Professional
Added to YB: 2025-10-20
Pitch date: 2025-10-10
INSP [neutral]
Inspire Medical Systems, Inc.
+55.11%
current return
Author Info
No bio for this author
Company Info
Inspire Medical Systems, Inc., a medical technology company, focuses on the development and commercialization of minimally invasive solutions for patients with obstructive sleep apnea (OSA) in the United States and internationally.
Market Cap
$3.5B
Pitch Price
$76.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.91
P/E
80.79
EV/Sales
3.60
Sector
Health Care Equipment and Supplies
Category
value
Headwaters Capital Portfolio Holding: Inspire Medical Systems, Inc.
INSP (holding update): Sleep apnea device co down 43% on botched next-gen rollout (insurance, inventory, MD training issues) + GLP-1 weight loss drug fears + 2H25 competition threat. Still +8-10% revenue growth in 2H25. At 2x 2025 revenue, 33% cash/market cap, FCF+, M&A multiples 4-7x revenue.
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