Insulet Corporation
PODD
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- Insulet Corporation operates in the growing medical devices sector, focusing on innovative insulin delivery systems that cater to the increasing number of diabetes patients worldwide.
- In Q2 2026, Insulet reported a revenue of $801.7 million, representing a 5% increase from the previous quarter.
- The company's gross margin improved to 70.2% in Q2 2026, up from 69.5% in Q1 2026.
- Insulet faces significant competition in the medical devices market, which could impact its market share and pricing power.
- The current score indicates a 'Sell' signal with a score of -6.00, suggesting bearish sentiment among analysts.
- Insulet's operating margin decreased to 16.2% in Q2 2026 from 16.0% in Q1 2026, indicating potential challenges in maintaining profitability.
Fundamentals
| Market cap | $9.33B | Enterprise value | $9.74B | Trailing P/E | 25.18 | Forward P/E | 17.39 |
| PEG | 1.06 | Price / book | 6.56 | Beta | 1.10 | Dividend yield | 0.00% |
| Revenue growth | 23.5% | Earnings growth | 328.6% | Gross margin | 71.1% | Operating margin | 16.2% |
| Profit margin | 12.3% | ROE | 26.0% | ROA | 9.7% | Debt / equity | 0.67 |
| Current ratio | 2.49 | Free cash flow | $236.90M | Analyst recommendation | buy | Mean target | $170.96 |
| 52w high | $354.88 | 52w low | $126.40 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $802M | $762M | $784M | $706M | $649M | — |
| Op margin | 16.2% | 16.0% | 18.7% | 16.7% | 18.7% | — |
| Net income | $95.0M | $91.1M | $102M | $87.6M | $22.5M | — |
| Gross margin | 70.2% | 69.5% | 72.5% | 72.2% | 69.7% | — |
| Gross profit | $563M | $529M | $569M | $510M | $452M | — |
| Operating income | $130M | $122M | $146M | $118M | $121M | — |
- Revenue +5% vs prior quarter ($802M vs $762M).
- Gross margin 70.2% (was 69.5% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $2.7B | $2.1B | $1.7B | $1.3B | — |
| Op margin | 17.5% | 14.9% | 13.0% | 2.9% | — |
| Net income | $247M | $418M | $206M | $4.6M | — |
| Gross margin | 71.6% | 69.8% | 68.3% | 61.7% | — |
| Gross profit | $1.9B | $1.4B | $1.2B | $806M | — |
| Operating income | $474M | $309M | $220M | $37.6M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · Leerink Partners Adjusts Insulet Price Target to $143 From $145
2026-10-07 · Flutter upgraded, AppFolio downgraded: Wall Street's top analyst calls
2026-10-01 · 2 Safe-and-Steady Stocks to Consider Right Now and 1 Facing Challenges
2026-10-01 · Insulet to Announce Third Quarter 2026 Financial Results on November 4, 2026
2026-09-28 · Insulet Sees Emerging Headwinds From New Market Entrants in 2027, 2028, Oppenheimer Says
2026-09-26 · Insulet (PODD) Stock May Trade At A Discount To Fair Value
2026-09-25 · 2 Healthcare Stocks with Impressive Fundamentals and 1 Facing Challenges
2026-09-25 · Insulet (PODD) Reworked Its Debt, Is The Stock Still Cheap?
2026-09-25 · Insulet Targets Type 2 Retention as Omnipod 6 and Global Growth Gain Momentum
2026-09-24 · How Is Insulet's Stock Performance Compared to Other Medical Devices Stocks?
2026-09-18 · Insulet to Participate in Bernstein Insights: Healthcare Leaders and Disruptors – 3rd Annual Healthcare Forum
2026-09-17 · BCSM Exits Insulet Corporation (PODD), Maintains Watchlist Status
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