
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet is projected to achieve substantial revenue growth, with estimates of $2.7 billion in FY25 rising to $4.2 billion by FY28, reflecting a compound annual growth rate (CAGR) of 16.3%. The company has increased its 2025 total sales growth guidance to 28-29% year-over-year, indicating robust demand and a clear strategy to capture market share in the under-penetrated diabetes market. Additionally, Insulet's gross margin guidance of over 71% alongside an improved operating margin forecast, combined with a strong growth profile and competitive advantages, positions the company favorably for long-term financial success.
Bears say
Insulet is facing significant challenges, as evidenced by a projected decline in Drug Delivery revenue of 85-95% year-over-year, marking a sharp deterioration from previous expectations. Additionally, the company is experiencing slower-than-anticipated expansion in the U.S. market and increased competition, which poses serious risks to future growth and product adoption. Regulatory hurdles and uncertainties surrounding healthcare legislation further exacerbate the financial outlook, suggesting potential hurdles in achieving sustained profitability and revenue growth.
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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