
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet's recent financial performance showcases strong growth, with global Omnipod sales increasing by 26% year-over-year on an underlying basis and reporting total sales of $2.07 billion for 2024, marking a 22% year-over-year increase. The company's ability to attract new patients significantly contributes to its positive momentum, especially as over 85% of new U.S. starts originate from multiple daily injections (MDI), highlighting the Omnipod's competitive positioning against rivals. Additionally, Insulet's market leadership is reinforced by stable global utilization rates and the successful adoption of the technologically advanced Omnipod 5 system, which offers broad compatibility with smartphones and has the potential to further accelerate growth in the diabetes management market.
Bears say
Insulet's operating margins have declined by 240 basis points year-over-year, reflecting the company's need to enhance operational efficiency amid competitive pressures. The projected Drug Delivery revenue declines of 45-55% year-over-year further highlight significant challenges in that segment, which could jeopardize overall sales growth and hinder profitability. Additionally, Insulet's reliance on third-party intermediaries for distribution increases operational risk and may lead to slower business growth, particularly if competitors introduce superior diabetes management solutions.
This aggregate rating is based on analysts' research of Insulet and is not a guaranteed prediction by Public.com or investment advice.
Insulet (PODD) Analyst Forecast & Price Prediction
Start investing in Insulet (PODD)
Order type
Buy in
Order amount
Est. shares
0 shares