Insulet Gestione
Criteri Gestione verificati 2/4
Insulet Il CEO è Ashley McEvoy, nominato in Apr2025, e ha un mandato di 1.08 anni. la retribuzione annua totale è $ 19.10M, composta da 3.8% di stipendio e 96.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.009% delle azioni della società, per un valore di $ 950.96K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.1 anni e 3.3 anni.
Informazioni chiave
Ashley McEvoy
Amministratore delegato
US$19.1m
Compenso totale
| Percentuale dello stipendio del CEO | 3.82% |
| Mandato del CEO | 1.1yrs |
| Proprietà del CEO | 0.009% |
| Durata media del management | 1.1yrs |
| Durata media del Consiglio di amministrazione | 3.3yrs |
Aggiornamenti recenti sulla gestione
Recent 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 AlphaArticolo di analisi • 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...
Aggiornamento della narrazione • Apr 26
PODD: Type 2 Automation And New Geographies Will Offset Device Concerns
The analyst price target for Insulet has been reduced by about $14, reflecting slightly lower fair value assumptions and modestly adjusted expectations for revenue growth, profit margins, and future P/E as analysts incorporate recent device correction headlines and intensifying patch pump competition into their models. Analyst Commentary Recent research on Insulet shows a mix of optimism and caution as analysts recalibrate their models after the Omnipod 5 device correction and ongoing competition in insulin patch pumps.
Nuova narrazione • Apr 22
Execution Risks In Diabetes Automation Will Test Long Runway For Future Margin Expansion
Catalysts About Insulet Insulet develops and sells the Omnipod automated insulin delivery system for people living with diabetes. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Apr 11
PODD: Type 2 Automation And New Markets Will Offset Patch Pump Competition
Insulet's analyst price target has been trimmed by about $10 to roughly $340 as analysts factor in slightly higher discount rates, fine tune growth and margin assumptions, and react to recent competitive commentary and device related headlines, while largely maintaining constructive views on the Omnipod franchise. Analyst Commentary Recent research shows a clear split between optimistic and cautious views on Insulet, with many firms trimming price targets while still seeing meaningful potential in the Omnipod franchise.
Nuova narrazione • Apr 08
Long-Term Diabetes Automation Adoption And Manufacturing Scale Will Drive Strong Future Potential
Catalysts About Insulet Insulet provides tubeless automated insulin delivery systems through its Omnipod platform for people living with diabetes worldwide. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Mar 28
PODD: Type 2 Automation And New Markets Will Outweigh Patch Pump Competition
Analysts have trimmed Insulet's price target by about $3 to $351.43, balancing concerns about intensifying patch pump competition and the recent Omnipod 5 device correction with ongoing expectations for solid revenue growth and a premium future P/E of roughly 43x. Analyst Commentary Recent research paints a mixed picture for Insulet, with many firms trimming price targets yet largely maintaining positive ratings, while a smaller group has shifted to a more cautious stance.Aggiornamento della narrazione • Mar 13
PODD: Type 2 Adoption And Buybacks Will Offset Patch Pump Competition
Insulet's analyst price target has edged slightly lower to reflect modest tweaks to fair value, discount rate and profitability assumptions as analysts weigh recent device correction headlines and rising patch pump competition against ongoing Omnipod 5 adoption and broader sector health. Analyst Commentary Recent research updates on Insulet cluster around a common theme, with most firms trimming price targets while keeping generally positive views on execution, particularly around Omnipod 5 and Type 2 diabetes adoption, and a smaller group highlighting growing competitive and sentiment risks.Aggiornamento della narrazione • Feb 26
PODD: Type 2 Adoption And Buyback Program Will Support Future Leadership
Analysts have trimmed their price target on Insulet by about $15 to reflect slightly lower revenue growth assumptions, a modestly higher discount rate, and a reduced future P/E multiple, while still highlighting solid Omnipod 5 momentum and noting concerns about rising competition in insulin pumps and pricing. Analyst Commentary Street research on Insulet has shifted toward lower price targets, but most firms still keep positive or neutral ratings.Aggiornamento della narrazione • Feb 08
PODD: Type 2 Diabetes Ramp Will Support Multi Year Market Leadership
Narrative Update: Insulet Insulet's analyst price target edges lower by about $4 to reflect analysts' updated assumptions for slightly softer long term revenue growth and P/E multiple, partly offset by marginally higher profit margin expectations. Analyst Commentary Recent research on Insulet shows a split view, with some analysts trimming targets and ratings on competitive and valuation concerns, while others still see support from the company’s long term growth ambitions shared at its Investor Day.Aggiornamento della narrazione • Jan 23
PODD: Type 2 Diabetes Expansion Will Sustain Multi Year Market Leadership
