Insulet（PODD）株式概要インスレット社は、インスリン依存性糖尿病患者向けのインスリン送達システムを開発、製造、販売しています。 詳細PODD ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より52.6%で取引されている 収益は年間22.8%増加すると予測されています リスク分析利益率(10.4%)は昨年より低い(18.3%) すべてのリスクチェックを見るPODD Community Fair Values Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN52.8% undervaluedAnalystConsensusTarget•16d agoDigital Diabetes Care Will Expand International Market Opportunities342119AN35.4% undervaluedAnalystLowTarget•20d agoExecution Risks In Diabetes Automation Will Test Long Runway For Future Margin Expansion700AN64.6% undervaluedAnalystHighTarget•1mo agoLong-Term Diabetes Automation Adoption And Manufacturing Scale Will Drive Strong Future Potential1200Top Analyst NarrativesAN52.8% undervaluedAnalystConsensusTarget•16d agoDigital Diabetes Care Will Expand International Market Opportunities342119AN35.4% undervaluedAnalystLowTarget•20d agoExecution Risks In Diabetes Automation Will Test Long Runway For Future Margin Expansion700AN64.6% undervaluedAnalystHighTarget•1mo agoLong-Term Diabetes Automation Adoption And Manufacturing Scale Will Drive Strong Future Potential1200View all narrativesInsulet Corporation 競合他社PenumbraSymbol: NYSE:PENMarket cap: US$12.7bGlobus MedicalSymbol: NYSE:GMEDMarket cap: US$10.6bZimmer Biomet HoldingsSymbol: NYSE:ZBHMarket cap: US$15.9bMasimoSymbol: NasdaqGS:MASIMarket cap: US$9.3b価格と性能株価の高値、安値、推移の概要Insulet過去の株価現在の株価US$154.1752週高値US$354.8852週安値US$148.31ベータ1.21ヶ月の変化-21.71%3ヶ月変化-38.92%1年変化-51.32%3年間の変化-51.94%5年間の変化-32.51%IPOからの変化865.98%最新ニュースお知らせ • May 08+ 1 more updateInsulet Corporation Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Insulet Corporation provided earnings guidance for the second quarter ending June 30, 2026. for the quarter, the company expects GAAP revenue growth of 21% - 23%.Price Target Changed • May 07Price target decreased by 23% to US$252Down from US$326, the current price target is an average from 23 analysts. New target price is 57% above last closing price of US$160. Stock is down 38% over the past year. The company is forecast to post earnings per share of US$6.13 for next year compared to US$3.51 last year.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.30 (up from US$0.50 in 1Q 2025). Revenue: US$761.7m (up 34% from 1Q 2025). Net income: US$91.1m (up 157% from 1Q 2025). Profit margin: 12% (up from 6.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.ライブニュース • May 05Insulet Faces Pod Recall as New Diabetes Trial Targets Expanded Market OpportunityInsulet expanded its voluntary correction and recall of certain Omnipod 5 pods after a manufacturing defect was linked to insulin under-delivery and an FDA Class I classification. The affected pods represent roughly 1.5% of Insulet’s annual production, and the company has said it does not expect an impact on overall shipments. Insulet has started the EVOLVE pivotal trial for a fully closed-loop insulin delivery system aimed at people with type 2 diabetes, with a 510(k) filing planned for 2027 and a targeted launch in 2028. For you as an investor, the recall and the EVOLVE trial sit on opposite sides of the risk/reward equation. The Class I designation highlights safety concerns, and Insulet has reported 476 device reports possibly tied to the defect, with 29 serious adverse events confirmed. That raises questions around quality control, potential regulatory scrutiny, and how clinicians and patients view the Omnipod 5 platform, even though the issue is limited to a small share of total production and is not expected to affect product availability. On the other side, the EVOLVE study pushes Insulet further into the type 2 diabetes market, which is large and has different treatment patterns compared with type 1. If the fully closed-loop system is shown to be safe and effective, it could broaden the company’s addressable customer base and diversify revenue sources. Investors may focus on how Insulet manages recall-related risks while keeping its product pipeline and clinical programs on track, including how that aligns with prior guidance and published analyst views on growth and margins.お知らせ • May 05Insulet Corporation Initiates Evolve Pivotal Study to Advance Fully Closed-Loop Automated Insulin Delivery System for Type 2 DiabetesInsulet Corporation has enrolled the first participant in a pivotal study for its fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D). FCL for T2D is a breakthrough innovation intended to further improve glycemic outcomes with less burden for users across diverse care settings. That includes eliminating user interactions for bolusing and mealtime announcements for people with T2D as well as settings to start and onboard. Advancing AID Through a Fully Closed Loop System: The EVOLVE clinical study is a multi-center randomized control trial actively enrolling up to 350 adults across a maximum of 40 U.S. sites. The participants are between 18 – 75 years of age, living with T2D and using insulin (basal-bolus or basal-only). The Company received Investigational Device Exemption (IDE) approval in March 2026 from the U.S. Food and Drug Administration (FDA). The Company aims to remove barriers and expand access to AID, particularly in primary care, where approximately 70% of people with T2D are managed. By streamlining onboarding and training and eliminating start-up settings, Insulet’s FCL for T2D is designed to reduce workload and support healthcare professionals across specialties and care settings. The EVOLVE Pivotal Study follows a three-part series of feasibility studies to support the development of Insulet’s FCL AID system. The Company presented promising feasibility results at the 19International Conference on Advanced Technologies & Treatments for Diabetes (ATTD) in Barcelona, Spain, including a 24% time in range (TIR) improvement, for an average of 68%, over standard injection therapy. In 2024, Insulet shared results from its landmark SECURE-T2D pivotal trial, demonstrating improved glycemic outcomes with Omnipod 5 compared with prior insulin injection or pump therapy in adults with T2D. Participants experienced a reduction in HbA1c from 8.2% to 7.4% and a 20% increase in TIR– from 45% to 66% or 4.8 hours daily. With these results, Insulet was the first company to receive 510(k) clearance for an AID system, Omnipod 5, for adults with T2D. Since then, the Company has seen impressive adoption rates and real-world evidence of glycemic improvements including more than 80% TIR with optimized settings for people with T2D using Omnipod 5. While Insulet’s type 2 prescriber base in the U.S. grew by more than 60% in 2025 to more than 6,500 clinicians, AID adoption remains well below 5% for the estimated 5.5 million people with T2D who require insulin. Insulet is committed to continuing to expand adoption of AID for this population, as recommended by the American Diabetes Association’s 2026 Standards of Care. The Company plans to submit a 510(k) filing to the FDA in 2027 and launch its FCL AID system for T2D in 2028. The FCL AID System is an investigational device. Limited by Federal (or United States) law to investigational use. This product has not been reviewed by the FDA or any other regulatory agency. Venkatraman S, et al. Trends and Disparities in Glycemic Control and Severe Hyperglycemia Among U.S. Adults with Diabetes Using Insulin, 1988-22020. JAMA Netw Open. 2022 Dec 1;5(12). The EVOLVE study will evaluate a new fully closed-looped AID system for Type 2 diabetes. Retrospective RWE data on file. 2025. Results shown for T2D users with optimized settings including sufficient CGM data (=75% of days with =220 readings), =90% time in Automated Mode, =3 bolus/day and an average Target Glucose of 110-115 mg/dL (6.1-6.4 mmol/L). Optimized settings: ISF x TDI =1500, I:C Ratio x TDI =350. RF-062025-00014.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$160, the stock trades at a forward P/E ratio of 25x. Average trailing P/E is 24x in the Medical Equipment industry in the US. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$289 per share.最新情報をもっと見るRecent updatesお知らせ • May 08+ 1 more updateInsulet Corporation Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Insulet Corporation provided earnings guidance for the second quarter ending June 30, 2026. for the quarter, the company expects GAAP revenue growth of 21% - 23%.Price Target Changed • May 07Price target decreased by 23% to US$252Down from US$326, the current price target is an average from 23 analysts. New target price is 57% above last closing price of US$160. Stock is down 38% over the past year. The company is forecast to post earnings per share of US$6.13 for next year compared to US$3.51 last year.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.30 (up from US$0.50 in 1Q 2025). Revenue: US$761.7m (up 34% from 1Q 2025). Net income: US$91.1m (up 157% from 1Q 2025). Profit margin: 12% (up from 6.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.ライブニュース • May 05Insulet Faces Pod Recall as New Diabetes Trial Targets Expanded Market OpportunityInsulet expanded its voluntary correction and recall of certain Omnipod 5 pods after a manufacturing defect was linked to insulin under-delivery and an FDA Class I classification. The affected pods represent roughly 1.5% of Insulet’s annual production, and the company has said it does not expect an impact on overall shipments. Insulet has started the EVOLVE pivotal trial for a fully closed-loop insulin delivery system aimed at people with type 2 diabetes, with a 510(k) filing planned for 2027 and a targeted launch in 2028. For you as an investor, the recall and the EVOLVE trial sit on opposite sides of the risk/reward equation. The Class I designation highlights safety concerns, and Insulet has reported 476 device reports possibly tied to the defect, with 29 serious adverse events confirmed. That raises questions around quality control, potential regulatory scrutiny, and how clinicians and patients view the Omnipod 5 platform, even though the issue is limited to a small share of total production and is not expected to affect product availability. On the other side, the EVOLVE study pushes Insulet further into the type 2 diabetes market, which is large and has different treatment patterns compared with type 1. If the fully closed-loop system is shown to be safe and effective, it could broaden the company’s addressable customer base and diversify revenue sources. Investors may focus on how Insulet manages recall-related risks while keeping its product pipeline and clinical programs on track, including how that aligns with prior guidance and published analyst views on growth and margins.お知らせ • May 05Insulet Corporation Initiates Evolve Pivotal Study to Advance Fully Closed-Loop Automated Insulin Delivery System for Type 2 DiabetesInsulet Corporation has enrolled the first participant in a pivotal study for its fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D). FCL for T2D is a breakthrough innovation intended to further improve glycemic outcomes with less burden for users across diverse care settings. That includes eliminating user interactions for bolusing and mealtime announcements for people with T2D as well as settings to start and onboard. Advancing AID Through a Fully Closed Loop System: The EVOLVE clinical study is a multi-center randomized control trial actively enrolling up to 350 adults across a maximum of 40 U.S. sites. The participants are between 18 – 75 years of age, living with T2D and using insulin (basal-bolus or basal-only). The Company received Investigational Device Exemption (IDE) approval in March 2026 from the U.S. Food and Drug Administration (FDA). The Company aims to remove barriers and expand access to AID, particularly in primary care, where approximately 70% of people with T2D are managed. By streamlining onboarding and training and eliminating start-up settings, Insulet’s FCL for T2D is designed to reduce workload and support healthcare professionals across specialties and care settings. The EVOLVE Pivotal Study follows a three-part series of feasibility studies to support the development of Insulet’s FCL AID system. The Company presented promising feasibility results at the 19International Conference on Advanced Technologies & Treatments for Diabetes (ATTD) in Barcelona, Spain, including a 24% time in range (TIR) improvement, for an average of 68%, over standard injection therapy. In 2024, Insulet shared results from its landmark SECURE-T2D pivotal trial, demonstrating improved glycemic outcomes with Omnipod 5 compared with prior insulin injection or pump therapy in adults with T2D. Participants experienced a reduction in HbA1c from 8.2% to 7.4% and a 20% increase in TIR– from 45% to 66% or 4.8 hours daily. With these results, Insulet was the first company to receive 510(k) clearance for an AID system, Omnipod 5, for adults with T2D. Since then, the Company has seen impressive adoption rates and real-world evidence of glycemic improvements including more than 80% TIR with optimized settings for people with T2D using Omnipod 5. While Insulet’s type 2 prescriber base in the U.S. grew by more than 60% in 2025 to more than 6,500 clinicians, AID adoption remains well below 5% for the estimated 5.5 million people with T2D who require insulin. Insulet is committed to continuing to expand adoption of AID for this population, as recommended by the American Diabetes Association’s 2026 Standards of Care. The Company plans to submit a 510(k) filing to the FDA in 2027 and launch its FCL AID system for T2D in 2028. The FCL AID System is an investigational device. Limited by Federal (or United States) law to investigational use. This product has not been reviewed by the FDA or any other regulatory agency. Venkatraman S, et al. Trends and Disparities in Glycemic Control and Severe Hyperglycemia Among U.S. Adults with Diabetes Using Insulin, 1988-22020. JAMA Netw Open. 2022 Dec 1;5(12). The EVOLVE study will evaluate a new fully closed-looped AID system for Type 2 diabetes. Retrospective RWE data on file. 2025. Results shown for T2D users with optimized settings including sufficient CGM data (=75% of days with =220 readings), =90% time in Automated Mode, =3 bolus/day and an average Target Glucose of 110-115 mg/dL (6.1-6.4 mmol/L). Optimized settings: ISF x TDI =1500, I:C Ratio x TDI =350. RF-062025-00014.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$160, the stock trades at a forward P/E ratio of 25x. Average trailing P/E is 24x in the Medical Equipment industry in the US. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$289 per share.