Inspire Medical Systems (INSP) Fell Following Reduced Full-Year Guidance

2 days ago 6

Soumya Eswaran

Mon, December 15, 2025 astatine 8:08 AM CST 3 min read

Wasatch Global Investors, an plus absorption company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” capitalist letter. A transcript of the missive tin beryllium downloaded here. US small-cap equities rallied powerfully successful the 3rd quarter. The Fed Reserve’s involvement complaint chopped supported the rally. However, the fund-Investor Class struggled to support up with the rally and ended the play down -3.17% vs. 12.19% summation for the Russell 2000 Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Wasatch Small Cap Growth Strategy highlighted stocks specified arsenic Inspire Medical Systems, Inc. (NYSE:INSP). Inspire Medical Systems, Inc. (NYSE:INSP) is simply a aesculapian exertion institution that focuses connected the improvement and commercialization of minimally invasive solutions for patients with obstructive slumber apnea. The one-month instrumentality of Inspire Medical Systems, Inc. (NYSE:INSP) was 53.98%, and its shares mislaid 30.79% of their worth implicit the past 52 weeks. On December 12, 2025, Inspire Medical Systems, Inc. (NYSE:INSP) banal closed astatine $130.68 per share, with a marketplace capitalization of $3.865 billion.

Wasatch Small Cap Growth Strategy stated the pursuing regarding Inspire Medical Systems, Inc. (NYSE:INSP) successful its 3rd 4th 2025 capitalist letter:

"Another detractor was Inspire Medical Systems, Inc. (NYSE:INSP). This is an illustration of a institution for which we reviewed our concern thesis and decided to determination on. We sold the presumption during the quarter. Inspire develops implantable neurostimulators for treating obstructive slumber apnea. The company’s shares slid successful August aft absorption downgraded full-year 2025 guidance owed to delays successful the U.S. commercialized rollout of its adjacent procreation Inspire V system. The delayed rollout of Inspire V raised questions astir execution by management. Additionally, concerns are increasing astir however GLP-1 drugs whitethorn impact Inspire’s addressable market."

Inspire Medical Systems, Inc. (NYSE:INSP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge money portfolios held Inspire Medical Systems, Inc. (NYSE:INSP) astatine the extremity of the 3rd quarter, which was 34 successful the erstwhile quarter. In Q3 2025, Inspire Medical Systems, Inc. (NYSE:INSP) reported revenue of $224.5 million, an 10% summation from Q3 2024. While we admit the imaginable of Inspire Medical Systems, Inc. (NYSE:INSP) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.


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