Analyst Consensus ?
ConsensusHold50 ratings
Bullish2856.0%
Neutral1938.0%
Bearish36.0%
Insulet Corp. · PODD · FY2025 Q2 · Calendar Q3 2025
Insulet raises outlook as Omnipod adoption accelerates
The supplied analysis supports a constructive but conditional view: strong Omnipod 5 adoption, international expansion and a developing closed-loop pipeline provide evidence for continued growth, while capex, policy changes, channel dynamics and competition are important constraints to monitor.
Reported Before market openNASDAQHealthcare
$9.37B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.17
Consensus $0.92
EPS surprise
+27.2%
Reported versus consensus
Reported revenue
$649.1M
Consensus $614.2M
Revenue surprise
+5.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+9.5%
Event window
SPY move
-0.1%
Same window
Abnormal move
+9.6%
Stock minus SPY
Volume
3.2×
Versus trailing sessions
Subsequent drift
+14.8%
Up to 20 sessions
PODDSPY benchmark
Ask FN2 about PODD FY2025 Q2
Transcript, numbers and history already loaded
Why did PODD rise 9.5% after beating EPS estimates in FY2025 Q2?What changed in PODD's guidance and outlook in FY2025 Q2?Give me the bull and bear case for PODD after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Versus the supplied prior-quarter analysis, the current analysis shows revenue above $600 million for the first time, a further increase in full-year growth guidance, strong international growth, and greater emphasis on manufacturing investment and next-generation product development.
Guidance delta
Management raised full-year 2025 revenue growth guidance to 24%–27% for the company and 25%–28% for Omnipod, alongside higher operating-margin guidance.
Key takeaways
- Q2 revenue reached $649 million, up 31% year over year, according to the supplied analysis.
- Management said Omnipod 5 adoption was strong across Type 1, Type 2 and international markets.
- International sales grew 38.8% year over year, led by the U.K., Germany and France.
- The company plans higher capex for manufacturing capacity and sensor-integration initiatives.
- The product pipeline includes next-generation closed-loop algorithms and broader sensor integrations.
Management priorities
- Expand Omnipod 5 in additional international markets.
- Advance STRIVE and a fully closed-loop algorithm for Type 2 patients.
- Broaden Dexcom G7 and Abbott Libre sensor integrations and app enhancements.
- Increase manufacturing capacity and support continued market penetration.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$135.28Current
$144Low
$246.97Average
$450High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 10, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Overweight | Downgrade | Aug 6, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 6, 2026 |
| Truist Securities | Hold | Buy | Downgrade | Aug 6, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 6, 2026 |
| Stifel | Buy | Buy | Maintain | Aug 6, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 6, 2026 |
| Leerink Partners | Market Perform | Outperform | Downgrade | Aug 6, 2026 |
| JP Morgan | Neutral | Overweight | Downgrade | Aug 6, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 6, 2026 |
| BTIG | Neutral | Buy | Downgrade | Aug 6, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 6, 2026 |
| Benchmark | Buy | Buy | Maintain | Aug 6, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 8, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 6, 2026 |
| B of A Securities | Buy | Buy | Maintain | May 18, 2026 |
| Barclays | Underweight | Underweight | Maintain | May 8, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | May 7, 2026 |
| Rothschild & Co | Neutral | Buy | Downgrade | Apr 24, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Apr 9, 2026 |
| Jefferies | Buy | Buy | Maintain | Nov 6, 2025 |
| Raymond James | Outperform | Outperform | Maintain | May 27, 2025 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | May 13, 2025 |
| Piper Sandler | Overweight | Overweight | Maintain | Feb 21, 2025 |
| Morgan Stanley | Overweight | Overweight | Maintain | Nov 11, 2024 |
| OTR Global | Mixed | Positive | Downgrade | Jun 10, 2024 |
| Baird | Outperform | Neutral | Upgrade | Dec 21, 2023 |