ナラティブ更新 • Apr 26PODD: Type 2 Automation And New Geographies Will Offset Device ConcernsThe 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.新しいナラティブ • Apr 22Execution Risks In Diabetes Automation Will Test Long Runway For Future Margin ExpansionCatalysts 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?ナラティブ更新 • Apr 11PODD: Type 2 Automation And New Markets Will Offset Patch Pump CompetitionInsulet'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.新しいナラティブ • Apr 08Long-Term Diabetes Automation Adoption And Manufacturing Scale Will Drive Strong Future PotentialCatalysts 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?お知らせ • Apr 07Insulet Corporation, Annual General Meeting, May 20, 2026Insulet Corporation, Annual General Meeting, May 20, 2026.お知らせ • Apr 01Insulet Corporation to Report Q1, 2026 Results on May 06, 2026Insulet Corporation announced that they will report Q1, 2026 results Pre-Market on May 06, 2026お知らせ • Mar 30Insulet Corporation Appoints Mike Panos as Executive Vice President and Chief Commercial Officer, Effective March 30, 2026Insulet Corporation announced the appointment of Mike Panos as Executive Vice President, Chief Commercial Officer, effective March 30, 2026. In this role, Mr. Panos will lead Insulet’s global commercial organization, reporting to President and Chief Executive Officer Ashley McEvoy. He will also be a member of the Executive Leadership Team. Mr. Panos brings 30 years of commercial leadership experience in the medical technology sector, most recently serving as Leader, Sales Excellence at Stryker Corporation. Over his three-decade career at Stryker, he held multiple senior leadership roles, including President of the Trauma and Extremities Division and President of North America and Global R&D. He is widely recognized for developing top talent, instilling rigorous commercial discipline, and leading large, global teams to deliver both top-line growth and operational performance. Mr. Panos is a Boston College graduate and long-time Boston-area resident, bringing deep ties to the region and local leadership experience to Insulet’s Massachusetts-based team. At Insulet, Mr. Panos will lead the Company’s global commercial organization, with responsibility for driving commercial strategy and execution across geographies, expanding market access, and strengthening capabilities to support continued growth and reach, including expanding into new patient populations and care settings.ナラティブ更新 • Mar 28PODD: Type 2 Automation And New Markets Will Outweigh Patch Pump CompetitionAnalysts 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.ナラティブ更新 • Mar 13PODD: Type 2 Adoption And Buybacks Will Offset Patch Pump CompetitionInsulet'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.お知らせ • Mar 13Insulet Corporation Initiates Voluntary Medical Device Correction For Certain Omnipod 5 Pods In The U.SInsulet Corporation initiated a voluntary Medical Device Correction for specific lots of Omnipod 5 Pods after identifying a manufacturing issue through its ongoing product monitoring. This action applies to specific identified lots distributed in the United States, and all other Omnipod 5 Pods and Omnipod products remain safe to use. Insulet identified that certain Pods from specific lots may have a small tear in the internal tubing that delivers insulin. If this occurs, insulin may leak inside the Pod instead of being fully infused into the body as intended. If insulin is not delivered properly, users may experience high blood glucose levels due to under-delivery of insulin. In the most severe cases, prolonged and persistent high blood glucose levels can lead to diabetic ketoacidosis (DKA), a serious medical condition that requires prompt medical treatment. Insulet has received 18 reports of serious adverse events associated with high blood glucose levels, including hospitalization and DKA. No deaths have been reported. This issue does not affect continuous glucose monitoring (CGM) systems or CGM readings. Following its investigation, Insulet has implemented updates to its manufacturing processes and quality controls to strengthen detection and prevention and further support the integrity of its products. The Pods involved in this correction represent approximately 1.5% of annual Omnipod 5 pod production globally. Insulet continues to manufacture and ship Omnipod 5 Pods and does not anticipate disruption to customer shipments, product availability, or new patient starts. The U.S. Food and Drug Administration has been notified of this action. Customers should visit omnipod.com/check-pods to confirm whether their Pod lot number is included in this voluntary Medical Device Correction and request replacement Pods at no cost. If a Pod from an affected lot is currently in use, customers should discontinue use and replace it with a Pod from an unaffected lot. Customers who have questions or need assistance may contact Insulet Product Support at 1-800-641-2049 (available 24/7) or use the live agent chat at omnipod.com/current-podders.お知らせ • Mar 12Insulet Corporation Presents Promising Study Results For Fully Closed-Loop Automated Insulin Delivery System For Adults With Type 2 DiabetesInsulet Corporation shared new clinical evidence related to the development of its first fully closed-loop automated insulin delivery system for type 2 diabetes. Outcomes from EVOLUTION 2 study include 68% time in range with no boluses. Diverse multicenter feasibility study highlights the promise of future Omnipod innovation to address unmet needs, improve outcomes, and redefine user and clinician experience. Presented at the 19th International Conference on Advanced Technologies & Treatments for Diabetes in Barcelona, Spain, EVOLUTION 2 is the second in a series of feasibility studies supporting the development of an Omnipod fully closed-loop system. This multicenter feasibility study was designed to drive rapid innovation, allowing investigators to evaluate multiple versions of the algorithm to support continued fully closed-loop system development. It included 24 adults in a highly diverse cohort from New Zealand, aged 16-70 years with type 2 diabetes using insulin (basal-bolus or basal-only, pumps or injections with HbA1c under 12.0%). The participants had lived with type 2 diabetes for an average of 16 years. When using the final algorithm version of fully closed-loop with no boluses, the participants’ time in range increased to an average of 68%, a 24% improvement over standard injection therapy. Time Below Range remained very low, with a median of 0.14% below 70 mg/dL—well under the American Diabetes Association’s recommended threshold of less than 4%. No severe hypoglycemia or diabetic ketoacidosis events were observed. Users experienced improved glycemic outcomes without compromising on low glucose events. The benefits were observed across a diverse set of participant characteristics including sex, ethnicity, baseline HbA1c, and body mass index. More than 90% of participants chose to continue into the ongoing extension phase, showing strong interest and positive experiences with the fully closed-loop system. EVOLUTION 2 builds on the 2024 EVOLUTION 1 feasibility study, which was the first evaluation of the Omnipod fully closed-loop algorithm in adults with type 2 diabetes. Participants in the EVOLUTION 1 study experienced significant improvements in time in range, from 52% to 65%, without boluses, representing more than three additional hours per day in target range with minimal hypoglycemia. Insulet used these results to fine-tune the algorithm design, focusing on further simplifying the user experience and laying the groundwork for additional improvements studied with EVOLUTION 2. The company plans to start its pivotal study (EVOLVE) in 2026 to support a 510(k) filing in 2027 and a commercial launch in 2028.お知らせ • Mar 10Insulet Corporation Presents Evolution 2 Results and Demonstrates Omnipod Fully Closed-Loop System for Adults with Type 2 DiabetesInsulet Corporation announced to present new clinical evidence related to its first fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D) at the 19th International Conference on Advanced Technologies & Treatments for Diabetes (ATTD), taking place March 11 – 14, 2026 in Barcelona, Spain, and online. The EVOLUTION 2 study results will be presented at Insulet’s symposium by Dr. Martin de Bock, Professor and Pediatric Endocrinologist at the University of Otago, Christchurch in New Zealand. This study is part of a series of EVOLUTION feasibility studies to test the safety and efficacy of the T2D FCL System which eliminates burden from dosing decisions and simplifies the provider experience. The symposium, entitled “Omnipod: Breakthrough Simplicity. Better Control. Fully Closing the Loop.” will take place on Wednesday, March 11 from 2:40 – 4:10 p.m. CET in Hall 112. In addition to Dr. de Bock’s presentation of EVOLUTION 2, the symposium will focus on glycemic improvements with Omnipod 5 and the importance of AID technology as standard of care for people with diabetes. A total of seven posters and presentations on the Omnipod 5 System, the Omnipod DASH Insulin Management System, and future innovations will be presented at ATTD. Oral Presentations include: Settings Associated with Optimal Outcomes with the Omnipod 5 Automated Insulin Delivery System: Evidence from Real-World Users with Type 2 Diabetes with Dr. Grazia Aleppo: 10:30 – 10:40 a.m. CET, Hall 115; Glycemic Outcomes with the Omnipod 5 Automated Insulin Delivery System in Users with Low Insulin Requirements (fewer than 5 units/day): Evidence from Real-World Users with Dr. Lori Laffel: 13:45 – 13:55 p.m. CET, Hall 113; Settings Associated with Optimal Outcomes with the Omnipod 5 Automated Insulin Delivery System: Evidence from Real-World Users with Type 1 Diabetes with Dr. Gregory Forlenza: 13:55 – 14:05 p.m. CET, Hall 113; Glycemic Outcomes with the Omnipod 5 Automated Insulin Delivery System in Infants and Toddlers with Dr. Jamie Wood: 14:05 – 14:15 p.m. CET, Hall 113; Tubed or Tubeless Insulin Pumps? A Retrospective Real-World Analysis of National French Health Data with Pr. Bogdan Nicolescu-Catargi: 14:45 p.m., Hall 212. Poster Presentations include: e-Poster EP070 – Outpatient Evaluation of a Next-Generation Fully Closed-Loop Algorithm for Omnipod in Adults with Type 2 Diabetes with Dr. Martin de Bock; e-Poster EP082 – Improved Health-related Quality of Life for Adults with Type 1 Diabetes: Impact of Tubeless Therapy on the Implementation Plan for Automated Insulin Delivery in England with Dr. Jackie Elliott. e-Poster presentations will be available throughout the entire conference. Clinical experts will offer hands-on Omnipod product demonstrations to conference attendees at the Omnipod booth (38), offering attendees the chance to experience Omnipod 5. An immersive, multi-media experience inside an inflatable dome will also be available on Wednesday evening and Thursday during exhibit hall hours. The dome will include a 180-degree video screen and other sensory displays to tell Insulet’s story and showcase how Omnipod 5 is transforming diabetes management. Throughout the show, Insulet will record episodes for its Beyond the Bolus, TypeCast, and Within Range podcasts, featuring interviews with various healthcare providers, thought leaders, and Omnipod users. Visitors will be able to listen to these conversations live from a dedicated space next to the main Omnipod exhibit. Sr. Research Analyst Jeff Johnson of Baird will be hosting a webcast featuring Dr. Ly on Friday, March 13, at 3:00 PM CET. The interview will feature a recap of highlights, new clinical data, and updates from ATTD.Seeking Alpha • Feb 27Insulet: The Growth Doesn't Stop HereSummary The market is overstating the impact of GLP-1s and fails to recognize that GLP-1s pose no direct threat to Insulet's customer base. International expansion into Europe (the largest addressable market for T1D) and the shift into MENA focus will drive top-line growth. The T2D market is underpenetrated, representing a wide potential runway, from which PODD is set to win the most based on structural moats. Read the full article on Seeking AlphaRecent Insider Transactions • Feb 26CEO, President & Director recently bought US$1.0m worth of stockOn the 20th of February, Ashley McEvoy bought around 4k shares on-market at roughly US$239 per share. This transaction increased Ashley's direct individual holding by 54x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ashley's only on-market trade for the last 12 months.ナラティブ更新 • Feb 26PODD: Type 2 Adoption And Buyback Program Will Support Future LeadershipAnalysts 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.Reported Earnings • Feb 19Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$3.51 (down from US$5.97 in FY 2024). Revenue: US$2.71b (up 31% from FY 2024). Net income: US$247.1m (down 41% from FY 2024). Profit margin: 9.1% (down from 20% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 18Insulet Corporation Provides Earnings Guidance for the First Quarter Ending March 31, 2026 and Year Ending December 31, 2026Insulet Corporation provided earnings guidance for the first quarter ending March 31, 2026 and year ending December 31, 2026. for the quarter, the company expects GAAP revenue growth of 21% - 23%. for the year, the company expects GAAP revenue growth of 27% - 29%.ナラティブ更新 • Feb 08PODD: Type 2 Diabetes Ramp Will Support Multi Year Market LeadershipNarrative 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.