PODD.O Surges Past 20-Day SMA Amid Strong Growth Outlook
Shares of Insulet Corporation (PODD.O) experienced a notable uptick today, crossing above the 20-day simple moving average (SMA), signaling a potential shift in bullish momentum. This technical breakout comes on the heels of the company's optimistic financial outlook, projecting a robust revenue growth of approximately 20% CAGR from 2025 to 2028, primarily driven by the increasing adoption of its Omnipod product line and strategic geographic expansion.
Insulet's commitment to innovation is underscored by its plans to launch significant enhancements to the Omnipod 5 in 2026, followed by the introduction of Omnipod 6 in 2027, and a fully closed-loop system for type 2 diabetes management by 2028. These advancements are expected to enhance user experience and broaden market access, reinforcing Insulet's leadership in the automated insulin delivery sector.
The company’s strategic focus on operational efficiency and user-centered design further solidifies its position in the diabetes care market. As Insulet continues to leverage its strong financial foundation and unique product offerings, investors are optimistic about the future trajectory of PODD.O, reflected in today's positive price movement.
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- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, exceeding expectations of 0.3%, indicating a rebound in capital spending that boosts market confidence and drives stock prices higher.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly surpassing the expected 1.304 million, suggesting a recovery in the housing market that could stimulate investment and consumption in related sectors.
- Manufacturing Production Growth: January manufacturing production rose by 0.6% month-over-month, stronger than the expected 0.4%, marking the largest increase in 11 months, indicating a recovery in manufacturing that supports overall economic growth expectations.
- Optimistic Stock Market Performance: Over 75% of S&P 500 companies reported earnings that beat expectations, with Q4 earnings growth projected at 8.4%, providing strong support for the stock market despite lingering doubts about future interest rate policies.
- Sustained Growth: Insulet reported $784 million in revenue for Q4 2025, reflecting a 29% year-over-year increase, marking the tenth consecutive year of over 20% revenue growth, showcasing its robust recurring revenue model and profitability.
- Market Expansion: The company achieved record new customer starts for Omnipod 5 in both U.S. and international markets, particularly in the type 2 diabetes segment, with the prescriber base expanding by 62% to over 6,500 clinicians, underscoring its leadership in diabetes management.
- Increased R&D Investment: R&D spending surged by 50% in Q4 2025, with plans to further increase investments in 2026 to advance next-generation platforms, including Omnipod 6 and a fully closed-loop system, aimed at enhancing patient experience and clinical outcomes.
- Optimistic Outlook: Insulet expects Omnipod revenue to grow by 21% to 23% in 2026, with total company revenue projected to increase by 20% to 22%, alongside an anticipated adjusted EPS growth of over 25%, reflecting strong confidence in future growth.
- Strong Performance: Insulet's fourth-quarter adjusted earnings reached $1.55 per share, surpassing the market expectation of $1.45, demonstrating the company's robust profitability and competitive position in the market.
- Significant Sales Growth: The company reported sales of $783.8 million, a 31.2% year-over-year increase, and a 29% rise in constant currency, exceeding the market consensus of $768.69 million, indicating strong demand for its products.
- Expanded Buyback Plan: Insulet's board approved a $350 million increase in share repurchase authorization, with approximately $300 million expected to be allocated for repurchases in Q1 2026, reflecting the company's strong financial flexibility and sound financial health.
- Optimistic 2026 Outlook: Insulet forecasts 2026 sales between $3.250 billion and $3.304 billion, representing a year-over-year growth of 20%-22%, with plans for Omnipod products to grow by 21%-23%, showcasing the company's confidence in future market opportunities.
- Earnings Beat: Insulet (PODD) reported Q4 2025 revenue of $783.8 million, a 29% YoY increase, surpassing consensus estimates by $15.1 million, indicating robust market performance.
- Sales Growth: Revenue from the Omnipod insulin pump surged approximately 42% in the U.S. and 28% internationally, reaching $567.8 million and $214.0 million respectively, reflecting strong global demand for the product.
- Profitability Improvement: Adjusted diluted EPS rose about 35% YoY to $1.55, beating consensus by $0.09, while adjusted operating margin increased to 19%, up 30 basis points from the previous year, showcasing enhanced profitability.
- Positive Outlook: Insulet forecasts adjusted EPS of $4.97 and revenue of $2.7 billion for 2025, representing YoY growth of approximately 54% and 30%, respectively, with continued strong growth expected into 2026, highlighting a favorable market outlook.
- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, surpassing expectations of 0.3%, indicating a rebound in capital spending and boosting market confidence in economic recovery.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly exceeding expectations of 1.304 million, suggesting a revival in the real estate market that could drive growth in related sectors.
- Manufacturing Production Growth: January manufacturing production rose 0.6% month-over-month, beating expectations of 0.4%, marking the largest increase in 11 months, which indicates a recovery momentum in manufacturing that may further propel economic growth.
- Optimistic Corporate Earnings: Over 75% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, which will further boost market sentiment and attract investor interest.









