Insulet (GOV) Stock Price & Analysis
GOV Stock Chart & Stats
- Day’s Range
- EUR 135.75 - EUR 138.60
- 52-Week Range
- EUR 113.35 - EUR 304.00
- Previous Close
- EUR 135.60
- Volume
- 0
- Average Volume (3M)
- 28
- Market Cap
- EUR 9.26B
- Enterprise Value
- EUR 10.98B
- Total Cash (Recent Filing)
- EUR 534.90M
- Total Debt (Recent Filing)
- EUR 948.40M
- Price to Earnings (P/E)
- 27.9
- Beta
- 0.25
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 1.42
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Consumable Revenue Model
The disposable Omnipod model creates recurring revenue as patients replace pods regularly, supporting visibility beyond one-time hardware sales. This repeat usage can strengthen customer retention, improve planning, and provide a durable foundation for continued growth as the installed base expands.
Strong Growth And Expanding Margins
Insulet is combining rapid revenue expansion with high and improving margins, indicating operating leverage from scale and manufacturing productivity. Sustaining this combination would support stronger earnings growth, provide resources for investment, and reinforce the economics of the Omnipod platform.
International Growth And Access Expansion
Strong international growth and broader payer access expand the addressable market for Omnipod beyond its established U.S. base. Rising coverage and overseas adoption can improve long-term customer acquisition, diversify growth sources, and support the company’s stated multi-year expansion opportunity.
Bears Say
Type 2 Retention Execution Risk
Weak onboarding and first-90-day retention among type 2 customers could reduce the lifetime value of new users and make growth investments less efficient. Although management describes the issue as addressable, corrective actions must improve utilization before this customer segment becomes a durable growth contributor.
Uneven Free Cash Flow Conversion
Insulet generates meaningful positive cash, but uneven conversion from earnings and a recent decline in free cash flow reduce the quality and flexibility of that growth. Lower cash generation could constrain investment capacity, particularly while the company funds manufacturing expansion and corrective initiatives.
Net Margin Volatility
The movement in net margin shows that strong gross and operating performance has not translated into consistently stable bottom-line profitability. Continued volatility below the operating line could make earnings less predictable and limit confidence that revenue growth will compound proportionally into durable net income.
Insulet News
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Insulet Stock Smart Score
Company Description
Insulet
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.
- Sector
- Healthcare
- Industry
- Medical - Devices
- CEO
- Ashley McEvoy
- Employees
- 5,400
- Website
- www.insulet.com
- Address
- 100 Nagog Park, Acton, MA, 01720, US
Insulet (GOV) Earnings & Revenues
GOV Company Deck
GOV Earnings Call
Earnings Call SentimentPositive
The call conveyed a broadly positive operational and financial performance — strong revenue, significant margin expansion, robust EPS growth, international strength, product and clinical progress, and solid liquidity — while transparently acknowledging a meaningful, addressable execution issue in onboarding and retaining type 2 customers that led to a modest downward revision to U.S. revenue outlook and a reassessment of longer-term assumptions. Management presented concrete actions (expanded customer care, sales compensation changes, sampling refinements, Omnipod Discover and data platform investments) to remediate retention and utilization in the first 90 days and expressed confidence these will translate into improved outcomes over time.
View all DE:GOV earnings summariesGOV Net sales Breakdown
- 70.89% U.S. Omnipod
- 27.85% International Omnipod
- 1.26% Drug Delivery
GOV Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 2 | 8 |
| Technical Analysis | 2 | 2 | 6 |
| Moving Averages | 10 | 0 | 2 |