-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。目標株価を358ドルから200ドルに引き下げます。これは、2027年のEPS予想の24.9倍に相当し、PODDの過去12ヶ月間の平均予想PER55.02倍を下回ります。2026年のEPS予想を6.21ドルから6.46ドルに、2027年のEPS予想を7.93ドルから8.04ドルにそれぞれ引き上げます。Insuletの株価は、第1四半期の業績が予想を上回り、ガイダンスも上方修正されたにもかかわらず、5月6日に約9%下落しました。投資家は、新しいポッド構成への移行に伴う廃止費用と陳腐化費用の増加により、調整後粗利益率が150ベーシスポイント以上低下したことから、利益率への逆風を懸念しているようです。中東紛争による原材料費と輸送費の上昇は、今後1四半期にわたって粗利益率を圧迫する可能性があり、こうした懸念はさらに強まる可能性があります。しかしながら、PODDの第1四半期は、堅調な財務実績と戦略的な進歩を示し、地域全体でバランスの取れた30%の収益成長を達成しました。米国では28%、海外では45%という際立った成長を記録し、GLP-1が対象市場を縮小させているという懸念にもかかわらず、堅調な需要を示しています。
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