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Insulet Corporation Stock Price

NasdaqGS:PODD Community·US$10.3b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 40 Fair Values set on narratives written by author

PODD Share Price Performance

US$148.16
-180.84 (-54.97%)
US$235.54
Fair Value
US$148.16
-180.84 (-54.97%)
37.1% undervalued intrinsic discount
US$235.54
Fair Value
Price US$148.16
AnalystConsensusTarget US$235.54
AnalystLowTarget US$144.00
AnalystHighTarget US$320.83

PODD Community Narratives

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Fair Value US$235.54 37.1% undervalued intrinsic discount

Digital Diabetes Care Will Expand International Market Opportunities

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Fair Value US$144 2.9% overvalued intrinsic discount

Execution Risks In Diabetes Automation Will Test Long Runway For Future Margin Expansion

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Fair Value US$320.83 53.8% undervalued intrinsic discount

Long-Term Diabetes Automation Adoption And Manufacturing Scale Will Drive Strong Future Potential

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US$144
2.9% overvalued intrinsic discount
Revenue
10.06% p.a.
Profit Margin
16.76%
Future PE
17.38x
Price in 2029
US$178.78
US$235.54
37.1% undervalued intrinsic discount
Revenue
18.39% p.a.
Profit Margin
15.27%
Future PE
25.9x
Price in 2029
US$288.43

Trending Discussion

No trending discussion available.

Updated Narratives

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PODD: Type 2 Diabetes Retention And Legal Risks Will Shape Market Resilience

Fair Value: US$144 2.9% overvalued intrinsic discount
0 users have set this as their fair value
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PODD: Type 2 Automation And Closed Loop Advances Will Drive Upside

Fair Value: US$235.54 37.1% undervalued intrinsic discount
19 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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PODD: Market Leadership In Tubeless Pumps Will Drive Long-Term Rerating

Fair Value: US$320.83 53.8% undervalued intrinsic discount
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Snowflake Analysis

Outstanding track record with flawless balance sheet.

0 Risks
4 Rewards

Insulet Corporation Key Details

US$3.1b

Revenue

US$883.2m

Cost of Revenue

US$2.2b

Gross Profit

US$1.8b

Other Expenses

US$375.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
5.41
71.07%
12.29%
66.7%
View Full Analysis

About PODD

Founded
2000
Employees
5400
CEO
Ashley McEvoy
WebsiteView website
www.insulet.com

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.

Recent PODD News & Updates

Narrative Update Aug 12

PODD: Type 2 Diabetes Retention And Legal Risks Will Shape Market Resilience

Insulet's analyst price target has been reset from $172 to $144. This change reflects a series of target cuts and downgrades after recent Q2 results, softer guidance tied to U.S. type 2 diabetes utilization and retention trends, and updated assumptions on future growth, margins, and P/E multiples across the Street.
Analysis Article Aug 08

Insulet Corporation (NASDAQ:PODD) Just Reported, And Analysts Assigned A US$172 Price Target

It's been a mediocre week for Insulet Corporation ( NASDAQ:PODD ) shareholders, with the stock dropping 15% to US$141...

Recent updates

No updates