Here’s Why Summers Value Partners Sold Inspire Medical Systems (INSP)

2 days ago 3

Soumya Eswaran

Wed, November 19, 2025 astatine 7:13 AM CST 2 min read

Summers Value Partners, an concern absorption company, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Summers Value Fund LP returned a nett instrumentality of 20.4% nett successful Q3 2025, surpassing the 12.4% instrumentality of the Russell 2000 Index ETF (IWM) and the 12.5% instrumentality for the Russell 2000 Value Index ETF (IWN). Year-to-date, the money is up 4.9% nett compared to 10.3% and 8.9% returns for the indexes, respectively. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Summers Value Partners 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 2.472%, and its shares mislaid 54.77% of their worth implicit the past 52 weeks. On November 18, 2025, Inspire Medical Systems, Inc. (NYSE:INSP) banal closed astatine $83.57 per share, with a marketplace capitalization of $2.472 billion.

Summers Value Partners stated the pursuing regarding Inspire Medical Systems, Inc. (NYSE:INSP) successful its 3rd 4th 2025 capitalist letter:

"Key detractors included ADMA Biologics (ADMA), Inspire Medical Systems, Inc. (NYSE:INSP), and UFP Technologies (UFPT). Inspire Medical underperformed owed to a slower-than-expected modulation to its Inspire V device. We reduced the presumption up of the 2nd 4th study based connected feedback from the tract and person since exited fully."

Inspire Medical Systems, Inc. (NYSE:INSP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge money portfolios held Inspire Medical Systems, Inc. (NYSE:INSP) astatine the extremity of the 2nd quarter, which was 37 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.

In another article, we covered Inspire Medical Systems, Inc. (NYSE:INSP) and shared Artisan Small Cap Fund's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.