Morgan Stanley analyst Patrick Wood maintains $Insulet (PODD.US)$ with a buy rating, and adjusts the target price from $234 to $317.
According to TipRanks data, the analyst has a success rate of 50.0% and a total average return of 6.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Insulet (PODD.US)$'s main analysts recently are as follows:
Insulet was recognized for its robust third-quarter performance, marked by solid growth, impressive cash flow attributes, and upcoming catalysts, which were highlighted following the company's earnings announcement.
Despite a modest 1% increase over the consensus estimates for U.S. sales, the significant outperformance outside the U.S. and enthusiasm for the T2 segment were sufficient to propel Insulet shares upward by over 9%, reaching a 12-month high in valuation. Nevertheless, anticipated competition in the T2 space, tubeless systems, and the pharmacy channel may lead to a normalization of the company's valuation multiple.
After Insulet's third-quarter earnings surpassed expectations, it was noted that the Type 2 label expansion in the U.S. at the end of August significantly contributed to robust new customer initiation in September. Moreover, over a quarter of the new U.S. initiations in the third quarter were attributed to patients with Type 2 diabetes.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Patrick Wood維持$銀休特 (PODD.US)$買入評級，並將目標價從234美元上調至317美元。
根據TipRanks數據顯示，該分析師近一年總勝率為50.0%，總平均回報率為6.8%。
此外，綜合報道，$銀休特 (PODD.US)$近期主要分析師觀點如下：
Insulet因其強勁的第三季度業績而獲得認可，其特點是穩健的增長、令人印象深刻的現金流屬性和即將到來的催化劑，這些都是在公司公佈業績後重點介紹的。
儘管美國銷售額比市場普遍預期略有增長1％，但美國以外的顯著跑贏大盤以及對T2細分市場的熱情足以推動Insulet股價上漲9％以上，達到12個月高點。儘管如此，T2領域、無內胎系統和藥房渠道的預期競爭可能會導致公司估值倍數的正常化。
在Insulet第三季度收益超出預期之後，有人指出，8月底美國Type 2品牌的擴張爲9月份新客戶的強勁增長做出了重大貢獻。此外，美國在第三季度啓動的新藥中有四分之一以上歸因於2型糖尿病患者。
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