Ultime notizie per Insulet (NASDAQ:PODD) Azioni

INSULET CORP

Insulet

Insulet was founded in 2000 with the goal of making continuous subcutaneous insulin infusion therapy for diabetes easier to use. The result was the Omnipod system, which consists of a small disposable insulin infusion device and that can be operated through a smartphone to control dosage. Since the Omnipod was approved by the US Food and Drug Administration in 2005, approximately 500,000 insulin-dependent diabetics are using it worldwide.

Insulet Corp

Goldman Sachs analyst David Roman initiated coverage on three companies, explaining that diabetes technology, including insulin pumps and continuous glucose monitors (CGMs), is expected to grow at a <a href="https://www.benzinga.com/topic/diabetes">strong double-digit pace</a>.
<h3 class="wp-block-heading">Insulet</h3>
Goldman Sachs initiated coverage on Insulet Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>), citing the company to benefit from accelerating the adoption of patch pump technology as it is the only participant in the category currently.
Goldman Sachs initiated Insulet on Thursday with a Buy rating and <a href="https://www.benzinga.com/quote/PODD/analyst-ratings" target="_blank" rel="noreferrer noopener">a price target of $380</a>. The analyst highlights the company&#8217;s pipeline, which can potentially strengthen its relative position. Sustained top-line growth should support outsized adjusted EBITDA results and yield meaningful upside over the next several years.
Analyst David Roman writes, &#8220;We expect Omnipod's superior form factor and relative differentiation as a result to be the key contributor to Insulet's share capture as the insulin pump market moves into its next leg of adoption. In our view, the company is best positioned for the opportunities ahead in insulin delivery growth.&#8221;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44745766/fda-approves-dexcoms-15-day-wearable-glucose-management-system-us-launch-planned-in-second-half-of-2025" rel="noreferrer noopener">FDA Approves Dexcom&#8217;s 15-Day Wearable Glucose Management System. Company Plans US Launch</a>
<h3 class="wp-block-heading">Dexcom</h3>
Goldman Sachs initiated DexCom Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NYSE">DXCM</a>) with a Buy rating and a <a target="_blank" href="https://www.benzinga.com/quote/DXCM/analyst-ratings" rel="noreferrer noopener">price target of $104</a>, supported by a constructive view of the company&#8217;s technology and long-term opportunity set.
Roman adds the potential upside from consumer-related adoption and strong P&amp;L leverage, which should continue through the balance of 2025.
&#8220;Taking all patient cohorts into consideration, we expect Dexcom to remain ahead in the established Type 1 and Type 2 MDI segments. And in the higher growth T2 Basal and non-insulin populations, we expect Dexcom will take some patient share from Abbott over the intermediate term, off a much lower relative base&#8230;&#8221;
The CGM market is still mainly a two-player race between Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>) and DexCom, Roman says.
However, the pump market is becoming more crowded, with more companies entering and customer needs changing. Hence, Goldman Sachs reiterated Abbott as a Buy and Tandem Diabetes Care, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TNDM#NASDAQ">TNDM</a>) as Neutral.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/25/05/45321429/insulet-posts-strong-q1-results-raises-forecasts-on-momentum-in-us-and-abroad" rel="noreferrer noopener">Insulet Posts Strong Q1 Results, Raises Forecasts On Momentum In US And Abroad</a>
<h3 class="wp-block-heading">Beta Bionics</h3>
Goldman Sachs initiated coverage on newly listed Beta Bionics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BBNX#NASDAQ">BBNX</a>). The diabetes management solutions provider closed its upsized IPO of 13.8 million at $17&nbsp;per share in January, raising approximately <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/g43415288/beta-bionics-announces-closing-of-234-6-million-initial-public-offering-and-full-exercise-of-under" rel="noreferrer noopener">$212.1 million in gross proceeds</a>.
The analyst initiated a Neutral rating and a <a href="https://www.benzinga.com/quote/BBNX/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $16</a>, noting the company's iLet technology is well-suited for a targeted segment of the Type 1 market.
<ul class="wp-block-list">
<li>iLet is still in the early adoption phase, so its short-term growth is expected to be stronger than that of other diabetes-related companies and similar-sized medical technology firms.</li>
<li>Also, market estimates mostly reflect the growth potential over the next few years. The stock's valuation also seems to factor in this expected growth and the likelihood that the company will need to raise more money to reach break-even cash flow.</li>
</ul>
Price Action: PODD stock is up 0.14% at $324.31, BBNX stock is up 10% at $16.90, and DXCM stock is up 1% at $85.71 at the last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/health-care/25/05/45693375/summit-therapeutics-closely-watched-lung-cancer-study-of-ivonescimab-misses-overall-survival-endpoint" target="_blank" rel="noreferrer noopener">Summit Therapeutics&#8217; Closely-Watched Lung Cancer Study Of Ivonescimab Misses Overall Survival Endpoint</a></li>
</ul>
Image: Shutterstock