お知らせ • Feb 05Insulet Launches Omnipod® 5 and Omnipod Discover™ in the Middle East to Transform Diabetes CareInsulet Corporation announced its transformative Omnipod 5 Automated Insulin Delivery (AID) System is now available in the Middle East - including Saudi Arabia, Kuwait, Qatar, and the United Arab Emirates (UAE). The Company is making the announcement at the 16th edition of the Emirates Diabetes and Endocrine Congress (EDEC) in Dubai. The Omnipod 5 System simplifies diabetes management and has demonstrated strong glycemic outcomes, including improved time in range and lowering HbA1c, by automatically adjusting insulin delivery every five minutes and eliminating the need for multiple daily injections (MDI)2. The waterproof3, discreet, and wearable Omnipod 5 is the first tubeless AID system that communicates with a sensor and proactively corrects for highs and helps to protect against lows, day and night4,5. Omnipod 5 is indicated for individuals aged two years and older with type 1 diabetes and compatible with the Abbott FreeStyle Libre 2 Plus sensor and the Dexcom G7 sensor in Saudi Arabia, Kuwait, and the UAE, and with the Dexcom G 7 sensor in Qatar. Omnipod Discover: Diabetes Data Management - Simplified: Insulet is also launching Omnipod Discover, a proprietary and retrospective data analytics and reporting platform designed for Omnipod 5 users, their caregivers, and healthcare providers. Easy to access, Omnipod Discover streamlines the analysis of glucose and insulin delivery data and delivers meaningful insights -- transforming complex information into clear, relevant trends and recommendations that inform diabetes management. Its web-based intuitive display shows how the Omnipod 5 algorithm automates insulin delivery, enabling understanding of trends to make decisions confidently. Users can also access their data with insights in a simplified way that empowers them to understand and manage their diabetes. Omnipod Discover is being introduced in these Middle Eastern markets first, with plans to expand to other countries where Omnipod 5 is available. With these new market launches, Omnipod 5 is now available globally in 19 countries with plans to launch in Spain (a new market for Insulet) in 2026, followed by Greece and Croatia in the first half of 2027.Buy Or Sell Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$258. The fair value is estimated to be US$324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.ナラティブ更新 • Jan 23PODD: Type 2 Diabetes Expansion Will Sustain Multi Year Market LeadershipThe 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.ナラティブ更新 • Jan 09PODD: Type 2 Diabetes Ramp Will Sustain Multi Year Market LeadershipOur 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.お知らせ • Jan 09Insulet Corporation to Report Q4, 2025 Results on Feb 18, 2026Insulet Corporation announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2026ナラティブ更新 • Dec 22PODD: Type 2 Diabetes Adoption Will Sustain Multi Year Market LeadershipOur 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.ナラティブ更新 • Dec 08PODD: Type 2 Diabetes Expansion Will Drive Multi Year Market LeadershipAnalysts 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.お知らせ • Dec 04Insulet Corporation Announces FDA 510(k) Clearance of Omnipod® 5 Algorithm Enhancements That Redefine Insulin Delivery and Simplify the Pod ExperienceInsulet Corporation announced it has received FDA 510(k) clearance for significant enhancements to the Omnipod 5 Automated Insulin Delivery System. These updates to the Omnipod 5 algorithm set a new benchmark in tubeless diabetes technology by offering a lower 100 mg/dL Target Glucose option and a more seamless automated experience. More Flexibility with a Lower Target Glucose Setting: The new 100 mg/dL Target GlUCose expands Omnipod 5's customization range to six settings between 100-150 mg/dL in 10 mg/dL increments. This flexibility allows healthcare providers to tailor insulin delivery more precisely, supporting individuals seeking tighter glucose management or those striving to meet specific glucose goals. It also directly impacts automated insulin delivery and improves the algorithm's responsiveness. Real world evidence has shown that lowering the glucose target is associated with increased time in range, with no clinically meaningful change in Time Below Range1 (TBR). In addition, the upgraded Omnipod 5 algorithm helps users stay in Automated Mode with fewer interruptions, even during prolonged high glucose events. These advancements are designed to deliver strong clinical results with increased flexibility and greater ease of use, with fewer interruptions to daily life. The updates to the Omnipod5 algorithm are anticipated to launch in the United States in the first half of 2026, where Omnipod 5 is cleared for people aged 2 and older with type 1 and aged 18 and older with type 2 diabetes.ナラティブ更新 • Nov 24PODD: Expansion Into Type 2 Diabetes Will Drive Market Leadership AheadInsulet'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.分析記事 • Nov 09Insulet Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInsulet Corporation ( NASDAQ:PODD ) just released its latest quarterly results and things are looking bullish. Results...ナラティブ更新 • Nov 07PODD: Expanding International Reach Will Drive Greater Diabetes Market PenetrationAnalysts 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.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.25 (up from US$1.11 in 3Q 2024). Revenue: US$706.3m (up 30% from 3Q 2024). Net income: US$87.6m (up 13% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 06Insulet Corporation Provides Revenue Guidance for the Fourth Quarter and Full Year Ending December 31, 2025Insulet Corporation provided revenue guidance for the fourth quarter and full year ending December 31, 2025. For the quarter, the company expects total omnipod revenue in constant currency 27%-30% as compared to 25%-28% from a year ago. For the full year, the company expects revenue in constant currency of 28%-29% as compared to 24%-27% from a year ago.Buy Or Sell Opportunity • Nov 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$320. The fair value is estimated to be US$267, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Oct 23Insulet Corporation Appoints Robert L. Huffines to the Board of Directors and Audit Committee, Effective October 31, 2025On October 21, 2025, Insulet Corporation announced the appointment of Robert L. Huffines, a former Global Chair of Investment Banking at JP Morgan Chase & Co., to the Company’s board of directors, as a Class II director, effective October 31, 2025. Mr. Huffines joins the board as an independent director and will serve on the board’s Audit Committee. Mr. Huffines joined J.P. Morgan in 1992 in the Mergers and Acquisitions group, with a focus on the healthcare industry. From 2002 to 2010, he served as co-head of the company’s global healthcare investment banking group, and, from 2011 to 2020, Mr. Huffines served as JP Morgan Chase’s Vice Chairman of Investment Banking. From 2020 to 2024, Mr. Huffines was the company’s Global Chair of Investment Banking and a member of the Executive Committee. Prior to joining J.P. Morgan, he worked at Alex Brown & Sons, specializing in equity financing and advisory assignments for emerging growth companies. Mr. Huffines and his wife, Lisa Huffines, founded The Forest Group Inc., a not-for-profit organization focused on improving the mental health of children in underserved communities. Mr. Huffines currently serves on the boards of directors of Nextech Invest Ltd., Eikon Therapeutics, and the Hastings Center for Biomedical Ethics. He also served as a director of Walgreens Boots Alliance until its sale in August 2025. Mr. Huffines earned his M.B.A. from the Darden School of Business at the University of Virginia, where he received the Faculty Award for academic excellence. He pursued his baccalaureate education at the University of North Carolina, where he majored in English and Economics.ナラティブ更新 • Sep 19Digital Diabetes Care Will Expand International Market OpportunitiesAnalysts 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.Buy Or Sell Opportunity • Sep 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$334. The fair value is estimated to be US$277, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • Sep 16+ 2 more updatesInsulet Corporation Announces Chief Financial Officer Changes, Effective September 30, 2025Insulet Corporation announced that Flavia Pease will succeed Ana Maria Chadwick as Executive Vice President, Chief Financial Officer, effective September 30, 2025. Ms. Chadwick will become a Senior Advisor to Insulet to ensure a smooth transition. Ms. Pease is a seasoned financial executive who brings extensive global healthcare and medical technology industry experience. She most recently served as Corporate Executive Vice President and Chief Financial Officer at Charles River Laboratories. Prior to that, she spent more than 20 years at Johnson & Johnson, working across the Medical Devices and Pharmaceutical segments. During her tenure, she served as Vice President and Group Chief Financial Officer of Johnson & Johnson’s global Medical Devices business, where she oversaw financial operations for a $27 billion global portfolio, and as Vice President of Finance for Janssen North America, Johnson & Johnson’s largest business unit. Ms. Pease has a strong track record of scaling businesses, leading global operations, and driving growth in complex healthcare markets. As a member of Insulet’s Board of Directors and Audit Committee since January 2024, Ms. Pease has a deep understanding of the Company's strategy, operations, and financials. In connection with her appointment, she will resign from the Board upon transitioning to her new role. Ms. Pease has served on Insulet’s Board of Directors since January 2024. She joins the Company from Charles River Laboratories, where she served as Corporate Executive Vice President and Chief Financial Officer since 2022. Prior to joining Charles River, Ms. Pease spent 23 years at Johnson & Johnson in a variety of leadership roles, including Vice President and Group Chief Financial Officer of the global Medical Devices business, Vice President of Finance for Janssen North America, Vice President of the Enterprise Program Management Office, and Vice President of Finance for Janssen Supply Chain, among others. She began her career at Johnson & Johnson in 1998 with the LifeScan business and earlier held positions at SC Johnson and in investment banking in Brazil. Ms. Pease holds a Bachelor of Science in Economics from the Pontifícia Universidade Católica in Rio de Janeiro, Brazil, and a Master of Business Administration from Santa Clara University.分析記事 • Sep 06Market Participants Recognise Insulet Corporation's (NASDAQ:PODD) Revenues Pushing Shares 26% HigherInsulet Corporation ( NASDAQ:PODD ) shareholders would be excited to see that the share price has had a great month...ナラティブ更新 • Sep 04Digital Diabetes Care Will Expand International Market OpportunitiesAnalysts 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.お知らせ • Aug 26Insulet Corporation Announces Executive AppointmentsInsulet Corporation announced the appointment of Eric Benjamin to Chief Operating Officer effective immediately. The Company also announced the appointment of Manoj Raghunandanan as Chief Growth Officer. In this expanded role, Mr. Benjamin will lead Insulet’s end-to-end growth and innovation engine, setting strategy and guiding execution across new products, new markets, and commercial expansion. He will oversee Strategy & Business Development, the Office of the Chief Technology Officer, Research & Development, and a newly-created Growth organization, ensuring strong alignment across teams to drive growth and advance the Company’s strategic priorities. Since joining Insulet in 2015, Mr. Benjamin has been instrumental in transforming the Company into an innovation-driven leader in diabetes care. Through a series of progressive leadership roles, he has strengthened supply chain resilience, launched Omnipod DASH® and Omnipod 5®, expanded Insulet’s reach into the type 2 diabetes market, and digitized the customer experience to improve customer engagement and satisfaction. Most recently, as Executive Vice President, Chief Product & Customer Experience Officer, Mr. Benjamin directed global product strategy, customer experience, commercial execution, and Insulet’s innovation roadmap. With the expansion of Mr. Benjamin’s remit, Insulet also announced the appointment of Manoj Raghunandanan as Chief Growth Officer. Mr. Raghunandanan brings more than 20 years of global consumer health leadership experience at Kenvue (formerly Johnson & Johnson Consumer Health). He most recently served as general manager of their Northern European business and previously sat on the Executive Committee for five years overseeing a $6 billion global OTC portfolio. He has held senior leadership roles in the U.S., Europe, and Asia, building high-performing teams, driving commercial excellence, and scaling global brands. Mr. Raghunandanan will lead Insulet’s newly-formed Growth organization, developing global strategy, overseeing demand generation, accelerating commercial capabilities, and stewarding the global brand and customer experience to accelerate the Company’s next chapter of global growth.Recent Insider Transactions Derivative • Aug 22Executive VP notifies of intention to sell stockEric Benjamin intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$332, it would amount to US$1.4m. Since December 2024, Eric's direct individual holding has increased from 12.64k shares to 14.73k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Aug 14There May Be Reason For Hope In Insulet's (NASDAQ:PODD) Disappointing EarningsNasdaqGS:PODD 1 Year Share Price vs Fair Value Explore Insulet's Fair Values from the Community and select yours...Reported Earnings • Aug 08Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.32 (down from US$2.69 in 2Q 2024). Revenue: US$649.1m (up 33% from 2Q 2024). Net income: US$22.5m (down 88% from 2Q 2024). Profit margin: 3.5% (down from 39% in 2Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 07+ 1 more updateInsulet Corporation Updates Revenue Guidance for the Full Year Ending December 31, 2025Insulet Corporation updated revenue guidance for the full year ending December 31, 2025. For the period, the company expects revenue in constant currency. Total Omnipod of 25% - 28% compared to previous guidance of 20% - 23% and Total revenue of 24% - 27% compared to previous guidance of 19% - 22%.分析記事 • Aug 04Insulet (NASDAQ:PODD) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jul 22Does 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...お知らせ • Jul 08Insulet Corporation to Report Q2, 2025 Results on Aug 07, 2025Insulet Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025分析記事 • Jun 25Insulet (NASDAQ:PODD) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jun 10Insulet Corporation's Omnipod 5 App for Iphone with Dexcom G7 Integration Now Available to All U.S. UsersInsulet Corporation announced that the Omnipod®? 