| SVB Leerink | Outperform | Outperform | Maintain | May 6, 2022 |
| CFRA | Sell | Sell | Maintain | May 8, 2020 |
| Piper Jaffray | Overweight | Overweight | Maintain | Nov 18, 2019 |
| Guggenheim Securities | Neutral | Buy | Downgrade | Oct 3, 2019 |
| Guggenheim | Neutral | Buy | Downgrade | Oct 3, 2019 |
| BMO Capital | Outperform | Outperform | Maintain | Aug 6, 2019 |
| Northland Capital Markets | Market Perform | Outperform | Downgrade | Jun 10, 2019 |
| Northland | Market Perform | Outperform | Downgrade | Jun 10, 2019 |
| BTIG Research | Buy | Neutral | Upgrade | May 6, 2019 |
| Berenberg | Buy | Buy | Maintain | Apr 20, 2018 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Feb 22, 2018 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 22, 2018 |
| B. Riley FBR | Neutral | Neutral | Maintain | Sep 27, 2016 |
| William Blair | Outperform | Market Perform | Upgrade | Apr 29, 2016 |
| Empire Asset Management | Sell | Sell | Maintain | Feb 25, 2016 |
| PiperJaffray | Overweight | Overweight | Maintain | Aug 13, 2015 |
| Northland Securities | Outperform | Market Perform | Upgrade | May 4, 2015 |
| Leerink Swann | Outperform | Outperform | Maintain | Jan 21, 2015 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Nov 6, 2014 |
| Wedbush | Outperform | Outperform | Maintain | Oct 28, 2014 |
| Barrington Research | Outperform | Market Perform | Upgrade | May 16, 2014 |
| Feltl & Co. | Hold | Sell | Upgrade | May 8, 2014 |
| Wunderlich Securities | Hold | Buy | Downgrade | Jun 7, 2013 |
| Wunderlich | Hold | Buy | Downgrade | Jun 7, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $135.28. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $150 | $134.73 | +10.9% | Oct 6, 2026 |
| Robert W. Baird | Jeff Johnson | $175 | $134.95 | +29.4% | Aug 6, 2026 |
| Bernstein | Analyst unavailable | $175 | $131.75 | +29.4% | Aug 6, 2026 |
| Leerink Partners | Mike Kratky | $145 | $133.26 | +7.2% | Aug 6, 2026 |
| RBC Capital | Analyst unavailable | $160 | $133.26 | +18.3% | Aug 6, 2026 |
| Raymond James | Jayson Bedford | $180 | $133.26 | +33.1% | Aug 6, 2026 |
| Canaccord Genuity | William Plovanic | $179 | $133.26 | +32.3% | Aug 6, 2026 |
| Wells Fargo | Larry Biegelsen | $144 | $133.26 | +6.4% | Aug 5, 2026 |
| Truist Financial | Analyst unavailable | $153 | $133.26 | +13.1% | Aug 5, 2026 |
| UBS | Analyst unavailable | $174 | $165 | +28.6% | Jul 28, 2026 |
| Truist Financial | Analyst unavailable | $210 | $162.79 | +55.2% | Jul 13, 2026 |
| RBC Capital | Analyst unavailable | $245 | $163.11 | +81.1% | Jul 13, 2026 |
| Stifel Nicolaus | Analyst unavailable | $225 | $158.29 | +66.3% | Jul 10, 2026 |
| Evercore ISI | Analyst unavailable | $180 | $155.44 | +33.1% | Jul 6, 2026 |
| Deutsche Bank | Analyst unavailable | $190 | $138.97 | +40.4% | Jun 23, 2026 |
| UBS | Analyst unavailable | $219 | $149.73 | +61.9% | Jun 11, 2026 |
| Truist Financial | Richard Newitter | $219 | $149.19 | +61.9% | Jun 11, 2026 |
| Raymond James | Analyst unavailable | $216 | $151.51 | +59.7% | Jun 8, 2026 |
| Goldman Sachs | David Roman | $205 | $153.8 | +51.5% | May 27, 2026 |
| BTIG | Analyst unavailable | $235 | $153.8 | +73.7% | May 26, 2026 |
| Goldman Sachs | Analyst unavailable | $237 | $160.4 | +75.2% | May 7, 2026 |
| RBC Capital | Shagun Singh | $280 | $161.1 | +107.0% | May 7, 2026 |
| Truist Financial | Richard Newitter | $250 | $157.3 | +84.8% | May 7, 2026 |
| Evercore ISI | Analyst unavailable | $200 | $156.7 | +47.8% | May 7, 2026 |
| Oppenheimer | Analyst unavailable | $210 | $151.28 | +55.2% | May 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $250 | $151.28 | +84.8% | May 7, 2026 |
| Canaccord Genuity | William Plovanic | $249 | $151.28 | +84.1% | May 7, 2026 |
| Bernstein | Analyst unavailable | $200 | $151.28 | +47.8% | May 7, 2026 |
| Barclays | Matt Miksic | $198 | $151.28 | +46.4% | May 7, 2026 |
| BTIG | Analyst unavailable | $260 | $152.67 | +92.2% | May 6, 2026 |
| Redburn Partners | Analyst unavailable | $220 | $192.21 | +62.6% | Apr 24, 2026 |
| Truist Financial | Richard Newitter | $315 | $202.28 | +132.9% | Apr 15, 2026 |
| RBC Capital | Shagun Singh | $325 | $197.81 | +140.2% | Apr 14, 2026 |
| Truist Financial | Analyst unavailable | $360 | $246.04 | +166.1% | Feb 19, 2026 |
