
Insulet (PODD) Stock Forecast & Price Target
Insulet (PODD) Analyst Ratings
Bulls say
Insulet has demonstrated strong financial performance, with global Omnipod sales up 26% year-over-year on an underlying basis in Q4'24, reflecting robust demand for its innovative insulin delivery system. The company achieved total sales of $2.07 billion in 2024, representing a 22% increase year-over-year, alongside an earnings per share (EPS) of $3.24, exceeding market expectations. Additionally, Insulet's significant milestone of reaching over 500,000 active customers and stable utilization and retention rates underscores the ongoing growth momentum and competitive positioning of the Omnipod system across various markets.
Bears say
Insulet's financial outlook is negatively affected by a notable decline in operating and adjusted EBITDA margins, with decreases of 240 basis points and 160 basis points year-over-year, respectively, indicating potential operational inefficiencies. The company also faces significant revenue challenges, particularly within its Drug Delivery segment, which is expected to see declines ranging from 45-55% year-over-year, alongside a cautious sales growth guidance of 16-20% for 2025, particularly impacted by reliance on third-party distributors. Furthermore, if Insulet fails to effectively grow its customer base or experiences intensified competition in diabetes management solutions, the risk of further revenue decline becomes increasingly pronounced.
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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