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Insulet Corporation PODD

Healthcare — Medical Devices
S&P 500 Member Cash Flow Champion (3y) Insider Buys (last 12m)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
2.89
Total sells
0.60
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — 1 — 2 — — — 2 — 1 —
Sell — — 1 — — — — — 1 — — —
Insider Ownership
0.34%

Capital & Financial Ratios

Market Cap
9,820.00
Revenue
3,053.40
Net Income
375.30
Free Cash Flow
265.60
Net Debt
413.50
Current Ratio
2.48
Debt/Equity
0.67
P/E ratio
26.28
P/S ratio
3.19
P/B ratio
6.85
Past 5Y EPS Growth
98.82%
This Y EPS Growth
30.85%
Next Y EPS Growth
18.57%
Next 5Y EPS Growth
23.16%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡
2026 ‡‡‡‡
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 704.20 953.40 716.10 534.90
Receivables 359.70 365.50 516.90 588.70
Inventory 402.60 430.40 452.60 484.80
Other — — — —
1,582.90 1,891.30 1,914.00 1,849.10
2023 2024 2025 Q'26
Payables 19.20 19.80 75.00 123.30
ST’ Debt 49.40 83.80 18.40 18.90
Other — — — —
451.20 528.40 680.10 744.20
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 761.70 801.70 — —
—
’25 569.00 649.10 706.30 783.70
2,708.10
’24 441.70 488.50 543.90 597.50
2,071.60
’23 358.10 396.50 432.70 509.80
1,697.10
’22 295.40 299.40 340.80 369.70
1,305.30
’21 252.30 263.20 275.60 307.70
1,098.80
’20 198.00 226.30 234.00 246.10
904.40
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 113.80 88.40 — —
—
’25 63.80 196.50 125.70 183.30
569.30
’24 87.60 86.80 108.30 147.50
430.20
’23 0.50 44.00 56.00 45.20
145.70
’22 (13.70) 25.30 56.70 50.70
119.00
’21 (35.10) 18.30 (25.80) (25.50)
(68.10)
’20 (3.60) 26.40 44.20 17.00
84.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 86.00 51.10 — —
—
’25 48.10 173.30 94.60 33.90
349.90
’24 63.60 61.90 79.20 91.50
296.20
’23 (36.60) 25.90 33.60 13.60
36.50
’22 (29.60) 6.20 22.80 (37.70)
(38.30)
’21 (68.50) (4.90) (55.00) (62.40)
(190.80)
’20 (31.00) 1.60 17.60 (70.70)
(82.50)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.30 1.37 — —
—
’25 0.50 0.32 1.24 1.44
3.48
’24 0.73 2.59 1.08 1.39
5.78
’23 0.34 0.39 0.74 1.44
2.94
’22 0.40 (0.50) (0.08) 0.24
0.07
’21 0.00 (0.37) 0.18 0.42
0.24
’20 (0.03) 0.22 0.17 (0.26)
0.10

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 181.00 125.82 160.19 230.05 — — —
Low Price
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 320.00 335.91 279.77 354.88 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,600 3,000 3,900 5,400 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.50 0.57 0.53 0.50 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,305.30 1,697.10 2,071.60 2,708.10 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 61.72% 68.35% 69.79% 71.63% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.80 214.70 300.20 339.50 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.75% 12.65% 14.49% 12.54% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.60 206.30 418.30 247.10 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 63.20 72.80 80.80 90.40 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.82 24.33 29.56 38.50 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 0.07 2.96 5.97 3.51 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.72 2.09 6.14 8.09 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.27) (1.57) (1.91) (3.12) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.55) 0.52 4.23 4.97 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.87 10.50 17.29 21.54 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 69.38 69.75 70.08 70.35 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,091.14 70.88 43.66 81.21 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.22 8.59 8.83 7.38 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 41.70 19.91 15.10 13.20 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.78 9.01 9.04 7.47 ‡‡‡‡ ‡‡‡‡ ‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (537.72) 419.10 63.20 57.81 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 119.00 145.70 430.20 569.30 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (157.30) (109.20) (134.00) (219.40) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (38.30) 36.50 296.20 349.90 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 949.30 1,131.70 1,362.90 1,233.90 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,401.80 1,415.80 1,379.90 949.20 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 727.10 711.60 426.50 233.10 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 476.40 732.70 1,211.60 1,515.20 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.21% 8.53% 14.74% 7.87% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.95% 9.52% 11.79% 16.94% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 0.89% 34.12% 43.03% 18.12% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Insulet Corporation (PODD), a pioneer in tubeless insulin delivery via its Omnipod platform, has delivered explosive revenue growth—from $367 million in 2016 to $2.07 billion in 2024, with a 25%+ CAGR accelerating to 35% in recent years. Profitability has transformed dramatically, swinging from early losses to $418 million in net income last year, fueled by gross margins hitting 69.8%, robust free cash flow of $4.23 per share, and operational efficiencies like steady revenue per employee around $500K-$570K. Balance sheet strength shines through with shareholders’ equity up 1,818% to $1.21 billion and shrinking net debt, supporting ROE at 43% and positioning the company for global expansion amid rising diabetes cases.