The updated analyst price target on Insulet edges down slightly to about $374 from $378, as analysts factor in mixed Street commentary, with several firms trimming or raising targets in response to intensifying competition, ongoing Investor Day takeaways, and differing views on how the company's growth ambitions balance against valuation pressures. Analyst Commentary Street views on Insulet are split, with recent research highlighting both confidence in the company’s long term growth ambitions and concern about rising competition and valuation pressure.Aggiornamento della narrazione • Jan 09
PODD: Type 2 Diabetes Ramp Will Sustain Multi Year Market Leadership
Our analyst price target for Insulet edges slightly lower to $377.72. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of a wide range of updated Street targets between about $301 and $428, with analysts pointing to recent price target trims alongside ongoing optimism around Omnipod adoption and the type 2 diabetes opportunity.Aggiornamento della narrazione • Dec 22
PODD: Type 2 Diabetes Adoption Will Sustain Multi Year Market Leadership
Our Insulet fair value estimate is essentially unchanged, inching down by about $0.49 per share to $377.72. Analysts are raising price targets into the $380 to $428 range, citing confidence that the company can sustain above-market revenue growth driven by Omnipod 5 momentum and an expanding opportunity in Type 2 diabetes.Aggiornamento della narrazione • Dec 08
PODD: Type 2 Diabetes Expansion Will Drive Multi Year Market Leadership
Analysts have nudged their price targets on Insulet modestly higher, with recent upward revisions into the low to mid $400s per share reflecting confidence in the company’s multi year revenue growth outlook, expanding profitability, and strengthening position in both Type 1 and underpenetrated Type 2 diabetes markets following a series of beat and raise quarters and a bullish Investor Day. Analyst Commentary Street research following Insulet's recent Investor Day and quarterly updates has been overwhelmingly constructive, with a series of price target increases into the $350 to $428 range and multiple reaffirmed positive ratings.Aggiornamento della narrazione • Nov 24
PODD: Expansion Into Type 2 Diabetes Will Drive Market Leadership Ahead
Insulet's analyst fair value estimate has increased by approximately $12 to $378, as analysts cite robust multi-year growth forecasts and successful expansion in both Type 1 and Type 2 diabetes markets following recent company presentations and results. Analyst Commentary Recent research coverage of Insulet reflects ongoing optimism about the company's market positioning and future growth, as well as areas of continued scrutiny from analysts.Articolo di analisi • Nov 09
Insulet Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Insulet Corporation ( NASDAQ:PODD ) just released its latest quarterly results and things are looking bullish. Results...Aggiornamento della narrazione • Nov 07
PODD: Expanding International Reach Will Drive Greater Diabetes Market Penetration
Analysts have raised their price target for Insulet by nearly $6 to $365.96. This reflects stronger revenue growth, improved margins, and continued business momentum highlighted in recent earnings updates and sector research.Aggiornamento della narrazione • Sep 19
Digital Diabetes Care Will Expand International Market Opportunities
Analysts have modestly raised Insulet’s price target, citing strong Q2 earnings, accelerated international Omnipod 5 adoption, and favorable reimbursement trends outweighing regulatory risks, resulting in a consensus target increase from $355.17 to $360.17. Analyst Commentary Bullish analysts cited Insulet's beat on Q2 earnings estimates, which prompted broad guidance raises and higher outlooks for FY25, reflecting renewed momentum in core business metrics.Articolo di analisi • Sep 06
Market Participants Recognise Insulet Corporation's (NASDAQ:PODD) Revenues Pushing Shares 26% Higher
Insulet Corporation ( NASDAQ:PODD ) shareholders would be excited to see that the share price has had a great month...Aggiornamento della narrazione • Sep 04
Digital Diabetes Care Will Expand International Market Opportunities
Analysts remain bullish on Insulet due to accelerating revenue growth, increased guidance, and strong international momentum—particularly from Omnipod and favorable reimbursement trends—offsetting sector regulatory concerns, resulting in an unchanged consensus price target of $353.39. Analyst Commentary Bullish analysts cite Insulet's Q2 results showing reaccelerated growth, with revenue and earnings surpassing estimates and driving market share gains, especially among MDI conversions.Articolo di analisi • Aug 14
There May Be Reason For Hope In Insulet's (NASDAQ:PODD) Disappointing Earnings
NasdaqGS:PODD 1 Year Share Price vs Fair Value Explore Insulet's Fair Values from the Community and select yours...Articolo di analisi • Aug 04
Insulet (NASDAQ:PODD) Has A Rock Solid Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jul 22
Does Insulet (NASDAQ:PODD) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Articolo di analisi • Jun 25
Insulet (NASDAQ:PODD) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • May 28
What Is Insulet Corporation's (NASDAQ:PODD) Share Price Doing?
