PODD logo

Insulet Corporation Stock Price

NasdaqGS:PODD Community·US$11.2b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 36 Fair Values set on narratives written by author

PODD Share Price Performance

US$157.46
-140.00 (-47.07%)
US$242.43
Fair Value
US$157.46
-140.00 (-47.07%)
35.1% undervalued intrinsic discount
US$242.43
Fair Value
Price US$157.46
AnalystConsensusTarget US$242.43
AnalystLowTarget US$238.69
AnalystHighTarget US$320.83

PODD Community Narratives

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Fair Value US$242.43 35.1% undervalued intrinsic discount

Digital Diabetes Care Will Expand International Market Opportunities

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Fair Value US$238.69 34.0% undervalued intrinsic discount

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

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Fair Value US$320.83 50.9% undervalued intrinsic discount

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

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US$238.69
34.0% undervalued intrinsic discount
Revenue
17.49% p.a.
Profit Margin
16.68%
Future PE
28.89x
Price in 2029
US$300.32

Trending Discussion

Updated Narratives

PODD logo

PODD: Market Leadership In Tubeless Pumps Will Drive Long-Term Rerating

Fair Value: US$320.83 50.9% undervalued intrinsic discount
0 users have set this as their fair value
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PODD logo

PODD: Type 2 Automation And Closed Loop Pipeline Will Drive Upside

Fair Value: US$242.43 35.1% undervalued intrinsic discount
19 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
PODD logo

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

Fair Value: US$238.69 34.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
2 Rewards

Insulet Corporation Key Details

US$2.9b

Revenue

US$841.0m

Cost of Revenue

US$2.1b

Gross Profit

US$1.8b

Other Expenses

US$302.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
4.37
71.01%
10.44%
72.8%
View Full Analysis

About PODD

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

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

Recent PODD News & Updates

Seeking Alpha Jul 03

Insulet Corporation: A High-Quality Growth Story Trading At A Reasonable PEG

Summary Insulet is rated Buy due to strong growth, low TAM penetration, and a recurring revenue model supporting long-term upside. PODD's Omnipod system simplifies diabetes management with automation and integration, driving recurring pod sales and reducing patient burden. Despite GLP-1 concerns, PODD targets insulin-dependent patients, with only 40% U.S. Type 1 and 5% Type 2 pump penetration, leaving ample runway. Valuation implies 60% upside to $260–270, supported by 21% projected sales CAGR and the lowest PEG among medtech peers. Read the full article on Seeking Alpha
Narrative Update Jul 01

PODD: Market Leadership In Tubeless Pumps Will Drive Long-Term Rerating

Insulet's analyst price target has reset lower, with the fair value estimate moving from about $435 to roughly $321 as analysts factor in lower assumed future P/E multiples and slightly softer long term growth and margin assumptions, even as they highlight the company's market leadership and current valuation as key support points. Analyst Commentary Recent research on Insulet points to a mixed backdrop of reduced price targets and cautious modeling.

Recent updates

No updates