Insulet (PODD)
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What to Expect From Insulet's Next Quarterly Earnings Report
Yahoo Finance· 2025-10-24 12:47
Insulet Corporation (PODD), headquartered in Acton, Massachusetts, operates as an innovative medical device company. Valued at $22.8 billion by market cap, the company develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The insulin infusion systems maker is expected to announce its fiscal third-quarter earnings for 2025 before the market opens on Thursday, Nov. 6. Ahead of the event, analysts expect PODD to report a profit of $1.13 per share on a diluted ...
Insulet Corporation (PODD) Sees Higher 2025–2026 Revenue and Operating Margins, Says Canaccord
Insider Monkey· 2025-10-20 10:30
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Insulet to Host Investor Day on November 20, 2025
Businesswire· 2025-10-10 11:00
About Insulet Corporation: Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a ...
Is Insulet (PODD) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2025-10-07 17:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...
Canaccord Genuity Raises Price Target on Insulet Corporation (PODD) to $399, Maintains Buy Rating
Insider Monkey· 2025-10-01 23:51
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of a small city, indicating a significant strain on global power grids [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI, making it a unique investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses critical nuclear energy infrastructure assets, making it integral to America's future power strategy [7] - The company is noted for its ability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is completely debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also holds a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar, trading at less than seven times earnings [10][11] - The company is recognized for delivering real cash flows and owning critical infrastructure, making it a compelling investment choice in the context of the AI revolution [11][12]
Insulet Corporation (PODD) Q2 Revenue Surges 32.9% to $649M, Raises Full-Year Guidance
Yahoo Finance· 2025-10-01 17:56
Core Insights - Insulet Corporation is recognized as one of the 12 Best Healthcare Stocks to Buy and Hold for 5 Years [1] - The company is a leader in tubeless insulin pump technology, particularly with its Omnipod Insulin Management System [2] Financial Performance - In Q2 2025, Insulet reported revenue of $649.1 million, reflecting a year-over-year increase of 32.9% [3] - The Omnipod product line generated $639 million in revenue, with gross margins of 69.7% and operating income of $121.1 million [3] - Net income for the quarter was $22.5 million, equating to $0.32 per share [3] - Following this performance, the company raised its full-year revenue growth guidance to 24–27% and adjusted operating margin guidance to 17–17.5% [3] Product and Market Expansion - Insulet strengthened its brand through a partnership with Pantone®, launching a new color variant, Omnipod Mango, to celebrate the diabetes community [4] - The company is expanding the compatibility of Omnipod 5 with various continuous glucose monitors and advancing its international adoption, particularly in Europe [4] - Omnipod 5 is now the first automated insulin delivery system prescribed for new users in Europe [4]
Price Over Earnings Overview: Insulet - Insulet (NASDAQ:PODD)
Benzinga· 2025-09-30 18:00
Core Viewpoint - Insulet Inc. (NASDAQ:PODD) has experienced a short-term decline in stock price while showing significant long-term growth, prompting a review of its price-to-earnings (P/E) ratio by long-term shareholders [1]. Group 1: Stock Performance - Insulet Inc. shares are currently trading at $306.78, reflecting a 1.24% drop in the current session [1]. - The stock has decreased by 11.06% over the past month but has increased by 31.87% over the past year [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance relative to historical earnings and industry standards [5]. - Insulet Inc. has a P/E ratio of 94.7, which is significantly higher than the aggregate P/E ratio of 42.89 in the Health Care Equipment & Supplies industry [6]. - A higher P/E ratio may suggest that shareholders expect Insulet Inc. to outperform its industry or that the stock is potentially overvalued [6]. Group 3: Limitations of P/E Ratio - While the P/E ratio is useful for market performance analysis, it has limitations and should not be used in isolation [9]. - A lower P/E may indicate undervaluation or a lack of expected future growth, emphasizing the need for a comprehensive analysis that includes other financial metrics and qualitative factors [9].