Insulet Corporation ( NASDAQ:PODD ) received a lot of attention from a substantial price increase on the NASDAQGS over...Seeking Alpha • Mar 18
Insulet Leans Bullish (Technical Analysis)
Summary PODD exhibits bullish price action with a series of higher highs and lows, trading above its upward sloping 30-week EMA since August 2024. Momentum is long-term bullish but short-term bearish, with the PPO line above zero indicating positive long-term momentum. Volume analysis shows neutral to slightly bullish accumulation by institutional investors, with recent high volume supporting bullish price action. Fundamentally, PODD boasts strong earnings and revenue growth, high gross margins, and favorable Wall Street ratings, offering a 3.2 to 1 reward to risk ratio. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Insulet Corporation: Significant Opportunities, Significant Threats - I'm On The Sidelines
Summary Insulet's stock has surged over 50% in six months due to strong Q3 earnings and expanded market potential with Omnipod 5's approval for Type 2 diabetes. Despite impressive growth, high market expectations and potential competition from giants like Medtronic and Abbott pose significant risks to Insulet's future performance. The company's financials are robust, with rising revenues, margins, and a strong cash position, but the stock's high valuation demands continued exceptional growth. Given the uncertainties and high expectations, I recommend a "Hold" rating, with a cautious approach to see if Insulet can dominate the Type 2 diabetes market. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$303m |
| Dec 31 2025 | US$19m | US$730k | US$247m |
Compensazione vs Mercato: La retribuzione totale di Ashley ($USD 19.10M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Ashley con le performance aziendali.
AMMINISTRATORE DELEGATO
Ashley McEvoy (54 yo)
1.1yrs
Mandato
US$19,101,995
Compensazione
Ms. Ashley A. McEvoy serves as Chief Executive Officer, President and Director of Insulet Corporation since April 28, 2025. She serves as Independent Director of The Procter & Gamble Company since December...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 1.1yrs | US$19.10m | 0.0089% $ 951.0k | |
| Executive VP & CFO | less than a year | US$5.47m | 0.0016% $ 170.3k | |
| Executive VP & COO | less than a year | US$4.46m | 0.023% $ 2.5m | |
| Senior VP & General Counsel | 7.2yrs | US$3.13m | 0.033% $ 3.6m | |
| Senior Vice President of Global Operations | no data | US$2.54m | 0.010% $ 1.1m | |
| Senior VP & CTO | 1.2yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | 1.3yrs | Nessun dato | Nessun dato | |
| Senior VP and Chief Quality | less than a year | Nessun dato | Nessun dato | |
| Senior Director of Corporate Communications | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Sales & Customer Care | 11.3yrs | Nessun dato | Nessun dato | |
| Senior VP of Strategy & Corporate Development | 2.1yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | less than a year | Nessun dato | Nessun dato |
1.1yrs
Durata media
52.5yo
Età media
Gestione esperta: Il team dirigenziale di PODD non è considerato esperto (durata media 1.1 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 1.1yrs | US$19.10m | 0.0089% $ 951.0k | |
| Independent Chair | 4.3yrs | US$345.72k | 0.0064% $ 689.7k | |
| Chairman of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Educator Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Educator Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Educator Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Educator Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Independent Director | 2.3yrs | US$344.74k | 0.0044% $ 475.5k | |
| Independent Director | 10.8yrs | US$330.28k | 0.039% $ 4.2m |
3.3yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PODD sono considerati esperti (durata media dell'incarico 3.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 14:11 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Insulet Corporation è coperta da 50 analisti. 24 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jeffrey Johnson | Baird |
| Travis Steed | Barclays |
| Matthew Miksic | Barclays |