
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet is projected to achieve significant revenue growth, with forecasts predicting an increase from $2.7 billion in FY25 to $4.2 billion by FY28, representing a compound annual growth rate (CAGR) of 16.3% over the period. The company has raised its 2025 total company sales growth guidance to 28-29% year-over-year, reflecting its strong position in the under-penetrated diabetes market, particularly in Europe, the Middle East, and Asia. Furthermore, Insulet's improved gross margin guidance of over 71% and operational margin increases demonstrate ongoing operational leverage, positioning the company for a multi-year growth trajectory driven by enhanced profitability and robust free cash flow generation.
Bears say
The financial outlook for Insulet appears negative due to several key factors, including a projected decline in Drug Delivery revenue of 85-95% year-over-year, which is a significant deterioration from the previous estimate of 92.7%. Furthermore, the company is facing challenges with weaker-than-expected expansion into the U.S. market, compounded by increasing competitive pressures and macroeconomic headwinds such as inflation and supply chain issues. Additionally, there are substantial risks related to product adoption, regulatory hurdles, and the ability to secure reimbursement from third-party payers that could further constrain the company's earnings potential.
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
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