Insulet Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Insulet de 21.3% y 14.7% por año respectivamente. Se prevé que el BPA crezca en un 22.5% al año. Se espera que la rentabilidad financiera sea de 22.6% en 3 años.
Información clave
21.3%
Tasa de crecimiento de los beneficios
22.49%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Medical Equipment | 16.4% |
| Tasa de crecimiento de los ingresos | 14.7% |
| Rentabilidad financiera futura | 22.63% |
| Cobertura de analistas | Good |
| Última actualización | 23 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • Jul 03
Insulet Corporation: A High-Quality Growth Story Trading At A Reasonable PEG
Summary Insulet is rated Buy due to strong growth, low TAM penetration, and a recurring revenue model supporting long-term upside. PODD's Omnipod system simplifies diabetes management with automation and integration, driving recurring pod sales and reducing patient burden. Despite GLP-1 concerns, PODD targets insulin-dependent patients, with only 40% U.S. Type 1 and 5% Type 2 pump penetration, leaving ample runway. Valuation implies 60% upside to $260–270, supported by 21% projected sales CAGR and the lowest PEG among medtech peers. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 01
PODD: Market Leadership In Tubeless Pumps Will Drive Long-Term Rerating
Insulet's analyst price target has reset lower, with the fair value estimate moving from about $435 to roughly $321 as analysts factor in lower assumed future P/E multiples and slightly softer long term growth and margin assumptions, even as they highlight the company's market leadership and current valuation as key support points. Analyst Commentary Recent research on Insulet points to a mixed backdrop of reduced price targets and cautious modeling.Artículo de análisis • Jun 17
Insulet (PODD) Stock Could Be 38.1% Undervalued After Omnipod 6 Trial Results
Recent interest in Insulet (PODD) is being driven by fresh clinical data on its investigational Omnipod 6 system and fully closed-loop technology for type 2 diabetes, along with newly rolled out U.S. upgrades to Omnipod 5. See our latest analysis for Insulet. Despite the latest Omnipod 6 and Omnipod 5 headlines, Insulet’s share price has been under pressure, with the 90 day share price return down 35.9% and the 1 year total shareholder return down 51.5%. This signals weak momentum even as...
Actualización de narrativa • Jun 17
PODD: Type 2 Automation And Closed Loop Pipeline Will Drive Upside
Analysts trimmed their fair value estimate for Insulet stock slightly, reducing the target from about $243.78 to $242.43 as sector wide MedTech rerating, competition in insulin pumps, and recent valuation multiple cuts outweighed broadly steady assumptions for growth, margins, and future P/E. Analyst Commentary Recent research on Insulet stock shows a clear split between bullish analysts who see an attractive growth story adjusting to a tougher MedTech backdrop and bearish analysts who are more focused on competitive risk, valuation reset, and execution demands.Actualización de narrativa • Jun 02
PODD: Type 2 Automation Will Drive Future Upside Despite Device Correction
Insulet's updated analyst price target framework reflects a lower fair value estimate to about $243.78 from roughly $326.35. Analysts reset valuation multiples and growth assumptions in light of broad medtech sector pressure, the recent voluntary device correction, and ongoing investor caution around reimbursement and competitive risks.Artículo de análisis • May 13
Some May Be Optimistic About Insulet's (NASDAQ:PODD) Earnings
The most recent earnings report from Insulet Corporation ( NASDAQ:PODD ) was disappointing for shareholders. While the...Actualización de narrativa • Apr 26
PODD: Type 2 Automation And New Geographies Will Offset Device Concerns
The analyst price target for Insulet has been reduced by about $14, reflecting slightly lower fair value assumptions and modestly adjusted expectations for revenue growth, profit margins, and future P/E as analysts incorporate recent device correction headlines and intensifying patch pump competition into their models. Analyst Commentary Recent research on Insulet shows a mix of optimism and caution as analysts recalibrate their models after the Omnipod 5 device correction and ongoing competition in insulin patch pumps.