5 App for iPhone is now compatible with the Dexcom G7 Continuous Glucose Monitoring (CGM) System. With this latest integration, the Omnipod 5 Automated Insulin Delivery (AID) System combines the benefits of tubeless AID and Dexcom's latest diabetes management technology, all conveniently controlled from an iPhone. Omnipod 5 proactively adjusts insulin delivery every five minutes, autoc incorrects for high glucose, and helps protect against lows, day and night--even while sleep. The Omnipod 5 App for iPhone, available in the U.S., offers full control of Omnipod 5 including the ability to bolus, change a Pod, adjust settings, access valuable insights, and more. The Omnipod 5 app with Dexcom G7 and Dexcom G6 compatibility is now available for download on the Apple App Store.分析記事 • May 28What 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...分析記事 • May 15Subdued Growth No Barrier To Insulet Corporation (NASDAQ:PODD) With Shares Advancing 26%Insulet Corporation ( NASDAQ:PODD ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • May 10First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.50 (down from US$0.74 in 1Q 2024). Revenue: US$569.0m (up 29% from 1Q 2024). Net income: US$35.4m (down 31% from 1Q 2024). Profit margin: 6.2% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • May 09+ 2 more updatesInsulet Corporation Provides Revenue Guidance for the Full Year Ending December 31, 2025Insulet Corporation provided revenue guidance for the full year ending December 31, 2025. For the period, the company expects revenue in constant currency. Total Omnipod of 20% to 23% compared to previous guidance of 17% to 21% and Total revenue of 19% to 22% compared to previous guidance of 16% to 20%.お知らせ • May 01Insulet Corporation, Annual General Meeting, May 22, 2025Insulet Corporation, Annual General Meeting, May 22, 2025.お知らせ • Apr 29+ 2 more updatesInsulet Corporation Announces Management Changes, Effective April 28, 2025Insulet Corporation announced its Board of Directors has appointed Ashley McEvoy as President and a member of the Board of Directors, effective immediately. Ms. McEvoy succeeds Jim Hollingshead, who has agreed with Insulet’s Board of Directors that his employment with the Company will cease effective as of April 28, 2025, and resigned from the Insulet Board of Directors. The Insulet Board and Mr. Hollingshead mutually agreed that now is the right time to implement this leadership transition. Mr. Hollingshead has entered into a consulting arrangement with the Company to facilitate a smooth transition. Ashley McEvoy is an experienced healthcare executive and Board member. From 1996 to 2023, she served in leadership roles of increasing responsibility at Johnson & Johnson, most recently as Executive Vice President and Worldwide Chairman of Johnson & Johnson’s MedTech business, an organization with 60,000 global employees and revenue of more than $30 billion. In that role, she accelerated revenue growth while expanding the business’s presence in higher growth markets and doubling the value of the business’s new product pipeline. Earlier in her tenure at Johnson & Johnson, she served as Company Group Chairman of Vision and Diabetes Care for six years, Worldwide President of Ethicon Inc. for three years, and President of McNeil Consumer Healthcare for three years, among other leadership roles. Since 2023, Ms. McEvoy has been a member of the Procter & Gamble Board of Directors, serving on the Compensation & Leadership Development and Innovation & Technology Committees. She previously served on the Board of Trustees for the Children’s Hospital of Philadelphia. Ms. McEvoy has been named to FORTUNE’s “Future Fortune 500 CEOs” list and Forbes’ inaugural “CEO Next” list. In 2019, she was named to FORTUNE’s “Most Powerful Women” list, and she was also recognized as a Woman of Achievement by the National Association of Female Executives the following year. She also ranked #1 on The Healthcare Technology Report’s “Top 25 Women Leaders in Medical Devices” list in 2021.お知らせ • Apr 07Insulet Corporation Launches Omnipod 5 Automated Insulin Delivery System in CanadaInsulet Corporation announced that Omnipod 5 is now commercially available in Canada. Omnipod 5 is the first tubeless, waterproof Automated Insulin Delivery (AID) System approved for use in Canada for people with type 1 diabetes ages two years and above. The Omnipod 5 AID System is compatible in Canada with the Dexcom G6 and Dexcom G7 Continuous Glucose Monitoring (CGM) Systems to continuously adapt and automatically deliver insulin according to the user's personal needs, simplifying diabetes for patients. Public reimbursement for Omnipod 5 is currently in place in Ontario and Nova Scotia. Insulet is actively working to expand Omnipod 5 coverage across additional provinces and territories throughout the country. Living with diabetes is very burdensome and often involves constant monitoring and multiple daily injections, or dealing with cumbersome pumps with tubing, all of which can contribute to the constant stress of managing glucose levels. In fact, people with diabetes make an estimated 180 more decisions each day about their health than someone without diabetes4. Omnipod 5 is designed to make living with diabetes simpler, delivering exceptional ease of use; it automatically manages glucose levels, eliminating multiple daily injections, insulin pump tubing or routine fingersticks, providing a seamless and intuitive System that adjusts insulin doses automatically based on real-time glucose readings.お知らせ • Apr 03Insulet Corporation to Report Q1, 2025 Results on May 08, 2025Insulet Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 08, 2025お知らせ • Mar 20+ 1 more updateInsulet Corporation Announces Executive ChangesMark Field, Senior Vice President, Chief Technology Officer of Insulet Corporation (the “Company”) left the Company to pursue other opportunities, effective March 14, 2025. As the Company initiates a search for a new Chief Technology Officer, Amit Guliani, currently serving as Group Vice President, Software Engineering, will serve as acting Chief Technology Officer, effective immediately.お知らせ • Mar 18+ 1 more updateInsulet Corporation Announces Omnipod 5 Automated Insulin Delivery (Aid) System Now Available in AustraliaInsulet Corporation announced its revolutionary Omnipod 5 Automated Insulin Delivery (AID) System is now available in Australia and will soon be offered in three additional countries, helping transform the lives of thousands more people with diabetes around the world. Omnipod 5 is now commercially available in Australia with Dexcom G6 and G7 compatibility, with plans underway to soon add Abbott’s FreeStyle Libre® 2 Plus. Omnipod 5 will be accessible in Belgium in the coming weeks, with Abbott’s FreeStyle Libre 2 Plus and Dexcom G6 and G7 sensor integrations. Omnipod 5 will next launch in Canada later this spring with Dexcom G6 and G7 compatibility. Omnipod 5 will also be offered in Switzerland, also later this spring, with Abbott’s FreeStyle Libre 2 Plus and Dexcom G6 and G7 sensor integrations. Insulet also recently expanded sensor integrations to include Dexcom G7 for Omnipod 5 users in the U.K. and the Netherlands. Additionally, Insulet is planning to bring Omnipod 5 to five more markets including Israel, Saudi Arabia, the United Arab Emirates, Qatar, and Kuwait. Timing will be shared in the coming months. The Omnipod 5 System simplifies diabetes management and has shown to improve clinical outcomes by eliminating the need for multiple daily injections (MDI) and automatically adjusting insulin delivery every five minutes using its advanced SmartAdjust™ technology. The waterproof 1, discreet, and wearable Omnipod 5 is the first tubeless AID system that communicates with a continuous glucose monitor, proactively correcting for highs and helping to protect against lows, day and night 2,3. Kimmie Patel, who lives in Australia and whose five-year-old daughter, Priya, currently uses Omnipod® DASH, is looking forward to the latest innovation.Seeking Alpha • Mar 18Insulet 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 AlphaPrice Target Changed • Feb 28Price target increased by 7.0% to US$313Up from US$292, the current price target is an average from 22 analysts. New target price is 15% above last closing price of US$272. Stock is up 61% over the past year. The company is forecast to post earnings per share of US$4.24 for next year compared to US$5.97 last year.Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.97 (up from US$2.96 in FY 2023). Revenue: US$2.07b (up 22% from FY 2023). Net income: US$418.3m (up 103% from FY 2023). Profit margin: 20% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 21Insulet Corporation Provides Revenue Guidance for the First Quarter Ending March 31, 2025 and Full Year Ending December 31, 2025Insulet Corporation provided revenue guidance for the first quarter ending March 31, 2025 and full year ending December 31, 2025. For the quarter, the company expects revenue growth of 22% to 25%. Revenue growth ranges by product line are: Total Omnipod of 17% to 21% - U.S. Omnipod of 16% to 20% and International Omnipod of 22% to 26%; and Drug Delivery of (55)% to (45)%. For the year, the Company expects revenue growth of 16% to 20%. Revenue growth ranges by product line are: Total Omnipod of 23% to 26% - U.S. Omnipod of 21% to 24% and International Omnipod of 28% to 31%; and Drug Delivery of (10)% to (5)%.Recent Insider Transactions Derivative • Jan 22Executive VP notifies of intention to sell stockEric Benjamin intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of January. If the sale is conducted around the recent share price of US$280, it would amount to US$3.5m. Since March 2024, Eric's direct individual holding has decreased from 16.87k shares to 12.64k. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Jan 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to US$276. The fair value is estimated to be US$228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.お知らせ • Jan 14Insulet Launches Revolutionary Omnipod 5 in Five More Countries in EuropeInsulet Corporation announced the Omnipod 5 Automated Insulin Delivery System is now commercially available in five more countries--Italy, Denmark, Finland, Norway, and Sweden. Omnipod 5 is now available with both Abbott's FreeStyle Libre 2 Plus and Dexcom G6 Continuous Glucose Monitoring (CGM) sensor compatibility. Indicated for individuals aged two years and older with type 1 diabetes, Omnipod 5 is the first and only tubeless automated insulin delivery (AID) system integrated with both leading CGM sensor brands. Omnipod is recognized as the number one insulin pump for new pump users in Europe1. Omnipod 5 is also the number one prescribed AID system in the U.S.2 and the first tubeless, waterproof3 AID system with proactive Glucose control designed to deliver exceptional ease of use. It was first introduced in the U.S. in 2022, integrated with Dexcom G6, and has demonstrated strong clinical results with real world evidence including lower A1c and improved time in range, while maintaining low time in hypoglycemia. Sensor integration with Abbott's FreeStyle Libre 2 plus and Dexcom G6 allows many users to benefit from Omnipod 5 with their sensor of choice. It also gives prescribers more flexibility when recommending a sensor for their patients, making it fast and easy to start AID therapy with Omnipod 5.お知らせ • Jan 10Insulet Corporation to Report Q4, 2024 Results on Feb 20, 2025Insulet Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025Recent Insider Transactions • Dec 19Executive VP recently sold US$1.2m worth of stockOn the 16th of December, Eric Benjamin sold around 4k shares on-market at roughly US$268 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.1m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Dec 17Executive VP notifies of intention to sell stockEric Benjamin intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$268, it would amount to US$1.2m. Since March 2024, Eric has owned 16.87k shares directly. Company insiders have collectively sold US$7.2m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Nov 20Insulet Corporation: Significant Opportunities, Significant Threats - I'm On The SidelinesSummary 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 AlphaReported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.11 (up from US$0.74 in 3Q 2023). Revenue: US$543.9m (up 26% from 3Q 2023). Net income: US$77.5m (up 49% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Nov 08+ 1 more updateInsulet Corporation Revises Earnings Guidance for the Year Ending December 31, 2024Insulet Corporation revised earnings guidance for the year ending December 31, 2024. For the year, the Company is raising its expected revenue growth to a range of 20% to 21% (previously 16% to 19%).株主還元PODDUS Medical EquipmentUS 市場7D-10.0%-4.8%2.6%1Y-51.3%-24.6%26.2%株主還元を見る業界別リターン: PODD過去 1 年間で-24.6 % の収益を上げたUS Medical Equipment業界を下回りました。リターン対市場: PODDは、過去 1 年間で26.2 % のリターンを上げたUS市場を下回りました。価格変動Is PODD's price volatile compared to industry and market?PODD volatilityPODD Average Weekly Movement6.9%Medical Equipment Industry Average Movement8.4%Market Average Movement7.2%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: PODD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: PODDの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20005,400Ashley McEvoywww.insulet.comインスレットコーポレーションは、インスリン依存性糖尿病患者向けのインスリンデリバリーシステムを米国および海外で開発、製造、販売しています。同社は、ポッドに組み込まれた独自のAIDアルゴリズムを含み、サードパーティの持続グルコースモニターと統合し、ワイヤレスBluetooth通信を通じてグルコース値を取得するオムニポッド5自動インスリン送達システム、カラータッチスクリーンユーザーインターフェースを備えたスマートフォンのようなパーソナル糖尿病マネージャーによって制御されるBluetooth対応ポッドを特徴とするオムニポッドDASHインスリン管理システム、およびオムニポッドインスリン管理システムから成るオムニポッドプラットフォーム製品を提供しています。また、アムジェン社には、強力な化学療法後の感染リスクを軽減するためのデリバリーシステムであるノイラスタ・オンプロ・キットに使用するポッドも提供している。同社は薬局チャネルや独立系代理店を通じてエンドユーザーに製品を販売しています。インスレットは2000年に設立され、マサチューセッツ州アクトンに本社を置いています。もっと見るInsulet Corporation 基礎のまとめInsulet の収益と売上を時価総額と比較するとどうか。PODD 基礎統計学時価総額US$10.68b収益（TTM）US$302.80m売上高(TTM)US$2.90b35.3xPER（株価収益率3.7xP/SレシオPODD は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計PODD 損益計算書（TTM）収益US$2.90b売上原価US$841.00m売上総利益US$2.06bその他の費用US$1.76b収益US$302.80m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）4.37グロス・マージン71.01%純利益率10.44%有利子負債／自己資本比率72.8%PODD の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 15:41終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Insulet Corporation 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49 アナリスト機関Jeffrey JohnsonBairdTravis SteedBarclaysMatthew MiksicBarclays46 その他のアナリストを表示
お知らせ • May 08+ 1 more updateInsulet Corporation Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Insulet Corporation provided earnings guidance for the second quarter ending June 30, 2026. for the quarter, the company expects GAAP revenue growth of 21% - 23%.
