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POPODD

Insulet Corp.

$PODD·$9.2B·Medical - Devices·Healthcare
$139.30+4.5%
Mentions · last 7 days
2026-07-30: 3 posts2026-07-31: 2 posts2026-08-01: 1 posts2026-08-02: 5 posts2026-08-03: 10 posts2026-08-04: 9 posts2026-08-05: 69 posts99
Price updated 11m ago·X counts updated 22h ago
POPODD
$PODDInsulet Corp.
$139.30+4.53%99 posts
AI analysisFundamentalsVoices on X
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What it does

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

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.

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

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

Industry benchmark

26-name peer basket
+7.5%YTD
+17.4%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$1.46+13.7%
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 $1.61

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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.3B$3.2B – $3.3B$6.48$6.40 – $6.5919
FY27$3.9B$3.8B – $4.0B$8.05$7.44 – $8.4319
FY28$4.7B$4.3B – $4.9B$10.11$9.55 – $10.4818
FY29$5.4B$5.2B – $5.6B$12.21$11.46 – $12.6011
FY30$6.1B$5.8B – $6.3B$14.34$13.46 – $14.809

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.5.1×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.3%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.-14.2%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.-42.0%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 today10.4% 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.β1.115-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

BuyJun 3Timothy C. StonesiferDirector2.8K sh$400KSellJun 3Luciana BorioDirector418 sh$60K
+ 33 other (21 awards · 12 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
Free, forever. No credit card.

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

3New insider — initial holdingsJul 23
8-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
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
8-KPress release / Reg FDMar 128-K — Item 7.01: Press release / Reg FD
8-KOfficer or director changeMar 48-K — Item 5.02: Officer or director change
+ 14 other (4 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 Corporation (PODD) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoInsulet Q2 Earnings Call Highlightsmarketbeat.com·1d agoInsulet Corp (PODD) (Q2 2026) Earnings Call Highlights: Strong Revenue Growth Offset by Type 2 Retention Challengesgurufocus.com·1d agoInsulet (PODD) Reports Q2 Earnings: What Key Metrics Have to Sayzacks.com·1d agoPODD EQUITY ACTION ALERT: Faruqi & Faruqi, LLP Reminds Insulet (PODD) Investors of Securities Class Action Lawsuit Deadline on August 31, 2026globenewswire.com·1d ago

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