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Insulet Corporation Stock Price

NasdaqGS:PODD Community·US$9.6b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 42 Fair Values set on narratives written by author
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PODD Share Price Performance

US$134.68
-203.26 (-60.15%)
​
US$171.91
Fair Value
US$134.68
-203.26 (-60.15%)
21.7% undervalued intrinsic discount
US$171.91
Fair Value
Price US$134.68
AnalystConsensusTarget US$171.91
AnalystLowTarget US$144.00
AnalystHighTarget US$228.10
Wed, 9 Sep 26
Fair ValueUS$171.91
Share Pricen/a

PODD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$171.91 21.7% undervalued intrinsic discount

Digital Diabetes Care Will Expand International Market Opportunities

0users have liked this narrative
1users have commented on this narrative
21users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$144 6.5% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$228.1 41.0% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
PODD logo
Insulet
21.7% undervalued intrinsic discount
Updated

Digital Diabetes Care Will Expand International Market Opportunities

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Sep
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PODD logo
Insulet
41.0% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget
Updated 26 Aug
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PODD logo
Insulet
6.5% undervalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget
Updated 12 Aug
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
PODD logo

PODD: Type 2 Retention Improvements Will Support Future Automation Upside

Fair Value: US$171.91 21.7% undervalued intrinsic discount
21 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
PODD logo

PODD: Tubeless Pump Leadership Will Support Recovery From Type 2 Execution Reset

Fair Value: US$228.1 41.0% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
PODD logo

PODD: Type 2 Diabetes Retention And Legal Risks Will Shape Market Resilience

Fair Value: US$144 6.5% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Outstanding track record with flawless balance sheet.

0 Risks
3 Rewards
View Full Analysis

Insulet Corporation Key Details

US$3.1b

Revenue

US$883.2m

Cost of Revenue

US$2.2b

Gross Profit

US$1.8b

Other Expenses

US$375.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
5.41
71.07%
12.29%
66.7%
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

User avatar
Narrative Update • Sep 09

PODD: Type 2 Retention Improvements Will Support Future Automation Upside

Insulet's updated analyst price target has moved lower from about $236 to about $172, as analysts factor in reduced revenue growth assumptions, slightly softer profit margins, a higher discount rate, and a lower future P/E multiple following recent guidance changes and concerns about type 2 diabetes utilization. Analyst Commentary Street research around Insulet has shifted meaningfully after the recent Q2 report and guidance update.
Seeking Alpha • Aug 29

Insulet Corporation: Strong Growth Meets A New Execution Problem

Summary Insulet Corporation delivered strong Q2 2026 results with 23.5% revenue growth, strong customer additions, and solid profitability. Type 2 diabetes patient retention fell short, prompting management to lower FY2026 guidance and introduce corrective actions. International revenue surged 35.5%, and over 85% of U.S. new customers came from MDI users, supporting the long-term growth thesis. Given uncertainty around Type 2 retention and a 27x TTM P/E, I rate PODD a Hold until corrective measures show results. Read the full article on Seeking Alpha

Recent updates

No updates

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