PODD logo

Insulet Corporation Stock Price

NasdaqGS:PODD Community·US$10.8b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

PODD Share Price Performance

US$156.89
-164.11 (-51.12%)
US$326.35
Fair Value
US$156.89
-164.11 (-51.12%)
51.9% undervalued intrinsic discount
US$326.35
Fair Value
Price US$156.89
AnalystConsensusTarget US$326.35
AnalystLowTarget US$238.69
AnalystHighTarget US$435.00

PODD Community Narratives

·
Fair Value US$326.35 51.9% undervalued intrinsic discount

Digital Diabetes Care Will Expand International Market Opportunities

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19users have followed this narrative
·
Fair Value US$238.69 34.3% undervalued intrinsic discount

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

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0users have followed this narrative
·
Fair Value US$435 63.9% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$238.69
34.3% undervalued intrinsic discount
Revenue
17.49% p.a.
Profit Margin
16.68%
Future PE
28.89x
Price in 2029
US$300.32
US$435
63.9% undervalued intrinsic discount
Revenue
22.73% p.a.
Profit Margin
15.82%
Future PE
48.67x
Price in 2029
US$546.97

Trending Discussion

Updated Narratives

PODD logo

PODD: Type 2 Automation And New Geographies Will Offset Device Concerns

Fair Value: US$326.35 51.9% 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
PODD logo

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

Fair Value: US$238.69 34.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PODD logo

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

Fair Value: US$435 63.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
2 Rewards

Insulet Corporation Key Details

US$2.9b

Revenue

US$841.0m

Cost of Revenue

US$2.1b

Gross Profit

US$1.8b

Other Expenses

US$302.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.37
71.01%
10.44%
72.8%
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

Seeking Alpha May 13

Insulet: An Opportune Time To Get Involved

Summary Insulet delivered robust Q1 2026 results, with revenue up 34% to $762M and operating margins expanding to 17.5%. Insulet raised full-year guidance to 21-23% sales growth and expects adjusted earnings to exceed $6.25 per share, reflecting strong Omnipod 5 adoption. Valuation has rebounded, with shares trading at 70x forward earnings and 10x sales, leaving little room for error amid decelerating growth. GLP-1 therapies and a voluntary recall pose risks, but international expansion and Omnipod 6 development support the long-term growth narrative. Read the full article on Seeking Alpha
Analysis Article May 13

Some May Be Optimistic About Insulet's (NASDAQ:PODD) Earnings

The most recent earnings report from Insulet Corporation ( NASDAQ:PODD ) was disappointing for shareholders. While the...

Recent updates

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