Latest news with #PODD
Yahoo
24-07-2025
- Business
- Yahoo
What to Expect From Insulet's Q2 2025 Earnings Report
Insulet Corporation (PODD), headquartered in Acton, Massachusetts, operates as an innovative medical device company. Valued at $20.2 billion by market cap, the company develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The insulin infusion systems maker is expected to announce its fiscal second-quarter earnings for 2025 before the market opens on Thursday, Aug. 7. Ahead of the event, analysts expect PODD to report a profit of $0.93 per share on a diluted basis, up 69.1% from $0.55 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. More News from Barchart NVDA Broken Wing Butterfly Trade Targets A Profit Zone Between 150 and 160 Is Opendoor Stock a Buy at New 52-Week Highs? Billionaire Peter Thiel is Betting Big on Stablecoins. Should You Buy the "MicroStrategy of Ethereum," Too? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For the full year, analysts expect PODD to report EPS of $4.33, up 33.6% from $3.24 in fiscal 2024. Its EPS is expected to rise 25.4% year over year to $5.43 in fiscal 2026. PODD stock has outperformed the S&P 500 Index's ($SPX) 14.5% gains over the past 52 weeks, with shares up 45.7% during this period. Similarly, it outperformed the Health Care Select Sector SPDR Fund's (XLV) 8.3% dip over the same time frame. Insulet's strong performance is driven by robust U.S. growth, expanding international demand, and the success of its Omnipod insulin delivery systems. With continued innovation and global expansion, the company is well-positioned for long-term growth in the diabetes care market, making it a promising investment in the medical technology sector. On May 8, PODD reported its Q1 results, and its shares closed up more than 20% in the following trading session. Its adjusted EPS of $1.02 surpassed Wall Street's expectations of $0.81. The company's revenue was $569 million, topping Wall Street forecasts of $542.1 million. Analysts' consensus opinion on PODD stock is bullish, with an overall 'Strong Buy' rating. Out of 23 analysts covering the stock, 19 advise a 'Strong Buy' rating, two suggest a 'Moderate Buy,' and two give a 'Hold.' PODD's average analyst price target is $343.77, indicating a potential upside of 19.9% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Business Insider
17-07-2025
- Business
- Business Insider
RBC Capital Remains a Buy on Insulet (PODD)
RBC Capital analyst Shagun Singh Chadha maintained a Buy rating on Insulet on July 15 and set a price target of $330.00. The company's shares closed yesterday at $288.27. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Singh Chadha is an analyst with an average return of -1.0% and a 47.96% success rate. Singh Chadha covers the Healthcare sector, focusing on stocks such as Johnson & Johnson, Medtronic, and Boston Scientific. Currently, the analyst consensus on Insulet is a Strong Buy with an average price target of $340.84, representing a 18.24% upside. In a report released on July 14, BTIG also maintained a Buy rating on the stock with a $350.00 price target. Based on Insulet's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $569 million and a net profit of $35.4 million. In comparison, last year the company earned a revenue of $441.7 million and had a net profit of $51.5 million Based on the recent corporate insider activity of 65 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of PODD in relation to earlier this year. Last month, LUCIANA BORIO, a Director at PODD sold 481.00 shares for a total of $147,056.13.
Yahoo
24-06-2025
- Business
- Yahoo
How Is Insulet's Stock Performance Compared to Other Medical Devices Stocks?
