Insulet Corporation (PODD) Stock Price & Analysis

Insulet Corporation (PODD) closed at USD 148.12 on Thursday, October 22, 2026, up 4.38% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 141.9; the Oct 22, 2026 session ranged USD 142.47–148.35 on volume of 1,213,820 shares. Market capitalization is $10.27B, with a 52-week range of USD 126.4–354.88 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.

Also available as compact Markdown for AI agents: nexqual.com/PODD.md

Key facts (PODD)

• Last four reported quarters (through Jun 30, 2026): revenue $3.05B, net income $375M (12.3% margin), free cash flow $294M (SEC filings).
• Valuation: P/E 27.4x (avg 68.7x at the last 3 fiscal year-ends), EV/EBITDA 17.4x, net debt $414M.
• Insider open-market sales, last ~7 months: 1 Form 4 filings, $60K; 1 not under a Rule 10b5-1 plan ($60K); 0 by opportunistic insiders, 1 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Insider open-market purchases, last ~7 months: 3 Form 4 filings, $1.1M; 0 by opportunistic insiders, 0 by routine insiders.
• Analysts: Buy (mean 2.27 on a 1–5 scale) (26 analysts), mean target USD 167.17 (range 143–215).
• Total return with dividends: 1Y -54.2% vs S&P 500 +14.9%; 5Y -51.3% vs S&P 500 +80.3%.
• Next earnings: 2026-11-04, EPS estimate USD 1.59, revenue estimate $833M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (PODD)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (PODD)

P/E 27.4x · P/S 3.4x · EV/EBITDA 17.4x · EV/Sales 3.5x · P/FCF 35.0x · P/B 7.2x · FCF yield 2.86% · Earnings yield 3.65% · Buyback yield (TTM) 3.21% · Net debt $414M · EV $10.7B

P/E at fiscal year-ends: Dec 2025 82.7x, Dec 2024 46.1x, Dec 2023 77.4x.

Insider sales (SEC Form 4, open-market, last ~7 months) (PODD)

0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Insider purchases (SEC Form 4, open-market, last ~7 months) (PODD)

3 purchases, $1.1M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.

Analysts (PODD)

Consensus Buy (mean 2.27 on a 1–5 scale), 26 analysts; mean target USD 167.17 (low 143, high 215).

Rating changes, last 120 days:

Total return (dividends reinvested) (PODD)

PODD revenue by product line (quarter ended Jun 30, 2026)

PODD revenue by region (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

PODD suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 18, 2026.

PODD customer concentration

In the period ended Jun 30, 2026, 3 direct customers each accounted for at least 10% (25%, 22%, 17%) of revenue, per the company's 10-Q filed Aug 5, 2026. The company does not name them.

PODD company outlook (results filed Aug 5, 2026)

• “Outlook: For the quarter ending September 30, 2026 and year ending December 31, 2026, the Company is providing the following guidance (revenue in constant currency): Q3 2026 Guidance FY 2026 Guidance (as of 8/5/2026) FY 2026 Prior Guidance (as of 5/6/2026) U.S.”
• “(Eastern Time) on August 5, 2026 to discuss the financial results and outlook.”

Quoted word-for-word from the SEC 8-K results press release.

PODD analyst estimates and revisions

Key Statistics (as of October 23, 2026 at 10:01 UTC)

Technical Analysis (PODD)

Nexqual's technical model rates PODD "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.

Analyst Ratings (PODD)

Wall Street analysts rate PODD "Buy" based on 26 analysts, with a mean price target of USD 167.17 (range USD 143–215), per Nexqual as of October 23, 2026 at 10:01 UTC.

Earnings (PODD)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Financials & Fundamentals (PODD)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Financial Health Score (PODD)

Nexqual rates Insulet Corporation's overall financial health "Strong" across five dimensions, as of October 23, 2026 at 10:01 UTC.

Ownership (PODD)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Leadership (PODD)

Insulet Corporation is led by Ashley A. McEvoy, CEO, President & Director, per Nexqual as of October 23, 2026 at 10:01 UTC.

Major Backers & Investors (PODD)

Notable institutional backers of Insulet Corporation include AQR Capital Management, LLC, Baillie Gifford, Two Sigma Investments, LP, according to Nexqual as of October 23, 2026 at 10:01 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

From Insulet Corporation's Latest SEC 10-K Filing (filed 2026-02-18)

Key Strengths & Strategy (as disclosed to the SEC)

• Our Omnipod platform's unique patented design allows us to provide Pod therapy at a relatively low or no up-front investment, which reduces the risk to third-party payors in the United States.
• We rely on a combination of copyright, patent, trademark, trade secret, and other intellectual property laws, non-disclosure agreements, and other measures to protect our proprietary rights.
• As of December 31, 2025, we had over 1,000 patents in the United States and certain other countries, with expiration dates ranging from 2026 through 2047 and had over 700 patent applications pending.
• Reimbursement structures vary by country and our unique offering allows us to provide Pod therapy in attractive pricing structures that reduce the risk to payors while expanding access to consumers.

Partnerships

• We have partnered with Glooko Inc. ("Glooko") to connect user data with Glooko's comprehensive diabetes data management system (including Diasend in selected regions).

Legal & Regulatory Risks (Item 1A, quoted)

• We are subject to extensive government regulation, which could restrict the sales and marketing of our products, cause us to incur significant costs, and impact our profitability and competitiveness.
• The occurrence of any of these events may have a material adverse effect on our business, financial condition, and results of operations.
• We may be subject to enforcement action if we engage in improper marketing or promotion of our products.
• Failure to comply with the U.S. Foreign Corrupt Practices Act and similar worldwide anti-bribery laws could materially adversely affect our business and result in civil and/or criminal sanctions.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 UTC. This page is informational and not investment advice.

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