PODD Insulet Corporation

Insulet has seen its share price fall hard over the past year, which puts the focus squarely on whether the current market value still lines up with the cash the business is expected to generate. With the stock under pressure, the key issue now is how its cash flows compare with the price investors are paying today. Over the past 12 months, Insulet shares have declined 57.2%. This puts a lot of weight on whether the business can support the present valuation through its future cash...

Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Those leading the charge have not only realized strong financial performance but also propelled the broader industry’s returns as healthcare stocks have gained 38% over the past six months while the S&P 500 was up 16.9%.

Insulet (PODD) recently reworked its financing by replacing $475 million of term loans with new debt at lower interest margins and expanding its revolving credit facility, a move that directly reshapes the balance sheet. Insulet’s refinancing lands after a tough stretch for the stock, with the share price down 52% year to date and the 1 year total shareholder return declining 58%. This points to fading momentum even before its recent index removal and conference appearances. Scan beyond...

Insulet (NASDAQ:PODD) Chief Operating Officer Eric Benjamin said the company remains focused on expanding adoption of automated insulin delivery, or AID, systems across large and underpenetrated diabetes markets, while addressing elevated early attrition among certain Type 2 diabetes customers. Spe

Insulet has notably underperformed the Medical Devices industry over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here. Baron SMID Cap ETF® (BCSM) gained 15.62% (NAV) in the second quarter, underperforming the Russell 2500 Growth Index’s 24.02% return. The trend towards “AI winners” continued, focusing on companies related to chips, […]

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

A medical device giant now costs more than its faster-growing rivals, forcing investors to decide if its premium price tag is buying durable quality or just yesterday's story.

By bringing its first patch pump to market, Beta Bionics will be able to compete with industry leader Insulet.

PODD's Omnipod 5 adoption, product expansion and raised international growth outlook support its growth prospects despite competitive and cost pressures.

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here. Global equities rebounded sharply in Q2 2026, recovering from March lows as resilient economic data, strong corporate earnings, and continued AI investment improved investor sentiment despite inflation concerns, delayed rate cuts, and […]

Insulet (PODD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the patient monitoring industry, including Insulet (NASDAQ:PODD) and its peers.

Insulet stock has fallen sharply over the past year, yet both an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and market multiples currently point to the shares trading below what those models suggest, while the broader valuation score still comes through as a mixed signal rather than a clear bargain. The share price is down 57.0% over the past year, which puts recent trading well below where many investors may have entered the stock. Future adoption of Insulet's...

Insulet (PODD) is back in focus after ongoing reminders about a securities class action lawsuit tied to alleged issues in its manufacturing controls and recent voluntary Medical Device Corrections disclosed in March and May 2026. At a share price of US$148.38, Insulet has seen short term resilience with a 7 day share price return of 3.73%. However, the 30 day share price return is down 10.26% and the 1 year total shareholder return has declined 56.98%, which points to fading momentum as...

The diabetes tech firm is preparing for the launch of new devices, including a tubeless insulin pump and a fully closed loop automated insulin delivery system.

Insulet has considerably underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Insulet's Q2 beat and stronger margins contrast with a 2026 growth reset, putting U.S. Type 2 retention at the center of its outlook.

McEvoy invested $162,217 at a weighted average price of $147.47, bringing total beneficial ownership to 23,735 shares valued at $3.52 million.

Large trillion-dollar companies are tightening their grip on the market, often by acquiring smaller rivals. This trend will likely pick up with new regulatory leadership, but a few mid-sized businesses will continue prospering by anchoring themselves in unique market segments.

Insulet’s second quarter was marked by strong revenue expansion but a sharp negative market reaction, as investors focused on emerging challenges in the company’s type 2 diabetes segment. While broad-based demand for Omnipod drove growth across both U.S. and international markets, CEO Ashley McEvoy acknowledged that lower-than-expected retention rates among new type 2 users weighed on results. McEvoy stated, “We should have identified the issue sooner,” signaling a more cautious approach to comm

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Type 2 retention challenges force management to trim full-year outlook despite revenue beat.

Insulet's Q2 results beat estimates on strong Omnipod demand and wider margins, but its 2026 revenue outlook takes a hit.

Insulet stock has fallen sharply over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading below what the underlying business may be worth. Over the past 12 months, Insulet has declined 54.1%, which means the market has already priced in a lot of pessimism. The recent cut to full year revenue growth expectations after an earnings beat can weigh on sentiment, while any renewed confidence in Insulet's long...

Insulet's (PODD) execution challenges in serving Type 2 diabetes patients, upcoming competition in p

Zillow downgraded, Global Payments upgraded: Wall Street's top analyst calls

Investing.com -- JPMorgan downgraded insulin pump maker Insulet to Neutral from Overweight, citing slowing U.S. sales growth, rising attrition among Type 2 diabetes patients and a weaker-than-expected outlook for 2027, while slashing its price target to $152 from $275.

Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising treatment before the opening bell.

In early August 2026, Insulet Corporation reported Q2 results showing US$801.7 million in sales and US$95.0 million in net income, then issued new guidance calling for total GAAP revenue growth of 17%–19% for Q3 2026 and 21%–23% for full-year 2026. At the same time, management cut full-year revenue expectations due to weaker-than-hoped retention and utilization among Type 2 diabetes users, despite strong overall Omnipod growth and higher international guidance. We’ll now examine how the...

Moby summary of Insulet Corporation's Q2 2026 earnings call

A modest forecast reduction raised larger questions about Omnipod's competitive position and future U.S. growth.

Insulet stock crashed Wednesday after lowering sales guidance for its body-worn insulin pump, Omnipod, in the back half of the year.

Insulet Corp (PODD) raises full-year international outlook but lowers U.S. growth guidance amid Type 2 onboarding execution issues.

Insulet lowers its full-year revenue growth outlook, even after earnings and revenue handily beat expectations.

Insulet (NASDAQ:PODD) reported second-quarter revenue growth of 23% on a constant-currency basis, supported by demand for its Omnipod insulin-delivery system in the U.S. and international markets, while raising its international outlook and reducing its U.S. and total-company revenue-growth expectat

The diabetes device maker exceeded second-quarter revenue guidance but reduced its full-year U. S.

The headline numbers for Insulet (PODD) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Insulet (PODD) delivered earnings and revenue surprises of +15.28% and +1.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

GE HealthCare (GEHC) delivered earnings and revenue surprises of +8.65% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Insulet will release its second-quarter earnings next month, and analysts anticipate a double-digit bottom-line growth.

Last week’s chip-led selloff showcased just how quickly sentiment on AI can shift and drive a rotation out of tech stocks. Goldman Sachs outlined three investment themes to play for investors worried about AI overexposure in their portfolio.

Personal health and wellness is one of the many secular tailwinds for healthcare companies. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 13.3% over the past six months, topping the S&P 500 by 2.5 percentage points.

Quality compounders are well-oiled machines. Their competitive advantages allow them to make profits consistently and reinvest them into projects that generate even more profits, creating a virtuous cycle of returns.

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.