Price Target Changed • May 07Price target decreased by 23% to US$252Down from US$326, the current price target is an average from 23 analysts. New target price is 57% above last closing price of US$160. Stock is down 38% over the past year. The company is forecast to post earnings per share of US$6.13 for next year compared to US$3.51 last year.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.30 (up from US$0.50 in 1Q 2025). Revenue: US$761.7m (up 34% from 1Q 2025). Net income: US$91.1m (up 157% from 1Q 2025). Profit margin: 12% (up from 6.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
ライブニュース • May 05Insulet Faces Pod Recall as New Diabetes Trial Targets Expanded Market OpportunityInsulet expanded its voluntary correction and recall of certain Omnipod 5 pods after a manufacturing defect was linked to insulin under-delivery and an FDA Class I classification. The affected pods represent roughly 1.5% of Insulet’s annual production, and the company has said it does not expect an impact on overall shipments. Insulet has started the EVOLVE pivotal trial for a fully closed-loop insulin delivery system aimed at people with type 2 diabetes, with a 510(k) filing planned for 2027 and a targeted launch in 2028. For you as an investor, the recall and the EVOLVE trial sit on opposite sides of the risk/reward equation. The Class I designation highlights safety concerns, and Insulet has reported 476 device reports possibly tied to the defect, with 29 serious adverse events confirmed. That raises questions around quality control, potential regulatory scrutiny, and how clinicians and patients view the Omnipod 5 platform, even though the issue is limited to a small share of total production and is not expected to affect product availability. On the other side, the EVOLVE study pushes Insulet further into the type 2 diabetes market, which is large and has different treatment patterns compared with type 1. If the fully closed-loop system is shown to be safe and effective, it could broaden the company’s addressable customer base and diversify revenue sources. Investors may focus on how Insulet manages recall-related risks while keeping its product pipeline and clinical programs on track, including how that aligns with prior guidance and published analyst views on growth and margins.
お知らせ • May 05Insulet Corporation Initiates Evolve Pivotal Study to Advance Fully Closed-Loop Automated Insulin Delivery System for Type 2 DiabetesInsulet Corporation has enrolled the first participant in a pivotal study for its fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D). FCL for T2D is a breakthrough innovation intended to further improve glycemic outcomes with less burden for users across diverse care settings. That includes eliminating user interactions for bolusing and mealtime announcements for people with T2D as well as settings to start and onboard. Advancing AID Through a Fully Closed Loop System: The EVOLVE clinical study is a multi-center randomized control trial actively enrolling up to 350 adults across a maximum of 40 U.S. sites. The participants are between 18 – 75 years of age, living with T2D and using insulin (basal-bolus or basal-only). The Company received Investigational Device Exemption (IDE) approval in March 2026 from the U.S. Food and Drug Administration (FDA). The Company aims to remove barriers and expand access to AID, particularly in primary care, where approximately 70% of people with T2D are managed. By streamlining onboarding and training and eliminating start-up settings, Insulet’s FCL for T2D is designed to reduce workload and support healthcare professionals across specialties and care settings. The EVOLVE Pivotal Study follows a three-part series of feasibility studies to support the development of Insulet’s FCL AID system. The Company presented promising feasibility results at the 19International Conference on Advanced Technologies & Treatments for Diabetes (ATTD) in Barcelona, Spain, including a 24% time in range (TIR) improvement, for an average of 68%, over standard injection therapy. In 2024, Insulet shared results from its landmark SECURE-T2D pivotal trial, demonstrating improved glycemic outcomes with Omnipod 5 compared with prior insulin injection or pump therapy in adults with T2D. Participants experienced a reduction in HbA1c from 8.2% to 7.4% and a 20% increase in TIR– from 45% to 66% or 4.8 hours daily. With these results, Insulet was the first company to receive 510(k) clearance for an AID system, Omnipod 5, for adults with T2D. Since then, the Company has seen impressive adoption rates and real-world evidence of glycemic improvements including more than 80% TIR with optimized settings for people with T2D using Omnipod 5. While Insulet’s type 2 prescriber base in the U.S. grew by more than 60% in 2025 to more than 6,500 clinicians, AID adoption remains well below 5% for the estimated 5.5 million people with T2D who require insulin. Insulet is committed to continuing to expand adoption of AID for this population, as recommended by the American Diabetes Association’s 2026 Standards of Care. The Company plans to submit a 510(k) filing to the FDA in 2027 and launch its FCL AID system for T2D in 2028. The FCL AID System is an investigational device. Limited by Federal (or United States) law to investigational use. This product has not been reviewed by the FDA or any other regulatory agency. Venkatraman S, et al. Trends and Disparities in Glycemic Control and Severe Hyperglycemia Among U.S. Adults with Diabetes Using Insulin, 1988-22020. JAMA Netw Open. 2022 Dec 1;5(12). The EVOLVE study will evaluate a new fully closed-looped AID system for Type 2 diabetes. Retrospective RWE data on file. 2025. Results shown for T2D users with optimized settings including sufficient CGM data (=75% of days with =220 readings), =90% time in Automated Mode, =3 bolus/day and an average Target Glucose of 110-115 mg/dL (6.1-6.4 mmol/L). Optimized settings: ISF x TDI =1500, I:C Ratio x TDI =350. RF-062025-00014.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$160, the stock trades at a forward P/E ratio of 25x. Average trailing P/E is 24x in the Medical Equipment industry in the US. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$289 per share.
お知らせ • May 08+ 1 more updateInsulet Corporation Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Insulet Corporation provided earnings guidance for the second quarter ending June 30, 2026. for the quarter, the company expects GAAP revenue growth of 21% - 23%.
Price Target Changed • May 07Price target decreased by 23% to US$252Down from US$326, the current price target is an average from 23 analysts. New target price is 57% above last closing price of US$160. Stock is down 38% over the past year. The company is forecast to post earnings per share of US$6.13 for next year compared to US$3.51 last year.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.30 (up from US$0.50 in 1Q 2025). Revenue: US$761.7m (up 34% from 1Q 2025). Net income: US$91.1m (up 157% from 1Q 2025). Profit margin: 12% (up from 6.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
ライブニュース • May 05Insulet Faces Pod Recall as New Diabetes Trial Targets Expanded Market OpportunityInsulet expanded its voluntary correction and recall of certain Omnipod 5 pods after a manufacturing defect was linked to insulin under-delivery and an FDA Class I classification. The affected pods represent roughly 1.5% of Insulet’s annual production, and the company has said it does not expect an impact on overall shipments. Insulet has started the EVOLVE pivotal trial for a fully closed-loop insulin delivery system aimed at people with type 2 diabetes, with a 510(k) filing planned for 2027 and a targeted launch in 2028. For you as an investor, the recall and the EVOLVE trial sit on opposite sides of the risk/reward equation. The Class I designation highlights safety concerns, and Insulet has reported 476 device reports possibly tied to the defect, with 29 serious adverse events confirmed. That raises questions around quality control, potential regulatory scrutiny, and how clinicians and patients view the Omnipod 5 platform, even though the issue is limited to a small share of total production and is not expected to affect product availability. On the other side, the EVOLVE study pushes Insulet further into the type 2 diabetes market, which is large and has different treatment patterns compared with type 1. If the fully closed-loop system is shown to be safe and effective, it could broaden the company’s addressable customer base and diversify revenue sources. Investors may focus on how Insulet manages recall-related risks while keeping its product pipeline and clinical programs on track, including how that aligns with prior guidance and published analyst views on growth and margins.
お知らせ • May 05Insulet Corporation Initiates Evolve Pivotal Study to Advance Fully Closed-Loop Automated Insulin Delivery System for Type 2 DiabetesInsulet Corporation has enrolled the first participant in a pivotal study for its fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D). FCL for T2D is a breakthrough innovation intended to further improve glycemic outcomes with less burden for users across diverse care settings. That includes eliminating user interactions for bolusing and mealtime announcements for people with T2D as well as settings to start and onboard. Advancing AID Through a Fully Closed Loop System: The EVOLVE clinical study is a multi-center randomized control trial actively enrolling up to 350 adults across a maximum of 40 U.S. sites. The participants are between 18 – 75 years of age, living with T2D and using insulin (basal-bolus or basal-only). The Company received Investigational Device Exemption (IDE) approval in March 2026 from the U.S. Food and Drug Administration (FDA). The Company aims to remove barriers and expand access to AID, particularly in primary care, where approximately 70% of people with T2D are managed. By streamlining onboarding and training and eliminating start-up settings, Insulet’s FCL for T2D is designed to reduce workload and support healthcare professionals across specialties and care settings. The EVOLVE Pivotal Study follows a three-part series of feasibility studies to support the development of Insulet’s FCL AID system. The Company presented promising feasibility results at the 19International Conference on Advanced Technologies & Treatments for Diabetes (ATTD) in Barcelona, Spain, including a 24% time in range (TIR) improvement, for an average of 68%, over standard injection therapy. In 2024, Insulet shared results from its landmark SECURE-T2D pivotal trial, demonstrating improved glycemic outcomes with Omnipod 5 compared with prior insulin injection or pump therapy in adults with T2D. Participants experienced a reduction in HbA1c from 8.2% to 7.4% and a 20% increase in TIR– from 45% to 66% or 4.8 hours daily. With these results, Insulet was the first company to receive 510(k) clearance for an AID system, Omnipod 5, for adults with T2D. Since then, the Company has seen impressive adoption rates and real-world evidence of glycemic improvements including more than 80% TIR with optimized settings for people with T2D using Omnipod 5. While Insulet’s type 2 prescriber base in the U.S. grew by more than 60% in 2025 to more than 6,500 clinicians, AID adoption remains well below 5% for the estimated 5.5 million people with T2D who require insulin. Insulet is committed to continuing to expand adoption of AID for this population, as recommended by the American Diabetes Association’s 2026 Standards of Care. The Company plans to submit a 510(k) filing to the FDA in 2027 and launch its FCL AID system for T2D in 2028. The FCL AID System is an investigational device. Limited by Federal (or United States) law to investigational use. This product has not been reviewed by the FDA or any other regulatory agency. Venkatraman S, et al. Trends and Disparities in Glycemic Control and Severe Hyperglycemia Among U.S. Adults with Diabetes Using Insulin, 1988-22020. JAMA Netw Open. 2022 Dec 1;5(12). The EVOLVE study will evaluate a new fully closed-looped AID system for Type 2 diabetes. Retrospective RWE data on file. 2025. Results shown for T2D users with optimized settings including sufficient CGM data (=75% of days with =220 readings), =90% time in Automated Mode, =3 bolus/day and an average Target Glucose of 110-115 mg/dL (6.1-6.4 mmol/L). Optimized settings: ISF x TDI =1500, I:C Ratio x TDI =350. RF-062025-00014.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$160, the stock trades at a forward P/E ratio of 25x. Average trailing P/E is 24x in the Medical Equipment industry in the US. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$289 per share.
