PODD Stock - Insulet Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $2.07B | $1.70B | $1.31B | $1.10B | $904.40M |
| Gross Profit | $1.45B | $1.16B | $805.60M | $752.10M | $582.30M |
| Gross Margin | 69.8% | 68.3% | 61.7% | 68.4% | 64.4% |
| Operating Income | $308.90M | $220.00M | $37.60M | $126.00M | $51.50M |
| Net Income | $418.30M | $206.30M | $4.60M | $16.80M | $6.80M |
| Net Margin | 20.2% | 12.2% | 0.4% | 1.5% | 0.8% |
| EPS | $5.97 | $2.96 | $0.07 | $0.25 | $0.11 |
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. It offers Omnipod System, a self-adhesive disposable tubeless Omnipod device that is worn on the body for up to three days at a time, as well as its wireless companion, the handheld personal diabetes manager. The company sells its products primarily through independent distributors and pharmacy channels, as well as directly in the United States, Canada, Europe, the Middle East, and Australia. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 16th 2025 | Evercore ISI | Initiation | Outperform | $370 |
| November 19th 2025 | UBS | Upgrade | Buy | $400 |
| October 21st 2025 | Stifel | Resumed | Buy | $370 |
| September 8th 2025 | Oppenheimer | Resumed | Outperform | $365 |
| June 16th 2025 | Truist | Initiation | Buy | $365 |
| May 30th 2025 | Goldman | Initiation | Buy | $380 |
| May 13th 2025 | Wolfe Research | Upgrade | Outperform | $350 |
| April 29th 2025 | Wolfe Research | Downgrade | Peer Perform | - |
| March 6th 2025 | RBC Capital Mkts | Initiation | Outperform | $340 |
| November 6th 2024 | Bernstein | Initiation | Outperform | $300 |
| May 30th 2024 | Redburn Atlantic | Initiation | Buy | $235 |
| May 7th 2024 | Wolfe Research | Upgrade | Outperform | $200 |
| December 21st 2023 | Robert W. Baird | Upgrade | Outperform | $238← $180 |
| December 4th 2023 | Morgan Stanley | Upgrade | Overweight | $234← $185 |
| October 2nd 2023 | Jefferies | Upgrade | Buy | $240← $260 |
Earnings History & Surprises
PODDEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 6, 2026 | — | — | — | — |
Q1 2026 | Feb 19, 2026 | $1.48 | — | — | — |
Q4 2025 | Nov 6, 2025 | $1.14 | $1.24 | +8.8% | ✓ BEAT |
Q3 2025 | Aug 7, 2025 | $0.92 | $1.17 | +27.2% | ✓ BEAT |
Q2 2025 | May 8, 2025 | $0.79 | $1.02 | +29.1% | ✓ BEAT |
Q1 2025 | Feb 20, 2025 | $1.00 | $1.15 | +15.0% | ✓ BEAT |
Q4 2024 | Nov 7, 2024 | $0.76 | $0.90 | +18.4% | ✓ BEAT |
Q3 2024 | Aug 8, 2024 | $0.56 | $0.55 | -2.5% | ✗ MISS |
Q2 2024 | May 9, 2024 | $0.39 | $0.73 | +87.2% | ✓ BEAT |
Q1 2024 | Feb 22, 2024 | $0.66 | $1.40 | +112.1% | ✓ BEAT |
Q4 2023 | Nov 2, 2023 | $0.40 | $0.71 | +77.5% | ✓ BEAT |
Q3 2023 | Aug 8, 2023 | $0.26 | $0.38 | +46.2% | ✓ BEAT |
Q2 2023 | May 4, 2023 | $0.09 | $0.23 | +155.6% | ✓ BEAT |
Q1 2023 | Feb 23, 2023 | $0.24 | $0.55 | +129.2% | ✓ BEAT |
Q4 2022 | Nov 3, 2022 | $0.17 | $0.45 | +164.7% | ✓ BEAT |
Q3 2022 | Aug 4, 2022 | $0.21 | $-0.06 | -128.6% | ✗ MISS |
Q2 2022 | May 5, 2022 | $0.23 | $0.40 | +73.9% | ✓ BEAT |
Q1 2022 | Feb 23, 2022 | $0.32 | $0.42 | +31.2% | ✓ BEAT |
Q4 2021 | Nov 4, 2021 | $0.24 | $0.18 | -25.0% | ✗ MISS |
Q3 2021 | Aug 5, 2021 | $0.12 | $0.10 | -16.7% | ✗ MISS |
Latest News
Truist Securities Maintains Buy on Insulet, Lowers Price Target to $390
📈 PositiveCanaccord Genuity Maintains Buy on Insulet, Raises Price Target to $450
📈 PositiveEvercore ISI Group Initiates Coverage On Insulet with Outperform Rating, Announces Price Target of $370
📈 PositiveInsulet Receives FDA 510(K) Clearance For Omnipod 5 Algorithm Enhancements Adding 100 Mg/DL Target Glucose And Improved Automated Mode, With U.S. Launch Anticipated In First Half Of 2026
📈 PositiveCanaccord Genuity Maintains Buy on Insulet, Raises Price Target to $432
📈 PositiveInsulet shares are trading higher after multiple analysts raised their price targets on the stock.
📈 PositiveTruist Securities Maintains Buy on Insulet, Raises Price Target to $412
📈 PositiveRBC Capital Maintains Outperform on Insulet, Raises Price Target to $380
📈 PositiveBTIG Maintains Buy on Insulet, Raises Price Target to $380
📈 PositiveInsulet drops on investor day as long-term outlook unveiled
📉 NegativeInsulet Announces 2025–2028 Financial Outlook; Sees Revenue Projected To Grow At A CAGR Of ~20% At Constant Currency Rates, Driven By Continued Omnipod Adoption And Geographic Expansion; Adjusted Operating Margin Expected To Expand Annually By ~100 Basis Points, Reflecting Operational Efficiencies And Growing Scale; Adjusted Diluted EPS Anticipated To Grow At A CAGR Of 25%+; Free Cash Flow Forecast To Remain Strong, Enabling Disciplined Reinvestment In Innovation And Scaling Globally.
📈 PositiveInsulet shares are trading higher after UBS upgraded the stock from Neutral to Buy and raised its price target from $355 to $400.
📈 PositiveUBS Upgrades Insulet to Buy, Raises Price Target to $400
📈 PositiveBTIG Reiterates Buy on Insulet, Maintains $370 Price Target
📈 PositiveWatching Insulet; Shares See Volume To The Upside; Hearing Investor Business Daily SwingTrader Buys Stock
📈 PositiveCanaccord Genuity Maintains Buy on Insulet, Raises Price Target to $428
📈 PositiveRBC Capital Maintains Outperform on Insulet, Raises Price Target to $370
📈 PositiveWells Fargo Maintains Overweight on Insulet, Raises Price Target to $360
📈 PositiveUBS Maintains Neutral on Insulet, Raises Price Target to $355
➖ NeutralTruist Securities Reiterates Buy on Insulet, Raises Price Target to $390
📈 PositiveFrequently Asked Questions about PODD
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