Analyst Consensus ?
ConsensusBuy50 ratings
Bullish3570.0%
Neutral1224.0%
Bearish36.0%
Insulet Corp. · PODD · FY2026 Q1 · Calendar Q2 2026
Insulet Q1: 30% Revenue Growth and Guidance Raise, but Stock Tumbles 11%
Insulet delivered a strong Q1 with 30% YoY revenue growth, beating EPS by 19% and revenue by 4%, and raised full-year guidance from 20-22% to 21-23%. Yet the stock dropped 11% on heavy volume. The disconnect reflects concerns about a $10M revenue timing shift from early distributor ordering, seasonal lumpiness from deductible resets, and competitive pressures in the pharmacy channel rather than the headline results. Management remains confident, backed by the Libre 3 Plus integration unlocking 450,000 potential users, algorithm improvements lifting time-in-range by approximately 5%, and a pipeline led by Omnipod 6 (2027) and the EVOLVE closed-loop system. The key question is whether 20%+ growth is sustainable as the base scales and competition intensifies.
Reported Before market openNASDAQHealthcare
$11.48B market cap
100quality score
Company 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.
Earnings scorecard
Reported versus consensus
Reported EPS
$1.42
Consensus $1
EPS surprise
+19.3%
Reported versus consensus
Reported revenue
$761.7M
Consensus $729.9M
Revenue surprise
+4.4%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$166.4Current
$174Low
$266.7Average
$450High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 31, 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 |
|---|---|---|---|---|
| Truist Securities | Buy | Buy | Maintain | Jul 13, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jul 13, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 10, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 8, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 6, 2026 |
| BTIG | Buy | Buy | Maintain | May 27, 2026 |
| B of A Securities | Buy | Buy | Maintain | May 18, 2026 |
| Barclays | Underweight | Underweight | Maintain | May 8, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | May 7, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | May 7, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | May 7, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | May 7, 2026 |
| Bernstein | Outperform | Outperform | Maintain | May 7, 2026 |
| Rothschild & Co | Neutral | Buy | Downgrade | Apr 24, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Apr 9, 2026 |
| Leerink Partners | Outperform | Outperform | Maintain | Feb 19, 2026 |
| UBS | Buy | Neutral | Upgrade | Nov 19, 2025 |
| 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 |
| TD Cowen | Buy | Buy | Maintain | Jan 3, 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 |
| Benchmark | Buy | Hold | Upgrade | Feb 26, 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 $166.4. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $174 | $165 | +4.6% | Jul 28, 2026 |
| Truist Financial | Analyst unavailable | $210 | $162.79 | +26.2% | Jul 13, 2026 |
| RBC Capital | Analyst unavailable | $245 | $163.11 | +47.2% | Jul 13, 2026 |
| Stifel Nicolaus | Analyst unavailable | $225 | $158.29 | +35.2% | Jul 10, 2026 |
| Evercore ISI | Analyst unavailable | $180 | $155.44 | +8.2% | Jul 6, 2026 |
| Deutsche Bank | Analyst unavailable | $190 | $138.97 | +14.2% | Jun 23, 2026 |
| UBS | Analyst unavailable | $219 | $149.73 | +31.6% | Jun 11, 2026 |
| Truist Financial | Richard Newitter | $219 | $149.19 | +31.6% | Jun 11, 2026 |
| Raymond James | Analyst unavailable | $216 | $151.51 | +29.8% | Jun 8, 2026 |
| Goldman Sachs | David Roman | $205 | $153.8 | +23.2% | May 27, 2026 |
| BTIG | Analyst unavailable | $235 | $153.8 | +41.2% | May 26, 2026 |
