Insulet Corporation (NASDAQ:PODD) is one of the 10 best healthcare equipment stocks to buy according to hedge funds. On February 4, Stifel lowered its price target on Insulet Corporation (NASDAQ:PODD) from $370 to $350. The firm reiterated a Buy rating on the shares, with a revised upside of almost 45%. The revision was part of its broader 2026 estimates for dental, diabetes, and aesthetics segments. O5 Adoption Leads to Bullish Views Around Insulet Corporation (PODD) On January 27, Mathew Blackman from ...

Group 1 - Insulet Corporation (NASDAQ:PODD) is recognized as one of the top 12 Medical Devices stocks favored by hedge funds, with a highly bullish consensus view from analysts [1] - The stock has received coverage from 18 analysts, resulting in 16 Buy ratings, 1 Hold rating, and only 1 Sell rating, indicating strong market confidence [1] - The consensus 1-year median price target for Insulet is $369.59, suggesting an upside potential of over 43% from its current level [1] Group 2 - Analyst David Roman from Goldman Sachs reaffirmed a Buy rating for Insulet, adjusting the price target from $388 to $365, while still projecting over 41% upside potential [2] - Roman noted that share price movements in 2025 diverged from company fundamentals, but expects valuations to align closely with organic growth prospects in the coming year [2] Group 3 - Insulet Corporation specializes in manufacturing and selling insulin management systems, particularly through its Omnipod platform, which includes a disposable tubeless pump designed for insulin-dependent diabetes [3] - The company's strategy focuses on high-volume automated manufacturing in the US and Malaysia, along with contract manufacturing in China [3]

Core Insights - Insulet Corporation specializes in innovative diabetes management solutions, particularly known for its Omnipod Insulin Management System, a tubeless, wearable pump that delivers continuous insulin for up to three days [1][2] Company Overview - Insulet is headquartered in Acton, Massachusetts, and operates globally, leveraging advanced manufacturing for scalable production and research and development [2] - The company has a market capitalization of $20 billion [2] Financial Performance - Insulet is expected to report a profit of $1.48 per share for Q4 fiscal 2025, representing a 28.7% year-over-year growth [4] - For the full fiscal year 2025, analysts anticipate Insulet's diluted EPS to grow by 50.9% to $4.89, followed by a 26.4% increase to $6.18 in fiscal 2026 [4] Stock Performance - Over the past 52 weeks, Insulet's stock has gained 3.2%, while the S&P 500 Index has increased by 13.7% during the same period, indicating underperformance [5] - The stock gained 2.9% intraday on November 6, 2025, following better-than-expected third-quarter results, with revenue increasing by 29.9% year-over-year to $706.30 million [6] - Insulet's total Omnipod revenue rose by 31% to $699.20 million, and its non-GAAP EPS increased by 37.8% to $1.24 [6] Guidance - Based on recent growth, the company raised its fiscal 2025 revenue guidance from a growth range of 24%-27% to 28%-29% [6]

Core Insights - The article highlights three stocks with strong growth characteristics and buy rankings for investors to consider as of December 31st Group 1: Great Lakes Dredge & Dock (GLDD) - Great Lakes Dredge & Dock is the largest provider of dredging services in the US, focusing on maintaining and deepening shipping channels, land reclamation, and coastline renourishment [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen a 6.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Great Lakes Dredge & Dock has a PEG ratio of 1, significantly lower than the industry average of 3.08, and possesses a Growth Score of A [2] Group 2: Ciena (CIEN) - Ciena is a leading provider of optical networking equipment, software, and services [2] - The company also carries a Zacks Rank of 1 and has experienced an 18.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Ciena has a PEG ratio of 1.11 compared to the industry average of 5.12, and it holds a Growth Score of A [2] Group 3: Insulet (PODD) - Insulet is a leading developer, manufacturer, and marketer of the Omnipod Insulin Management System [3] - The company has a Zacks Rank of 1 and has seen a 6.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Insulet has a PEG ratio of 2.02, which is lower than the industry average of 2.43, and it also possesses a Growth Score of A [3]

Market Overview - The current market is experiencing sideways movement, with optimism and caution balancing each other, leading to elevated valuations near record highs [1] - Mixed economic data and uncertain Federal Reserve timing are preventing investors from adopting a fully bullish stance [1] - Earnings reports have been solid but not catalytic, resulting in a stable yet selective market with modest and uneven gains [1] Broker Recommendations - Following brokers' recommendations can help investors identify potential winning stocks, such as Insulet Corporation (PODD), Sandisk Corporation (SNDK), and O-I Glass, Inc. (OI) [2] - Brokers develop informed perspectives through direct engagement with management, detailed analysis of public disclosures, and participation in earnings calls, providing valuable context for stock performance [3] Stock Performance and Projections - Insulet (PODD) is expected to see a 50.9% year-over-year increase in earnings for 2025 and has experienced a 4% upward revision in broker ratings over the past four weeks [8][9] - Sandisk (SNDK) is projected to have a 308% surge in fiscal 2026 earnings year-over-year and has seen a 5.6% increase in broker ratings [10] - O-I Glass (OI) anticipates a 96.3% year-over-year jump in 2025 earnings, with a 10% rise in broker ratings recently [11] Stock Selection Strategy - A screening strategy is proposed to identify stocks with broker rating upgrades of 1% or more over the past four weeks, priced above $5, and with an average 20-day volume greater than 100,000 [5] - Stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) have a proven record of success, especially when combined with a VGM Score of A or B [6]

Core Insights - Insulet Corporation will host an Investor Day on November 20, 2025, at its headquarters in Acton, Massachusetts, focusing on long-term strategic priorities and financial outlook [1][2]. Company Overview - Insulet Corporation, listed on NASDAQ as PODD, is a leader in tubeless insulin pump technology, particularly known for its Omnipod product platform, which simplifies insulin delivery for diabetes management [4]. - The Omnipod Insulin Management System offers a unique alternative to traditional methods, featuring a tubeless disposable Pod that delivers insulin for up to three days without the need for needles [4]. - The flagship product, Omnipod 5 Automated Insulin Delivery System, integrates with continuous glucose monitors and can be controlled via a smartphone or dedicated controller, eliminating the need for multiple daily injections and fingersticks [4]. Event Details - The Investor Day will include management presentations on market opportunities, innovation roadmap, and financial outlook, followed by manufacturing tours [2]. - The event will start at 9:00 a.m. (ET) and conclude around 12:30 p.m. (ET), with a live webcast available for investors [3].

