I

Insulet

Designs and manufactures tubeless insulin pumps

Overview

Insulet develops insulin delivery systems for diabetes. Its flagship Omnipod is a tubeless, waterproof insulin pump that delivers continuous insulin, controlled by a wireless handheld device and using disposable pods. The company also offers Omnipod 5, an automated insulin delivery system that works with continuous glucose monitors to adjust dosing. Insulet differentiates itself with a tubeless design and global manufacturing and distribution, aiming to make insulin delivery more convenient and autonomous for users.

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About Insulet

Simplify's Rating
Why Insulet is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Industrial & ManufacturingHealthcare

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Acton, MA

Founded

2000

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Simplify's take

What believers are saying

  • Q2 2026 revenue reached $801.7 million, up 23.5% year over year.
  • International Omnipod growth guide rose to 30%-32% after Spain and broader uptake.
  • Massachusetts offered over $40 million incentives for a potential Acton expansion through 2032.

What critics are saying

  • March 12 and May 26, 2026 corrections exposed tubing defects and under-delivery risk.
  • U.S. Omnipod growth guide fell to 17%-19% after weak type 2 retention.
  • Massachusetts class action Hu v. Insulet centers on manufacturing controls; settlement pressure intensifies through 2027.

What makes Insulet unique

  • Omnipod 5 offers tubeless, waterproof AID; Spain launched July 6, 2026.
  • Abbott Libre 3 Plus integration broadens Omnipod compatibility across the UK and Europe.
  • Acton manufacturing plus U.S. headquarters keep engineering, production, and distribution tightly co-located.

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Funding

Total Funding

$591.8M

Above

Industry Average

Funded Over

7 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison Coming Soon

Benefits

  • Remote Work Options

Stock Price

Growth & Insights and Company News

6 month growth

1%

1 year growth

1%

2 year growth

1%
Yahoo Finance
Nov 4th, 2026
Insulet beats Q3 forecasts with $141.1M net income and $842M revenue

Insulet Corp., the Acton, Massachusetts-based maker of insulin infusion systems, reported third-quarter net income of $141.1 million, or $2.03 per share. Adjusted for one-time gains and costs, earnings were $1.99 per share. Eight analysts surveyed by Zacks Investment Research had expected $1.59. Revenue was $842 million, also above forecasts. Seven analysts had expected $833.3 million.

Business Wire
Nov 4th, 2026
Insulet Q3 revenue rises 19.2% to $842M, with $1B share buyback approved

Insulet reported third-quarter revenue of $842.0 million, up 19.2% from a year earlier. Growth was 19.6% in constant currency, slightly above the top of the company's guidance range. Omnipod revenue rose 19.7% to $836.6 million. US sales grew 14.7% to $570.4 million, while international sales climbed 31.7% to $266.2 million. Net income reached $141.1 million, or $2.03 per diluted share, compared with $87.6 million, or $1.24 per share, a year earlier. Operating income was $189.8 million, or 22.5% of revenue. The board approved a $1 billion share repurchase programme. Insulet expects to spend about $400 million on buybacks in the fourth quarter of 2026, funded with existing cash.

MarketBeat
Oct 28th, 2026
Insulet (PODD) expected to post quarterly earnings on Wednesday.

Insulet (PODD) expected to post quarterly earnings on Wednesday. October 28, 2026 Key points. * Insulet is expected to report Q3 2026 results before the market opens on November 4. Analysts forecast earnings of $1.59 per share on revenue of $832.71 million. * In its latest quarter, Insulet earned $1.66 per share, beating estimates by $0.19, while revenue rose 23.5% year over year to $801.7 million. * Insulet shares recently traded at $149.83, below the analyst consensus price target of $186.68. Analyst sentiment is mixed, with a consensus rating of "Hold" from 26 analysts. * Get every upgrade, downgrade, and earnings report on Insulet as it happens. Lock in MarketBeat All Access for $149 a year through October 30. Insulet (NASDAQ:PODD - Get Free Report) is projected to announce its Q3 2026 results before the market opens on Wednesday, November 4th. Analysts expect the company to post earnings of $1.59 per share and revenue of $832.71 million for the quarter. Insulet has set its FY 2026 guidance at 6.460- EPS. Parties can find conference call details on the company's upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Wednesday, November 4, 2026 at 8:00 AM ET. Insulet (NASDAQ:PODD - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, beating analysts' consensus estimates of $1.47 by $0.19. The business had revenue of $801.70 million during the quarter, compared to analysts' expectations of $787.39 million. During the same quarter in the prior year, the firm posted $1.17 earnings per share. The firm's quarterly revenue was up 23.5% on a year-over-year basis. On average, analysts expect Insulet to post $6.51 EPS for the current fiscal year and $7.71 EPS for the next fiscal year. Insulet price performance. Shares of PODD stock opened at $149.83 on Wednesday. The company's fifty day simple moving average is $140.82 and its two-hundred day simple moving average is $181.92. Insulet has a 1 year low of $126.40 and a 1 year high of $354.88. The stock has a market capitalization of $10.39 billion, a price-to-earnings ratio of 28.01 and a beta of 1.11. Analyst Ratings changes. A number of equities analysts have recently commented on PODD shares. Evercore set a $180.00 price target on Insulet in a report on Monday, July 6th. Weiss Ratings reiterated a "sell (d+)" rating on shares of Insulet in a research note on Monday, September 21st. Stifel Nicolaus dropped their price objective on Insulet from $225.00 to $180.00 and set a "buy" rating on the stock in a report on Thursday, August 6th. Barclays raised Insulet to a "hold" rating in a report on Wednesday, October 7th. Finally, BTIG Research downgraded Insulet from a "buy" rating to a "neutral" rating in a research note on Thursday, August 6th. Thirteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $186.68. Discover more MarketBeat All Access MarketBeat Research Tools About Insulet. Insulet Corporation is a medical device company that develops, manufactures and sells wearable, tubeless insulin delivery systems for people with insulin-dependent diabetes. Its products are designed to provide an alternative to traditional insulin injections and conventional tubed insulin pumps. The company's primary product platform is Omnipod, which includes the disposable, wearable Pod and a handheld controller or compatible smartphone-based application. Omnipod products include the Omnipod DASH system and the Omnipod 5 Automated Insulin Delivery System, which is designed to integrate with compatible continuous glucose monitoring technology to help automate insulin delivery. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Insulet, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Insulet wasn't on the list. While Insulet currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. A strong long-term portfolio starts with companies that can survive recessions, inflation, changing consumer habits, and shifting market leadership. This report names seven blue-chip stocks across technology, retail, consumer staples, healthcare, networking, sporting goods, and utilities that offer investors a mix of stability, income, growth, and staying power. Continue following MarketBeat