ナラティブ更新 • Apr 26PODD: Type 2 Automation And New Geographies Will Offset Device ConcernsThe 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.
新しいナラティブ • Apr 22Execution Risks In Diabetes Automation Will Test Long Runway For Future Margin ExpansionCatalysts 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?
ナラティブ更新 • Apr 11PODD: Type 2 Automation And New Markets Will Offset Patch Pump CompetitionInsulet'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.
新しいナラティブ • Apr 08Long-Term Diabetes Automation Adoption And Manufacturing Scale Will Drive Strong Future PotentialCatalysts 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?
お知らせ • Apr 07Insulet Corporation, Annual General Meeting, May 20, 2026Insulet Corporation, Annual General Meeting, May 20, 2026.
お知らせ • Apr 01Insulet Corporation to Report Q1, 2026 Results on May 06, 2026Insulet Corporation announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
お知らせ • Mar 30Insulet Corporation Appoints Mike Panos as Executive Vice President and Chief Commercial Officer, Effective March 30, 2026Insulet Corporation announced the appointment of Mike Panos as Executive Vice President, Chief Commercial Officer, effective March 30, 2026. In this role, Mr. Panos will lead Insulet’s global commercial organization, reporting to President and Chief Executive Officer Ashley McEvoy. He will also be a member of the Executive Leadership Team. Mr. Panos brings 30 years of commercial leadership experience in the medical technology sector, most recently serving as Leader, Sales Excellence at Stryker Corporation. Over his three-decade career at Stryker, he held multiple senior leadership roles, including President of the Trauma and Extremities Division and President of North America and Global R&D. He is widely recognized for developing top talent, instilling rigorous commercial discipline, and leading large, global teams to deliver both top-line growth and operational performance. Mr. Panos is a Boston College graduate and long-time Boston-area resident, bringing deep ties to the region and local leadership experience to Insulet’s Massachusetts-based team. At Insulet, Mr. Panos will lead the Company’s global commercial organization, with responsibility for driving commercial strategy and execution across geographies, expanding market access, and strengthening capabilities to support continued growth and reach, including expanding into new patient populations and care settings.
ナラティブ更新 • Mar 28PODD: Type 2 Automation And New Markets Will Outweigh Patch Pump CompetitionAnalysts 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.
ナラティブ更新 • Mar 13PODD: Type 2 Adoption And Buybacks Will Offset Patch Pump CompetitionInsulet'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.
お知らせ • Mar 13Insulet Corporation Initiates Voluntary Medical Device Correction For Certain Omnipod 5 Pods In The U.SInsulet Corporation initiated a voluntary Medical Device Correction for specific lots of Omnipod 5 Pods after identifying a manufacturing issue through its ongoing product monitoring. This action applies to specific identified lots distributed in the United States, and all other Omnipod 5 Pods and Omnipod products remain safe to use. Insulet identified that certain Pods from specific lots may have a small tear in the internal tubing that delivers insulin. If this occurs, insulin may leak inside the Pod instead of being fully infused into the body as intended. If insulin is not delivered properly, users may experience high blood glucose levels due to under-delivery of insulin. In the most severe cases, prolonged and persistent high blood glucose levels can lead to diabetic ketoacidosis (DKA), a serious medical condition that requires prompt medical treatment. Insulet has received 18 reports of serious adverse events associated with high blood glucose levels, including hospitalization and DKA. No deaths have been reported. This issue does not affect continuous glucose monitoring (CGM) systems or CGM readings. Following its investigation, Insulet has implemented updates to its manufacturing processes and quality controls to strengthen detection and prevention and further support the integrity of its products. The Pods involved in this correction represent approximately 1.5% of annual Omnipod 5 pod production globally. Insulet continues to manufacture and ship Omnipod 5 Pods and does not anticipate disruption to customer shipments, product availability, or new patient starts. The U.S. Food and Drug Administration has been notified of this action. Customers should visit omnipod.com/check-pods to confirm whether their Pod lot number is included in this voluntary Medical Device Correction and request replacement Pods at no cost. If a Pod from an affected lot is currently in use, customers should discontinue use and replace it with a Pod from an unaffected lot. Customers who have questions or need assistance may contact Insulet Product Support at 1-800-641-2049 (available 24/7) or use the live agent chat at omnipod.com/current-podders.
お知らせ • Mar 12Insulet Corporation Presents Promising Study Results For Fully Closed-Loop Automated Insulin Delivery System For Adults With Type 2 DiabetesInsulet Corporation shared new clinical evidence related to the development of its first fully closed-loop automated insulin delivery system for type 2 diabetes. Outcomes from EVOLUTION 2 study include 68% time in range with no boluses. Diverse multicenter feasibility study highlights the promise of future Omnipod innovation to address unmet needs, improve outcomes, and redefine user and clinician experience. Presented at the 19th International Conference on Advanced Technologies & Treatments for Diabetes in Barcelona, Spain, EVOLUTION 2 is the second in a series of feasibility studies supporting the development of an Omnipod fully closed-loop system. This multicenter feasibility study was designed to drive rapid innovation, allowing investigators to evaluate multiple versions of the algorithm to support continued fully closed-loop system development. It included 24 adults in a highly diverse cohort from New Zealand, aged 16-70 years with type 2 diabetes using insulin (basal-bolus or basal-only, pumps or injections with HbA1c under 12.0%). The participants had lived with type 2 diabetes for an average of 16 years. When using the final algorithm version of fully closed-loop with no boluses, the participants’ time in range increased to an average of 68%, a 24% improvement over standard injection therapy. Time Below Range remained very low, with a median of 0.14% below 70 mg/dL—well under the American Diabetes Association’s recommended threshold of less than 4%. No severe hypoglycemia or diabetic ketoacidosis events were observed. Users experienced improved glycemic outcomes without compromising on low glucose events. The benefits were observed across a diverse set of participant characteristics including sex, ethnicity, baseline HbA1c, and body mass index. More than 90% of participants chose to continue into the ongoing extension phase, showing strong interest and positive experiences with the fully closed-loop system. EVOLUTION 2 builds on the 2024 EVOLUTION 1 feasibility study, which was the first evaluation of the Omnipod fully closed-loop algorithm in adults with type 2 diabetes. Participants in the EVOLUTION 1 study experienced significant improvements in time in range, from 52% to 65%, without boluses, representing more than three additional hours per day in target range with minimal hypoglycemia. Insulet used these results to fine-tune the algorithm design, focusing on further simplifying the user experience and laying the groundwork for additional improvements studied with EVOLUTION 2. The company plans to start its pivotal study (EVOLVE) in 2026 to support a 510(k) filing in 2027 and a commercial launch in 2028.
お知らせ • Mar 10Insulet Corporation Presents Evolution 2 Results and Demonstrates Omnipod Fully Closed-Loop System for Adults with Type 2 DiabetesInsulet Corporation announced to present new clinical evidence related to its first fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D) at the 19th International Conference on Advanced Technologies & Treatments for Diabetes (ATTD), taking place March 11 – 14, 2026 in Barcelona, Spain, and online. The EVOLUTION 2 study results will be presented at Insulet’s symposium by Dr. Martin de Bock, Professor and Pediatric Endocrinologist at the University of Otago, Christchurch in New Zealand. This study is part of a series of EVOLUTION feasibility studies to test the safety and efficacy of the T2D FCL System which eliminates burden from dosing decisions and simplifies the provider experience. The symposium, entitled “Omnipod: Breakthrough Simplicity. Better Control. Fully Closing the Loop.” will take place on Wednesday, March 11 from 2:40 – 4:10 p.m. CET in Hall 112. In addition to Dr. de Bock’s presentation of EVOLUTION 2, the symposium will focus on glycemic improvements with Omnipod 5 and the importance of AID technology as standard of care for people with diabetes. A total of seven posters and presentations on the Omnipod 5 System, the Omnipod DASH Insulin Management System, and future innovations will be presented at ATTD. Oral Presentations include: Settings Associated with Optimal Outcomes with the Omnipod 5 Automated Insulin Delivery System: Evidence from Real-World Users with Type 2 Diabetes with Dr. Grazia Aleppo: 10:30 – 10:40 a.m. CET, Hall 115; Glycemic Outcomes with the Omnipod 5 Automated Insulin Delivery System in Users with Low Insulin Requirements (fewer than 5 units/day): Evidence from Real-World Users with Dr. Lori Laffel: 13:45 – 13:55 p.m. CET, Hall 113; Settings Associated with Optimal Outcomes with the Omnipod 5 Automated Insulin Delivery System: Evidence from Real-World Users with Type 1 Diabetes with Dr. Gregory Forlenza: 13:55 – 14:05 p.m. CET, Hall 113; Glycemic Outcomes with the Omnipod 5 Automated Insulin Delivery System in Infants and Toddlers with Dr. Jamie Wood: 14:05 – 14:15 p.m. CET, Hall 113; Tubed or Tubeless Insulin Pumps? A Retrospective Real-World Analysis of National French Health Data with Pr. Bogdan Nicolescu-Catargi: 14:45 p.m., Hall 212. Poster Presentations include: e-Poster EP070 – Outpatient Evaluation of a Next-Generation Fully Closed-Loop Algorithm for Omnipod in Adults with Type 2 Diabetes with Dr. Martin de Bock; e-Poster EP082 – Improved Health-related Quality of Life for Adults with Type 1 Diabetes: Impact of Tubeless Therapy on the Implementation Plan for Automated Insulin Delivery in England with Dr. Jackie Elliott. e-Poster presentations will be available throughout the entire conference. Clinical experts will offer hands-on Omnipod product demonstrations to conference attendees at the Omnipod booth (38), offering attendees the chance to experience Omnipod 5. An immersive, multi-media experience inside an inflatable dome will also be available on Wednesday evening and Thursday during exhibit hall hours. The dome will include a 180-degree video screen and other sensory displays to tell Insulet’s story and showcase how Omnipod 5 is transforming diabetes management. Throughout the show, Insulet will record episodes for its Beyond the Bolus, TypeCast, and Within Range podcasts, featuring interviews with various healthcare providers, thought leaders, and Omnipod users. Visitors will be able to listen to these conversations live from a dedicated space next to the main Omnipod exhibit. Sr. Research Analyst Jeff Johnson of Baird will be hosting a webcast featuring Dr. Ly on Friday, March 13, at 3:00 PM CET. The interview will feature a recap of highlights, new clinical data, and updates from ATTD.
Seeking Alpha • Feb 27Insulet: The Growth Doesn't Stop HereSummary The market is overstating the impact of GLP-1s and fails to recognize that GLP-1s pose no direct threat to Insulet's customer base. International expansion into Europe (the largest addressable market for T1D) and the shift into MENA focus will drive top-line growth. The T2D market is underpenetrated, representing a wide potential runway, from which PODD is set to win the most based on structural moats. Read the full article on Seeking Alpha
Recent Insider Transactions • Feb 26CEO, President & Director recently bought US$1.0m worth of stockOn the 20th of February, Ashley McEvoy bought around 4k shares on-market at roughly US$239 per share. This transaction increased Ashley's direct individual holding by 54x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ashley's only on-market trade for the last 12 months.
ナラティブ更新 • Feb 26PODD: Type 2 Adoption And Buyback Program Will Support Future LeadershipAnalysts 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.
Reported Earnings • Feb 19Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$3.51 (down from US$5.97 in FY 2024). Revenue: US$2.71b (up 31% from FY 2024). Net income: US$247.1m (down 41% from FY 2024). Profit margin: 9.1% (down from 20% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 18Insulet Corporation Provides Earnings Guidance for the First Quarter Ending March 31, 2026 and Year Ending December 31, 2026Insulet Corporation provided earnings guidance for the first quarter ending March 31, 2026 and year ending December 31, 2026. for the quarter, the company expects GAAP revenue growth of 21% - 23%. for the year, the company expects GAAP revenue growth of 27% - 29%.
