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Inspire Medical initiated with an Outperform at Evercore ISI

Evercore ISI analyst Daniel Markowitz initiated coverage of Inspire Medical (INSP) with an Outperform rating and $150 price target The neurostimulation company focused on the greater than $10B obstructive sleep apnea market is down 30% since Q2 on the back of a fiscal year guide down as investors debate whether issues are purely transitional related to the next gen launch of Inspire V or structural, the analyst tells investors. However, the firm believes the headwinds are temporary and Inspire is positioned for a “strong recovery” in 2026 and beyond.

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