Insulet Corporation Rated Outperform by Analyst Amid Valuation Appeal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: Yahoo Finance
- Analyst Rating Upgrade: On May 20, William Blair analyst Steve Lichtman initiated coverage of Insulet Corporation (NASDAQ:PODD) with an Outperform rating, suggesting that the recent steep selloff presents an attractive entry point for investors despite risks to near-term growth outlook.
- Competitive Threats: The analyst flagged that rival companies are encroaching on Insulet's pharmacy distribution channel and the tubeless pump market, where Omnipod holds a dominant position, thereby increasing market uncertainty.
- Salesforce Expansion: Lichtman emphasized that Insulet is expanding its US salesforce, which is expected to enhance its domestic commercial reach and serve as a key growth catalyst that could drive the stock higher.
- Product Development Potential: The company boasts a rich product development pipeline and ongoing international market penetration, where Omnipod still has significant room for growth, despite competitive pressures from GLP-1 drugs.
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Analyst Views on PODD
Wall Street analysts forecast PODD stock price to rise
19 Analyst Rating
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 142.650
Low
316.00
Averages
375.83
High
450.00
Current: 142.650
Low
316.00
Averages
375.83
High
450.00
About PODD
Insulet Corporation is a medical device company. It is primarily engaged in the development, manufacture and sale of its continuous insulin delivery systems for people with insulin-dependent diabetes. The Omnipod System includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5), the Omnipod DASH Insulin Management System, and the Omnipod Insulin Management System. The Omnipod platform offers continuous insulin delivery that provides various benefits of insulin pump therapy in a way without the need for external tubing required with conventional pumps. The small, lightweight, self-adhesive disposable tubeless Omnipod device (Pod), can be worn in multiple locations, including the abdomen, hip, back of upper arm, upper thigh, or lower back, and delivers insulin into the body through a small flexible tube. It also produces pods for Amgen for use in the Neulasta Onpro kit, a delivery system for Amgen’s Neulasta to help reduce the risk of infection after intense chemotherapy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Insulet Corporation Rated Outperform by Analyst Amid Valuation Appeal
- Analyst Rating Upgrade: On May 20, William Blair analyst Steve Lichtman initiated coverage of Insulet Corporation (NASDAQ:PODD) with an Outperform rating, suggesting that the recent steep selloff presents an attractive entry point for investors despite risks to near-term growth outlook.
- Competitive Threats: The analyst flagged that rival companies are encroaching on Insulet's pharmacy distribution channel and the tubeless pump market, where Omnipod holds a dominant position, thereby increasing market uncertainty.
- Salesforce Expansion: Lichtman emphasized that Insulet is expanding its US salesforce, which is expected to enhance its domestic commercial reach and serve as a key growth catalyst that could drive the stock higher.
- Product Development Potential: The company boasts a rich product development pipeline and ongoing international market penetration, where Omnipod still has significant room for growth, despite competitive pressures from GLP-1 drugs.
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- Insulet Device Correction Issue: Insulet's shares fell about 9% following the announcement of a voluntary correction for specific lots of its medical devices due to manufacturing issues that could lead to insulin under-delivery, impacting the company's reputation and market confidence.
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- RBC Cuts Target Price: RBC has reduced the target price for Insulet Corporation from $325 to $280.
- Market Impact: This adjustment reflects changes in market conditions and expectations for Insulet's performance.
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Insulet Corporation Rated Outperform by Analyst Amid Valuation Appeal
- Analyst Rating Upgrade: On May 20, William Blair analyst Steve Lichtman initiated coverage of Insulet Corporation (NASDAQ:PODD) with an Outperform rating, suggesting that the recent steep selloff presents an attractive entry point for investors despite risks to near-term growth outlook.
- Competitive Threats: The analyst flagged that rival companies are encroaching on Insulet's pharmacy distribution channel and the tubeless pump market, where Omnipod holds a dominant position, thereby increasing market uncertainty.
- Salesforce Expansion: Lichtman emphasized that Insulet is expanding its US salesforce, which is expected to enhance its domestic commercial reach and serve as a key growth catalyst that could drive the stock higher.
- Product Development Potential: The company boasts a rich product development pipeline and ongoing international market penetration, where Omnipod still has significant room for growth, despite competitive pressures from GLP-1 drugs.
