
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet Corporation has demonstrated significant financial growth, achieving record new customer starts in the fourth quarter of 2025, with a year-over-year revenue increase of 31% to reach $784 million. This growth can be attributed to strong volume growth, improved manufacturing productivity at its facilities in Acton and Malaysia, as well as favorable pricing dynamics stemming from international customers transitioning to the Omnipod 5 system. Additionally, the company continues to strategically invest in its manufacturing capabilities, with capital expenditures growing to $135 million in the fourth quarter, laying a solid foundation for future expansion and operational efficiency.
Bears say
Insulet's stock faces a negative outlook primarily due to heightened competition within the insulin delivery market, contributing to a significant decline in drug delivery revenues, which were reported down approximately 50%. Additionally, despite respectable US Omnipod growth estimates of 20-22% and international growth of 27-29%, broader market trends driven by poor sentiment, particularly in obesity-related therapeutic areas, have seen peers trading well below historical averages. Furthermore, there are concerns regarding pipeline product approval delays, which may hinder future growth potential for the company.
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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