Analyst Color

Large Cap

News

Health Care

Initiation

Analyst Ratings

General

BBNX

DXCM

PODD

TNDM

Goldman Sachs Bullish On Dexcom And Insulet As Diabetes Tech Surges

Goldman Sachs analyst David Roman initiates coverage on Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) with a Buy rating and announces Price Target of $380.

Price Target

Goldman Sachs Initiates Coverage On Insulet with Buy Rating, Announces Price Target of $380

Goldman Sachs analyst Kate McShane initiates coverage on Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) with a Buy rating.

Goldman Sachs Initiates Coverage On Insulet with Buy Rating

Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) has outperformed the market over the past 15 years by 10.91% on an annualized basis producing an average annual return of 22.7%. Currently, Insulet has a market capitalization of $22.82 billion. 
Buying $100 In PODD: If an investor had bought $100 of PODD stock 15 years ago, it would be worth $2,160.69 today based on a price of $324.32 for PODD at the time of writing.
<h3>Insulet's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748448015_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much $100 Invested In Insulet 15 Years Ago Would Be Worth Today

Raymond James analyst Jayson Bedford maintains Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) with a Outperform and raises the price target from $328 to $360.

Raymond James Maintains Outperform on Insulet, Raises Price Target to $360

5 analysts have shared their evaluations of Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $332.0, a high estimate of $380.00, and a low estimate of $266.00. Witnessing a positive shift, the current average has risen by 15.01% from the previous average price target of $288.67.
<img src="https://www.benzinga.com/files/images/story/2025/1747944083_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of Insulet among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joanne Wuensch</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$380.00</td>
<td>$320.00</td>
</tr>
<tr>
<td>Mike Polark</td>
<td>Wolfe Research</td>
<td>Announces</td>
<td>Outperform</td>
<td>$350.00</td>
<td>-</td>
</tr>
<tr>
<td>Steven Lichtman</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$324.00</td>
<td>$312.00</td>
</tr>
<tr>
<td>Matt Miksic</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$266.00</td>
<td>$234.00</td>
</tr>
<tr>
<td>Shagun Singh</td>
<td>RBC Capital</td>
<td>Announces</td>
<td>Outperform</td>
<td>$340.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Insulet. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Insulet compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Insulet's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Insulet's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/PODD/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Insulet analyst ratings.</a>
<h2>About Insulet</h2>
Insulet was founded in 2000 with the goal of making continuous subcutaneous insulin infusion therapy for diabetes easier to use. The result was the Omnipod system, which consists of a small disposable insulin infusion device and that can be operated through a smartphone to control dosage. Since the Omnipod was approved by the US Food and Drug Administration in 2005, approximately 500,000 insulin-dependent diabetics are using it worldwide.
<h3>Insulet: Financial Performance Dissected</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Positive Revenue Trend: Examining Insulet's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 28.82% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Health Care sector.
Net Margin: Insulet's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 6.22%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Insulet's ROE stands out, surpassing industry averages. With an impressive ROE of 2.78%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Insulet's ROA stands out, surpassing industry averages. With an impressive ROA of 1.07%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Insulet's debt-to-equity ratio stands notably higher than the industry average, reaching 1.27. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>The Basics of Analyst Ratings</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