PiSA USA's Marie O'Malley to Join MassMEDIC Fireside Chat on Technology Challenges in MedTech
PRWEB· 2025-09-28 18:36
Group 1 - The panel discussion at MEDevice Boston focuses on how technology challenges in the MedTech sector can be transformed into opportunities for safer and more sustainable solutions [1][4] - Lisa Brady, Vice President of Global Sustainability at Insulet Corporation, emphasizes the importance of corporate sustainability, particularly in environmental impact and ESG reporting [1][4] - Michelle Fox, Chief Medical Officer at Teleflex, brings expertise in patient safety and regulatory frameworks for complex medical technologies, advocating for women's health [2][4] Group 2 - Rachel Robinson, COO of MassMEDIC, moderates the session and has played a key role in expanding the organization's impact and supporting early-stage MedTech companies [3][4] - The panel aims to address challenges in technology development, regulatory compliance, and sustainability while prioritizing patient safety and access [4] - PiSA USA is highlighted as a leading contract manufacturer in the MedTech industry, focusing on innovative and regulatory-compliant solutions to support medical device companies [5]
Insulet Stock Surges 37.4% in 12 months: What's Driving the Rally?
ZACKS· 2025-09-26 13:26
Core Insights - Insulet (PODD) has experienced a significant share price increase of 37.4% over the past year, outperforming the industry decline of 0.5% and the S&P 500's gain of 17.5% [1][8] - The company is enhancing its leadership in the diabetes market through the Omnipod 5, which is driving strong adoption and market growth [1][3] Company Overview - Insulet, based in Acton, MA, specializes in manufacturing and selling continuous insulin delivery systems for insulin-dependent diabetes [2] - The Omnipod platform offers a unique, tubeless insulin delivery system and is available in 25 countries [2] Growth Drivers - The share price rally is attributed to the strong momentum of Omnipod 5, the only FDA-cleared, fully disposable pod-based automated insulin delivery system [3] - Key product features such as on-body wearability and ease of use are contributing to rapid adoption [3] - Recent milestones include the U.S. launch of the Omnipod 5 App integrated with Dexcom G7 CGM system [3][4] Market Expansion - Omnipod DASH is gaining traction in the U.S. type 2 diabetes market, accounting for approximately 30% of new starts [4] - Insulet has received FDA clearance for type 2 label expansion for Omnipod 5, further enhancing its market position [4] - The company is expanding its market presence in Europe and has launched Omnipod Discover, a digital platform for personalized data management [5] Market Potential - The diabetes market remains underpenetrated, with only about 40% of the Type 1 diabetes population in the U.S. using insulin pump therapy [6] - Insulet is focusing on commercial expansion and market access, including salesforce growth and targeted pediatric center entry [9] Financial Estimates - The Zacks Consensus Estimate projects Insulet's earnings per share (EPS) to increase by 42.9% in 2025 and 24.3% in 2026, reaching $4.63 and $5.76 respectively [11] - Revenues are expected to grow by 26.4% in 2025 to $2.62 billion and by 18.1% in 2026 to $3.09 billion [11]
Is Insulet Stock Outperforming the S&P 500?
Yahoo Finance· 2025-09-24 11:08
Core Insights - Insulet Corporation (PODD) is a leading medical device company focused on insulin delivery systems, with a market capitalization of $23.6 billion [1][2] - The company is recognized as a large-cap stock, emphasizing its significant influence in the medical devices industry and commitment to innovation through substantial R&D investments [2] - Insulet is expanding its global footprint by entering new markets and establishing distribution channels [2] Financial Performance - PODD's stock has experienced a decline of 7.3% from its 52-week high of $353.50, reached on September 9, while gaining 6.5% over the past three months, underperforming the S&P 500 Index's 10.5% gains [3] - Year-to-date, PODD shares have risen by 25.6% and 37.2% over the past 52 weeks, outperforming the S&P 500's YTD gains of 13.2% and 16.4% [4] - The stock has consistently traded above its 200-day moving average over the past year, indicating a bullish trend [4] Growth Drivers - The strong performance of PODD is attributed to significant growth in its Omnipod product line in both domestic and international markets [5] - Following the release of Q2 results, PODD shares surged by 9.5%, with an adjusted EPS of $1.17 surpassing Wall Street expectations of $0.93, and revenue of $649.1 million exceeding forecasts of $615.5 million [5] Analyst Sentiment - Wall Street analysts maintain a positive outlook on PODD, with a consensus "Strong Buy" rating from 24 analysts and a mean price target of $362.27, suggesting a potential upside of 10.5% from current levels [6]