MPO Magazine
Oct 13th, 2026
Insulet launches Omnipod Discover diabetes data platform nationwide.

Insulet launches Omnipod Discover diabetes data platform nationwide. The platform combines glucose trends, insulin delivery data, and pump settings to support treatment decisions. October 13, 2026 Associate Editor Insulet has launched its new Omnipod Discover web-based data platform for the Omnipod 5 tubeless insulin pump in the U.S. The web-based data platform is meant for Omnipod 5 users, caregivers, and healthcare professionals (HCPs). It converts diabetes data into visual reports and personalized insights to help users manage their condition and support clinical decision-making. Users receive weekly smartphone reports on glucose levels and insulin delivery, while HCPs can review an Ambulatory Glucose Profile alongside pump settings and bolus events to guide treatment recommendations. During its limited U.S. release, the platform was adopted by more than 15,000 Omnipod 5 users and 1,800 HCPs. It is also available in Spain, Australia, Saudi Arabia, Qatar, Kuwait, the United Arab Emirates, and Israel. At the American Diabetes Association's Scientific Sessions in June, Insulet presented real-world data associating platform use with improved time in range (TIR). Thirty-two percent of users achieved a clinically meaningful TIR increase of at least 3%. Omnipod Discover is now available nationwide to Omnipod 5 users. HCPs can enroll through onboarding and training with their dedicated Omnipod sales representative. Last month, the company appointed former Philips Healthcare exec Jonathan ("Jay") Mazelsky to its board of directors. Dr. Trang Ly, MBBS, FRACP, Ph.D., senior VP and chief medical officer at Insulet: "The future of diabetes care is not just about generating more data, it's about making that data meaningful. Omnipod Discover simplifies data review for Omnipod 5 users and their healthcare providers so they spend less time gathering information and more time collaborating on diabetes management." Dr. Martin Sarkar, DO, ECNU, endocrinologist at EndoCARE Diabetes & Wellness Center: "In today's AID (automated insulin delivery) era, clinicians need actionable insights, not more data. Omnipod Discover brings key diabetes metrics and insights together in a streamlined, easy-to-use workflow that supports clinical decision-making and patient conversations. It also gives people with diabetes greater visibility into their therapy, helping foster engagement and trust. Omnipod Discover is an important step toward a more connected diabetes ecosystem that supports both providers and patients." Add Mpo Mag as a preferred source on Google. Get the latest Medical Product Outsourcing news, insights and analysis in your Google Search and AI experiences.

Yahoo Finance
Oct 12th, 2026
Insulet launches Omnipod Discover in the US, already used by over 15,000 Omnipod 5 users

Insulet Corporation has released Omnipod Discover across the US. The web-based data platform turns Omnipod 5 insulin pump data into clear visuals and personalised insights for users, caregivers, and healthcare professionals. Users get weekly glucose and insulin delivery reports on their smartphones. Clinicians get a concise report that overlays an Ambulatory Glucose Profile with key pump settings and bolus events. More than 15,000 Omnipod 5 users and over 1,800 healthcare professionals used the platform during a limited US release. It is also available in Spain, Australia, Saudi Arabia, Qatar, Kuwait, the UAE, and Israel. In data presented in June, 32% of users saw a clinically meaningful increase of 3% or more in time in range.

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