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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$138.79 - $354.88
Previous CloseN/A
Volume86.50K
Average Volume (3M)1.48M
Market Cap
$11.39B
Enterprise Value$15.20K
Total Cash (Recent Filing)$480.40M
Total Debt (Recent Filing)$948.10M
Price to Earnings (P/E)38.1
Beta0.47
Next Earnings
Aug 05, 2026EPS Estimate
1.45Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)4.31
Shares Outstanding69,264,670
10 Day Avg. Volume1,146,584
30 Day Avg. Volume1,478,441
Financial Highlights & Ratios
PEG Ratio-1.97
Price to Book (P/B)13.20
Price to Sales (P/S)7.38
P/FCF Ratio52.94
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$225.25Price Target Upside10.56% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering21
EPS Forecast (FY)6.47
Revenue Forecast (FY)$3.33B
Bulls Say, Bears Say
Bulls Say
Revenue Scale & MarginsInsulet’s durable revenue scale and consistently high gross margins reflect a repeat-consumables business (pods) with strong unit economics. Large recurring demand and >60% gross margins create steady cash conversion potential, support R&D and manufacturing investment, and protect long-term profitability versus peers.
Improved Cash Generation & Balance SheetSustained positive operating cash flows and meaningful free cash flow provide durable financial flexibility to fund capex, R&D and buybacks while reducing refinance risk. A stronger equity base and lower leverage broaden the company’s margin for error during product transitions or cyclical stress.
Product Pipeline & International MomentumRobust international expansion and a multi‑year product roadmap (sensor integration, algorithm upgrades, Omnipod 6, closed‑loop type 2) strengthen market position. These structural innovations deepen clinical value, broaden addressable markets, raise switching costs, and underpin sustained revenue growth across geographies.
Bears Say
Medical Device Corrections & Regulatory ScrutinyLarge-scale product corrections create persistent reputational and regulatory risk; replacements and remediation raise costs and invite closer scrutiny from regulators and payers. Even with provisioned costs, such events can slow adoption, complicate reimbursement and increase compliance/headcount needs over multiple quarters.
Retention Risk And Channel CompetitionA shift toward more type 2 patients (higher early attrition) and intensifying pharmacy‑channel competition can structurally lower lifetime value and raise rebate/marketing spend. Over time, this dynamic can compress margins, increase customer acquisition costs, and require sustained commercial investment to preserve unit economics.
Transition Costs, CapEx Ramp & Cash ConversionOngoing product transitions and a stepped-up manufacturing capex program pressure near-term margins and free cash flow. Historical FCF is only ~66–71% of net income, indicating material reinvestment needs; prolonged transitions or higher-than-expected capex could restrain cash returns and margin sustainability.
Insulet News
PODD FAQ
What was Insulet’s price range in the past 12 months?
Insulet lowest stock price was $138.79 and its highest was $354.88 in the past 12 months.
What is Insulet’s market cap?
Insulet’s market cap is $11.39B.
When is Insulet’s upcoming earnings report date?
Insulet’s upcoming earnings report date is Aug 05, 2026 which is in 17 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 1.45.
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:
$225.25 (10.56% Upside)
$225.25 (10.56% Upside)
Blogger Sentiment
Bullish
PODD Sentiment 90%
Sector Average 66%
Sector Average 66%
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 Positive
Last 7 Days ▼ 0.7%
Last 30 Days ▲ 10.4%
Last 30 Days ▲ 10.4%
News Sentiment
Very Bearish
Bullish news 17%
Bearish news 83%
Bearish news 83%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-42.12%
12-Months-Change
Fundamentals
Return on Equity
21.38%
Trailing 12-Months
Asset Growth
-15.07%
Trailing 12-Months
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.
PODD Revenue Breakdown
70.89% U.S. Omnipod
27.85% International Omnipod
1.26% Drug Delivery
PODD Stock 12 Month Forecast
Average Price Target
$225.25
▲(10.56% Upside)
Technical Analysis
Ownership Overview
0.33% Insiders
33.28% Mutual Funds
0.76% Other Institutional Investors
36.32% Public Companies and Individual Investors