-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：我們將目標價從358美元下調至200美元，相當於我們2027年每股盈餘預測的24.9倍，低於PODD過去12個月的平均預期本益比55.02倍。我們將2026年每股盈餘預期從6.21美元上調至6.46美元，並將2027年每股盈餘預期從7.93美元上調至8.04美元。儘管Insulet第一季業績強勁，超出預期並上調了業績指引，但其股價在5月6日仍下跌了約9%。投資者似乎擔心利潤率將受到不利影響，因為與過渡到新的吊艙配置相關的退出成本和報廢成本增加，導致調整後毛利率下降超過150個基點。中東衝突導致原物料和運輸成本上漲，可能會加劇這些擔憂，並可能使毛利率在未來一個季度繼續承壓。然而，PODD 的第一季財務執行力強勁，戰略進展顯著，收入增長了 30%，且在各個地區保持均衡，其中美國增長了 28%，國際市場增長了 45%，這表明儘管有人擔心 GLP-1 正在縮小目標市場，但市場需求依然強勁。
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