Nueva narrativa • Apr 22
Execution Risks In Diabetes Automation Will Test Long Runway For Future Margin Expansion
Catalysts About Insulet Insulet develops and sells the Omnipod automated insulin delivery system for people living with diabetes. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Apr 11
PODD: Type 2 Automation And New Markets Will Offset Patch Pump Competition
Insulet's analyst price target has been trimmed by about $10 to roughly $340 as analysts factor in slightly higher discount rates, fine tune growth and margin assumptions, and react to recent competitive commentary and device related headlines, while largely maintaining constructive views on the Omnipod franchise. Analyst Commentary Recent research shows a clear split between optimistic and cautious views on Insulet, with many firms trimming price targets while still seeing meaningful potential in the Omnipod franchise.Nueva narrativa • Apr 08
Long-Term Diabetes Automation Adoption And Manufacturing Scale Will Drive Strong Future Potential
Catalysts About Insulet Insulet provides tubeless automated insulin delivery systems through its Omnipod platform for people living with diabetes worldwide. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Mar 28
PODD: Type 2 Automation And New Markets Will Outweigh Patch Pump Competition
Analysts have trimmed Insulet's price target by about $3 to $351.43, balancing concerns about intensifying patch pump competition and the recent Omnipod 5 device correction with ongoing expectations for solid revenue growth and a premium future P/E of roughly 43x. Analyst Commentary Recent research paints a mixed picture for Insulet, with many firms trimming price targets yet largely maintaining positive ratings, while a smaller group has shifted to a more cautious stance.Actualización de narrativa • Mar 13
PODD: Type 2 Adoption And Buybacks Will Offset Patch Pump Competition
Insulet's analyst price target has edged slightly lower to reflect modest tweaks to fair value, discount rate and profitability assumptions as analysts weigh recent device correction headlines and rising patch pump competition against ongoing Omnipod 5 adoption and broader sector health. Analyst Commentary Recent research updates on Insulet cluster around a common theme, with most firms trimming price targets while keeping generally positive views on execution, particularly around Omnipod 5 and Type 2 diabetes adoption, and a smaller group highlighting growing competitive and sentiment risks.Actualización de narrativa • Feb 26
PODD: Type 2 Adoption And Buyback Program Will Support Future Leadership
Analysts have trimmed their price target on Insulet by about $15 to reflect slightly lower revenue growth assumptions, a modestly higher discount rate, and a reduced future P/E multiple, while still highlighting solid Omnipod 5 momentum and noting concerns about rising competition in insulin pumps and pricing. Analyst Commentary Street research on Insulet has shifted toward lower price targets, but most firms still keep positive or neutral ratings.Actualización de narrativa • Feb 08
PODD: Type 2 Diabetes Ramp Will Support Multi Year Market Leadership
Narrative Update: Insulet Insulet's analyst price target edges lower by about $4 to reflect analysts' updated assumptions for slightly softer long term revenue growth and P/E multiple, partly offset by marginally higher profit margin expectations. Analyst Commentary Recent research on Insulet shows a split view, with some analysts trimming targets and ratings on competitive and valuation concerns, while others still see support from the company’s long term growth ambitions shared at its Investor Day.Actualización de narrativa • Jan 23
PODD: Type 2 Diabetes Expansion Will Sustain Multi Year Market Leadership
The updated analyst price target on Insulet edges down slightly to about $374 from $378, as analysts factor in mixed Street commentary, with several firms trimming or raising targets in response to intensifying competition, ongoing Investor Day takeaways, and differing views on how the company's growth ambitions balance against valuation pressures. Analyst Commentary Street views on Insulet are split, with recent research highlighting both confidence in the company’s long term growth ambitions and concern about rising competition and valuation pressure.Actualización de narrativa • Jan 09
