Insulet 将来の成長
Future 基準チェック /56
Insulet利益と収益がそれぞれ年間21.3%と14.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.6% 22.5%なると予測されています。
主要情報
21.3%
収益成長率
22.49%
EPS成長率
| Medical Equipment 収益成長 | 16.4% |
| 収益成長率 | 14.7% |
| 将来の株主資本利益率 | 22.63% |
| アナリストカバレッジ | Good |
| 最終更新日 | 23 Jun 2026 |
今後の成長に関する最新情報
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
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 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 |
アナリストによる今後の成長予測
収入対貯蓄率: PODDの予測収益成長率 (年間21.3% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: PODDの収益 ( 21.3% ) はUS市場 ( 18.4% ) よりも速いペースで成長すると予測されています。
高成長収益: PODDの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: PODDの収益 ( 14.7% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。
高い収益成長: PODDの収益 ( 14.7% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: PODDの 自己資本利益率 は、3年後には高くなると予測されています ( 22.6 %)
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 15:42 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Insulet Corporation 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50
| アナリスト | 機関 |
|---|---|
| Jeffrey Johnson | Baird |
| Travis Steed | Barclays |
| Matthew Miksic | Barclays |