PODD

Insulet Corporation (PODD) | Rumor.io

Insulet

PODD

Attention (50-day avg)0%

Attention rank (50-day avg)#1,145

Bullish sentiment (50-day avg)74%

Price to earnings ratio24.9

Market capitalization9.2B

Earnings per share5.34

Dividend yield (TTM)—

Revenue (annual)2.7B

Net income (annual)247.1M

Social

What share of all stock conversation is about PODD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0.01% +0.01	0% 0	0% 0

Sep 24

Insulet Corporation's Omnipod 6 may have been poorly received by the market, with some speculating that the company's past market domination led to complacency.
Tandem Diabetes's pump may not be a strong competitor to Insulet's Omnipod, with some criticizing its algorithm and form factor.
BBNX's new management team may be well-positioned to capitalize on the shrinking tubed pump market, potentially beating Tandem to a patch form factor.

Generated by AI

Sentiment

Of the messages about PODD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	66.67% -33.33	64.29% +48.56	47.91% -47.46
Bearish	—	33.33% +33.33	35.71% -48.56	52.09% +47.46

Bullish· Feb 18

Insulet Corporation's Q4 2025 results exceeded estimates, with revenue growing 31.2% YoY to $783.8M and adjusted EPS of $1.55.
The company's strong performance is expected to continue in FY 2026, with revenue growth of 20% to 22% and adjusted EPS growth of at least 25%.
The health and wellness sector is projected to reach $6 trillion by 2026, and Insulet's peer company is expanding globally, indicating a positive long-term trajectory for the company.

Bearish· May 1

Insulet Corporation's ($PODD) Q1 earnings report showed a loss of $11.8M, missing expectations.
The company's price target has been lowered by multiple analysts, including Benchmark Co. to $30.00 and Canaccord Genuity to $28.00.
Insulet Corporation has been downgraded to a sell rating by Feltl & Co. due to bearish sentiment.

Generated by AI

Topics

Of the messages about PODD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	2.35%	6.96%
Announcements	—	—	7.65%	59.6%
Analysts	—	—	44.71%	13.72%
Earnings	—	—	0.59%	8.34%
Macro	—	—	44.71%	10.81%
Controversies	—	—	0%	0.57%

Earnings· Feb 23

Insulet Corporation ($PODD) reported Q4 2022 earnings with non-GAAP EPS of $0.55, beating estimates by $0.36.
The company's revenue of $369.7M also exceeded expectations, marking a 20% year-over-year increase.
Insulet updated its FY 2023 guidance to $1.49 billion-$1.55 billion in revenue, and $1.49 billion-$1.55 billion in EPS.

Analysts· May 8

Analysts have raised price targets for Insulet Corporation (PODD) to $235.00, $250.00, and $242.00.
Several analysts have upgraded their ratings for PODD, including Stifel Nicolaus, JPMorgan Chase & Co., and Robert W. Baird.
Insulet Corporation has reached a new 52-week high following analyst upgrades, with analysts maintaining buy or overweight ratings on the stock.

Announcements· May 25

Insulet shares are trading higher due to a reported acquisition talk with DexCom.
Insulet is in talks to merge with DexCom, creating a diabetes device giant.
The potential merger involves Insulet and DexCom, two major players in the diabetes device market.

Generated by AI

Community

Of the messages about PODD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	0.48%	12.21%	44.8%
Newcomers	0%	99.52%	87.79%	55.2%

Regulars· Aug 5

Insulet Corporation's stock price dropped 16% due to a downward revision in sales guidance to 21% from 22%, with a big cut in US sales and an upgrade in international sales.
The company's Q2 2026 earnings report showed a strong beat, but was overshadowed by a cut in full-year revenue guidance and unexpected issues with Type 2 frictions.
The stock price dropped 20%+ on the guidance cut, with some participants finding the reaction "ridiculous" and others considering it a buying opportunity.

Newcomers· Sep 24

Insulet Corporation's Omnipod 6 is perceived as a subpar product that may have contributed to the company's complacency.
The user believes Tandem Diabetes's pump form factor does not meet market needs and that Insulet Corporation's true patch form factor is what patients want.
Insulet Corporation's true patch form factor and BBNX's new management team are seen as key factors that could drive growth in the market, with BBNX potentially making a successful transition to a real patch first.

Generated by AI

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...

4d agoYahoo Finance

Insulet (PODD) Reworked Its Debt, Is The Stock Still Cheap?

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...

5d agoYahoo Finance

Insulet Targets Type 2 Retention as Omnipod 6 and Global Growth Gain Momentum

5d agoYahoo Finance

Insulet at Bernstein healthcare forum: growth, retention and new AID push

5d agoInvesting.com

Also Discussed

Investors talking about PODD also mention

#	Name	Attention
1	DexCom Inc.DXCM	0%0
2	Tandem Diabetes Care, Inc.TNDM	0%new
3	Medtronic plcMDT	0%+0
4	Modular Medical, Inc.MODD	0%+0
5	Neurocrine Biosciences, Inc.NBIX	0%new
6	MarketAxess Holdings Inc.MKTX	0%0
7	ABMD - Abiomed, Inc.	——
8	iShares U.S. Medical Devices ETFIHI	0%-0.02
9	Beta Bionics, Inc. Common StockBBNX	0%0
10	iRhythm Holdings, Inc.IRTC	0%0

Insulet Corporation

Healthcare
Medical Devices

Insulet Corporation is a medical device company focused on insulin delivery and diabetes management. Its flagship Omnipod platform includes wearable, tubeless insulin management systems designed to deliver continuous insulin without traditional pump tubing or multiple daily injections. The product line includes Omnipod 5, Omnipod DASH, and the Classic Omnipod, along with related pods, controllers, and diabetes management software that support day-to-day glucose control. Insulet also works with selected partners to adapt its Pod technology for the subcutaneous delivery of non-insulin therapies in other medical areas. Headquartered in Acton, Massachusetts, Insulet serves patients and healthcare providers across multiple international markets through direct sales and distribution channels.

