
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet demonstrated robust growth with global Omnipod sales increasing 26% year-over-year on an underlying basis in Q4'24, contributing to total annual sales of $2.07 billion, which reflects a 22% increase year-over-year adjusted for foreign exchange. The company achieved a significant milestone by surpassing 500,000 active global customers, showcasing its strong market presence and adoption rates, particularly in the U.S. where over 85% of new users transitioned from multiple daily injections (MDI). Furthermore, Insulet's innovative integration with smartphones enhances its competitive edge, positioning the Omnipod 5 for continued market share growth against competitors like Medtronic and Tandem.
Bears say
Insulet's operating margins have declined by 240 basis points year-over-year while experiencing only a modest sequential improvement, indicating potential challenges in cost management and profitability. The company's guidance suggests a total sales growth of 16-20%, which is below prior expectations, primarily due to anticipated significant declines in Drug Delivery revenue of 45-55%. Additionally, Insulet's reliance on third-party distribution channels raises operational risks, and heightened competition in diabetes treatment could threaten its customer base and revenue stability moving forward.
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