Inogen, Inc. (INGN)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · INGN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -85.9% |
| Our one-year growth estimate | diamond | 3.9% |
Growth built into the price is above our model estimate.
The price assumes 89.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 87 industry peers · Company calendar date is not available
INGN — officer change
Dated 2026-06-11
The filing pertains to the approval of an equity incentive plan and does not involve any changes in management or directors.
Why it matters: Meeting this target shows Inogen is on track with its growth goals for 2026.
Supportive ifQ3 revenue growth of 3% or more compared to Q3 2025.
Worry ifQ3 revenue growth falls below 3% compared to Q3 2025.
Why it matters: Leadership changes can change company direction and results. Investors must see how it affects them.
Watch forNew leaders may announce changes that match growth plans.
Also watch forLeadership changes lead to confusion or lack of clear strategy.
Why it matters: Meeting this target shows Inogen is making more money and working better.
Supportive ifAdjusted EBITDA of $4 million or more for the full year 2026.
Worry ifAdjusted EBITDA falls below $4 million for the full year 2026.
Why it matters: Good results could improve Inogen's products and help its market position.
Watch forThey announced good results from the Simeox H SCOPE Study.
Also watch forResults show no big benefits from the Simeox H SCOPE Study.
Why it matters: Keeping the gross profit margin steady is key for profit and financial health.
Worry ifGross profit margin remains stable at or above 44.5% in upcoming quarters.
Less concerning ifGross profit margin falls below 44.5%. This suggests possible cost problems.
Why it matters: Stable gross profit is important for Inogen's financial health. It shows good cost control.
Watch forGross profit remains stable or increases from $37.9M in Q1 2026.
Also watch forGross profit declines further from $37.9M in Q1 2026.
Why it matters: Keeping this growth means Inogen is doing well in important markets.
Supportive ifInternational revenue grew by 14.8% or more from last year in Q3.
Worry ifInternational revenue growth falls below 14.8% from last year in Q3.
Why it matters: Revenue growth in Q3 is key to meeting the full-year target of 3%.
Supportive ifQ3 revenue was about $94 million to $97 million. This shows 3.5% growth.
Worry ifQ3 revenue is below $94 million. This means growth is slower than expected.
Why it matters: Progress on the $30 million share buyback shows good use of capital.
Supportive ifThe company bought back an extra $10 million of shares.
Worry ifNo new share buybacks were announced. This may show capital issues.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$126 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $494 loss on $10,000 · 4.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,045 loss on $10,000 · 40.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.