| Goldman Sachs | Analyst unavailable | $237 | $160.4 | +42.4% | May 7, 2026 |
| RBC Capital | Shagun Singh | $280 | $161.1 | +68.3% | May 7, 2026 |
| Truist Financial | Richard Newitter | $250 | $157.3 | +50.2% | May 7, 2026 |
| Evercore ISI | Analyst unavailable | $200 | $156.7 | +20.2% | May 7, 2026 |
| Oppenheimer | Analyst unavailable | $210 | $151.28 | +26.2% | May 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $250 | $151.28 | +50.2% | May 7, 2026 |
| Canaccord Genuity | William Plovanic | $249 | $151.28 | +49.6% | May 7, 2026 |
| Bernstein | Analyst unavailable | $200 | $151.28 | +20.2% | May 7, 2026 |
| Barclays | Matt Miksic | $198 | $151.28 | +19.0% | May 7, 2026 |
| BTIG | Analyst unavailable | $260 | $152.67 | +56.3% | May 6, 2026 |
| Redburn Partners | Analyst unavailable | $220 | $192.21 | +32.2% | Apr 24, 2026 |
| Truist Financial | Richard Newitter | $315 | $202.28 | +89.3% | Apr 15, 2026 |
| RBC Capital | Shagun Singh | $325 | $197.81 | +95.3% | Apr 14, 2026 |
| Truist Financial | Analyst unavailable | $360 | $246.04 | +116.3% | Feb 19, 2026 |
| Evercore ISI | Analyst unavailable | $340 | $251.21 | +104.3% | Feb 19, 2026 |
| Goldman Sachs | David Roman | $326 | $251.38 | +95.9% | Feb 19, 2026 |
| Oppenheimer | Analyst unavailable | $300 | $254.59 | +80.3% | Feb 19, 2026 |
| Bernstein | Analyst unavailable | $330 | $258.07 | +98.3% | Feb 19, 2026 |
| Barclays | Analyst unavailable | $286 | $258.07 | +71.9% | Feb 19, 2026 |
| Canaccord Genuity | William Plovanic | $435 | $258.07 | +161.4% | Feb 18, 2026 |
| Stifel Nicolaus | Analyst unavailable | $350 | $249.07 | +110.3% | Feb 4, 2026 |
| Barclays | Analyst unavailable | $274 | $286.92 | +64.7% | Jan 12, 2026 |
| Bernstein | Lee Hambright | $380 | $292.89 | +128.4% | Jan 9, 2026 |
| Goldman Sachs | David Roman | $365 | $292.89 | +119.4% | Jan 9, 2026 |
| Truist Financial | Analyst unavailable | $390 | $296.42 | +134.4% | Dec 18, 2025 |
| Canaccord Genuity | Analyst unavailable | $450 | $288.73 | +170.4% | Dec 17, 2025 |
| Evercore ISI | Analyst unavailable | $370 | $295.31 | +122.4% | Dec 16, 2025 |
| Canaccord Genuity | Analyst unavailable | $432 | $331.17 | +159.6% | Nov 24, 2025 |
| Truist Financial | Richard Newitter | $412 | $325 | +147.6% | Nov 21, 2025 |
| RBC Capital | Shagun Singh | $380 | $324.2 | +128.4% | Nov 21, 2025 |
| BTIG | Analyst unavailable | $380 | $312.89 | +128.4% | Nov 21, 2025 |
| UBS | Analyst unavailable | $400 | $333.47 | +140.4% | Nov 19, 2025 |
| Jefferies | Matthew Taylor | $400 | $323.4 | +140.4% | Nov 6, 2025 |
| BTIG | Marie Thibault | $370 | $323.4 | +122.4% | Nov 6, 2025 |
| Barclays | Matt Miksic | $301 | $320.27 | +80.9% | Nov 5, 2025 |
| RBC Capital | Analyst unavailable | $365 | $318 | +119.4% | Oct 10, 2025 |
| Canaccord Genuity | Analyst unavailable | $399 | $318 | +139.8% | Sep 29, 2025 |
| Wells Fargo | Analyst unavailable | $322 | $259.52 | +93.5% | Apr 28, 2025 |
| BTIG | Marie Thibault | $270 | $268.96 | +62.3% | Nov 8, 2024 |
| Bernstein | Lee Hambright | $300 | $241.32 | +80.3% | Nov 5, 2024 |
| Raymond James | Jayson Bedford | $260 | $231.61 | +56.3% | Oct 14, 2024 |
| Piper Sandler | Matt O'Brien | $285 | $233.89 | +71.3% | Sep 17, 2024 |
| Piper Sandler | Matt O'Brien | $230 | $193.52 | +38.2% | Aug 27, 2024 |
| Oppenheimer | Steven Lichtman | $233 | $193.54 | +40.0% | Aug 27, 2024 |
| Jefferies | Matthew Taylor | $260 | $193.54 | +56.3% | Aug 27, 2024 |
| BTIG | Marie Thibault | $250 | $199.79 | +50.2% | Aug 9, 2024 |
| Barclays | Matt Miksic | $200 | $165.9 | +20.2% | May 13, 2024 |
| Wolfe Research | Mike Polark | $200 | $176.4 | +20.2% | May 7, 2024 |
| Canaccord Genuity | Kyle Rose | $226 | $166.64 | +35.8% | Mar 21, 2024 |
