Insulet stock holds Buy rating at UBS on strong growth outlook

Investing.com - Insulet Corporation (NASDAQ:PODD) stock maintained its Buy rating at UBS despite shares closing down following the company’s investor day presentation on Thursday. The stock is currently trading at $312.89, down from its 52-week high of $354.88 reached earlier this year.

UBS analyst Danielle Antalffy reiterated a $400.00 price target on the insulin pump maker after Insulet announced a sales growth target of approximately 20% over the 2025-2028 period, exceeding both UBS and Street estimates, along with roughly 100 basis points of annual operating margin expansion. This target aligns with Insulet’s impressive track record of 23% revenue CAGR over the past five years. InvestingPro data shows 17 analysts have recently revised their earnings estimates upward for the upcoming period.

The company’s newly-appointed CFO indicated that 2026 performance is likely to meet or exceed the long-range plan, suggesting a floor of 20% top-line growth next year compared to consensus expectations of 19% as of November 19, 2025. The company has already demonstrated strong revenue growth of 27.11% over the last twelve months, with a healthy gross profit margin of 70.93%.

UBS believes investors may be underappreciating Insulet’s competitive advantages, including upcoming innovations in the OmniPod 6 algorithm and software designed to reduce cognitive burden on physicians and patients, which the firm views as critical differentiators.

The investment bank also highlighted Insulet’s strong position in primary care physician offices, its established brand recognition in patch pumps, and its unique ability to provide product samples to prospective patients—advantages that UBS considers significant barriers to competition.

In other recent news, Insulet Corporation has been the focus of several analyst updates following its Investor Day. Truist Securities raised its price target for Insulet to $412, citing a positive three-year revenue and profit outlook that surpassed consensus expectations. Similarly, Leerink Partners adjusted its price target slightly to $386, maintaining an Outperform rating, and noted mixed takeaways from the Analyst Day, attributing recent stock movements to 2026 positioning rather than negative disclosures.

Raymond James also increased its price target to $385, highlighting Insulet’s market leadership outlook while maintaining an Outperform rating. BTIG raised its price target to $380, following a company tour and the announcement of ambitious 2026-2028 financial targets, including a 20% compound annual growth rate in organic revenue and a 25% CAGR in adjusted earnings per share. Despite these positive projections, Insulet’s stock experienced a decline amid broader market weakness, even as the company outlined a robust growth strategy for 2025-2028.

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