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Research Alert: CFRA Keeps Hold Opinion On Shares Of Insulet Corporation
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Insulet Corporation
May 26, 2025 5:20 AM

02:30 PM EDT, 05/09/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our target price $19 to $329, 76.0x our 2025 EPS estimate, a discount to PODD's historical average given GLP-1 risks. We lift our 2025 EPS view by $0.08 to $4.33 and 2026 by $0.15 to $5.41. PODD reported Q1 EPS of $1.02 vs. $0.73, beating the S&P Capital IQ consensus estimate by $0.23. Insulet ( PODD ) delivered a robust performance in Q1 2025, with revenue surging 28.8% Y/Y to $569.0M, which was nearly 5% above consensus and surpassed the high end of PODD's guidance range. The growth was primarily driven by the continued success of the Omnipod 5 Automated Insulin Delivery System, which has now expanded to 14 countries globally. Operating margin expanded by 330 bps to 23.5%, driven by higher gross margins from improved operational efficiency and scale benefits. Given the strong Q1, management raised both revenue and gross margin guidance for the full-year 2025. We believe the recent FDA clearance for Omnipod 5 use in type 2 diabetes patients opens up a significant new market opportunity for Insulet ( PODD ).

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