Insulet (PODD)
NASDAQ:PODD
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PODD Stock Chart & Stats
$203.73
$3.66(1.38%)
At close: 4:00 PM EST
$203.73
$3.66(1.38%)
Day’s Range― - ―
52-Week Range$140.63 - $354.88
Previous CloseN/A
Volume86.50K
Average Volume (3M)1.68M
Market Cap
$10.26B
Enterprise Value$10.70B
Total Cash (Recent Filing)$480.40M
Total Debt (Recent Filing)$948.10M
Price to Earnings (P/E)34.1
Beta0.52
Next Earnings
Aug 06, 2026EPS Estimate
1.46Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)4.31
Shares Outstanding69,264,670
10 Day Avg. Volume1,465,807
30 Day Avg. Volume1,678,755
Financial Highlights & Ratios
PEG Ratio-1.96
Price to Book (P/B)13.20
Price to Sales (P/S)7.38
P/FCF Ratio52.94
Enterprise Value/Market Cap1.04
Enterprise Value/Revenue3.69
Enterprise Value/Gross Profit5.19
Enterprise Value/Ebitda18.60
Forecast
1Y Price Target
$229.35Price Target Upside12.58% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering21
EPS Forecast (FY)6.48
Revenue Forecast (FY)$3.33B
Bulls Say, Bears Say
Bulls Say
Top-line Growth And Durable Gross MarginsInsulet has scaled revenue materially (multi-year growth to ~$2.90B TTM) while maintaining high gross margins (~68–72%), indicating manufacturing scale and pricing power. Durable high gross margins support reinvestment, product R&D, and margin resilience through growth cycles.
Improved Cash Generation And Free Cash FlowThe company turned operating cash flow and free cash flow decisively positive (FCF ~$412M TTM), a structural improvement from prior negative years. Consistent FCF enables capex to scale manufacturing, supports buybacks and R&D funding, and reduces reliance on external financing over the medium term.
International Expansion And Product PipelineOngoing CGM integrations and a clear device roadmap (Omnipod 6, algorithm upgrades, closed-loop type 2 program) expand clinical value and stickiness. International rollouts and reimbursement gains broaden TAM and reduce single-market dependency, supporting sustainable user adoption and recurring revenue.
Bears Say
Voluntary Device Correction And Safety ReportsA large-scale voluntary correction and associated serious adverse events create lasting reputational and regulatory scrutiny. Even with modest direct costs (~$50M), prolonged confidence, reimbursement reviews, or additional regulatory requirements could slow new starts and elevate compliance costs over the medium term.
Retention Pressure From Growing Type 2 MixA shifting mix toward type 2 users—who historically show higher early attrition—can reduce average customer lifetime value and raise acquisition needs. Lower retention weakens recurring revenue predictability and increases marketing and onboarding costs to sustain net cohort growth over time.
Capex Ramp And Rising Cost/interest Pressure On Cash ConversionManagement plans a material capex ramp to scale manufacturing, which will constrain free cash flow growth despite strong revenue. Combined with higher net interest expense, this reduces near-term financial flexibility and could limit capacity for discretionary returns if operational or quality issues raise costs.
Insulet News
PODD FAQ
What was Insulet’s price range in the past 12 months?
Insulet lowest stock price was $140.63 and its highest was $354.88 in the past 12 months.
What is Insulet’s market cap?
Insulet’s market cap is $10.26B.
When is Insulet’s upcoming earnings report date?
Insulet’s upcoming earnings report date is Aug 06, 2026 which is in 50 days.
How were Insulet’s earnings last quarter?
Insulet released its earnings results on May 06, 2026. The company reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.199 by $0.221.
Is Insulet overvalued?
According to Wall Street analysts Insulet’s price is currently Undervalued.
Does Insulet pay dividends?
Insulet does not currently pay dividends.
What is Insulet’s EPS estimate?
Insulet’s EPS estimate is 1.46.
How many shares outstanding does Insulet have?
Insulet has 69,264,670 shares outstanding.
What happened to Insulet’s price movement after its last earnings report?
Insulet reported an EPS of $1.42 in its last earnings report, beating expectations of $1.199. Following the earnings report the stock price went down -9.7%.
Which hedge fund is a major shareholder of Insulet?
Currently, no hedge funds are holding shares in PODD
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Insulet Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$229.35 (12.58% Upside)
$229.35 (12.58% Upside)
Blogger Sentiment
Bullish
PODD Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 84.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $838.0K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▲ 0.6%
Last 30 Days ▼ 6.3%
Last 30 Days ▼ 6.3%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-51.82%
12-Months-Change
Fundamentals
Return on Equity
21.38%
Trailing 12-Months
Asset Growth
-15.07%
Trailing 12-Months
Company Description
Insulet
Insulet Corporation specializes in the creation, production, and distribution of advanced insulin management systems for individuals living with insulin-dependent diabetes. At the core of their offerings is the Omnipod System, an innovative solution featuring a unique, self-adhesive, and disposable Omnipod device. This tubeless unit can be directly applied to the body for a duration of up to three days, and it operates in conjunction with a wireless handheld personal diabetes manager. The company's products reach customers predominantly through independent distributors and pharmaceutical channels, though direct sales also occur. Geographically, Insulet serves markets spanning the United States, Canada, Europe, the Middle East, and Australia. Established in 2000, the corporation's headquarters are located in Acton, Massachusetts.
PODD Company Deck
PODD Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: robust revenue growth (30% constant-currency company; 45% international), margin expansion, ~40% EPS growth, raised full-year guidance, product R&D progress (Libre 3 Plus integration, Omnipod 6, fully closed-loop type 2) and healthy cash generation and buybacks. Offsetting items were largely identifiable, management-described headwinds and investments — including a voluntary medical device correction with related costs (~$12M), excess & obsolescence charges during a product transition (impacting gross margin >150 bps), short-term seasonality affecting Q1 U.S. new customer starts, modest retention pressure as type 2 mix grows, and elevated interest/cost pressures. Overall, positives (strong growth, margin expansion, product pipeline, guidance raise and cash actions) materially outweigh the disclosed challenges, which management framed as manageable, partly one-time, or investments to support durable growth.View all PODD earnings summariesPODD Revenue Breakdown
70.89% U.S. Omnipod
27.85% International Omnipod
1.26% Drug Delivery
PODD Stock 12 Month Forecast
Average Price Target
$229.35
▲(12.58% Upside)
Technical Analysis
Ownership Overview
0.33% Insiders
35.58% Mutual Funds
24.68% Other Institutional Investors
11.01% Public Companies and Individual Investors