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POPODD

Insulet Corp.

Rising onTrending downwardX mentions rising faster than the marketBacked by solid revenue growthRecent insider buying
$PODD·$9.7B·Medical - Devices·Healthcare
$140.60-0.7%YTD-50.4%1Y-57.8%
Price updated 55m ago·X counts updated 7d ago
POPODD
$PODDInsulet Corp.
$140.60-0.67%30 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PODD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

30X posts · last 7 days
Sep 2Sep 12
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $PODD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 83% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-12

Insulet ranks third-worst S&P 500 stock YTD at -50.33% and shares dropped 16% on Q2 as management cut full-year sales guidance from 22% to 21% (predominantly US) even while EPS beat. Contributors flag management credibility issues alongside the new CEO/CFO installation and the need to pivot faster to international. Bear tone is dominant with only defensive tubeless-moat framing offered.

Read what X is saying about $PODD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PODD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-20

The move is getting stronger, with heavier trading behind it.

Insulet keeps growing revenue at 24-34% as Omnipod 5 penetration expands — the accelerating story is intact.

Insulet's Omnipod insulin pump is winning against traditional durable pumps and picking up type-2 diabetes uptake. Revenue growth has been north of 20% for four quarters running, and margin expansion is the accompaniment.

  • Revenue growth ran 24-34% year-over-year across four quarters, with Q2 2026 at $802M — an unusually consistent high-growth line for medical devices.
  • Gross margin held near 70-73% and operating margin near 16-19% — Omnipod's disposable-tubeless model prints economics closer to consumer devices than durable equipment.
  • Two long-tenured board members departed in September (Chairman Scannell after 12 years for health reasons, plus another) — a governance signal to watch but not a fundamental issue yet.

Watch the Nov 5 print for Omnipod 5 international expansion and type-2 diabetes penetration disclosure — those are the growth-line supports for 2027.

What to watch: Omnipod 5 international launch progress, type-2 diabetes penetration trends, and successor announcement for the departed Chairman.

On the calendar: 2026-11-05 Q3 earnings

no price datano sentiment

Read the AI verdict on $PODD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Maker of the Omnipod tubeless insulin pump system for diabetes patients, expanding rapidly internationally with its automated Omnipod 5 AID platform.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $PODD.

Medical - Devices · Healthcare

Procedure-volume recovery is driving device demand; AI-guided cardiac ablation and robotic orthopedics are capturing premium surgical mix while continuous glucose monitors extend device revenue into ambulatory care. Supply-chain normalization has improved gross margins across the cohort.

What this means for $PODD

Direct beneficiary — Omnipod 5 automated insulin delivery system is growing rapidly internationally; tubeless pod design is a structural differentiator in the insulin pump market.

Industry benchmark

17-name peer basket
+16.2%YTD
+28.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
18.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
71.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.66$1.47+12.9%
Q1 2026May 6, 2026$1.42$1.19+19.3%
Q4 2025Feb 18, 2026$1.55$1.47+5.4%
Q3 2025Nov 6, 2025$1.24$1.14+8.8%
Next earningsThu, Nov 5·consensus EPS $1.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$801.7M+23.5%70.2%16.2%$1.37$-86.0M
Q1 FY26$761.7M+33.9%69.5%16.0%$1.30$86.0M
Q4 FY25$783.8M+31.2%72.5%18.7%$1.45$48.2M
Q3 FY25$706.3M+29.9%72.2%16.7%$1.24$104.7M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.3B$3.2B – $3.3B$6.50$6.44 – $6.5419
FY27$3.8B$3.5B – $3.9B$7.71$7.51 – $8.0219
FY28$4.3B$3.8B – $4.6B$9.28$8.95 – $9.7520
FY29$4.9B$4.6B – $5.1B$11.14$10.22 – $11.5010
FY30$5.3B$4.9B – $5.4B$12.64$11.60 – $13.0510

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 21Ashley McevoyCEO1.1K sh$162KBuyJun 3Timothy C. StonesiferDirector2.8K sh$400KSellJun 3Luciana BorioDirector418 sh$60K
+ 15 other (13 awards · 2 inkinds) in window

See when $PODD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 168-K — Item 5.02: Officer or director change
AI summary

Insulet Corporation (PODD) filed an 8-K reporting an officer or director change (Item 5.02) effective September 14, 2026; the excerpt contains only the cover page with no details on the individual affected or the nature of the change at the insulin delivery device company. This is a routine governance disclosure.

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change
AI summary

Insulet Corporation disclosed the departure of two Board members: Timothy J. Scannell (12-year veteran and 7-year Chairman) stepped down for health reasons effective September 3, 2026, and Michael R. Minogue resigned effective September 15, 2026, to run for Governor of Massachusetts. Neither departure was due to disagreement with Company operations. Losing a long-serving Chairman and another director simultaneously is an elevated governance event, even if both circumstances are non-adversarial and Insulet is expected to name successors.

3New insider — initial holdingsJul 23
AI summary

MAZELSKY JONATHAN JAY (Last) (First) (Middle) C/O INSULET CORPORATION 100 NAGOG PARK (Street) ACTON MASSACHUSETTS 01720 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/01/2026 3. Issuer Name and Ticker or Trading Symbol INSULET CORP [ PODD ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 0 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: /s/ Patricia K. Dolan, attorney-in-fact 07/02/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of PODD, with an event date of 1473. The filer directly owns 0 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PODD filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: cton Massachusetts 01720 (Address of principal executive offices) (Zip Code) Registrant’s telephone . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KPress release / Reg FDMay 268-K — Item 7.01: Press release / Reg FD
8-KCharter amendmentMay 218-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 298-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsApr 23
+ 12 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Insulet to Participate in Bernstein Insights: Healthcare Leaders and Disruptors – 3rd Annual Healthcare Forumbusinesswire.com·2d agoCalifornia State Teachers Retirement System Has $2.22 Billion Stock Position in Insulet Corporation $PODDdefenseworld.net·8d agoInsulet Corporation $PODD Stock Position Raised by Amundidefenseworld.net·10d agoInsulet Corporation (PODD) Presents at Wells Fargo 21st Annual Healthcare Conference Transcriptseekingalpha.com·11d agoHere's Why Insulet (PODD) is a Strong Growth Stockzacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $PODD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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