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Research Alert: CFRA Maintains Hold Opinion On Shares Of Insulet Corporation
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Research Alert: CFRA Maintains Hold Opinion On Shares Of Insulet Corporation
Nov 11, 2025 1:26 AM

04:05 AM EST, 11/11/2025 (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 increase our 12-month target price by $18 to $358, representing 60.1x our 2026 EPS forecast, vs. PODD's trailing-12-months average forward P/E of 67.2x. We raise our 2025 EPS estimate by $0.35 to $4.87 and our 2026 EPS forecast by $0.52 to $5.96. PODD delivered strong Q3 results with revenue of $706M (+28% Y/Y constant currency) exceeding guidance, supported by record new customer starts globally and accelerating Type 2 diabetes adoption (more than 35% of U.S. new starts). International growth of 40% and operating margin expansion to 17.1% demonstrate effective execution. Management raised 2025 revenue guidance to 28%-29% growth and operating margin outlook to 17.3%-17.5%. While we view the Type 2 opportunity and international expansion positively, we maintain our Hold rating due to premium valuation amid intensifying competitive pressures from emerging patch pump entrants and execution risks in scaling the Type 2 market.

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