Core Insights - Insulet reported better-than-expected fourth-quarter results driven by strong demand for its tubeless insulin pumps, forecasting 20% to 22% revenue growth for full-year 2026 in constant currency and over 25% increase in adjusted earnings per share [1] Financial Performance - Insulet's sales for the fourth quarter reached $781.8 million, exceeding analysts' estimates of $767.3 million, with total revenue jumping 31.2% to $783.8 million compared to estimates of $768.7 million [1] - On an adjusted basis, Insulet earned $1.55 per share for the quarter, surpassing estimates of $1.45 [1] Future Outlook - For the current quarter, Insulet forecasts revenue growth of 25% to 27% in constant currency [1] - The company announced a $350 million increase to its share repurchase authorization, planning to deploy approximately $300 million in buybacks during the first quarter of 2026, which analysts view as a bullish signal [1] Product Demand - Insulet's sales surge is attributed to broader regulatory approvals for its Omnipod 5 automated insulin delivery system, now cleared for use in both type 1 and type 2 diabetes patients in the U.S. [1] - The demand for Insulet's products aligns with similar trends observed in the market, as its larger peer Dexcom also reported robust demand for continuous glucose monitoring systems [1]

All right, want to move on to final trades right now. Joe, you might as well kick us off. >> Let's add a healthc care name to the conversation.I think healthc care looks pretty good right here. That would be insulate. P Od >> Josh Brown.>> Staying long Uber. >> Jim, you got the final word. >> Okay.Well, you know, I'm thinking about Joe, you've said a few times about how the financials have been weakening recently and certainly the alternative managers have led the charge on the downside, but a very good rep ...

Joshua Brown, your final trade is what. >> I remain long rocket companies. >> Thank you very much.Farmer Jim Cisco, I find this is an easy one. There was about an 8% pullback after earnings. That was basically because a new CFO is in town and he wants to set an easy bar to clear going forward.This one is obvious to me. It's already coming back. >> Wow.Okay, Liz. >> Software. I think it's way underloved.Getting more underloved by the minute today. >> Sure is down more than two% Liz sector. >> All right.>> Ge ...