Yet, the stock trades at premium valuations—PE at 44x, PS at 8.8x—after a 569% rise since 2016, embedding aggressive growth expectations. Analyst forecasts point to $3.87 billion in revenue by 2027 and EPS nearing $8, with mean price targets implying 56% upside, but recent insider selling (millions in shares offloaded) signals caution amid moderating growth to 19-30%.

Risks like intensifying competition from Tandem and Medtronic, reimbursement pressures, and high capex could spark volatility or drawdowns, as seen in past 60%+ dips. While Omnipod’s moat offers tailwinds, this risk-averse view recommends watchlist status—read the full analysis for valuation details and entry signals.

Read full commentary →

Insulet Corporation (PODD) Latest News

News by impact score

Fine-tune

14 Sep

4 www.medtechdive.com, 11:22 AM
Beta Bionics received FDA approval for its insulin patch pump, adding a direct competitor to Insulet's Omnipod system in the automated insulin delivery market. FDA clearance for Beta Bionics patch pump creates new competitive pressure on Insulet's core diabetes product line.

3 Sep

3 , 8:39 PM
Insulet reported Q2 earnings, positioned against results from other patient monitoring stocks. Q2 earnings provide moderate insight into financial performance and peer positioning.

2 Sep

3 , 10:09 AM
Insulet (PODD) faces lawsuit and device correction risks that prompt questions on whether the stock is undervalued. Lawsuit and device correction risks may moderately affect Insulet's operations and market performance.

1 Sep

3 www.medtechdive.com, 7:47 AM
MiniMed submits new patch pump for FDA clearance, introducing potential competition to Insulet's Omnipod in the insulin delivery market. MiniMed patch pump filing adds competitive pressure in diabetes devices without immediate approval or launch.

25 Aug

4 , 9:33 AM
Insulet reset 2026 guidance after Q2 beat, prompting questions on ability to sustain growth. Guidance reset and quarterly results directly shape PODD's projected trajectory and investor outlook.

14 Aug

3 , 6:37 AM
Insulet's Q2 earnings call featured five key analyst questions on revenue growth, product pipeline, international expansion, and competitive pressures in diabetes care devices. Earnings call analyst questions can moderately shape market views on Insulet's prospects.

13 Aug

4 , 9:04 AM
Insulet Corporation's wearable pod technology expands into new frontiers with potential applications beyond current uses. New frontier for core wearable pod tech signals major strategic expansion likely to boost Insulet's market position and growth trajectory.

12 Aug

3 transcript www.fool.com, 1:43 PM
Insulet (PODD) held its Q2 2026 earnings call. Earnings call provides financial updates and outlook that moderately influence near-term sentiment and operations.

10 Aug

3 , 9:22 AM
Insulet Corporation (PODD) posted Q2 earnings above estimates yet reduced its FY'26 sales outlook, causing the stock to fall. Q2 beat offset by lowered FY26 sales guidance and immediate stock decline points to moderate effects on future trajectory.

6 Aug

3 , 8:50 AM
JPMorgan downgrades Insulet to neutral citing slowing U.S. growth and cuts price target by 45%. Single bank downgrade on growth outlook pressures near-term sentiment and valuation but does not alter fundamentals.

5 Aug

4 , 9:11 PM
Insulet cut its 2026 revenue outlook due to weaker Type 2 retention, driving a 21.9% stock drop. Lowered 2026 revenue guidance from retention shortfalls signals sustained growth headwinds that can shift company trajectory and investor views.