5 Analysts Assess Insulet: What You Need To Know

<figure class="wp-block-image aligncenter size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="683" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081653/Top-Image-1024x683.png" alt="" class="wp-image-13068" style="width:920px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081653/Top-Image-1024x683.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081653/Top-Image-300x200.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081653/Top-Image-768x512.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081653/Top-Image.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h2 class="wp-block-heading">A Threat To The Diabetes Cash Cow</h2>
Years ago, in a conversation with an endocrinologist, I mentioned there was no incentive to cure diabetes, giving the money companies were making from managing it (with testing supplies, insulin, etc.). He replied that the incumbents had no incentive to cure it, but a startup company would. Now it looks like one has—at least in one patient. Sana Biotechnology, Inc.  (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SANA#NASDAQ">SANA</a>) has developed a one-time treatment that could upend the entire diabetes industry.
<h2 class="wp-block-heading">How It Works</h2>
Type 1 diabetes occurs when the immune system destroys the pancreatic beta cells, which are responsible for producing insulin. While transplants of donor islets—clusters of cells that include beta cells—can restore insulin production, they require scarce donor tissue and lifelong immunosuppressive drugs, which carry serious risks. As a result, insulin remains the only practical treatment for nearly all Type 1 diabetics.&nbsp;Sana has successfully engineered donor-derived islets to evade immune rejection, enabling a Type 1 diabetic to produce his own insulin, without the need for immunosuppressive drugs.
This isn't just theory. In a clinical trial at Uppsala University in Sweden, Sana's genetically engineered pancreatic islets were injected into the forearm of a Type 1 diabetic. As the company noted in its annual report, this patient is now&nbsp;more than three months post-treatment, making his own insulin for the first time in 30 years—with no immunosuppressive therapy.
A recent presentation by Sana shows the results of this experiment so far. The C-peptide mentioned there is a biomarker of insulin production.
<figure class="wp-block-image aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="578" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081738/Clinical-Results-1024x578.jpg" alt="" class="wp-image-13069" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081738/Clinical-Results-1024x578.jpg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081738/Clinical-Results-300x169.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081738/Clinical-Results-768x433.jpg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081738/Clinical-Results.jpg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Slides from Sana's <a href="https://ir.sana.com/static-files/1f3a1d8c-24eb-4695-9380-747332ddae2a">May 2025 Corporate Presentation</a>.</figcaption></figure>
As the subsequent slide in the presentation shows, the patient was producing no insulin before the procedure, but has been producing insulin consistently since.
<figure class="wp-block-image aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="580" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081849/C-Peptide-Slide-1024x580.jpg" alt="" class="wp-image-13070" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081849/C-Peptide-Slide-1024x580.jpg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081849/C-Peptide-Slide-300x170.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081849/C-Peptide-Slide-768x435.jpg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081849/C-Peptide-Slide.jpg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h2 class="wp-block-heading">The Plan For Mass Production</h2>
The islet cells used in that trial came from a cadaveric donor. Sana's goal is to scale this breakthrough using&nbsp;stem cell–derived islets—which contain insulin-producing beta cells—that can be manufactured in large quantities and delivered off the shelf. The result would be a&nbsp;one-time treatment&nbsp;that could eliminate the need for insulin, blood sugar monitoring, and other diabetes therapies.
<figure class="wp-block-image aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="575" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081940/One-time-treatment-1024x575.jpg" alt="" class="wp-image-13071" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081940/One-time-treatment-1024x575.jpg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081940/One-time-treatment-300x169.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081940/One-time-treatment-768x431.jpg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19081940/One-time-treatment.jpg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Larger dose‑escalation cohorts under way, with 6‑ and 12‑month read‑outs expected over the next year.
<h3 class="wp-block-heading">The Potential Market Impact</h3>
If the current results hold up, Sana's therapy would convert Type‑1 diabetes from a&nbsp;chronic drug‑and‑device market&nbsp;into a&nbsp;one‑time cell‑therapy market—a seismic shift for incumbents.
<figure class="wp-block-image aligncenter size-full"><img loading="lazy" decoding="async" width="963" height="547" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082028/Market-Impact.png" alt="" class="wp-image-13072" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082028/Market-Impact.png 963w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082028/Market-Impact-300x170.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082028/Market-Impact-768x436.png 768w" sizes="(max-width: 963px) 100vw, 963px" /></figure>
As you can see above, diabetes therapies comprise 75% of Novo Nordisk A/S&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) sales and 43% of Ely Lilly and Company&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>). For DexCom, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>) and Insulet Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>), diabetes is pretty much their entire businesses.
<h2 class="wp-block-heading">The Timeline That Matters</h2>
Some potential milestones to keep in mind for Sana headlines that could impact the diabetes therapy industry.
<figure class="wp-block-image aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="527" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082137/Timeline-1024x527.png" alt="" class="wp-image-13073" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082137/Timeline-1024x527.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082137/Timeline-300x154.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082137/Timeline-768x395.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082137/Timeline.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h2 class="wp-block-heading">The Bottom Line</h2>
Sana has not&nbsp;cured&nbsp;diabetes yet—but a&nbsp;&gt; 3‑month insulin‑free human case without immunosuppression&nbsp;is more evidence than the market usually prices into chronically‑treated franchises. Shareholders of the incumbent companies mentioned above ought to consider hedging. The Portfolio Armor iPhone app can help you find the least expensive hedge that fits your risk tolerance and time frame. You can download it by aiming your iPhone camera at the QR code below (or by&nbsp;<a href="https://apps.apple.com/us/app/portfolio-armor/id394951144">tapping here</a>, if you are reading this on your iPhone).
<figure class="wp-block-image size-large"><a href="https://apps.apple.com/us/app/portfolio-armor/id394951144"><img loading="lazy" decoding="async" width="1024" height="683" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082314/PA-JPEG-5-1024x683.jpeg" alt="" class="wp-image-13074" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082314/PA-JPEG-5-1024x683.jpeg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082314/PA-JPEG-5-300x200.jpeg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082314/PA-JPEG-5-768x512.jpeg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082314/PA-JPEG-5.jpeg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Enterprising investors might also consider adding a small position in SANA. There's asymmetric upside potential if follow‑up cohorts validate the initial results. My subscribers and I bought shares in the company earlier this year, and then LEAPS on it last week, now that the stock has options traded on it.
<figure class="wp-block-image aligncenter size-full"><a href="https://portfolioarmor.substack.com/p/trade-alert-pharma-panic"><img loading="lazy" decoding="async" width="917" height="617" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082502/Trade-Alert.jpg" alt="" class="wp-image-13076" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082502/Trade-Alert.jpg 917w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082502/Trade-Alert-300x202.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/19082502/Trade-Alert-768x517.jpg 768w" sizes="(max-width: 917px) 100vw, 917px" /></a></figure>
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The End Of The Diabetes Industry? This Small Cap Could Upend The Business Models of Pharma Giants

Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) has outperformed the market over the past 15 years by 10.99% on an annualized basis producing an average annual return of 22.69%. Currently, Insulet has a market capitalization of $22.63 billion. 
Buying $1000 In PODD: If an investor had bought $1000 of PODD stock 15 years ago, it would be worth $21,273.51 today based on a price of $321.56 for PODD at the time of writing.
<h3>Insulet's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747151121_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In Insulet 15 Years Ago Would Be Worth This Much Today

Wolfe Research analyst Mike Polark upgrades Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) from Peer Perform to Outperform and announces $350 price target.

Upgrades

Wolfe Research Upgrades Insulet to Outperform, Announces $350 Price Target

These large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) stock jumped 31.34% after the company reported better-than-expected first-quarter financial results, and <a href="https://www.benzinga.com//node/45321575" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
<li>Hims &amp; Hers Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) shares escalated 27.29% following strong <a href="https://www.benzinga.com//node/45321220" target="_blank" rel="noreferrer noopener">first-quarter earnings results</a>.</li>
<li>Insulet Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) stock rose 20.88% after the company reported better-than-expected financial results and raised its FY25 sales guidance above estimates. Also, the company issued<a href="https://www.benzinga.com//node/45321429" target="_blank" rel="noreferrer noopener"> Q2 sales guidance above estimates</a>.</li>
<li>Ubiquiti Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>) shares increased 20.64% after the company reported better-<a href="https://www.benzinga.com//node/45313954" target="_blank" rel="noreferrer noopener">than-expected financial results</a>.</li>
<li>FTAI Aviation Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTAI#NASDAQ">FTAI</a>) shares increased 19.10%. Stifel analyst Frank Galanti upgraded the company from Hold to Buy and maintained the <a href="https://www.benzinga.com/quote/ftai/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast at $123</a>.</li>
<li>UL Solutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ULS#NYSE">ULS</a>) stock was up 17.24% after Wells Fargo maintained an Overweight rating on the stock and raised its <a href="https://www.benzinga.com/quote/uls/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $65 to $77</a>.</li>
<li>Rockwell Automation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROK#NYSE">ROK</a>) stock grew 16.22% after the company reported better-than-expected <a href="https://www.benzinga.com//node/45251607" target="_blank" rel="noreferrer noopener">second-quarter results</a>. Analysts boosted <a href="https://www.benzinga.com/quote/rok/analyst-ratings" target="_blank" rel="noreferrer noopener">the company&#8217;s price forecast</a>.</li>
<li>Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) shares rose 15.49% after the company <a href="https://www.benzinga.com//node/45316027" target="_blank" rel="noreferrer noopener">reported fourth-quarter results</a>. <a href="https://www.benzinga.com/quote/mchp/analyst-ratings" target="_blank" rel="noreferrer noopener">Analysts revised the price forecast</a>.</li>
<li>Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) stock jumped 14.54% after better-than-expected second-quarter financial results and the announcement of a new international <a href="https://www.benzinga.com//node/45263841" target="_blank" rel="noreferrer noopener">theme park project in Abu Dhabi</a>. Analysts raised <a href="https://www.benzinga.com//node/45293256" target="_blank" rel="noreferrer noopener">the stock&#8217;s price forecast</a>.</li>
<li>Aramark (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARMK#NYSE">ARMK</a>) stock escalated 14.06% <a href="https://www.benzinga.com//node/45224441" target="_blank" rel="noreferrer noopener">after the second-quarter FY25 earnings</a>.</li>
<li>Toast, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>) shares increased 13.41% after the company reported first-quarter results and <a href="https://www.benzinga.com//node/45324198" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
</ol>
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Earnings

