Insulet Croissance future
Future contrôle des critères 5/6
Insulet devrait augmenter ses bénéfices et son chiffre d'affaires de 21.3% et de 14.7% par an respectivement. Le BPA devrait croître de de 22.5% par an. Le rendement des capitaux propres devrait être 22.6% dans 3 ans.
Informations clés
21.3%
Taux de croissance des bénéfices
22.49%
Taux de croissance du BPA
| Medical Equipment croissance des bénéfices | 16.2% |
| Taux de croissance des recettes | 14.7% |
| Rendement futur des capitaux propres | 22.63% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 23 Jun 2026 |
Mises à jour récentes de la croissance future
Recent updates
Article d’analyse • 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...
Mise à jour du récit • 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.Seeking Alpha • Jun 08
Insulet Corporation Valuation Pressure Has Dropped Enough (Upgrade)
Summary Insulet Corporation has rebounded with strong revenue and profit growth, now approaching the lower end of fair value. PODD delivered Q1 2026 revenue of $761.7M (+33.9% YoY), with net income and operating cash flow nearly doubling. Management forecasts 21–23% revenue growth in 2026, driven by Omnipod 5 adoption and international expansion, despite competitive threats from weight-loss drugs. I upgrade PODD to Hold due to improved valuation and robust performance but await further upside or a pullback for a Buy rating. Read the full article on Seeking AlphaMise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 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 |
| 6/30/2015 | 256 | -44 | N/A | 7 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de PODD ( 21.3% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de PODD ( 21.3% par an) devraient croître plus rapidement que le marché US ( 18.5% par an).
Croissance élevée des bénéfices: Les bénéfices de PODD devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de PODD ( 14.7% par an) devrait croître plus rapidement que le marché US ( 12.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de PODD ( 14.7% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de PODD devrait être élevé dans 3 ans ( 22.6 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/25 09:54 |
| Cours de l'action en fin de journée | 2026/06/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Insulet Corporation est couverte par 49 analystes. 25 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jeffrey Johnson | Baird |
| Travis Steed | Barclays |
| Matthew Miksic | Barclays |