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An update from Insulet ( (PODD) ) is now available.
Insulet reported strong fourth-quarter and full-year 2025 results on February 18, 2026, with revenue up about 31% for both periods and constant-currency growth of roughly 29% to 30%, marking a 10th straight year of at least 20% constant-currency revenue expansion. Growth was driven by the Omnipod franchise, particularly internationally, with higher gross margins, expanding operating margins, robust free cash flow, rising adjusted earnings, and record new customer starts that reinforced its leadership in automated insulin delivery systems.
The company’s board on February 13, 2026, approved a $350 million increase to its stock repurchase authorization, raising the total program to $475 million and leaving $415 million available as of February 16, with about $300 million earmarked for buybacks in the first quarter of 2026. Management framed the enlarged repurchase program and its 2026 guidance for low‑20% revenue growth and further adjusted margin expansion as signals of financial strength, capital discipline, and confidence in Insulet’s long-term competitive position and ability to deliver value to shareholders.
The most recent analyst rating on (PODD) stock is a Hold with a $274.00 price target. To see the full list of analyst forecasts on Insulet stock, see the PODD Stock Forecast page.
Spark’s Take on PODD Stock
According to Spark, TipRanks’ AI Analyst, PODD is a Outperform.
The score is driven primarily by strong fundamentals (high margins, improved leverage, solid cash generation) and a very constructive earnings call with raised growth and margin guidance. These positives are tempered by weak technicals (price below key moving averages with negative momentum) and a rich valuation (P/E 74.46 with no dividend yield).
To see Spark’s full report on PODD stock, click here.
More about Insulet
Insulet Corporation is a Massachusetts-based medical device company focused on simplifying life for people with diabetes and other conditions through its Omnipod platform of tubeless, wearable insulin pumps. Its flagship Omnipod 5 Automated Insulin Delivery System integrates with continuous glucose monitors and smartphones, and the company is also adapting its pod technology for delivery of non-insulin subcutaneous drugs in additional therapeutic areas.
Average Trading Volume: 850,428
Technical Sentiment Signal: Sell
Current Market Cap: $17.08B
Learn more about PODD stock on TipRanks’ Stock Analysis page.