Bernstein on Insulet Corporation (PODD): 'We See Plenty of Upside Potential from Here'

Bernstein SocGen Group analyst Lee Hambright reiterated an Outperform rating and $410.00 price target on Insulet Corporation (NASDAQ: PODD).

The analyst commented: "Strong moat, robust innovation pipeline, ample runway for growth; Insulet is a leading innovator with a strong moat on the winning form factor. Management has a solid plan to deepen penetration in US T1D, create and develop the US T2D market, and drive international expansion — all of which will help the company drive continued growth in a massive ~$30bn TAM. As Insulet gets closer to “closing the loop” for T2D over the next 3 years (which has long been the holy grail of pump innovation), we think that can be the biggest unlock for this category of users. We rate PODD Outperform with a price target of $410, and we see upside to this valuation driven by T2D execution and margin expansion. Today’s pullback was likely related to positioning and lack of a new form factor announcement, aided by a broader tech meltdown. We see plenty of upside potential from here. For more, see our 3Q25 recap and initiation report."

For an analyst ratings summary and ratings history on Insulet Corporation click here. For more ratings news on Insulet Corporation click here.

Shares of Insulet Corporation closed at $312.89 yesterday.

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