
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet's stock outlook is bolstered by projected revenue growth, with an expected increase from $2.7 billion in FY25 to $4.2 billion by FY28, reflecting a compound annual growth rate (CAGR) of 16.3%. The company has raised its total sales growth guidance for 2025 to 28-29% year-over-year, indicating strong operational performance and market penetration potential in the under-served diabetes market. Furthermore, improvements in gross margin to +71% and operational margin forecasts of 17.3-17.5%, alongside an innovative pipeline, position Insulet for sustained profitability and shareholder value enhancement.
Bears say
Insulet faces significant challenges, reflected in a projected decline of 85-95% in Drug Delivery revenue, indicating a major setback from prior expectations of a 92.7% drop. Additionally, a weaker-than-expected expansion into the U.S. market raises concerns about the company's ability to drive product adoption amid increasing competitive pressures and macroeconomic headwinds. This situation is compounded by risks associated with regulatory hurdles and the potential for insufficient coverage and reimbursement from third-party payers, threatening Insulet's overall growth trajectory and earnings power.
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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