See More
Travel Stocks Surge as Oil Prices Retreat
- Airline Stocks Rise: Shares of airlines surged as oil prices fell nearly 4%, with United Airlines gaining 7% and Delta Air Lines up 4%, indicating potential profitability improvements for airlines amid reduced cost pressures.
- Telecom Infrastructure Surge: Dycom Industries saw a stock increase of about 30% after raising its full-year outlook, projecting contract revenue between $7.38 billion and $7.65 billion, and enhancing its data center capabilities through the acquisition of National Technology Integrators.
- Cloud Security Decline: Zscaler's shares tumbled over 30% after guiding for current-quarter revenue below analyst expectations, despite beating third-quarter adjusted earnings forecasts, reflecting market concerns about its future growth trajectory.
- Retail Stock Gains: Bath & Body Works shares rose 12% after forecasting second-quarter earnings per share between 20 to 25 cents, exceeding analyst expectations, which indicates strong consumer demand and improved profitability for the company.
See More
Zscaler's Earnings Misses Expectations, Shares Plunge
- Zscaler Earnings Miss: Zscaler's revenue guidance for the current quarter is between $875 million and $878 million, falling short of the $879 million analysts expected, leading to a more than 23% drop in shares, indicating market concerns about its future growth.
- Peer Impact: Following Zscaler's disappointing results, shares of Palo Alto Networks and CrowdStrike fell by 4% and over 3%, respectively, reflecting a decline in market confidence across the cybersecurity sector.
- Bath & Body Works Strong Performance: The company reported better-than-expected first-quarter earnings and forecasted second-quarter EPS between 20 to 25 cents, exceeding the 21 cents expected by analysts, resulting in a 15% increase in shares, showcasing resilience in market demand.
- Semtech's Impressive Results: Semtech posted first-quarter adjusted earnings and revenue that surpassed estimates, with guidance for current-quarter earnings and EBITDA also exceeding analyst expectations, leading to a 7% rise in shares, highlighting its strong performance in the semiconductor market.
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Box and Zscaler Earnings Guidance Impact Stock Prices
- Box Earnings Performance: Box reported adjusted earnings of $0.37 per share and revenue of $306 million in Q1, surpassing analyst expectations of $0.36 and $304 million, but guided for full-year adjusted earnings of $1.56, below the $1.63 expected, causing a 2% stock drop.
- Zscaler Revenue Guidance Cut: Zscaler shares plummeted 16% after guiding current-quarter revenue between $875 million and $878 million, missing the $879 million forecast, despite reporting fiscal Q3 adjusted earnings of $1.08 per share, exceeding the $1.01 estimate.
- Semtech Stock Surge: Semtech's stock rose 8% after posting Q1 adjusted earnings and revenue that beat estimates, with guidance for current-quarter earnings, adjusted operating margin, and EBITDA also exceeding analyst expectations, indicating strong market performance.
- Insulet Device Correction Issue: Insulet's shares fell about 9% following the announcement of a voluntary correction for specific lots of its medical devices due to manufacturing issues that could lead to insulin under-delivery, impacting the company's reputation and market confidence.
See More
Latest Wall Street Ratings Overview
- Goldman Sachs Bullish on Aevex: Goldman Sachs initiates coverage of Aevex (AVEX) with a Buy rating and a $34 price target, based on a 5.4X CY27 EV/Sales, indicating confidence in the company's unique position in the drone market and its growth potential.
- Citi Raises Broadcom Target: Citi raises Broadcom's price target from $475 to $500, applying a 20x multiple to FY28 EPS of $25, reflecting optimism about the company's earnings visibility and maintaining its status as the #1 semiconductor pick for 2026.
- JPMorgan Upgrades Braskem: JPMorgan upgrades Braskem to Overweight from Neutral, citing improved market fundamentals, tighter supply, and strengthened governance post-restructuring, which are expected to enhance profit margins in the chemical sector.
- Evercore Initiates Benitec Coverage: Evercore initiates coverage of Benitec Biopharma with an Overweight rating, highlighting significant upside potential in the rare disease market, suggesting promising investment opportunities ahead.
See More
INSULET CORP: RBC Lowers Price Target to $280 from $325
- RBC Cuts Target Price: RBC has reduced the target price for Insulet Corporation from $325 to $280.
- Market Impact: This adjustment reflects changes in market conditions and expectations for Insulet's performance.
See More