Core Insights - Insulet Corporation is recognized as one of the 12 Best Healthcare Stocks to Buy and Hold for 5 Years [1] - The company is a leader in tubeless insulin pump technology, particularly with its Omnipod Insulin Management System [2] Financial Performance - In Q2 2025, Insulet reported revenue of $649.1 million, reflecting a year-over-year increase of 32.9% [3] - The Omnipod product line generated $639 million in revenue, with gross margins of 69.7% and operating income of $121.1 million [3] - Net income for the quarter was $22.5 million, equating to $0.32 per share [3] - Following this performance, the company raised its full-year revenue growth guidance to 24–27% and adjusted operating margin guidance to 17–17.5% [3] Product and Market Expansion - Insulet strengthened its brand through a partnership with Pantone®, launching a new color variant, Omnipod Mango, to celebrate the diabetes community [4] - The company is expanding the compatibility of Omnipod 5 with various continuous glucose monitors and advancing its international adoption, particularly in Europe [4] - Omnipod 5 is now the first automated insulin delivery system prescribed for new users in Europe [4]

Market Performance - The S&P 500 recorded its best May performance since 1990, rising over 6% in the month, marking its largest monthly gain since November 2023 [1] - SPDR S&P 500 ETF Trust (SPY) gained 6.3% over the past month, with five highlighted stocks gaining more than 25% [2] Key Drivers of Market Rally - The stock rally was primarily driven by a resurgence in tech stocks due to strong earnings and investor confidence in AI-driven growth [3] - Easing trade tensions contributed to market optimism, with the U.S. temporarily reducing tariffs on Chinese goods from 145% to 30%, and China lowering retaliatory duties from 125% to 10% [4] - The U.S. Court of International Trade blocked much of Trump's existing tariff policy, providing a temporary boost to equities [5] - Economic data showed mixed signals, with the Federal Reserve's preferred inflation measure cooling and the U.S. labor market adding 177,000 jobs, while consumer spending showed signs of slowdown [6] SPY Fundamentals - SPY holds 503 stocks, with no single stock accounting for more than 7% of its assets, indicating a balanced portfolio [8] - The fund has an AUM of $603.5 billion, charges 9 bps in fees per year, and trades an average of 68 million shares daily [9] Best-Performing Stocks - NRG Energy Inc. saw a 36% increase in the past month, with a solid earnings estimate revision of 19 cents and an estimated growth of 10.54% [10] - Seagate Technology jumped about 28% in a month, with a positive earnings estimate revision of 8 cents and an estimated growth of 516.3% [11] - Constellation Energy gained 26.8% in a month, despite a negative earnings estimate revision of 7 cents, with an expected growth rate of 9% [12] - Insulet Corporation rose 26.5%, with a positive earnings estimate revision of 3 cents and an estimated growth rate of 33% [13] - Microchip Technology gained over 25% in a month, with a solid earnings estimate revision of 19 cents and expected earnings to break even this fiscal year [14]

Industry Overview - The Zacks Medical - Products industry is facing increased uncertainty due to the reimposition of tariffs on medical devices, particularly a rise from 10% to 30% on Chinese-made components, which may disrupt U.S. MedTech economics [1] - Companies in the industry are primarily focused on research and development, catering to vital therapeutic areas such as cardiovascular, nephrology, and urology devices, with increasing procedure volumes driving sales [4] - Supply-chain disruptions, inflationary pressures, and labor shortages are straining gross and operating margins, with these challenges expected to persist into 2025 [5] Major Trends - The adoption of AI, medical mechatronics, and robotics is transforming the industry, with innovations in minimally invasive surgeries and automated patient management [6] - 3D printing is reshaping the landscape by producing various medical products, highlighting a shift towards precision and improved clinical outcomes [7] - The COVID-19 pandemic has led to a significant rise in demand for diagnostic testing kits, with many rapid, point-of-care devices entering development [8] - Emerging markets are showing strong demand for medical products due to factors like aging populations and government investment in healthcare infrastructure [9] Industry Performance - The industry has outperformed its own sector, rising 10% over the past year, while the Zacks Medical sector declined by 15.6% [13] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.3X, compared to the S&P 500's 19.9X and the sector's 19.4X [16] Company Highlights - **Insulet (PODD)**: Focused on diabetes management with the Omnipod Insulin Management System, experiencing an 18.1% revenue growth forecast for 2025 and a 32.1% growth in earnings [25] - **MacroGenics (MGNX)**: Reported a revenue increase to $150 million in 2024 from $58.7 million in 2023, driven by collaboration revenues and milestone payments [29] - **Cellectar Biosciences (CLRB)**: Developing cancer detection and treatment agents, with a lead asset showing a 98.2% clinical benefit rate in trials [36] - **Allurion Technologies (ALUR)**: Focused on obesity treatment with a weight loss platform, but faced a 32% revenue decline year-over-year in Q4 2024 due to operational challenges [42]