| Evercore ISI | Analyst unavailable | $340 | $251.21 | +151.3% | Feb 19, 2026 |
| Goldman Sachs | David Roman | $326 | $251.38 | +141.0% | Feb 19, 2026 |
| Oppenheimer | Analyst unavailable | $300 | $254.59 | +121.8% | Feb 19, 2026 |
| Bernstein | Analyst unavailable | $330 | $258.07 | +143.9% | Feb 19, 2026 |
| Barclays | Analyst unavailable | $286 | $258.07 | +111.4% | Feb 19, 2026 |
| Canaccord Genuity | William Plovanic | $435 | $258.07 | +221.6% | Feb 18, 2026 |
| Stifel Nicolaus | Analyst unavailable | $350 | $249.07 | +158.7% | Feb 4, 2026 |
| Barclays | Analyst unavailable | $274 | $286.92 | +102.5% | Jan 12, 2026 |
| Bernstein | Lee Hambright | $380 | $292.89 | +180.9% | Jan 9, 2026 |
| Goldman Sachs | David Roman | $365 | $292.89 | +169.8% | Jan 9, 2026 |
| Truist Financial | Analyst unavailable | $390 | $296.42 | +188.3% | Dec 18, 2025 |
| Canaccord Genuity | Analyst unavailable | $450 | $288.73 | +232.6% | Dec 17, 2025 |
| Evercore ISI | Analyst unavailable | $370 | $295.31 | +173.5% | Dec 16, 2025 |
| Canaccord Genuity | Analyst unavailable | $432 | $331.17 | +219.3% | Nov 24, 2025 |
| Truist Financial | Richard Newitter | $412 | $325 | +204.6% | Nov 21, 2025 |
| RBC Capital | Shagun Singh | $380 | $324.2 | +180.9% | Nov 21, 2025 |
| BTIG | Analyst unavailable | $380 | $312.89 | +180.9% | Nov 21, 2025 |
| UBS | Analyst unavailable | $400 | $333.47 | +195.7% | Nov 19, 2025 |
| Jefferies | Matthew Taylor | $400 | $323.4 | +195.7% | Nov 6, 2025 |
| BTIG | Marie Thibault | $370 | $323.4 | +173.5% | Nov 6, 2025 |
| Barclays | Matt Miksic | $301 | $320.27 | +122.5% | Nov 5, 2025 |
| RBC Capital | Analyst unavailable | $365 | $318 | +169.8% | Oct 10, 2025 |
| Canaccord Genuity | Analyst unavailable | $399 | $318 | +194.9% | Sep 29, 2025 |
| Wells Fargo | Analyst unavailable | $322 | $259.52 | +138.0% | Apr 28, 2025 |
| BTIG | Marie Thibault | $270 | $268.96 | +99.6% | Nov 8, 2024 |
| Bernstein | Lee Hambright | $300 | $241.32 | +121.8% | Nov 5, 2024 |
| Raymond James | Jayson Bedford | $260 | $231.61 | +92.2% | Oct 14, 2024 |
| Piper Sandler | Matt O'Brien | $285 | $233.89 | +110.7% | Sep 17, 2024 |
| Piper Sandler | Matt O'Brien | $230 | $193.52 | +70.0% | Aug 27, 2024 |
| Oppenheimer | Steven Lichtman | $233 | $193.54 | +72.2% | Aug 27, 2024 |
| Jefferies | Matthew Taylor | $260 | $193.54 | +92.2% | Aug 27, 2024 |
| BTIG | Marie Thibault | $250 | $199.79 | +84.8% | Aug 9, 2024 |
| Barclays | Matt Miksic | $200 | $165.9 | +47.8% | May 13, 2024 |
| Wolfe Research | Mike Polark | $200 | $176.4 | +47.8% | May 7, 2024 |
| Canaccord Genuity | Kyle Rose | $226 | $166.64 | +67.1% | Mar 21, 2024 |
| Morgan Stanley | Analyst unavailable | $320 | $295 | +136.5% | Jan 6, 2023 |
| Piper Sandler | Matt O'Brien | $340 | $255.35 | +151.3% | Nov 3, 2022 |
| Morgan Stanley | Cecilia Furlong | $273 | $224.16 | +101.8% | Oct 17, 2022 |
| Raymond James | Jayson Bedford | $280 | $260.03 | +107.0% | Aug 23, 2022 |
| Bank of America Securities | Travis Steed | $300 | $265.39 | +121.8% | Mar 3, 2022 |
| UBS | Matthew Taylor | $325 | $253.19 | +140.2% | Feb 2, 2022 |
| Oppenheimer | Steven Lichtman | $275 | $248 | +103.3% | Jan 31, 2022 |
| Canaccord Genuity | Kyle Rose | $330 | $259.14 | +143.9% | Dec 6, 2021 |
| Berenberg Bank | Ravi Misra | $295 | $313.47 | +118.1% | Nov 8, 2021 |
| Citigroup | Joanne Wuensch | $350 | $308 | +158.7% | Nov 5, 2021 |
| Jefferies | Raj Denhoy | $340 | $297.51 | +151.3% | Oct 12, 2021 |
| Cowen & Co. | Josh Jennings | $310 | $271.48 | +129.2% | Jul 21, 2021 |
| Thrivent | JP McKim | $250 | $234.19 | +84.8% | May 7, 2021 |
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Start freeCompany context
Snapshot as of publicationInsulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.
Historical context
All PODD earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| COO The Cooper Companies, Inc. | FY2026 Q3 · Calendar Q3 2026 | +2.7% | -14.7% | CooperCompanies beats expectations as inventory reduction weighs on vision revenue |
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-10T10:10:43.233354+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-10T10:10:43.230637+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-10. For educational purposes only; not investment advice.