Movers

ARMK

FTAI

Hims & Hers Health, Inc. Class A Common Stock

HIMS

MCHP

TOST

The Trade Desk, Walt Disney, And Hims & Hers Health Are Among Top 11 Large-Cap Gainers Last Week (May 5-May 9): Are The Others In Your Portfolio?

Wall Street traded slightly lower by midday Friday, as investors adopted a wait-and-see stance ahead of a potential trade breakthrough, with high-stakes negotiations between U.S. officials—led by Treasury Secretary Scott Bessent—and Chinese authorities set to <a href="https://www.benzinga.com/topic/tariffs">unfold over the weekend.</a>
President Donald Trump signaled that tariffs on Chinese goods could be slashed from the current 145% to 80%, though that figure remains significantly higher than pre-Liberation Day levels, prompting continued caution among market participants.
Equities gave back a portion of Thursday's gains as sentiment turned more defensive, while gold rebounded 1% to $3,330 per ounce, partially offsetting losses from the previous session.
Oil prices extended their rally, climbing further above $60 a barrel amid an improved global demand outlook, putting crude on track for its strongest weekly performance since late 2024. Natural gas followed suit, with Henry Hub futures rising 4.4%.
In fixed income, Treasury yields held steady, with the 10-year yield hovering around 4.37%.
Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) took a breather after Thursday's 6.4% surge, trading just above $102,500.
<h3 class="wp-block-heading">Friday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,650.98</td>
<td>-0.2%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,003.04</td>
<td>-0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,017.97</td>
<td>-0.4%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>41,179.33</td>
<td>-0.5%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 1:10 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.2% lower to $563.80.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased 0.4% to $412.10.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;eased 0.2% to $487.38.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.3% lower to $200.54.</li>
<li>The&nbsp;Energy&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) outperformed, up 0.9%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.5%.</li>
</ul>
<h3 class="wp-block-heading">Friday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports included: 
<ul class="wp-block-list">
<li>McKesson Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCK#NYSE">MCK</a>) up 0.48%</li>
<li>Monster Beverage Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNST#NASDAQ">MNST</a>) up 2.02%</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) down 2.28%</li>
<li>TKO Group Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKO#NYSE">TKO</a>) down 4.10%</li>
<li>Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) up 10.44%</li>
<li>LPL Financial Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) up 5.83%</li>
<li>Ubiquiti Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>) up 14.64%</li>
<li>Rocket Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>) down 2.32%</li>
<li>Insulet Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) up 20.81%</li>
<li>Expedia Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>) down 7.75%</li>
<li>Alliant Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNT#NASDAQ">LNT</a>) up 1.29%</li>
<li>Akamai Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKAM#NASDAQ">AKAM</a>) down 7.90%</li>
<li>EchoStar Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SATS#NASDAQ">SATS</a>) up 2.77%</li>
<li>Starwood Property Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STWD#NYSE">STWD</a>) up 0.29%</li>
<li>Essent Group Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESNT#NYSE">ESNT</a>) down 1.45%</li>
</ul>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45317301/5-treasury-yields-could-force-trump-to-slash-tariffs-in-q2-says-bofas-hartnett">5% Treasury Yields Could Force Trump To Slash Tariffs In Q2, Says BofA&#8217;s Hartnett </a></li>
</ul>
Photo: Shutterstock