Website

Location

100 Nagog Park

Acton, MA, 01720

United States

Social

What share of all stock conversation is about PODD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0.01% +0.01	0% 0	0% 0

Sep 24

Insulet Corporation's Omnipod 6 may have been poorly received by the market, with some speculating that the company's past market domination led to complacency.
Tandem Diabetes's pump may not be a strong competitor to Insulet's Omnipod, with some criticizing its algorithm and form factor.
BBNX's new management team may be well-positioned to capitalize on the shrinking tubed pump market, potentially beating Tandem to a patch form factor.

Generated by AI

Sentiment

Of the messages about PODD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	66.67% -33.33	64.29% +48.56	47.91% -47.46
Bearish	—	33.33% +33.33	35.71% -48.56	52.09% +47.46

Bullish· Feb 18

Insulet Corporation's Q4 2025 results exceeded estimates, with revenue growing 31.2% YoY to $783.8M and adjusted EPS of $1.55.
The company's strong performance is expected to continue in FY 2026, with revenue growth of 20% to 22% and adjusted EPS growth of at least 25%.
The health and wellness sector is projected to reach $6 trillion by 2026, and Insulet's peer company is expanding globally, indicating a positive long-term trajectory for the company.

Bearish· May 1

Insulet Corporation's ($PODD) Q1 earnings report showed a loss of $11.8M, missing expectations.
The company's price target has been lowered by multiple analysts, including Benchmark Co. to $30.00 and Canaccord Genuity to $28.00.
Insulet Corporation has been downgraded to a sell rating by Feltl & Co. due to bearish sentiment.

Generated by AI

Topics

Of the messages about PODD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	2.35%	6.96%
Announcements	—	—	7.65%	59.6%
Analysts	—	—	44.71%	13.72%
Earnings	—	—	0.59%	8.34%
Macro	—	—	44.71%	10.81%
Controversies	—	—	0%	0.57%

Earnings· Feb 23

Insulet Corporation ($PODD) reported Q4 2022 earnings with non-GAAP EPS of $0.55, beating estimates by $0.36.
The company's revenue of $369.7M also exceeded expectations, marking a 20% year-over-year increase.
Insulet updated its FY 2023 guidance to $1.49 billion-$1.55 billion in revenue, and $1.49 billion-$1.55 billion in EPS.

Analysts· May 8

Analysts have raised price targets for Insulet Corporation (PODD) to $235.00, $250.00, and $242.00.
Several analysts have upgraded their ratings for PODD, including Stifel Nicolaus, JPMorgan Chase & Co., and Robert W. Baird.
Insulet Corporation has reached a new 52-week high following analyst upgrades, with analysts maintaining buy or overweight ratings on the stock.

Announcements· May 25

Insulet shares are trading higher due to a reported acquisition talk with DexCom.
Insulet is in talks to merge with DexCom, creating a diabetes device giant.
The potential merger involves Insulet and DexCom, two major players in the diabetes device market.

Generated by AI

Community

Of the messages about PODD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	0.48%	12.21%	44.8%
Newcomers	0%	99.52%	87.79%	55.2%

Regulars· Aug 5

Insulet Corporation's stock price dropped 16% due to a downward revision in sales guidance to 21% from 22%, with a big cut in US sales and an upgrade in international sales.
The company's Q2 2026 earnings report showed a strong beat, but was overshadowed by a cut in full-year revenue guidance and unexpected issues with Type 2 frictions.
The stock price dropped 20%+ on the guidance cut, with some participants finding the reaction "ridiculous" and others considering it a buying opportunity.

Newcomers· Sep 24

Insulet Corporation's Omnipod 6 is perceived as a subpar product that may have contributed to the company's complacency.
The user believes Tandem Diabetes's pump form factor does not meet market needs and that Insulet Corporation's true patch form factor is what patients want.
Insulet Corporation's true patch form factor and BBNX's new management team are seen as key factors that could drive growth in the market, with BBNX potentially making a successful transition to a real patch first.

Generated by AI

Insulet

Social

Sep 24

Bullish· Feb 18

Bearish· May 1

Earnings· Feb 23

Analysts· May 8

Announcements· May 25

Regulars· Aug 5

Newcomers· Sep 24

Insulet Corp. stock underperforms Monday when compared to competitors

Why is Insulet stock sliding today?

Insulet (PODD) Stock May Trade At A Discount To Fair Value

Insulet (PODD) Reworked Its Debt, Is The Stock Still Cheap?

Insulet Targets Type 2 Retention as Omnipod 6 and Global Growth Gain Momentum

Insulet at Bernstein healthcare forum: growth, retention and new AID push

Also Discussed

Insulet Corporation

Company Information

Location

Insulet Corp. stock underperforms Monday when compared to competitors

Why is Insulet stock sliding today?

Insulet (PODD) Stock May Trade At A Discount To Fair Value

Insulet (PODD) Reworked Its Debt, Is The Stock Still Cheap?

Insulet Targets Type 2 Retention as Omnipod 6 and Global Growth Gain Momentum

Insulet at Bernstein healthcare forum: growth, retention and new AID push

Also Discussed

Social

Sep 24

Bullish· Feb 18

Bearish· May 1

Earnings· Feb 23

Analysts· May 8

Announcements· May 25

Regulars· Aug 5

Newcomers· Sep 24