Insulet Corporation (PODD), headquartered in Acton, Massachusetts, operates as an innovative medical device company. Valued at $21.3 billion by market cap, the company develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. Companies worth $10 billion or more are generally described as 'large-cap stocks,' and PODD perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the medical devices industry. Insulet drives innovation through heavy investment in R&D, focusing on user-friendly diabetes solutions. With a customer-centric approach, the company provides comprehensive support services and engages with the diabetes community. Revenue comes primarily from Omnipod system sales, supplemented by strategic partnerships. Insulet is expanding globally, entering new markets and establishing distribution channels to increase its international presence. Meta's Mark Zuckerberg Says the Technology They're Developing Will 'See What You See and Hear What You Hear' The Next Trillion-Dollar Boom? 3 Stocks to Buy with 300 Million Humanoid Robots on the Horizon. Warren Buffett's Berkshire Hathaway Now Pays 5% of All Corporate Income Taxes in America Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Despite its notable strength, PODD slipped 6.6% from its 52-week high of $329.33, achieved on May 21. Over the past three months, PODD stock has gained 14.7%, outperforming the iShares U.S. Medical Devices ETF's (IHI) 1.7% gains during the same time frame. In the longer term, shares of PODD rose 17.9% on a YTD basis and climbed 50.7% over the past 52 weeks, outperforming IHI's YTD gains of 3.9% and 7.5% returns over the last year. To confirm the bullish trend, PODD is trading above its 50-day moving average since early May. The stock has been trading above its 200-day moving average over the past year, with slight fluctuations. Insulet's strong performance is driven by robust U.S. growth, expanding international demand, and successful Omnipod insulin delivery systems. With continued innovation and global expansion, the company is well-positioned for long-term growth in the diabetes care market, making it a promising investment in the medical technology sector. On May 8, PODD reported its Q1 results, and its shares closed up more than 20% in the following trading session. Its adjusted EPS of $1.02 surpassed Wall Street expectations of $0.81. The company's revenue was $569 million, topping Wall Street forecasts of $542.1 million. PODD's rival, DexCom, Inc. (DXCM) shares lagged behind the stock, gaining 2.7% on a YTD basis and 31.6% losses over the past 52 weeks. Wall Street analysts are bullish on PODD's prospects. The stock has a consensus 'Strong Buy' rating from the 23 analysts covering it, and the mean price target of $341.05 suggests a potential upside of 10.8% from current price levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
PODD Q1 Earnings Call: Insulet Highlights New Leadership and Strong Omnipod Adoption
Insulin delivery company Insulet Corporation (NASDAQ:PODD) beat Wall Street's revenue expectations in Q1 CY2025, with sales up 28.8% year on year to $569 million. On top of that, next quarter's revenue guidance ($608.2 million at the midpoint) was surprisingly good and 5.5% above what analysts were expecting. Its non-GAAP profit of $1.02 per share was 29.7% above analysts' consensus estimates. Is now the time to buy PODD? Find out in our full research report (it's free). Revenue: $569 million vs analyst estimates of $543 million (28.8% year-on-year growth, 4.8% beat) Adjusted EPS: $1.02 vs analyst estimates of $0.79 (29.7% beat) Revenue Guidance for Q2 CY2025 is $608.2 million at the midpoint, above analyst estimates of $576.3 million Operating Margin: 15.6%, up from 12.9% in the same quarter last year Constant Currency Revenue rose 29.8% year on year (22.8% in the same quarter last year) Market Capitalization: $21.51 billion Insulet's first quarter results reflected continued momentum in automated insulin delivery, driven by robust demand for the Omnipod 5 platform across both U.S. and international markets. Management cited commercial execution, with CEO Ashley McEvoy emphasizing the company's unique positioning at the intersection of consumer health and medical technology. The team pointed to growth in new customer starts for both type 1 and type 2 diabetes, with over 85% of U.S. new starts coming from multiple daily injection (MDI) users and more than 30% from type 2 patients. CFO Ana Chadwick highlighted operational improvements and manufacturing efficiencies, resulting in gross margin expansion and stable retention rates, especially following the launch of Omnipod 5 in new international markets. Looking ahead, Insulet's guidance for the next quarter and the full year is underpinned by ongoing investments in product innovation, expanded commercial reach, and international market launches. CEO Ashley McEvoy stated that the company's priorities remain focused on advancing technology, driving growth in both type 1 and type 2 diabetes segments, and expanding Omnipod 5's global footprint. She noted, 'Our strategy is intact. We will continue to drive robust growth and do so profitably on a global scale.' Management also discussed the impacts of tariffs and supply chain dynamics, but expressed confidence in maintaining margin expansion through efficiency gains and scale. Omnipod 5 launches in new countries and continued direct-to-consumer marketing are expected to further support growth. Management attributed the quarter's performance to strong Omnipod 5 adoption, commercial investments, and operational discipline across manufacturing and supply chain. Type 2 diabetes expansion: The U.S. launch of Omnipod 5 for type 2 diabetes contributed to over 30% of new customer starts in the quarter, supported by a recently expanded sales force and targeted direct-to-consumer advertising. International growth