ナラティブ更新 • Feb 08PODD: Type 2 Diabetes Ramp Will Support Multi Year Market LeadershipNarrative 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.
お知らせ • Feb 05Insulet Launches Omnipod® 5 and Omnipod Discover™ in the Middle East to Transform Diabetes CareInsulet Corporation announced its transformative Omnipod 5 Automated Insulin Delivery (AID) System is now available in the Middle East - including Saudi Arabia, Kuwait, Qatar, and the United Arab Emirates (UAE). The Company is making the announcement at the 16th edition of the Emirates Diabetes and Endocrine Congress (EDEC) in Dubai. The Omnipod 5 System simplifies diabetes management and has demonstrated strong glycemic outcomes, including improved time in range and lowering HbA1c, by automatically adjusting insulin delivery every five minutes and eliminating the need for multiple daily injections (MDI)2. The waterproof3, discreet, and wearable Omnipod 5 is the first tubeless AID system that communicates with a sensor and proactively corrects for highs and helps to protect against lows, day and night4,5. Omnipod 5 is indicated for individuals aged two years and older with type 1 diabetes and compatible with the Abbott FreeStyle Libre 2 Plus sensor and the Dexcom G7 sensor in Saudi Arabia, Kuwait, and the UAE, and with the Dexcom G 7 sensor in Qatar. Omnipod Discover: Diabetes Data Management - Simplified: Insulet is also launching Omnipod Discover, a proprietary and retrospective data analytics and reporting platform designed for Omnipod 5 users, their caregivers, and healthcare providers. Easy to access, Omnipod Discover streamlines the analysis of glucose and insulin delivery data and delivers meaningful insights -- transforming complex information into clear, relevant trends and recommendations that inform diabetes management. Its web-based intuitive display shows how the Omnipod 5 algorithm automates insulin delivery, enabling understanding of trends to make decisions confidently. Users can also access their data with insights in a simplified way that empowers them to understand and manage their diabetes. Omnipod Discover is being introduced in these Middle Eastern markets first, with plans to expand to other countries where Omnipod 5 is available. With these new market launches, Omnipod 5 is now available globally in 19 countries with plans to launch in Spain (a new market for Insulet) in 2026, followed by Greece and Croatia in the first half of 2027.
Buy Or Sell Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$258. The fair value is estimated to be US$324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
ナラティブ更新 • Jan 23PODD: Type 2 Diabetes Expansion Will Sustain Multi Year Market LeadershipThe 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.
ナラティブ更新 • Jan 09PODD: Type 2 Diabetes Ramp Will Sustain Multi Year Market LeadershipOur 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.
お知らせ • Jan 09Insulet Corporation to Report Q4, 2025 Results on Feb 18, 2026Insulet Corporation announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2026
ナラティブ更新 • Dec 22PODD: Type 2 Diabetes Adoption Will Sustain Multi Year Market LeadershipOur 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.
ナラティブ更新 • Dec 08PODD: Type 2 Diabetes Expansion Will Drive Multi Year Market LeadershipAnalysts 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.
お知らせ • Dec 04Insulet Corporation Announces FDA 510(k) Clearance of Omnipod® 5 Algorithm Enhancements That Redefine Insulin Delivery and Simplify the Pod ExperienceInsulet Corporation announced it has received FDA 510(k) clearance for significant enhancements to the Omnipod 5 Automated Insulin Delivery System. These updates to the Omnipod 5 algorithm set a new benchmark in tubeless diabetes technology by offering a lower 100 mg/dL Target Glucose option and a more seamless automated experience. More Flexibility with a Lower Target Glucose Setting: The new 100 mg/dL Target GlUCose expands Omnipod 5's customization range to six settings between 100-150 mg/dL in 10 mg/dL increments. This flexibility allows healthcare providers to tailor insulin delivery more precisely, supporting individuals seeking tighter glucose management or those striving to meet specific glucose goals. It also directly impacts automated insulin delivery and improves the algorithm's responsiveness. Real world evidence has shown that lowering the glucose target is associated with increased time in range, with no clinically meaningful change in Time Below Range1 (TBR). In addition, the upgraded Omnipod 5 algorithm helps users stay in Automated Mode with fewer interruptions, even during prolonged high glucose events. These advancements are designed to deliver strong clinical results with increased flexibility and greater ease of use, with fewer interruptions to daily life. The updates to the Omnipod5 algorithm are anticipated to launch in the United States in the first half of 2026, where Omnipod 5 is cleared for people aged 2 and older with type 1 and aged 18 and older with type 2 diabetes.
ナラティブ更新 • Nov 24PODD: Expansion Into Type 2 Diabetes Will Drive Market Leadership AheadInsulet'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.
分析記事 • Nov 09Insulet Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInsulet Corporation ( NASDAQ:PODD ) just released its latest quarterly results and things are looking bullish. Results...
ナラティブ更新 • Nov 07PODD: Expanding International Reach Will Drive Greater Diabetes Market PenetrationAnalysts 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.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.25 (up from US$1.11 in 3Q 2024). Revenue: US$706.3m (up 30% from 3Q 2024). Net income: US$87.6m (up 13% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 06Insulet Corporation Provides Revenue Guidance for the Fourth Quarter and Full Year Ending December 31, 2025Insulet Corporation provided revenue guidance for the fourth quarter and full year ending December 31, 2025. For the quarter, the company expects total omnipod revenue in constant currency 27%-30% as compared to 25%-28% from a year ago. For the full year, the company expects revenue in constant currency of 28%-29% as compared to 24%-27% from a year ago.
Buy Or Sell Opportunity • Nov 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$320. The fair value is estimated to be US$267, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Oct 23Insulet Corporation Appoints Robert L. Huffines to the Board of Directors and Audit Committee, Effective October 31, 2025On October 21, 2025, Insulet Corporation announced the appointment of Robert L. Huffines, a former Global Chair of Investment Banking at JP Morgan Chase & Co., to the Company’s board of directors, as a Class II director, effective October 31, 2025. Mr. Huffines joins the board as an independent director and will serve on the board’s Audit Committee. Mr. Huffines joined J.P. Morgan in 1992 in the Mergers and Acquisitions group, with a focus on the healthcare industry. From 2002 to 2010, he served as co-head of the company’s global healthcare investment banking group, and, from 2011 to 2020, Mr. Huffines served as JP Morgan Chase’s Vice Chairman of Investment Banking. From 2020 to 2024, Mr. Huffines was the company’s Global Chair of Investment Banking and a member of the Executive Committee. Prior to joining J.P. Morgan, he worked at Alex Brown & Sons, specializing in equity financing and advisory assignments for emerging growth companies. Mr. Huffines and his wife, Lisa Huffines, founded The Forest Group Inc., a not-for-profit organization focused on improving the mental health of children in underserved communities. Mr. Huffines currently serves on the boards of directors of Nextech Invest Ltd., Eikon Therapeutics, and the Hastings Center for Biomedical Ethics. He also served as a director of Walgreens Boots Alliance until its sale in August 2025. Mr. Huffines earned his M.B.A. from the Darden School of Business at the University of Virginia, where he received the Faculty Award for academic excellence. He pursued his baccalaureate education at the University of North Carolina, where he majored in English and Economics.
ナラティブ更新 • Sep 19Digital Diabetes Care Will Expand International Market OpportunitiesAnalysts 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.
Buy Or Sell Opportunity • Sep 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$334. The fair value is estimated to be US$277, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • Sep 16+ 2 more updatesInsulet Corporation Announces Chief Financial Officer Changes, Effective September 30, 2025Insulet Corporation announced that Flavia Pease will succeed Ana Maria Chadwick as Executive Vice President, Chief Financial Officer, effective September 30, 2025. Ms. Chadwick will become a Senior Advisor to Insulet to ensure a smooth transition. Ms. Pease is a seasoned financial executive who brings extensive global healthcare and medical technology industry experience. She most recently served as Corporate Executive Vice President and Chief Financial Officer at Charles River Laboratories. Prior to that, she spent more than 20 years at Johnson & Johnson, working across the Medical Devices and Pharmaceutical segments. During her tenure, she served as Vice President and Group Chief Financial Officer of Johnson & Johnson’s global Medical Devices business, where she oversaw financial operations for a $27 billion global portfolio, and as Vice President of Finance for Janssen North America, Johnson & Johnson’s largest business unit. Ms. Pease has a strong track record of scaling businesses, leading global operations, and driving growth in complex healthcare markets. As a member of Insulet’s Board of Directors and Audit Committee since January 2024, Ms. Pease has a deep understanding of the Company's strategy, operations, and financials. In connection with her appointment, she will resign from the Board upon transitioning to her new role. Ms. Pease has served on Insulet’s Board of Directors since January 2024. She joins the Company from Charles River Laboratories, where she served as Corporate Executive Vice President and Chief Financial Officer since 2022. Prior to joining Charles River, Ms. Pease spent 23 years at Johnson & Johnson in a variety of leadership roles, including Vice President and Group Chief Financial Officer of the global Medical Devices business, Vice President of Finance for Janssen North America, Vice President of the Enterprise Program Management Office, and Vice President of Finance for Janssen Supply Chain, among others. She began her career at Johnson & Johnson in 1998 with the LifeScan business and earlier held positions at SC Johnson and in investment banking in Brazil. Ms. Pease holds a Bachelor of Science in Economics from the Pontifícia Universidade Católica in Rio de Janeiro, Brazil, and a Master of Business Administration from Santa Clara University.
分析記事 • Sep 06Market Participants Recognise Insulet Corporation's (NASDAQ:PODD) Revenues Pushing Shares 26% HigherInsulet Corporation ( NASDAQ:PODD ) shareholders would be excited to see that the share price has had a great month...
ナラティブ更新 • Sep 04Digital Diabetes Care Will Expand International Market OpportunitiesAnalysts 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.
お知らせ • Aug 26Insulet Corporation Announces Executive AppointmentsInsulet Corporation announced the appointment of Eric Benjamin to Chief Operating Officer effective immediately. The Company also announced the appointment of Manoj Raghunandanan as Chief Growth Officer. In this expanded role, Mr. Benjamin will lead Insulet’s end-to-end growth and innovation engine, setting strategy and guiding execution across new products, new markets, and commercial expansion. He will oversee Strategy & Business Development, the Office of the Chief Technology Officer, Research & Development, and a newly-created Growth organization, ensuring strong alignment across teams to drive growth and advance the Company’s strategic priorities. Since joining Insulet in 2015, Mr. Benjamin has been instrumental in transforming the Company into an innovation-driven leader in diabetes care. Through a series of progressive leadership roles, he has strengthened supply chain resilience, launched Omnipod DASH® and Omnipod 5®, expanded Insulet’s reach into the type 2 diabetes market, and digitized the customer experience to improve customer engagement and satisfaction. Most recently, as Executive Vice President, Chief Product & Customer Experience Officer, Mr. Benjamin directed global product strategy, customer experience, commercial execution, and Insulet’s innovation roadmap. With the expansion of Mr. Benjamin’s remit, Insulet also announced the appointment of Manoj Raghunandanan as Chief Growth Officer. Mr. Raghunandanan brings more than 20 years of global consumer health leadership experience at Kenvue (formerly Johnson & Johnson Consumer Health). He most recently served as general manager of their Northern European business and previously sat on the Executive Committee for five years overseeing a $6 billion global OTC portfolio. He has held senior leadership roles in the U.S., Europe, and Asia, building high-performing teams, driving commercial excellence, and scaling global brands. Mr. Raghunandanan will lead Insulet’s newly-formed Growth organization, developing global strategy, overseeing demand generation, accelerating commercial capabilities, and stewarding the global brand and customer experience to accelerate the Company’s next chapter of global growth.
Recent Insider Transactions Derivative • Aug 22Executive VP notifies of intention to sell stockEric Benjamin intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$332, it would amount to US$1.4m. Since December 2024, Eric's direct individual holding has increased from 12.64k shares to 14.73k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Aug 14There May Be Reason For Hope In Insulet's (NASDAQ:PODD) Disappointing EarningsNasdaqGS:PODD 1 Year Share Price vs Fair Value Explore Insulet's Fair Values from the Community and select yours...
