01:45 PM EDT, 08/08/2025 (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 12-month price target to $340 from $329, 62.5x our 2026 EPS estimate, a discount to PODD's historical avg. on GLP-1 risks. We lift 2025 EPS to $4.52 from $4.33 and 2026's to $5.44 from $5.41. Q2 EPS of $1.17 vs. $0.55 beat the consensus view by $0.25, with revenue +32.9% Y/Y to $649.1M, outpacing guidance and 6% above consensus. The Omnipod segment showed strong momentum, +33.0% Y/Y to $639.0M, with 29% U.S. growth and 25% international expansion. The recent FDA clearance for Omnipod 5 use in type 2 diabetes patients opens up a significant new market opportunity, in our view, which could drive accelerated growth. Given strong YTD performance, PODD lifted its 2025 revenue guidance to 24%-27% from 19%-22% and raised adj. operating margin guidance by 75 bps. Profitability metrics showed substantial improvement, with adj. operating margin +670 bps to 17.8% and adj. EBITDA margin rising 570 bps to 24.3%. We believe the type 2 diabetes clearance could drive further growth momentum in coming quarters.