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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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Intellectia

Loading chart...

High
164.660
Open
161.550
VWAP
157.61
Vol
1.74M
Mkt Cap
10.68B
Low
154.000
Amount
273.92M
EV/EBITDA(TTM)
18.61
Total Shares
69.26M
EV
11.15B
EV/OCF(TTM)
18.00
P/S(TTM)
3.75
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

moomoo
4.0
05-07moomoo
INSULET CORP: RBC Lowers Price Target to $280 from $325
  • RBC Cuts Target Price: RBC has reduced the target price for Insulet Corporation from $325 to $280.
  • Market Impact: This adjustment reflects changes in market conditions and expectations for Insulet's performance.
seekingalpha
9.5
05-06seekingalpha
Insulet Reports Strong Q1 2026 Earnings with Raised Guidance
  • Significant Revenue Growth: Insulet reported total Q1 revenue of $762 million, reflecting a 34% year-over-year increase, with U.S. growth at 28% and international growth at 45%, indicating strong global market performance that is expected to enhance future market share.
  • Raised Full-Year Guidance: The company raised its FY2026 total revenue growth outlook from 20%-22% to 21%-23%, while also increasing international Omnipod revenue growth expectations from 24%-26% to 26%-28%, demonstrating management's confidence in sustained demand and performance.
  • Product Integration and Innovation: The upcoming integration with the Libre 3 Plus Sensor will benefit nearly 450,000 diabetes patients, alongside updates to the Omnipod 5 algorithm, which are anticipated to enhance product competitiveness and user experience, driving sales growth.
  • Share Buybacks and Cash Flow: In Q1, the company repurchased approximately 1.25 million shares for $300 million and generated about $90 million in free cash flow, reflecting a proactive strategy in capital management and shareholder returns.
seekingalpha
9.5
05-06seekingalpha
Insulet Reports Q1 Earnings Exceeding Expectations
  • Strong Performance: Insulet's Q1 non-GAAP EPS of $1.42 surpassed expectations by $0.23, indicating robust market performance that is likely to boost investor confidence moving forward.
  • Significant Revenue Growth: The company reported revenue of $761.7 million, a 33.9% year-over-year increase, exceeding market expectations by $31.6 million, reflecting sustained demand and market share expansion for Insulet's products.
  • Positive Future Outlook: For Q2 and FY 2026, Insulet provided optimistic revenue guidance, projecting U.S. Omnipod growth of 18%-20% and international growth of 28%-30%, demonstrating the company's confidence in future market conditions.
  • Improved Profitability Metrics: The adjusted operating margin is expected to expand by approximately 100 basis points year-over-year, with adjusted EPS growth exceeding 25%, further enhancing the company's financial health and investment appeal.
seekingalpha
9.5
05-05seekingalpha
Insulet Scheduled to Announce Q1 Earnings on May 6
  • Earnings Announcement Schedule: Insulet (PODD) is set to release its Q1 earnings on May 6 before market open, with a consensus EPS estimate of $1.19, reflecting a 16.7% year-over-year growth, indicating the company's ongoing potential for profitability.
  • Strong Revenue Expectations: The anticipated revenue for Q1 is $730.1 million, representing a 28.3% year-over-year increase, showcasing Insulet's robust performance in market demand and product sales, further solidifying its position in the medical device industry.
  • Historical Performance Review: Over the past two years, PODD has beaten EPS estimates 75% of the time and has surpassed revenue estimates 100% of the time, enhancing investor confidence in the company's future growth prospects due to this consistent performance.
  • Estimates Revision Dynamics: In the last three months, EPS estimates have seen 9 upward revisions and 8 downward adjustments, while revenue estimates experienced 15 upward revisions and 2 downward adjustments, indicating analysts' optimistic outlook on Insulet's future performance despite some uncertainties.
CNBC
2.0
05-01CNBC
Analysis of Upcoming U.S. Jobs Report Outlook
  • Job Market Expectations: According to FactSet consensus estimates, the U.S. is expected to add only 50,000 jobs in April, significantly lower than March's 178,000, indicating signs of economic slowdown that could impact investor confidence.
  • Unemployment Rate Stability: The unemployment rate is anticipated to remain steady at 4.3%, suggesting that despite the decrease in job additions, the labor market remains relatively stable, potentially alleviating fears of an economic downturn.
  • GDP Growth Situation: The U.S. GDP grew at a seasonally adjusted annualized rate of 2% in the first quarter, higher than the fourth quarter's 0.5% but below the 2.2% estimate, reflecting economic sluggishness that may influence future monetary policy decisions.
  • Market Volatility: Despite a strong performance in April, with the S&P 500 and Nasdaq hitting record highs, investors should remain cautious of the upcoming
CNBC
4.5
04-24CNBC
Market Update: Analysis of Key Company Performances
  • Critical Metals Insight: Critical Metals suggests that to invest in the sector, one must buy MP Materials, indicating a reliance on industry leaders that could influence investor choices and market dynamics.
  • SoundHound AI Exit Strategy: SoundHound AI has stated it will not participate in certain businesses, reflecting a reevaluation of its future strategy, which may raise investor concerns about its long-term growth potential.
  • Dave's Product Shift: Dave plans to sell its fintech business to focus on energy bars, indicating a significant shift in market positioning that could affect its brand image and market share.
  • Rivian's Quarterly Performance: Rivian Automotive expressed surprise at its last quarter's performance, believing the company is on track for profitability, which could boost investor confidence and drive stock price increases.
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
Goldman Sachs
Buy
to
Buy
downgrade
$277 -> $237
AI Analysis
2026-05-07
New
Reason
Goldman Sachs
Price Target
$277 -> $237
AI Analysis
2026-05-07
New
downgrade
Buy
to
Buy
Reason
Goldman Sachs lowered the firm's price target on Insulet to $237 from $277 and keeps a Buy rating on the shares. The company's Q1 headline results and guidance updates screened positively at first blush, but the combination of Q2 U.S. revenue guidance below full-year and full-year U.S. guide just reiterated despite the Q1 beat added debate to the trajectory of the business, the analyst tells investors in a research note. The management also characterized a slower start to the year than anticipated as a result of more pronounced seasonality from insurance/deductible resets, the firm added.
RBC Capital
Shagun Singh
Outperform
to
Outperform
downgrade
$325 -> $280
2026-05-07
New
Reason
RBC Capital
Shagun Singh
Price Target
$325 -> $280
2026-05-07
New
downgrade
Outperform
to
Outperform
Reason
RBC Capital analyst Shagun Singh lowered the firm's price target on Insulet to $280 from $325 and keeps an Outperform rating on the shares. The company delivered another solid quarter with revenue and EPS beating estimates, and the firm sees Insulet's growth and profitability profile as best in class in diabetes, though growth deceleration concerns drove shares down, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for PODD
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Valuation Metrics