Reported Earnings • Aug 08Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.32 (down from US$2.69 in 2Q 2024). Revenue: US$649.1m (up 33% from 2Q 2024). Net income: US$22.5m (down 88% from 2Q 2024). Profit margin: 3.5% (down from 39% in 2Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 07+ 1 more updateInsulet Corporation Updates Revenue Guidance for the Full Year Ending December 31, 2025Insulet Corporation updated revenue guidance for the full year ending December 31, 2025. For the period, the company expects revenue in constant currency. Total Omnipod of 25% - 28% compared to previous guidance of 20% - 23% and Total revenue of 24% - 27% compared to previous guidance of 19% - 22%.
分析記事 • Aug 04Insulet (NASDAQ:PODD) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jul 22Does 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...
お知らせ • Jul 08Insulet Corporation to Report Q2, 2025 Results on Aug 07, 2025Insulet Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025
分析記事 • Jun 25Insulet (NASDAQ:PODD) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jun 10Insulet Corporation's Omnipod 5 App for Iphone with Dexcom G7 Integration Now Available to All U.S. UsersInsulet Corporation announced that the Omnipod®? 5 App for iPhone is now compatible with the Dexcom G7 Continuous Glucose Monitoring (CGM) System. With this latest integration, the Omnipod 5 Automated Insulin Delivery (AID) System combines the benefits of tubeless AID and Dexcom's latest diabetes management technology, all conveniently controlled from an iPhone. Omnipod 5 proactively adjusts insulin delivery every five minutes, autoc incorrects for high glucose, and helps protect against lows, day and night--even while sleep. The Omnipod 5 App for iPhone, available in the U.S., offers full control of Omnipod 5 including the ability to bolus, change a Pod, adjust settings, access valuable insights, and more. The Omnipod 5 app with Dexcom G7 and Dexcom G6 compatibility is now available for download on the Apple App Store.
分析記事 • May 28What 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...
分析記事 • May 15Subdued Growth No Barrier To Insulet Corporation (NASDAQ:PODD) With Shares Advancing 26%Insulet Corporation ( NASDAQ:PODD ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • May 10First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.50 (down from US$0.74 in 1Q 2024). Revenue: US$569.0m (up 29% from 1Q 2024). Net income: US$35.4m (down 31% from 1Q 2024). Profit margin: 6.2% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09+ 2 more updatesInsulet Corporation Provides Revenue Guidance for the Full Year Ending December 31, 2025Insulet Corporation provided revenue guidance for the full year ending December 31, 2025. For the period, the company expects revenue in constant currency. Total Omnipod of 20% to 23% compared to previous guidance of 17% to 21% and Total revenue of 19% to 22% compared to previous guidance of 16% to 20%.
お知らせ • May 01Insulet Corporation, Annual General Meeting, May 22, 2025Insulet Corporation, Annual General Meeting, May 22, 2025.
お知らせ • Apr 29+ 2 more updatesInsulet Corporation Announces Management Changes, Effective April 28, 2025Insulet Corporation announced its Board of Directors has appointed Ashley McEvoy as President and a member of the Board of Directors, effective immediately. Ms. McEvoy succeeds Jim Hollingshead, who has agreed with Insulet’s Board of Directors that his employment with the Company will cease effective as of April 28, 2025, and resigned from the Insulet Board of Directors. The Insulet Board and Mr. Hollingshead mutually agreed that now is the right time to implement this leadership transition. Mr. Hollingshead has entered into a consulting arrangement with the Company to facilitate a smooth transition. Ashley McEvoy is an experienced healthcare executive and Board member. From 1996 to 2023, she served in leadership roles of increasing responsibility at Johnson & Johnson, most recently as Executive Vice President and Worldwide Chairman of Johnson & Johnson’s MedTech business, an organization with 60,000 global employees and revenue of more than $30 billion. In that role, she accelerated revenue growth while expanding the business’s presence in higher growth markets and doubling the value of the business’s new product pipeline. Earlier in her tenure at Johnson & Johnson, she served as Company Group Chairman of Vision and Diabetes Care for six years, Worldwide President of Ethicon Inc. for three years, and President of McNeil Consumer Healthcare for three years, among other leadership roles. Since 2023, Ms. McEvoy has been a member of the Procter & Gamble Board of Directors, serving on the Compensation & Leadership Development and Innovation & Technology Committees. She previously served on the Board of Trustees for the Children’s Hospital of Philadelphia. Ms. McEvoy has been named to FORTUNE’s “Future Fortune 500 CEOs” list and Forbes’ inaugural “CEO Next” list. In 2019, she was named to FORTUNE’s “Most Powerful Women” list, and she was also recognized as a Woman of Achievement by the National Association of Female Executives the following year. She also ranked #1 on The Healthcare Technology Report’s “Top 25 Women Leaders in Medical Devices” list in 2021.
お知らせ • Apr 07Insulet Corporation Launches Omnipod 5 Automated Insulin Delivery System in CanadaInsulet Corporation announced that Omnipod 5 is now commercially available in Canada. Omnipod 5 is the first tubeless, waterproof Automated Insulin Delivery (AID) System approved for use in Canada for people with type 1 diabetes ages two years and above. The Omnipod 5 AID System is compatible in Canada with the Dexcom G6 and Dexcom G7 Continuous Glucose Monitoring (CGM) Systems to continuously adapt and automatically deliver insulin according to the user's personal needs, simplifying diabetes for patients. Public reimbursement for Omnipod 5 is currently in place in Ontario and Nova Scotia. Insulet is actively working to expand Omnipod 5 coverage across additional provinces and territories throughout the country. Living with diabetes is very burdensome and often involves constant monitoring and multiple daily injections, or dealing with cumbersome pumps with tubing, all of which can contribute to the constant stress of managing glucose levels. In fact, people with diabetes make an estimated 180 more decisions each day about their health than someone without diabetes4. Omnipod 5 is designed to make living with diabetes simpler, delivering exceptional ease of use; it automatically manages glucose levels, eliminating multiple daily injections, insulin pump tubing or routine fingersticks, providing a seamless and intuitive System that adjusts insulin doses automatically based on real-time glucose readings.
お知らせ • Apr 03Insulet Corporation to Report Q1, 2025 Results on May 08, 2025Insulet Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 08, 2025
お知らせ • Mar 20+ 1 more updateInsulet Corporation Announces Executive ChangesMark Field, Senior Vice President, Chief Technology Officer of Insulet Corporation (the “Company”) left the Company to pursue other opportunities, effective March 14, 2025. As the Company initiates a search for a new Chief Technology Officer, Amit Guliani, currently serving as Group Vice President, Software Engineering, will serve as acting Chief Technology Officer, effective immediately.
お知らせ • Mar 18+ 1 more updateInsulet Corporation Announces Omnipod 5 Automated Insulin Delivery (Aid) System Now Available in AustraliaInsulet Corporation announced its revolutionary Omnipod 5 Automated Insulin Delivery (AID) System is now available in Australia and will soon be offered in three additional countries, helping transform the lives of thousands more people with diabetes around the world. Omnipod 5 is now commercially available in Australia with Dexcom G6 and G7 compatibility, with plans underway to soon add Abbott’s FreeStyle Libre® 2 Plus. Omnipod 5 will be accessible in Belgium in the coming weeks, with Abbott’s FreeStyle Libre 2 Plus and Dexcom G6 and G7 sensor integrations. Omnipod 5 will next launch in Canada later this spring with Dexcom G6 and G7 compatibility. Omnipod 5 will also be offered in Switzerland, also later this spring, with Abbott’s FreeStyle Libre 2 Plus and Dexcom G6 and G7 sensor integrations. Insulet also recently expanded sensor integrations to include Dexcom G7 for Omnipod 5 users in the U.K. and the Netherlands. Additionally, Insulet is planning to bring Omnipod 5 to five more markets including Israel, Saudi Arabia, the United Arab Emirates, Qatar, and Kuwait. Timing will be shared in the coming months. The Omnipod 5 System simplifies diabetes management and has shown to improve clinical outcomes by eliminating the need for multiple daily injections (MDI) and automatically adjusting insulin delivery every five minutes using its advanced SmartAdjust™ technology. The waterproof 1, discreet, and wearable Omnipod 5 is the first tubeless AID system that communicates with a continuous glucose monitor, proactively correcting for highs and helping to protect against lows, day and night 2,3. Kimmie Patel, who lives in Australia and whose five-year-old daughter, Priya, currently uses Omnipod® DASH, is looking forward to the latest innovation.
Seeking Alpha • Mar 18Insulet 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 Alpha
Price Target Changed • Feb 28Price target increased by 7.0% to US$313Up from US$292, the current price target is an average from 22 analysts. New target price is 15% above last closing price of US$272. Stock is up 61% over the past year. The company is forecast to post earnings per share of US$4.24 for next year compared to US$5.97 last year.
Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.97 (up from US$2.96 in FY 2023). Revenue: US$2.07b (up 22% from FY 2023). Net income: US$418.3m (up 103% from FY 2023). Profit margin: 20% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 21Insulet Corporation Provides Revenue Guidance for the First Quarter Ending March 31, 2025 and Full Year Ending December 31, 2025Insulet Corporation provided revenue guidance for the first quarter ending March 31, 2025 and full year ending December 31, 2025. For the quarter, the company expects revenue growth of 22% to 25%. Revenue growth ranges by product line are: Total Omnipod of 17% to 21% - U.S. Omnipod of 16% to 20% and International Omnipod of 22% to 26%; and Drug Delivery of (55)% to (45)%. For the year, the Company expects revenue growth of 16% to 20%. Revenue growth ranges by product line are: Total Omnipod of 23% to 26% - U.S. Omnipod of 21% to 24% and International Omnipod of 28% to 31%; and Drug Delivery of (10)% to (5)%.
Recent Insider Transactions Derivative • Jan 22Executive VP notifies of intention to sell stockEric Benjamin intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of January. If the sale is conducted around the recent share price of US$280, it would amount to US$3.5m. Since March 2024, Eric's direct individual holding has decreased from 16.87k shares to 12.64k. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Jan 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to US$276. The fair value is estimated to be US$228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
お知らせ • Jan 14Insulet Launches Revolutionary Omnipod 5 in Five More Countries in EuropeInsulet Corporation announced the Omnipod 5 Automated Insulin Delivery System is now commercially available in five more countries--Italy, Denmark, Finland, Norway, and Sweden. Omnipod 5 is now available with both Abbott's FreeStyle Libre 2 Plus and Dexcom G6 Continuous Glucose Monitoring (CGM) sensor compatibility. Indicated for individuals aged two years and older with type 1 diabetes, Omnipod 5 is the first and only tubeless automated insulin delivery (AID) system integrated with both leading CGM sensor brands. Omnipod is recognized as the number one insulin pump for new pump users in Europe1. Omnipod 5 is also the number one prescribed AID system in the U.S.2 and the first tubeless, waterproof3 AID system with proactive Glucose control designed to deliver exceptional ease of use. It was first introduced in the U.S. in 2022, integrated with Dexcom G6, and has demonstrated strong clinical results with real world evidence including lower A1c and improved time in range, while maintaining low time in hypoglycemia. Sensor integration with Abbott's FreeStyle Libre 2 plus and Dexcom G6 allows many users to benefit from Omnipod 5 with their sensor of choice. It also gives prescribers more flexibility when recommending a sensor for their patients, making it fast and easy to start AID therapy with Omnipod 5.
お知らせ • Jan 10Insulet Corporation to Report Q4, 2024 Results on Feb 20, 2025Insulet Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
Recent Insider Transactions • Dec 19Executive VP recently sold US$1.2m worth of stockOn the 16th of December, Eric Benjamin sold around 4k shares on-market at roughly US$268 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.1m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Dec 17Executive VP notifies of intention to sell stockEric Benjamin intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$268, it would amount to US$1.2m. Since March 2024, Eric has owned 16.87k shares directly. Company insiders have collectively sold US$7.2m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Nov 20Insulet Corporation: Significant Opportunities, Significant Threats - I'm On The SidelinesSummary 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 Alpha
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.11 (up from US$0.74 in 3Q 2023). Revenue: US$543.9m (up 26% from 3Q 2023). Net income: US$77.5m (up 49% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Nov 08+ 1 more updateInsulet Corporation Revises Earnings Guidance for the Year Ending December 31, 2024Insulet Corporation revised earnings guidance for the year ending December 31, 2024. For the year, the Company is raising its expected revenue growth to a range of 20% to 21% (previously 16% to 19%).
