PODD logo

Insulet Corporation Stock Price

NasdaqGS:PODD Community·US$10.5b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 33 Fair Values set on narratives written by author

PODD Share Price Performance

US$159.61
-139.12 (-46.57%)
US$243.78
Fair Value
US$159.61
-139.12 (-46.57%)
34.5% undervalued intrinsic discount
US$243.78
Fair Value
Price US$159.61
AnalystConsensusTarget US$243.78
AnalystLowTarget US$238.69
AnalystHighTarget US$435.00

PODD Community Narratives

·
Fair Value US$243.78 34.5% undervalued intrinsic discount

Digital Diabetes Care Will Expand International Market Opportunities

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19users have followed this narrative
·
Fair Value US$238.69 33.1% undervalued intrinsic discount

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

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·
Fair Value US$435 63.3% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
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US$238.69
33.1% undervalued intrinsic discount
Revenue
17.49% p.a.
Profit Margin
16.68%
Future PE
28.89x
Price in 2029
US$300.32
US$435
63.3% undervalued intrinsic discount
Revenue
22.73% p.a.
Profit Margin
15.82%
Future PE
48.67x
Price in 2029
US$546.97

Trending Discussion

Updated Narratives

PODD logo

PODD: Type 2 Automation Will Drive Future Upside Despite Device Correction

Fair Value: US$243.78 34.5% 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 33.1% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PODD logo

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

Fair Value: US$435 63.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
2 Rewards

Insulet Corporation Key Details

US$2.9b

Revenue

US$841.0m

Cost of Revenue

US$2.1b

Gross Profit

US$1.8b

Other Expenses

US$302.8m

Earnings

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

About PODD

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

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

Recent PODD News & Updates

Seeking Alpha Jun 08

Insulet Corporation Valuation Pressure Has Dropped Enough (Upgrade)

Summary Insulet Corporation has rebounded with strong revenue and profit growth, now approaching the lower end of fair value. PODD delivered Q1 2026 revenue of $761.7M (+33.9% YoY), with net income and operating cash flow nearly doubling. Management forecasts 21–23% revenue growth in 2026, driven by Omnipod 5 adoption and international expansion, despite competitive threats from weight-loss drugs. I upgrade PODD to Hold due to improved valuation and robust performance but await further upside or a pullback for a Buy rating. Read the full article on Seeking Alpha

Recent updates

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