Insulet Corporation

Insulet Corporation

PODDยทNASDAQ

$145.31

+1.4%
HealthcareMedical - Devices

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. It offers Omnipod System, a self-adhesive disposable tubeless Omnipod device that is worn on the body for up to three days at a time, as well as its wireless companion, the handheld personal diabetes manager. The company sells its products primarily through independent distributors and pharmacy channels, as well as directly in the United States, Canada, Europe, the Middle East, and Australia. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

At a Glance

Live Snapshot
Market Cap$10.06B
EPS3.5100
P/E Ratio41.40
Earnings Date08/06/2026
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Insulet Corporation Street Expectations Map

PODD ยท NASDAQ

Wall Street analysts project that PODD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 227.00, with estimates ranging from a low of 198.00 to a high of 280.00.

Lowest Target
198.00
36.26%
Consensus Target
227.00
56.22%
Highest Target
280.00
92.69%

The consensus 1-year price target stands at 227.00, with estimates ranging from a low of 198.00 to a high of 280.00.

Analyst Consensus Analysis

Upside Potential

+56.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

36.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Insulet Corporation Forward Estimates of Revenue

PODD ยท NASDAQ
Latest Revenue
2.71B
FY 2025
Avg Estimate
3.33B
FY 2026
Estimate Range
3.23B - 3.35B
Analyst Spread

Forward Growth Analysis

Projected Growth+23.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Insulet Corporation Forward Estimates of Net Income

PODD ยท NASDAQ
Latest Net Income
247.10M
FY 2025
Avg Estimate
465.73M
FY 2026
Estimate Range
457.42M - 474.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+88.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Insulet Corporation Forward Estimates of EPS

PODD ยท NASDAQ
Latest EPS
3.51
FY 2025
Avg Estimate
$6.48
FY 2026
Estimate Range
$6.36 - $6.59
Analyst Spread

Forward Growth Analysis

Projected Growth+84.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Insulet Corporation Forward Estimates of EBIT

PODD ยท NASDAQ
Latest EBIT
473.80M
FY 2025
Avg Estimate
398.47M
FY 2026
Estimate Range
386.43M - 400.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-15.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Insulet Corporation Forward Estimates of EBITDA

PODD ยท NASDAQ
Latest EBITDA
586.90M
FY 2025
Avg Estimate
547.90M
FY 2026
Estimate Range
531.35M - 551.22M
Analyst Spread

Forward Growth Analysis

Projected Growth-6.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Insulet Corporation Forward Estimates of SG&A Expense

PODD ยท NASDAQ
Latest SG&A Expense
1.17B
FY 2025
Avg Estimate
1.45B
FY 2026
Estimate Range
1.41B - 1.46B
Analyst Spread

Forward Growth Analysis

Projected Growth+24.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

podd

Insulet Corporation Insider Positioning

PODD ยท NASDAQ

During the last 12 months, insiders have purchased $1.83M and sold $4.14M worth of PODD shares, resulting in $2.31M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

6.3K

1.53M

Sold

1.9K

542.51K

Net Activity

+987K

+$987K

6-9 Months

Bought

962

299.88K

Sold

1.5K

516.73K

Net Activity

-217K

-$217K

9-12 Months

Bought

0

0.00

Sold

9.7K

3.08M

Net Activity

-3.1M

-$3.08M

Top Buyers

1
MA

Mcevoy Ashley

Director, Officer: President And Ceo

4.3K sharesโ€ข1 transactions

$1.03M

2
MMR

Minogue Michael R

Director

2.0K sharesโ€ข1 transactions

$500K

3
STC

Stonesifer Timothy C.

Director

962 sharesโ€ข1 transactions

$300K

Top Sellers

1
BE

Benjamin Eric

Officer: Evp, Cpxo

4.3K sharesโ€ข1 transactions

$1.42M

2
SP

Singh Prem

Officer: Svp, Global Operations

4.4K sharesโ€ข3 transactions

$1.37M

3
FWA

Frederick Wayne A.I.

Director

1.9K sharesโ€ข1 transactions

$543K

4
MD

Manea Dan

Officer: Svp, Chief Hr Officer

1.3K sharesโ€ข1 transactions

$390K

5
CL

Cousin Laetitia

Officer: Svp, Reg, Quality & Compliance

797 sharesโ€ข1 transactions

$278K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Negative insider sentiment with $2.31M net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.

Buy/Sell Ratio

0.44:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

Moderate Selling

5 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.