NASDAQ: PODD
Insulet Corp.
Healthcare · Medical - Devices
Market Cap
$9.42B
52w High
$354.88
52w Low
$126.70
P/E
25.30
Volume
1.22M
Outstanding Shares
69.26M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 42.03% over the last year. Revenue grew 29.41% over the trailing twelve months. Operating margin moved from 17.26% to 16.89%. Free cash flow grew 47.58% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 0th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 16.89%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.
Valuation
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
35
Buy
12
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 5, 2026
Q3 FY26 · EPS est $1.45 · Revenue est $787.39M
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