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PODD Overview

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0.000(0.000%)
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0.000(0.000%)Aft-market
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0.000(0.000%)
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Intellectia

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High
238.510
Open
237.360
VWAP
236.55
Vol
96.67K
Mkt Cap
16.77B
Low
234.500
Amount
22.87M
EV/EBITDA(TTM)
30.31
Total Shares
70.40M
EV
17.00B
EV/OCF(TTM)
29.87
P/S(TTM)
6.29
Insulet Corporation is a medical device company. It is primarily engaged in the development, manufacture and sale of its continuous insulin delivery systems for people with insulin-dependent diabetes. The Omnipod System includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5), the Omnipod DASH Insulin Management System, and the Omnipod Insulin Management System. The Omnipod platform offers continuous insulin delivery that provides various benefits of insulin pump therapy in a way without the need for external tubing required with conventional pumps. The small, lightweight, self-adhesive disposable tubeless Omnipod device (Pod), can be worn in multiple locations, including the abdomen, hip, back of upper arm, upper thigh, or lower back, and delivers insulin into the body through a small flexible tube. It also produces pods for Amgen for use in the Neulasta Onpro kit, a delivery system for Amgen’s Neulasta to help reduce the risk of infection after intense chemotherapy.
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Events Timeline

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News

NASDAQ.COM
4.5
02-20NASDAQ.COM
Healthcare and Energy Sectors Underperforming
  • Healthcare Sector Struggles: As of midday Friday, healthcare stocks are underperforming, with Insulet Corp (PODD) and Agilent Technologies, Inc. (A) down 3.1% and 2.8%, respectively, indicating a weak trend that may affect investor confidence in the sector.
  • ETF Performance Insight: The Health Care Select Sector SPDR ETF (XLV), which tracks the healthcare sector, is down 0.3% on the day but up 1.28% year-to-date, highlighting a contradiction between short-term volatility and long-term growth that could influence investor asset allocation decisions.
  • Energy Sector Also Weak: The energy sector is similarly not showing significant gains, with Exxon Mobil Corp (XOM) and Coterra Energy Inc (CTRA) down 2.5% and 2.0%, respectively, reflecting market caution towards energy stocks that may impact future investment inflows.
  • ETF Comparison: The Energy Select Sector SPDR ETF (XLE), closely tracking energy stocks, is down 0.6% on the day but up 22.65% year-to-date, indicating that despite short-term fluctuations, the long-term trend remains positive, potentially attracting the attention of long-term investors.
NASDAQ.COM
4.5
02-19NASDAQ.COM
US Stocks Close Higher on Strong Economic Data
  • 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.
seekingalpha
9.5
02-18seekingalpha
Insulet Corporation Reports Strong Q4 2025 Earnings with Continued Growth
  • 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.
Benzinga
9.5
02-18Benzinga
Insulet Reports Strong Q4 Earnings and 2026 Guidance
  • 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.
seekingalpha
9.5
02-18seekingalpha
Insulet Surges After Beating Q4 2025 Earnings Forecasts
  • 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.
NASDAQ.COM
4.5
02-18NASDAQ.COM
US Stock Markets Rise on Strong Economic Data
  • 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.
Wall Street analysts forecast PODD stock price to rise
19 Analyst Rating
Wall Street analysts forecast PODD stock price to rise
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
316.00
Averages
375.83
High
450.00
Current: 0.000
sliders
Low
316.00
Averages
375.83
High
450.00
Citi
Buy
to
Buy
downgrade
$345 -> $338
AI Analysis
2026-03-11
New
Reason
Citi
Price Target
$345 -> $338
AI Analysis
2026-03-11
New
downgrade
Buy
to
Buy
Reason
Citi lowered the firm's price target on Insulet to $338 from $345 and keeps a Buy rating on the shares. The firm adjusted targets in the medical technology group post the Q4 reports. Sector fundamentals remain "healthy" despite the recent volatility, the analyst tells investors in a research note. Citi's top picks are iRhythm and Medtronic.
Bernstein
Outperform
to
NULL
downgrade
$380 -> $330
2026-02-19
Reason
Bernstein
Price Target
$380 -> $330
2026-02-19
downgrade
Outperform
to
NULL
Reason
Bernstein lowered the firm's price target on Insulet to $330 from $380 and keeps an Outperform rating on the shares. The firm notes the insulin pump space is getting more competitive as established players make progress on pipelines and newer entrants expand their commercial presence. Investors worry about competitive patch pumps and potential price pressure in the pharmacy channel. Recent Rx data has exacerbated these concerns, and Insulet shares have underperformed, Bernstein adds.
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Valuation Metrics

The current forward P/E ratio for Insulet Corp (PODD.O) is 49.04, compared to its 5-year average forward P/E of 159.02. For a more detailed relative valuation and DCF analysis to assess Insulet Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
159.02
Current PE
49.04
Overvalued PE
264.76
Undervalued PE
53.28

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
60.13
Current EV/EBITDA
27.10
Overvalued EV/EBITDA
87.25
Undervalued EV/EBITDA
33.00

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
10.56
Current PS
6.42
Overvalued PS
14.33
Undervalued PS
6.79

Financials

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Whales Holding PODD

T
Tremblant Capital Group
Holding
PODD
+2.48%
3M Return
D
Delaware Management Company
Holding
PODD
-0.15%
3M Return
E
Eversept Partners, L.P.
Holding
PODD
-0.87%
3M Return
A
AMI Asset Management Corp
Holding
PODD
-1.65%
3M Return
B
Bellevue Asset Management AG
Holding
PODD
-2.17%
3M Return
B
Beacon Investment Advisory Services, Inc.
Holding
PODD
-2.66%
3M Return

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Frequently Asked Questions

What is Insulet Corp (PODD) stock price today?

The current price of PODD is 236.64 USD — it has decreased -0.67

What is Insulet Corp (PODD)'s business?

Insulet Corporation is a medical device company. It is primarily engaged in the development, manufacture and sale of its continuous insulin delivery systems for people with insulin-dependent diabetes. The Omnipod System includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5), the Omnipod DASH Insulin Management System, and the Omnipod Insulin Management System. The Omnipod platform offers continuous insulin delivery that provides various benefits of insulin pump therapy in a way without the need for external tubing required with conventional pumps. The small, lightweight, self-adhesive disposable tubeless Omnipod device (Pod), can be worn in multiple locations, including the abdomen, hip, back of upper arm, upper thigh, or lower back, and delivers insulin into the body through a small flexible tube. It also produces pods for Amgen for use in the Neulasta Onpro kit, a delivery system for Amgen’s Neulasta to help reduce the risk of infection after intense chemotherapy.

What is the price predicton of PODD Stock?

Wall Street analysts forecast PODD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PODD is375.83 USD with a low forecast of 316.00 USD and a high forecast of 450.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Insulet Corp (PODD)'s revenue for the last quarter?

Insulet Corp revenue for the last quarter amounts to 783.80M USD, increased 31.18

What is Insulet Corp (PODD)'s earnings per share (EPS) for the last quarter?

Insulet Corp. EPS for the last quarter amounts to 1.44 USD, increased 3.60

How many employees does Insulet Corp (PODD). have?

Insulet Corp (PODD) has 5400 emplpoyees as of March 11 2026.

What is Insulet Corp (PODD) market cap?

Today PODD has the market capitalization of 16.77B USD.