Bernstein raises Insulet stock price target to $400 on type 2 diabetes growth

Published 08/08/2025, 14:16
Bernstein raises Insulet stock price target to $400 on type 2 diabetes growth

Investing.com - Bernstein SocGen Group raised its price target on Insulet Corporation (NASDAQ:PODD) to $400.00 from $375.00 while maintaining an Outperform rating. The stock, currently trading at $303.55, has shown impressive momentum with a 52% return over the past year. According to InvestingPro data, analyst targets range from $260 to $399.

The firm cited Insulet’s track record of consistent growth, noting 2025 will mark the tenth consecutive year of over 20% constant currency growth for the insulin pump manufacturer.

Bernstein highlighted Insulet’s "strong moat" around its patch insulin pump form factor, which has proven popular with patients compared to traditional insulin delivery systems.

The research firm specifically pointed to growth in the Type 2 diabetes market as a significant opportunity, reporting that new Type 2 diabetes patients represented over 30% of new U.S. starts in the most recent quarter.

Bernstein expects Insulet’s financial performance to improve in coming quarters as the company executes on sales growth initiatives and margin expansion opportunities in the diabetes technology sector.

In other recent news, Insulet Corporation reported strong second-quarter results for 2025, surpassing both earnings and revenue forecasts. The company achieved an earnings per share (EPS) of $1.17, significantly above the projected $0.92, marking a 27.17% surprise. Revenue reached $649 million, exceeding expectations of $614.18 million, and representing a 31% year-over-year growth. Following these impressive results, Canaccord Genuity raised its price target for Insulet to $353, maintaining a Buy rating. Jefferies also increased its price target for the company to $375, citing the strong quarterly performance. Insulet’s growth was driven by increased new patient starts in both U.S. Type 1 and Type 2 diabetes markets, as well as international markets. The company has raised its guidance for fiscal year 2025, anticipating growth across all markets and patient populations. These developments reflect Insulet’s robust market position and the confidence of analysts in its future performance.

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