
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet's revenue projections indicate a robust growth trajectory, with expectations of reaching $2.7 billion in FY25 and $4.2 billion by FY28, reflecting a compound annual growth rate (CAGR) of 16.3%. The company is raising its sales growth guidance for 2025 to 28-29% year-over-year, attributed to its strategy to increase market share in the under-penetrated diabetes market, particularly in regions such as Europe, the Middle East, and Asia. Additionally, with a gross margin improvement forecasted to exceed 71% and operating margins raised to 17.3-17.5%, Insulet is well-positioned for sustained profitability and value creation for its shareholders.
Bears say
Insulet's outlook is negatively affected by projected declines in its Drug Delivery segment, with expectations of a decrease of 85-95% year-over-year, significantly impacting overall revenue. The company's challenges in driving U.S. expansion and maintaining competitive positioning are further exacerbated by a backdrop of macroeconomic pressures, including inflation and regulatory hurdles. Additionally, risks related to product adoption, reimbursement from third-party payers, and geopolitical limitations on international expansion contribute to a cautious sentiment regarding the company's future performance.
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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