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PODD

Insulet Corp.

PODD

NASDAQ·Healthcare·Medical - Devices·Mkt cap $11.1B

$165.65

+3.67%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$138.79 - $354.88

P/E

38.52

Fwd P/E

26.61

Beta

1.13

Div Yield

0.00%

Avg Vol

1.5M

Shares Out

69.3M

Mkt Cap

$11.1B

Price action

Price chart

Down 47.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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.
  • Premium valuation to Medical Devices peers

Growth

Moderate growth ahead

Rising global diabetes prevalence and increasing adoption of insulin pump therapy

Value

Premium valuation to Medical Devices peers

Momentum

Falling

-21.8% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 5, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $1.42 vs $1.19 consensus (+19.3% surprise). Revenue of $761.7M vs $729.9M expected (+4.4%). Beat on both top and bottom lines.

EPS beat +19.3%
Rev beat +4.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+19.3%

Next: Aug 5, 2026

Revenue trend · last 8Q

+17%

+29%

+33%

+30%

+31%

+34%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$488.5M

$543.9M

$597.5M

$569.0M

$649.1M

$706.3M

$783.8M

$761.7M

Margins · last 8Q

Gross

Operating

Profit

12.0%

Wall Street consensus

17 analysts · 82% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

14

82%

Hold

2

12%

Sell

1

6%

Median Price Target

$235.00

+41.9% vs $165.65

Low $198.00
Median $235.00
High $325.00

Latest: Deutsche Bank · Jun 23, 2026

11 analysts covering

vs Industry

How PODD stacks vs Medical - Devices

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.