PODD: Type 2 Diabetes Ramp Will Sustain Multi Year Market Leadership
Our analyst price target for Insulet edges slightly lower to $377.72. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of a wide range of updated Street targets between about $301 and $428, with analysts pointing to recent price target trims alongside ongoing optimism around Omnipod adoption and the type 2 diabetes opportunity.Actualización de narrativa • Dec 22
PODD: Type 2 Diabetes Adoption Will Sustain Multi Year Market Leadership
Our Insulet fair value estimate is essentially unchanged, inching down by about $0.49 per share to $377.72. Analysts are raising price targets into the $380 to $428 range, citing confidence that the company can sustain above-market revenue growth driven by Omnipod 5 momentum and an expanding opportunity in Type 2 diabetes.Actualización de narrativa • Dec 08
PODD: Type 2 Diabetes Expansion Will Drive Multi Year Market Leadership
Analysts have nudged their price targets on Insulet modestly higher, with recent upward revisions into the low to mid $400s per share reflecting confidence in the company’s multi year revenue growth outlook, expanding profitability, and strengthening position in both Type 1 and underpenetrated Type 2 diabetes markets following a series of beat and raise quarters and a bullish Investor Day. Analyst Commentary Street research following Insulet's recent Investor Day and quarterly updates has been overwhelmingly constructive, with a series of price target increases into the $350 to $428 range and multiple reaffirmed positive ratings.Actualización de narrativa • Nov 24
PODD: Expansion Into Type 2 Diabetes Will Drive Market Leadership Ahead
Insulet's analyst fair value estimate has increased by approximately $12 to $378, as analysts cite robust multi-year growth forecasts and successful expansion in both Type 1 and Type 2 diabetes markets following recent company presentations and results. Analyst Commentary Recent research coverage of Insulet reflects ongoing optimism about the company's market positioning and future growth, as well as areas of continued scrutiny from analysts.Artículo de análisis • Nov 09
Insulet Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Insulet Corporation ( NASDAQ:PODD ) just released its latest quarterly results and things are looking bullish. Results...Actualización de narrativa • Nov 07
PODD: Expanding International Reach Will Drive Greater Diabetes Market Penetration
Analysts have raised their price target for Insulet by nearly $6 to $365.96. This reflects stronger revenue growth, improved margins, and continued business momentum highlighted in recent earnings updates and sector research.Actualización de narrativa • Sep 19
Digital Diabetes Care Will Expand International Market Opportunities
Analysts have modestly raised Insulet’s price target, citing strong Q2 earnings, accelerated international Omnipod 5 adoption, and favorable reimbursement trends outweighing regulatory risks, resulting in a consensus target increase from $355.17 to $360.17. Analyst Commentary Bullish analysts cited Insulet's beat on Q2 earnings estimates, which prompted broad guidance raises and higher outlooks for FY25, reflecting renewed momentum in core business metrics.Artículo de análisis • Sep 06
Market Participants Recognise Insulet Corporation's (NASDAQ:PODD) Revenues Pushing Shares 26% Higher
Insulet Corporation ( NASDAQ:PODD ) shareholders would be excited to see that the share price has had a great month...Actualización de narrativa • Sep 04
Digital Diabetes Care Will Expand International Market Opportunities
Analysts remain bullish on Insulet due to accelerating revenue growth, increased guidance, and strong international momentum—particularly from Omnipod and favorable reimbursement trends—offsetting sector regulatory concerns, resulting in an unchanged consensus price target of $353.39. Analyst Commentary Bullish analysts cite Insulet's Q2 results showing reaccelerated growth, with revenue and earnings surpassing estimates and driving market share gains, especially among MDI conversions.Artículo de análisis • Aug 14
