INSP Earnings

INSP reported its earnings on 2026-02-11, showcasing a revenue of 269.08M against an estimate of 269.00M, resulting in a 0.03% surprise. The EPS was 1.65, surpassing the expected 0.69 by 139.13%. The stock experienced a -12.55% price change on the earnings day and a -9.25% change over the next five days, reflecting market reactions to the results.

Following INSP's earnings announcement on 2026-02-11, the stock price moved by -12.55% on the day of the release. Over the subsequent five days, it saw a -9.25% change. Historically, INSP's stock price tends to shift by an average of 0.22% in the 10 days leading up to earnings and -7.45% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate INSP's annual revenue to reach 213.40M, while the EPS is projected at 0.15. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised downward by -0.06% over the past three months, indicating analyst expectation in the company's performance.

The correlation between INSP's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved revised downward by -0.06%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, INSP's stock price typically moves by 0.22% in the 10 days before its earnings and -7.45% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.15 and revenue of 213.40M.

The earnings call summary indicates strong financial performance with reaffirmed revenue guidance, increased EPS guidance, and a focus on growth and profitability. The Q&A section reveals management's confidence in handling potential risks, such as competition and reimbursement changes. The company's strategic focus on expanding the patient pool and maintaining pricing stability, along with the positive outlook for reimbursement updates, supports a positive sentiment. However, some uncertainties remain, such as the impact of competition and physician fee cuts, but overall, the sentiment is positive, suggesting a stock price increase of 2% to 8%.