The current forward P/E ratio for Insulet Corp (PODD.O) is 23.98, compared to its 5-year average forward P/E of 144.62. 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
144.62
Current PE
23.98
Overvalued PE
247.06
Undervalued PE
42.18

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
56.32
Current EV/EBITDA
13.92
Overvalued EV/EBITDA
83.43
Undervalued EV/EBITDA
29.22

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
9.93
Current PS
2.71
Overvalued PS
13.81
Undervalued PS
6.05

Financials

AI Analysis
Annual
Quarterly

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Whales Holding PODD

Z
Zevenbergen Capital Investments LLC
Holding
PODD
+13.31%
3M Return
O
OneDigital Investment Advisors, LLC
Holding
PODD
+8.66%
3M Return
S
Soleus Capital Management, L.P.
Holding
PODD
+8.19%
3M Return
C
CastleArk Management LLC
Holding
PODD
+7.92%
3M Return
B
Beacon Investment Advisory Services, Inc.
Holding
PODD
+7.40%
3M Return
C
Chicago Capital, LLC
Holding
PODD
+5.93%
3M Return

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Frequently Asked Questions

What is Insulet Corp (PODD) stock price today?

The current price of PODD is 154.16 USD — it has decreased -3.89

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 761.70M USD, increased 33.87

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

Insulet Corp. EPS for the last quarter amounts to 1.30 USD, increased 160.00

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

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

What is Insulet Corp (PODD) market cap?

Today PODD has the market capitalization of 10.68B USD.