Analysts Turn Bullish on Insulet Stock (PODD) after Strong Q1 Earnings
Insulet Corporation (PODD), the healthcare company known for its insulin delivery system, has experienced a phenomenal week, encapsulated in its stock soaring almost 21% on Friday. It came after the company delivered a standout Q1 2025 performance, driving bullish sentiment from top Wall Street analysts. The company reported a 30% year-over-year revenue jump to $569 million, fueled by strong Omnipod sales and rapid international expansion. Gross margin climbed to 71.9%, a 240-basis-point improvement, reflecting operational efficiency gains. With rising demand in the type 2 diabetes market – now accounting for over 30% of new U.S. customers – and a successful global rollout of Omnipod 5, Insulet raised its full-year guidance, projecting company revenue growth between 19% and 22%.
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Analysts Are Bullish
Following the results, Insulet's stock soared, reflecting investor optimism about its sustained momentum and market penetration strategy. This impressive run was echoed by analysts, with both Wells Fargo and Oppenheimer reiterating Buy ratings and increasing their price targets.
Oppenheimer's five-star analyst, Steven Lichtman, raised his target from $312 to $324, suggesting an upside of 4.29%. Meanwhile, Wells Fargo's five-star analyst, Larry Biegelsen, went further, lifting his target from $322 to $330, suggesting a 6.22% upside potential.
Morgan Stanley's (MS) Patrick Wood also joined the bullish choir. He reiterated his Buy rating on Insulet and a price target of $325, suggesting a 4.61% upside. He highlighted strong U.S. and international growth, especially in type 2 diabetes adoption, and a notable margin beat, signaling operational efficiency. Another was William Blair's Margaret Kaczor, who maintained a Buy rating, citing Insulet's Q1 sales beat and raising full-year guidance.
Most Wall Street analysts generally see PODD's leadership under new CEO Ashley McEvoy as a positive development in expanding the company's reach and capitalizing on the substantial growth opportunity in the global insulin pump market.
Wall Street is highly bullish on Insulet Corporation with a Strong Buy rating. The average price target for PODD stock is $321.88, suggesting a 3.61% upside potential.
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