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ESNT

EXPE

LPLA

MNST

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STWD

Select Sector SPDR-Consumer Discretionary

Stocks Slip As Gold Rebounds To $3,330, Bitcoin Holds $102,000: What's Driving Markets Friday?

Oppenheimer analyst Steven Lichtman maintains Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) with a Outperform and raises the price target from $312 to $324.

Oppenheimer Maintains Outperform on Insulet, Raises Price Target to $324

Insulet Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) reported first-quarter adjusted earnings of $1.02 per share, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of 80 cents</a>.
The automated insulin delivery technology maker reported sales of $569 million, up 28.8% year over year (29.8% in constant currency), beating the consensus of $543.4 million, exceeding the high end of the company&#8217;s guidance range of <a target="_blank" href="https://www.benzinga.com/25/02/43890152/insulets-strong-q4-highlights-surging-omnipod-demand-and-growth-potential-analyst-sees-continued-growth-in-2025" rel="noreferrer noopener">25% in constant currency</a>.
<ul class="wp-block-list">
<li>Total Omnipod revenue reached $554.1 million, an increase of 28.0%, or 29.0% in constant currency. 
<ul class="wp-block-list">
<li>U.S. Omnipod revenue of $401.7 million, an increase of 26.4%.</li>
<li>International Omnipod revenue of $152.4 million, an increase of 32.2%, or 36.1% in constant currency.</li>
</ul>
</li>
<li>Drug Delivery <a href="https://www.benzinga.com/pressreleases/25/05/b45298970/insulet-reports-first-quarter-2025-revenue-increase-of-29-year-over-year-30-constant-currency1" target="_blank" rel="noreferrer noopener">revenue of $14.9 million</a>.</li>
</ul>
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44652075/us-tariffs-spare-drugmakers-but-threaten-diabetes-device-industry" rel="noreferrer noopener">Trump Tariffs Spare Drugmakers But Threaten Diabetes Device Industry</a>
Gross margin of 71.9%, up 240 basis points.
Operating income of $88.8 million, or 15.6% of revenue, up 270 basis points, compared with $56.9 million, or 12.9% of revenue, a year ago.
Adjusted operating income&nbsp;of $93.5 million, or 16.4% of revenue, up 350 basis points year over year.
Adjusted EBITDA&nbsp;of $133.9 million, or 23.5% of revenue, up 330 basis points, compared with $89.2 million, or 20.2% of revenue, a year ago.
&#8220;As <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b45034103/insulet-appoints-ashley-mcevoy-president-and-ceo" rel="noreferrer noopener">Insulet&#8217;s new President and CEO</a>, I see a path to scale the Company from an emerging diabetes leader to a durable growth engine, driving an even greater impact for our partners, stakeholders, and most importantly, our Podders,&#8221; said Ashley McEvoy, President and CEO.
Guidance:&nbsp;For 2025, Insulet expects revenue growth between 19%-22% from a prior range of 16%-20%.
<ul class="wp-block-list">
<li>It projects Omnipod sales to increase by 20%-23% versus a previous range of 17%-21%.</li>
<li>The company expects the drug delivery sales decline to be (35)%-(25)%, compared to (55)%-(45)% anticipated earlier.</li>
</ul>
For Q2 2025, Insulet forecasts revenue growth between 23% and 26%, with U.S. Omnipod sales increasing by 22% to 25%.
William Blair analyst Margaret Kaczor Andrewon on Friday wrote, &#8220;In short, the quarter updates were positive and support our view that Insulet remains in the pole position as the pump market is on the steep part of the adoption curve by insulinintensive diabetics in the U.S. This had led to—and should continue to lead to—margin expansion. Further, recent performance and accelerating adoption of pump and Omnipod therapy internationally sets up for years of growth in a $7 billion-plus market with collective adoption rates at half or less than half of the U.S. market.&#8221;
Kaczor Andrew maintains an Outperform rating for Insulet.
Price Action: PODD stock is up 17.1% at $301.00 at last check Friday.
Read Next:
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</ul>
Photo: Shutterstock