momentum: International markets saw Omnipod 5 launches in Canada and Switzerland, bringing the total to 13 countries, with further expansion planned in the Middle East. International new customer starts increased sequentially, driven by new sensor integrations and customer upgrades. Advances in automation and manufacturing: Investments in advanced automation and the ramp-up of the Malaysia facility were cited as key drivers of gross margin expansion. Management stated the Malaysia site is on track to be accretive to margins by the third quarter. Direct-to-consumer (DTC) strategy: Higher conversion rates from DTC efforts are bringing more interested patients into the Omnipod ecosystem. Management highlighted more efficient advertising spend and improved lead conversion. Stable retention and utilization: Retention rates remained steady in the U.S. and improved internationally with Omnipod 5 adoption. Utilization metrics for new type 2 users closely mirrored those for type 1, with only slightly higher attrition, as expected by management. Insulet expects continued growth, supported by Omnipod 5 adoption, expansion into new markets, and operational efficiencies, while monitoring potential risks from tariffs and international launches. Broader type 2 adoption: Management is prioritizing growth in the U.S. type 2 diabetes segment, focusing on expanding prescriber reach through a larger sales force and leveraging clinical data to promote adoption. Early results show increased prescription activity among health care providers, and management believes the market could double or triple in the coming years, though the exact pace remains uncertain. International market expansion: The company is launching Omnipod 5 in new regions, including recent entries into Canada and Switzerland and planned launches in the Middle East. Management expects international growth to be driven primarily by volume as more markets upgrade from earlier Omnipod versions, with ongoing efforts to adapt U.S. commercial strategies to fit international contexts. Margin management amid tariffs: Insulet forecasts stable gross and operating margins, despite a projected 50 basis point impact from tariffs related to China. Investments in automation and diversified manufacturing are expected to offset these pressures, and the company is raising its gross margin outlook while maintaining ongoing R&D and commercial investments. In the coming quarters, the StockStory team will be watching (1) whether Insulet can maintain momentum in type 2 diabetes adoption and expanded health care provider engagement, (2) the progress and outcomes of new international Omnipod 5 launches—particularly in the Middle East, and (3) the impact of manufacturing scale-ups and automation on gross margins. Developments in direct-to-consumer strategies and tariff management will also be important markers of execution. Insulet currently trades at a forward P/E ratio of 69.1×. At this valuation, is it a buy or sell post earnings? See for yourself in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. 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Yahoo
15-05-2025
- Business
- Yahoo
Outlier Money Flows Lift Insulet
Insulet develops, manufactures, and markets the Omnipod Insulin Management System for people with diabetes. This system is worn on the body for approximately three days at a time and allows virtually pain-free automated cannula insertion and blood glucose meter integration. The company's growth is being supported by strategic investments in manufacturing efficiencies and automation, which makes the supply chain leaner and potentially more profitable. PODD's first-quarter fiscal 2025 saw quarterly revenue grow 30% on a year-over-year basis, up to $569 million. Omnipod's total product growth of 29% drove the sales gains, while U.S. Omnipod revenue specifically jumped 26%. Overseas growth of the product was even bigger at 36%. With new customer growth and $1.3 billion on hand, PODD is looking to grow more. It raised full-year revenue growth guidance to a top end of 22% and expects gross margin to rise roughly 71%. It's no wonder PODD shares are up nearly 20% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock. Institutional volumes reveal plenty. In the last year, PODD has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in PODD shares. They reflect our proprietary inflow signal, pushing the stock higher: Plenty of health care names are under accumulation right now. But there's a powerful fundamental story happening with Insulet. Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, PODD has had strong sales and earnings growth: 3-year sales growth rate (+23.6%) 3-year EPS growth rate (+1,463.2%) Source: FactSet Also, EPS is estimated to ramp higher this year by +24.3%. Now it makes sense why the stock has been powering to new heights. PODD has a track record of strong financial performance. Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term. Insulet has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It's made the rare Outlier 20 report multiple times in a year. The blue bar below shows when PODD was a top pick…boosted by Big Money inflows: Tracking unusual volumes reveals the power of money flows. This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward. The PODD rally isn't new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio. Disclosure: the author holds no position in PODD at the time of publication. If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level, learn more about the MoneyFlows process here. This article was originally posted on FX Empire Investors Flock to Royal Gold Netflix Proves Durable Amid Uncertainty Slight Bounce by the Dollar Despite Weaker GDP The Exodus From Safe Havens Duolingo Demand, Earnings Lift Shares Forced Buying That Starts a New Market Phase Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
