NASDAQ · PODD
Insulet Corp.
Healthcare · Medical - Devices
$155.50▲ 1.23% ($1.89)today
As of 12:55 PM ET
Market cap
$10.78B
P/E
28.76
EPS (TTM)
$5.41
Next earnings
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 15.8% revenue growth a year for 10 years. Our scenarios assume 12.1–20.9%.
That's below its past 4-year pace of 25.3%.
Value per share
Base case
$170.62
Price used $155.50 is 9% below this
USD · TTM ending Jun 30, 2026 · Price Nov 3, 5:55 PM UTC
Revenue each value needs
Revenue today $3.1B. The price needs $13.2B by 2036. Base case: $14.3B. At its recent pace: $29.1B. Bear to Bull: $9.5B to $20.3B.
Revenue today $3.1B. The price needs $13.2B by 2036. Base case: $14.3B. At its recent pace: $29.1B. Bear to Bull: $9.5B to $20.3B.
Revenue in 2036
today $3.1B
−$1.1Bless than the Base case
Value per share · Base case
$170.62
Price $155.50
9% below this
- 10-yr revenue CAGR
- 16.7%
- Ending operating margin
- 16.9%
- Discount rate
- 9.0%
USD · TTM ending Jun 30, 2026 · Price Nov 3, 5:55 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 50.85% 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 declined 23.18% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower with no clear directional signal from operating metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 16.89%. A decisive move in revenue — currently up 29.41% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
28
Buy
19
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $1.59 · Revenue est $832.6M
Same quarter, year over year
FY26 YTD +40.6%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $3.08 vs $2.19 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $4.98
- +49.5%
- FY24
- $3.33
- —
Q2 FY26
Reported Aug 5, 2026 · Latest
HoverTap a cell to inspect
Actual
$1.66
Estimate
$1.47
Year over year
+41.9%
Vs prior quarter
+16.9%
Institutional Sentiment
Insulet Corp. · PODD
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.