Guidance

Insulet Posts Strong Q1 Results, Raises Forecasts On Momentum In US And Abroad

U.S. stocks were higher, with the Nasdaq Composite gaining around 100 points on Friday.
Shares of Insulet Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) rose sharply during Friday's session after the company reported better-than-expected first-quarter financial results and raised its FY25 sales guidance <a href="https://www.benzinga.com/quote/PODD/earnings">above estimates</a>.
Insulet reported quarterly earnings of $1.02 per share which beat the analyst consensus estimate of 80 cents per share. The company reported quarterly sales of $569.00 million which beat the analyst consensus estimate of $543.40 million.
Insulet shares jumped 16.7% to $300.10 on Friday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Gogo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOGO#NASDAQ">GOGO</a>) jumped 42.2% to $10.77 after the company reported better-than-expected first-quarter financial results and issued FY25 sales guidance above estimates.</li>
<li>Definitive Healthcare Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DH#NASDAQ">DH</a>) gained 42.2% to $4.00 after the company posted quarterly earnings and raised its FY25 outlook.</li>
<li>Ouster, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OUST#NASDAQ">OUST</a>) rose 26.7% to $10.96 after the company reported better-than-expected quarterly EPS results.</li>
<li>nLIGHT, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LASR#NASDAQ">LASR</a>) surged 25.8% to $10.85 after the company reported better-than-expected first-quarter financial results and issued second-quarter sales guidance above estimates.</li>
<li>Natural Grocers by Vitamin Cottage, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NGVC#NASDAQ">NGVC</a>) gained 24.8% to $57.25. Natural Grocers partnered with Contented Hen to offer premium eggs at introductory prices.</li>
<li>The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) gained 24.7% to $74.72 after the company reported better-than-expected first-quarter financial results.</li>
<li>TransMedics Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMDX#NASDAQ">TMDX</a>) rose 21.9% to $113.61 after the company reported better-than-expected first-quarter financial results and raised its FY25 sales guidance above estimates.</li>
<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) gained 20% to $254.95.</li>
<li>Rumble Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUM#NASDAQ">RUM</a>) gained 18.3% to $9.21 following upbeat quarterly earnings.</li>
<li>Toast, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>) gained 16% to $42.51. Toast reported quarterly earnings of nine cents per share, which missed the Street estimate of 12 cents. Quarterly revenue came in at $1.34 billion, in line with the consensus estimate.</li>
<li>Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) gained 13.7% to $55.83 after the company reported better-than-expected fourth-quarter sales results and issued first-quarter guidance above estimates.</li>
<li>Sensata Technologies Holding plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ST#NYSE">ST</a>) shares jumped 13.5% to $25.50 as the company reported better-than-expected first-quarter financial results and issued strong guidance for the second quarter.</li>
<li>AvePoint, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVPT#NASDAQ">AVPT</a>) gained 11.8% to $19.47 after the company reported better-than-expected first-quarter financial results and raised its FY25 sales guidance above estimates.</li>
<li>Pinterest, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>) gained 11.2% to $30.99 after the company reported better-than-expected first-quarter sales results and issued second-quarter sales guidance with its midpoint above estimates.</li>
<li>Ubiquiti Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>) climbed 10.8% to $391.51 after the company reported better-than-expected third-quarter financial results.</li>
<li>Yelp Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YELP#NYSE">YELP</a>) rose 10.7% to $39.62 following upbeat quarterly earnings.</li>
<li>Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) gained 10.1% to $18.68.</li>
<li>MINISO Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MNSO#NYSE">MNSO</a>) climbed 9.4% to $20.27.</li>
<li>Cloudflare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>) rose 8.7% to $135.16 after the company reported better-than-expected sales results.</li>
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) gained 7.1% to $305.13. As the electric vehicle manufacturer is finalizing plans to launch operations in the third-largest car market in the world, Prashanth Menon, the Country Head for India for Tesla, has reportedly resigned after nine years with the CEO Elon Musk-led company.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/news/earnings/25/05/45316242/how-to-earn-500-a-month-from-nrg-energy-stock-ahead-of-q1-earnings">How To Earn $500 A Month From NRG Energy Stock Ahead Of Q1 Earnings</a></li>
</ul>

Intraday Update

Markets

AVPT

GOGO

LASR

MNSO

NGVC

OUST

PINS

PONY

TMDX

TSLA

YELP

Insulet Posts Upbeat Earnings, Joins Trade Desk, TransMedics Group, Tesla And Other Big Stocks Moving Higher On Friday

WIIM

Insulet shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY25 sales guidance above estimates. Also, the company issued Q2 sales guidance above estimates.

