Insulet Corp.
PODD
NASDAQ·Healthcare·Medical - Devices·Mkt cap $10.2B
$147.48
▼ -2.06%
P/E
27.57
Mkt Cap
$10.2B
52-Wk Range
$126.40–$354.88
52-Week Range
$126.40 - $354.88
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 57.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Tubeless, disposable pod design eliminates tubing and provides superior patient convenience
- Proprietary wireless technology and user-friendly interface create strong brand loyalty
- Established distribution network across multiple channels in key global markets
- Patent portfolio protecting core technology and design innovations
Bear Case
2 risks
- Average volatility.
- Growth premium of 1.1x vs Medical Devices peers. Reasonable for this growth rate.
Growth
Stable outlook
Rising global diabetes prevalence and increasing adoption of insulin pump therapy
Value
Growth premium of 1.1x vs Medical Devices peers. Reasonable for this growth rate.
Momentum
Stable
-2.7% over 3m
Quality
Excellent
High-growth business (29% revenue growth, 71% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying PODD right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 5, 2026
Reported EPS of $1.66 vs $1.47 consensus (+12.9% surprise). Revenue of $801.7M vs $787.4M expected (+1.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+12.9%
Revenue trend · last 8Q
—
+17%
+29%
+33%
+30%
+31%
+34%
+24%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$543.9M
$597.5M
$569.0M
$649.1M
$706.3M
$783.8M
$761.7M
$801.7M
Margins · last 8Q
Gross
70.2%
Operating
16.2%
Profit
11.8%
Wall Street consensus
17 analysts · 65% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
65%
Hold
29%
Sell
6%
Median Price Target
—
Latest: Raymond James · Aug 6, 2026
vs Industry
How PODD stacks vs Medical - Devices
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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