| Morgan Stanley | Analyst unavailable | $320 | $295 | +92.3% | Jan 6, 2023 |
| Piper Sandler | Matt O'Brien | $340 | $255.35 | +104.3% | Nov 3, 2022 |
| Morgan Stanley | Cecilia Furlong | $273 | $224.16 | +64.1% | Oct 17, 2022 |
| Raymond James | Jayson Bedford | $280 | $260.03 | +68.3% | Aug 23, 2022 |
| Bank of America Securities | Travis Steed | $300 | $265.39 | +80.3% | Mar 3, 2022 |
| UBS | Matthew Taylor | $325 | $253.19 | +95.3% | Feb 2, 2022 |
| Oppenheimer | Steven Lichtman | $275 | $248 | +65.3% | Jan 31, 2022 |
| Canaccord Genuity | Kyle Rose | $330 | $259.14 | +98.3% | Dec 6, 2021 |
| Berenberg Bank | Ravi Misra | $295 | $313.47 | +77.3% | Nov 8, 2021 |
| Citigroup | Joanne Wuensch | $350 | $308 | +110.3% | Nov 5, 2021 |
| Jefferies | Raj Denhoy | $340 | $297.51 | +104.3% | Oct 12, 2021 |
| Cowen & Co. | Josh Jennings | $310 | $271.48 | +86.3% | Jul 21, 2021 |
| Thrivent | JP McKim | $250 | $234.19 | +50.2% | May 7, 2021 |
Track every rating change on PODD the moment it posts. Free to start.
Start freeMarket reaction
prior-close to event-session close
Stock move
-9.7%
Event window
SPY move
+1.4%
Same window
Abnormal move
-11.1%
Stock minus SPY
Volume
4.0×
Versus trailing sessions
Subsequent drift
-3.2%
Up to 20 sessions
PODDSPY benchmark
Follow PODD with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeTranscript intelligence
What changed
Guidance was raised from 20-22% to 21-23% for full-year 2026 revenue growth. The Libre 3 Plus sensor integration with Omnipod 5 was completed, unlocking an estimated 450,000 additional potential users. A voluntary medical device correction in March was resolved quickly with no adverse events. A $10M revenue shift into Q1 from early distributor order timing was disclosed. Algorithm enhancements with a new 100 mg/dL target improved time-in-range by approximately 5% and increased automated mode usage.
Guidance delta
Full-year 2026 revenue growth guidance raised from 20-22% to 21-23%. Adjusted operating margin expanded 110 basis points to 17.5%, consistent with the prior-quarter commitment to 100bp of annual operating margin expansion.
Key takeaways
- Q1 revenue grew 30% YoY, with 28% U.S. growth and 45% constant-currency international growth.
- EPS of $1.42 beat the $1.19 estimate by 19.3%; revenue of $761.7M beat the $730M estimate by 4.4%.
- Full-year 2026 revenue guidance raised from 20-22% to 21-23%.
- Adjusted operating margin expanded 110 basis points to 17.5%.
- Libre 3 Plus integration unlocks an estimated 450,000 additional potential Omnipod 5 users.
- Stock fell sharply post-earnings with an 11% abnormal decline on 3.97x normal volume, followed by 3.2% additional drift.
Management priorities
- Launch Libre 3 Plus integration in Germany and Canada.
- Introduce Omnipod 5 in Spain in H2 2026.
- Release Omnipod 6 in 2027 with a third-generation algorithm.
- File FDA application for the EVOLVE fully closed-loop type-2 system in 2027.
- Scale manufacturing capacity across Acton, Malaysia, and Costa Rica.
- Expand sales force and commercial capabilities.
Related earnings events
HealthcareHCA · FY2026 Q2 · Calendar Q3 2026HCA Q2 2026: Payer-Mix Shift Hits EBITDA, Florida Medicaid Boosts, $7B Capex UnveiledMOH · FY2026 Q2 · Calendar Q3 2026Molina Healthcare Raises 2026 EPS Guidance on Duals Strength Despite Marketplace LossesWST · FY2026 Q2 · Calendar Q3 2026West Pharmaceutical Q2 2026: EPS and Revenue Beat, Guidance Raised Again
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 · 2026-07-31T16:11:47.210098+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-31T16:11:47.207330+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 . For educational purposes only; not investment advice.