30.25%) |
US Market Status
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