Analyst Price Target News: Palantir, Vertex, Inspire Medical – August 5th, 2025

By: Matthew Otto

Inspire Medical Reports Q2 Beat, Lowers Full-Year Guidance Amid Slower Product Transition

Inspire Medical Systems reported second quarter 2025 revenue of $217.1 million, representing an 11% increase from $195.9 million in the same period last year and slightly above the consensus estimate of $214.48 million. U.S. revenue rose 10% to $207.2 million, while international revenue increased 23% to $9.9 million.

Gross margin for the quarter was 84%, down from 84.8% a year earlier, primarily due to a $2.1 million charge related to excess components from the previous Inspire IV system. Operating expenses grew 15% year-over-year to $185.7 million, reflecting higher sales, marketing, and general corporate costs, as well as one-time charges including $11.2 million in accelerated stock-based compensation and $1.7 million in legal expenses.

Inspire Medical posted an operating loss of $3.3 million, compared to an operating income of $5.1 million in the prior-year quarter. Net loss was $3.6 million, down from net income of $9.8 million in Q2 2024, and included a $4 million non-cash impairment of a strategic investment. Reported EPS was a loss of $0.12, while adjusted EPS came in at $0.45, beating the analyst consensus estimate of $0.21 by $0.24. Adjusted EBITDA rose to $44.1 million from $38.7 million last year. As of June 30, 2025, cash, cash equivalents, and investments stood at $410.7 million, compared to $516.5 million at year-end 2024.

For full-year 2025, Inspire Medical lowered its revenue guidance to a range of $900 to $910 million, below the consensus estimate of $946.4 million. It also reduced its EPS outlook to $0.40 to $0.50, below the prior consensus of $2.25.

Analysts Downgrade as FY25 Outlook and Inspire V Rollout Raise Concerns

Stifel analyst Jonathan Block maintained a Hold rating but lowered the price target from $175 to $140.
JP Morgan analyst Robbie Marcus downgraded from Overweight to Neutral and the price target from $195 to $110.
Keybanc analyst Brett Fishbin downgraded from Overweight to Sector Weight.

Which Analyst has the best track record to show on INSP?

Analyst Jonathan Block (STIFEL) currently has the highest performing score on INSP with 9/11 (81.82%) price target fulfillment ratio. His price targets carry an average of $30.3 (20.94%) potential upside. Inspire Medical Systems stock price reaches these price targets on average within 37 days.

Vertex Reports Q2 2025 Performance and Reaffirms FY Guidance Amid Product Momentum

Vertex Pharmaceuticals reported stronger-than-expected financial results for the second quarter of 2025, posting revenue of $2.96 billion, above the consensus estimate of $2.91 billion and representing a 12% increase from the same period last year. Earnings per share came in at $4.52, exceeding analyst expectations by $0.25.

Vertex maintained its full-year revenue guidance of $11.85 billion to $12 billion, in line with the consensus estimate of $11.94 billion. The quarter’s performance was supported by sustained demand for Vertex’s cystic fibrosis (CF) therapies, which are available to over 90% of the roughly 92,000 diagnosed CF patients across North America, Europe, and Australia. Additional contributions came from newer products, including the gene-editing therapy CASGEVY®, kidney treatment ALYFTREK®, and non-opioid pain therapy JOURNAVX®.

Vertex’s pipeline and commercial portfolio continue to broaden beyond its CF franchise. CASGEVY®, developed in collaboration with CRISPR Therapeutics, is aimed at approximately 32,000 eligible patients in the U.S. and Europe with either severe sickle cell disease or transfusion-dependent beta thalassemia. ALYFTREK® targets an estimated 100,000 U.S. patients affected by APOL1-mediated kidney disease, a condition with higher prevalence in individuals of African ancestry. JOURNAVX®, a NaV1.8 inhibitor recently introduced to the market, addresses a portion of the roughly 10 million Americans living with diabetic peripheral neuropathy.

Analysts Trim Price Targets Following Q2 Results, Maintain Mixed Ratings

Stifel analyst Paul Matteis maintained a Hold rating but lowered the price target from $494 to $455.
Morgan Stanley analyst Matthew Harrison kept an Equal-Weight rating, while reducing the price target from $460 to $439.
HC Wainwright & Co. analyst Andrew S. Fein reiterated a Buy rating, yet cut the price target from $550 to $478.
UBS analyst Eliana Merle kept a Buy rating and adjusted the price target downward from $582 to $553.
Leerink Partners analyst David Risinger lowered the price target from $503 to $458.

Which Analyst has the best track record to show on VRTX?

Analyst Greg Harrison (SCOTIABANK) currently has the highest performing score on VRTX with 6/6 (100%) price target fulfillment ratio. His price targets carry an average of $-8.03 (-1.78%) potential downside. Vertex Pharmaceuticals stock price reaches these price targets on average within 38 days.

Palantir Raises Full-Year Forecast on AI Demand and Government Contracts

Palantir Technologies raised its full-year 2025 revenue guidance for the second time this year, citing continued momentum across both its government and commercial segments. The company now expects total revenue between $4.14 billion and $4.15 billion, up from its prior forecast of $3.89 billion to $3.9 billion and above the consensus estimate of $3.9 billion.

Adjusted income from operations is projected between $1.912 billion and $1.92 billion, while adjusted free cash flow is expected to range from $1.8 billion to $2 billion. Palantir also increased its U.S. commercial revenue forecast to over $1.302 billion for the year, representing anticipated growth of at least 85%.

In the second quarter, Palantir reported adjusted earnings per share of $0.16, compared to the analyst estimate of $0.14. Quarterly revenue reached $1 billion, surpassing the consensus estimate of $937.45 million. Sales to the U.S. government rose 53% year-over-year to $426 million, making up more than 42% of total revenue.

Analyst Sentiment Shifts as Price Targets Rise Post-Guidance Update

UBS analyst Karl Keirstead maintained a Neutral rating and raised the price target from $110 to $165.
Cantor Fitzgerald analyst Thomas Blakey kept a Neutral stance and lifted the price target from $110 to $155.
Deutsche Bank analyst Brad Zelnick upgraded from Sell to Hold, while increasing the price target from $80 to $160.
Piper Sandler analyst Brent Bracelin reiterated an Overweight rating and bumped the price target from $170 to $182.

Which Analyst has the best track record to show on PLTR?

Analyst Gil Luria (D.A. DAVIDSON) currently has the highest performing score on PLTR with 6/6 (100%) price target fulfillment ratio. His price targets carry an average of $7.38 (7.97%) potential upside. Palantir Technologies stock price reaches these price targets on average within 11 days.