Insulet (NASDAQ:PODD) Issues Earnings Results

Insulet (NASDAQ:PODD) announced its earnings results on Wednesday. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.48 by $0.07, FiscalAI reports. Insulet had a net margin of 9.76% and a return on equity of 24.36%. The business’s quarterly revenue was up 31.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.15 EPS.

Here are the key takeaways from Insulet’s conference call:

• Insulet finished 2025 with strong top-line momentum — Q4 revenue of $784M (29% constant-currency growth) and full-year revenue above $2.7B, marking the company’s 10th consecutive year of ≥20% constant-currency revenue growth.
• The company reported record new customer starts globally (with U.S. Type 2 representing >40% of Q4 starts and ~85% of U.S. starts coming from MDI conversions), while expanding prescriber reach to ~30,000 clinicians and maintaining pharmacy access in ~48,000 stores covering >90% of insured lives.
• Profitability and cash generation improved — 2025 gross margin was ~71.6% with ~270 bps of operating margin expansion year-over-year, adjusted EPS and free cash flow increased (>$375M), and the board authorized a $350M buyback with ~$300M expected to be deployed in Q1 2026.
• Insulet is investing heavily in its product roadmap — accelerating integrations (Dexcom G7, FreeStyle Libre 3 Plus), rolling out Omnipod Discover, advancing Omnipod Six (pivotal data at ADA) and a fully closed-loop program for Type 2 (pivotal planned in 2026; filing 2027; commercial 2028) — which supports long-term upside but entails elevated R&D spend.
• 2026 guidance implies some near-term deceleration (Omnipod revenue growth guidance 21%–23%, total company 20%–22%), driven by tougher comps and annualizing launches, with higher interest expense (~$40M) and free cash flow expected to be roughly flat versus 2025.

Insulet Stock Up 9.4%

NASDAQ PODD traded up $23.10 during trading hours on Wednesday, hitting $269.44. 272,852 shares of the company were exchanged, compared to its average volume of 936,782. The company has a 50 day moving average of $275.16 and a two-hundred day moving average of $305.84. The company has a quick ratio of 2.18, a current ratio of 2.87 and a debt-to-equity ratio of 0.68. The firm has a market cap of $18.95 billion, a price-to-earnings ratio of 78.10, a PEG ratio of 1.37 and a beta of 1.41. Insulet has a 52-week low of $230.05 and a 52-week high of $354.88.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on PODD. Leerink Partners upped their price target on Insulet from $385.00 to $386.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Canaccord Genuity Group lifted their target price on shares of Insulet from $432.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Weiss Ratings reissued a “hold (c)” rating on shares of Insulet in a research note on Thursday, January 22nd. Barclays lifted their price target on shares of Insulet from $300.00 to $301.00 and gave the company an “equal weight” rating in a research report on Wednesday, November 5th. Finally, Wells Fargo & Company raised their target price on Insulet from $350.00 to $360.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Twenty analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Insulet has an average rating of “Moderate Buy” and a consensus price target of $374.10.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat expectations — Insulet reported $1.55 EPS vs. a $1.48 consensus and revenue grew ~31% year-over-year, signaling robust underlying demand for Omnipod. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: FY revenue guidance raised (to about $3.3B) — management set full-year revenue expectations above Street revenue consensus, which supports a positive medium-term growth outlook. Insulet Press Release / Slide Deck
• Neutral Sentiment: Strategic expansion and supply-agreement update announced — operational moves that could support growth, but impact depends on execution and timing. Insulet Announces Strategic Expansion and Supply Agreement Update
• Neutral Sentiment: Analysts remain generally bullish with above-average target-price interest despite recent underperformance; consensus analyst sentiment is a moderate-buy. What Are Wall Street Analysts’ Target Price for Insulet Stock?
• Negative Sentiment: Near-term revenue guide for Q1 came in below Street expectations (guidance range ~ $705.6M–$716.9M vs. a ~$768M consensus), which creates near-term execution risk and likely pressure on short-term sentiment. Insulet Press Release / Slide Deck

Institutional Investors Weigh In On Insulet

Several institutional investors have recently added to or reduced their stakes in the business. University of Texas Texas AM Investment Management Co. purchased a new position in Insulet in the fourth quarter valued at approximately $26,000. DV Equities LLC purchased a new stake in Insulet in the fourth quarter valued at approximately $28,000. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its holdings in shares of Insulet by 68.8% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 135 shares of the medical instruments supplier’s stock valued at $38,000 after acquiring an additional 55 shares during the period. Measured Wealth Private Client Group LLC purchased a new position in shares of Insulet during the third quarter worth approximately $49,000. Finally, Osterweis Capital Management Inc. purchased a new stake in Insulet in the 2nd quarter valued at $51,000.

About Insulet

Insulet Corporation is a medical device company headquartered in Acton, Massachusetts, that develops, manufactures and sells insulin-delivery systems for people with diabetes. The company’s core business is the design and commercialization of its Omnipod family of tubeless, wearable insulin pumps and the consumable Pods that deliver insulin. Insulet’s products aim to simplify insulin delivery for people with type 1 diabetes and insulin-requiring type 2 diabetes by offering an alternative to traditional insulin pens and tethered pump systems.

The company’s product portfolio includes the Omnipod System line—disposable, waterproof Pods that adhere to the skin and deliver insulin—and the associated controllers and mobile applications used to program and monitor insulin delivery.