4 transcript app.moby.co, 6:42 PM
Insulet Corporation discussed Q2 2026 financial results, revenue performance, and operational outlook during its earnings call. Quarterly earnings and guidance typically drive major shifts in investor sentiment and stock trajectory for Insulet.

4 , 2:43 PM
Insulet Corporation beat earnings estimates but its stock plunged in the largest single-day drop in 17 years. Sharp stock decline after earnings beat points to guidance shortfalls or other factors that could pressure future valuation and sentiment.

4 transcript www.marketbeat.com, 2:04 PM
Insulet Q2 revenue grew on Omnipod demand, full-year guidance raised, international expansion and new product plans highlighted. Q2 results and raised guidance signal major shifts in financial trajectory and investor sentiment for PODD.

4 , 7:00 AM
Insulet Corporation (PODD) reported its second quarter 2026 financial results. Quarterly earnings releases deliver key financial metrics that drive investor decisions and valuation shifts.

3 , 4:54 PM
Insulet stock crashed after a minor guidance cut shifted market views on the company's outlook. Tiny guidance cut sparked sharp stock drop with moderate near-term effects on performance and sentiment.

3 , 3:03 PM
Insulet Corp posted strong Q2 2026 revenue growth in its earnings call, tempered by Type 2 diabetes segment headwinds. Earnings results with mixed segment performance can moderately shift near-term investor views on financial trajectory.

3 www.barchart.com, 11:14 AM
Insulet Corporation (PODD) stock gains support from stellar earnings results. Positive earnings provide moderate boost to Insulet Corporation's near-term financial outlook and sentiment.

3 investorshub.advfn.com, 10:45 AM
Insulet reports second-quarter revenue growth while lowering its full-year U.S. Omnipod outlook. Lowered full-year U.S. Omnipod outlook introduces downside risk to revenue trajectory and investor sentiment.

3 , 9:30 AM
Insulet Corporation (PODD) released Q2 earnings, with focus on key financial and operational metrics. Q2 earnings and metric details can moderately shift expectations around financial results and operations.

10 Jul

3 , 3:12 AM
Insulet (PODD) shares dropped 47% but continue trading at a premium valuation. PODD's 47% share price decline leaves valuation premium intact, pointing to moderate ongoing effects on sentiment and positioning.

3 , 2:14 AM
Insulet launches Omnipod 5 automated insulin delivery system in Spain and questions whether PODD shares are undervalued. Spain launch expands European availability of Omnipod 5 but covers only one additional market.

8 Jul

3 , 10:21 AM
Insulet Corporation commercially launches Omnipod 5 in Spain, expanding European availability of its automated insulin delivery system. Spain launch adds one European market for Omnipod 5 and supports gradual revenue growth without shifting overall company trajectory.

7 Jul

3 , 12:10 PM
Insulet (PODD) shows indicators of beating earnings estimates again due to sustained operational strength and growth trends. Earnings beat expectations can lift near-term investor sentiment and share price without altering long-term fundamentals.

3 www.medtechdive.com, 7:10 AM
Insulet Corporation launches Omnipod 5 in Spain. European launch of flagship Omnipod 5 insulin delivery system supports revenue growth and market expansion.

6 Jul

4 , 7:00 AM
Insulet launches Omnipod 5 and Omnipod Discover in Spain, expanding access to tubeless automated insulin delivery and accelerating global growth. European launch of Omnipod 5 expands Insulet revenue base and competitive position in automated insulin delivery.

2 Jul

4 , 2:12 PM
Insulet recalls Omnipod pods after insulin-delivery failure risk identified, FDA says. Omnipod recall over insulin delivery failure creates major regulatory, reputational and sales setbacks for Insulet.

22 Jun

4 Insider Monkey, 10:14 AM
New data shows Insulet's next-generation system delivers substantially more automated insulin. Positive clinical data on next-gen automated insulin system signals major product advancement.

19 Jun

4 , 7:57 PM
Insulet (PODD) announced positive clinical trial results for its next-generation Omnipod 6 AID System. Positive Omnipod 6 trial data supports regulatory progress and revenue growth potential.

11 Jun

3 , 7:08 AM
Insulet releases fresh Omnipod clinical data and system updates, triggering fresh valuation analysis for PODD amid ongoing diabetes device competition. New Omnipod data and updates can moderately shift product positioning and near-term investor sentiment without guaranteeing major trajectory change.
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