<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="6" rowspan="1">INSULET CORPORATION</td>
</tr>
<tr>
<td colspan="6" rowspan="1">NON-GAAP RECONCILIATIONS (UNAUDITED) CONTINUED</td>
</tr>
<tr>
<td colspan="6" rowspan="1">REVENUE GUIDANCE</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="5" rowspan="1">Year Ending December 31, 2025</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Revenue Growth&nbsp; GAAP</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Currency&nbsp; Impact</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Constant&nbsp; Currency</td>
</tr>
<tr>
<td colspan="1" rowspan="1">U.S. Omnipod</td>
<td colspan="1" rowspan="1">18% - 21%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">—%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">18% - 21%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">International Omnipod</td>
<td colspan="1" rowspan="1">29% - 32%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">2%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">27% - 30%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Total Omnipod</td>
<td colspan="1" rowspan="1">21% - 24%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">1%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">20% - 23%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Drug Delivery</td>
<td colspan="1" rowspan="1">(35)% - (25)%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">—%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">(35)% - (25)%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Total</td>
<td colspan="1" rowspan="1">20% - 23%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">1%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">19% - 22%</td>
</tr>
</tbody>
</table>
</figure><figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="5" rowspan="1">Three Months Ended June 30, 2025</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Revenue Growth&nbsp; GAAP</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Currency&nbsp; Impact</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Constant&nbsp; Currency</td>
</tr>
<tr>
<td colspan="1" rowspan="1">U.S. Omnipod</td>
<td colspan="1" rowspan="1">22% - 25%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">—%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">22% - 25%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">International Omnipod</td>
<td colspan="1" rowspan="1">32% - 35%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">5%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">27% - 30%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Total Omnipod</td>
<td colspan="1" rowspan="1">24% - 27%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">1%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">23% - 26%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Drug Delivery</td>
<td colspan="1" rowspan="1">10% - 15%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">—%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">10% - 15%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Total</td>
<td colspan="1" rowspan="1">24% - 27%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">1%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">23% - 26%</td>
</tr>
</tbody>
</table>
</figure>

Insulet Sees Q2 Sales $605.740M-$620.395M vs $577.77M Est

Insulet Raises FY2025 Sales Guidance from $2.40B-$2.49B to $2.49B-$2.55B vs $2.45B Est

Insulet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) reported quarterly earnings of $1.02 per share which beat the analyst consensus estimate of $0.80 by 27.5 percent. This is a 39.73 percent increase over earnings of $0.73 per share from the same period last year. The company reported quarterly sales of $569.00 million which beat the analyst consensus estimate of $543.40 million by 4.71 percent. This is a 28.82 percent increase over sales of $441.70 million the same period last year.

Earnings Beats

Insulet Q1 Adj. EPS $1.02 Beats $0.80 Estimate, Sales $569.00M Beat $543.40M Estimate

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Earnings Scheduled For May 8, 2025

Press Releases

Insulet Expands Omnipod® 5 to Four More International Markets

Insulet Announces Proposed Financing Transactions

Insulet Announces Pricing of Senior Notes Due 2033

Insulet's RADIANT Trial Demonstrates Meaningful Glycemic Improvements with the Omnipod® 5 Automated Insulin Delivery System Following Direct Transition from Multiple Daily Injections

Insulet to Announce First Quarter 2025 Financial Results on May 8, 2025

Insulet Launches Omnipod® 5 Automated Insulin Delivery System in Canada, a Revolutionary New Technology for People Living with Type 1 Diabetes Ages Two Years and Above

Insulet Appoints Ashley McEvoy President and CEO

Insulet Reports First Quarter 2025 Revenue Increase of 29% Year-Over-Year (30% Constant Currency1)

Insulet Announces Publication of 2024 Sustainability Report

Insulet to Present at the Goldman Sachs 46th Annual Global Healthcare Conference 2025

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