There May Be Reason For Hope In Insulet's (NASDAQ:PODD) Disappointing Earnings
NasdaqGS:PODD 1 Year Share Price vs Fair Value Explore Insulet's Fair Values from the Community and select yours...Artículo de análisis • Aug 04
Insulet (NASDAQ:PODD) Has A Rock Solid Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jul 22
Does Insulet (NASDAQ:PODD) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Mar 18
Insulet Leans Bullish (Technical Analysis)
Summary PODD exhibits bullish price action with a series of higher highs and lows, trading above its upward sloping 30-week EMA since August 2024. Momentum is long-term bullish but short-term bearish, with the PPO line above zero indicating positive long-term momentum. Volume analysis shows neutral to slightly bullish accumulation by institutional investors, with recent high volume supporting bullish price action. Fundamentally, PODD boasts strong earnings and revenue growth, high gross margins, and favorable Wall Street ratings, offering a 3.2 to 1 reward to risk ratio. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 4,649 | 711 | 667 | 787 | 19 |
| 12/31/2027 | 3,937 | 565 | 558 | 636 | 25 |
| 12/31/2026 | 3,323 | 432 | 462 | 553 | 25 |
| 3/31/2026 | 2,901 | 303 | 388 | 619 | N/A |
| 12/31/2025 | 2,708 | 247 | 350 | 569 | N/A |
| 9/30/2025 | 2,522 | 246 | 408 | 534 | N/A |
| 6/30/2025 | 2,360 | 236 | 392 | 516 | N/A |
| 3/31/2025 | 2,199 | 402 | 281 | 406 | N/A |
| 12/31/2024 | 2,072 | 418 | 296 | 430 | N/A |
| 9/30/2024 | 1,984 | 421 | 218 | 328 | N/A |
| 6/30/2024 | 1,873 | 395 | 173 | 276 | N/A |
| 3/31/2024 | 1,781 | 234 | 137 | 233 | N/A |
| 12/31/2023 | 1,697 | 206 | 37 | 146 | N/A |
| 9/30/2023 | 1,557 | 120 | -15 | 151 | N/A |
| 6/30/2023 | 1,465 | 63 | -26 | 152 | N/A |
| 3/31/2023 | 1,368 | 1 | -45 | 133 | N/A |
| 12/31/2022 | 1,305 | 5 | -38 | 119 | N/A |
| 9/30/2022 | 1,243 | 17 | -63 | 43 | N/A |
| 6/30/2022 | 1,178 | 35 | -141 | -40 | N/A |
| 3/31/2022 | 1,142 | 45 | -152 | -47 | N/A |
| 12/31/2021 | 1,099 | 17 | -191 | -68 | N/A |
| 9/30/2021 | 1,037 | -29 | -199 | -26 | N/A |
| 6/30/2021 | 996 | -30 | -126 | 44 | N/A |
| 3/31/2021 | 959 | 9 | -120 | 53 | N/A |
| 12/31/2020 | 904 | 7 | -82 | 84 | N/A |
| 9/30/2020 | 868 | 29 | -15 | 114 | N/A |
| 6/30/2020 | 826 | 18 | -25 | 101 | N/A |
| 3/31/2020 | 777 | 5 | -65 | 88 | N/A |
| 12/31/2019 | 738 | 12 | N/A | 98 | N/A |
| 9/30/2019 | 694 | 17 | N/A | 82 | N/A |
| 6/30/2019 | 653 | 17 | N/A | 67 | N/A |
| 3/31/2019 | 600 | 14 | N/A | 47 | N/A |
| 12/31/2018 | 564 | 3 | N/A | 36 | N/A |
| 9/30/2018 | 529 | -13 | N/A | 27 | N/A |
| 6/30/2018 | 500 | -17 | N/A | 35 | N/A |
| 3/31/2018 | 486 | -23 | N/A | 59 | N/A |
| 12/31/2017 | 464 | -27 | N/A | 41 | N/A |
| 9/30/2017 | 437 | -29 | N/A | 39 | N/A |
| 6/30/2017 | 410 | -30 | N/A | 19 | N/A |
| 3/31/2017 | 387 | -26 | N/A | 5 | N/A |
| 12/31/2016 | 367 | -27 | N/A | 16 | N/A |
| 9/30/2016 | 347 | -34 | N/A | -23 | N/A |
| 6/30/2016 | 324 | -49 | N/A | -17 | N/A |
| 3/31/2016 | 297 | -62 | N/A | -20 | N/A |
| 12/31/2015 | 264 | -62 | N/A | -13 | N/A |
| 9/30/2015 | 253 | -51 | N/A | 11 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (21.3% al año) de PODD es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (21.3% al año) de PODD crezcan más rápidamente que el mercado US (18.4% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de PODD crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (14.7% al año) de PODD crezcan más rápidamente que los del mercado US (12.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 14.7% al año) de PODD crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de PODD sea alta dentro de 3 años (22.6%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/05 17:14 |
| Precio de las acciones al final del día | 2026/07/02 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Insulet Corporation está cubierta por 50 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jeffrey Johnson | Baird |
| Travis Steed | Barclays |
| Matthew Miksic | Barclays |