Insulet (PODD)
Builds tubeless Omnipod insulin-delivery systems with automated dosing and glucose-sensor integration.
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Develops and sells tubeless Omnipod insulin-delivery systems, led by Omnipod 5, plus data analytics and a small drug-delivery pod business. Most revenue comes from disposable Omnipod products, with sales concentrated in the United States and dependent on reimbursement, medical-device clearances, manufacturing quality, and third-party glucose-monitor integrations.
Develops, manufactures, and sells the Omnipod platform for people with insulin-dependent diabetes. Omnipod 5 pairs a disposable, tubeless wearable Pod with an automated dosing algorithm, compatible continuous glucose monitors, and smartphone or controller software; Omnipod DASH provides preset continuous delivery, while Classic Omnipod is being phased out. Omnipod Discover adds analytics and reporting, and a smaller drug-delivery business makes pods for Amgen's Neulasta Onpro kit.
Generates most revenue from Omnipod products, with the United States remaining its largest market and international sales spanning Europe, Canada, the Middle East, and Australia. Its model combines recurring disposable-Pod demand, pharmacy and distributor access, automated manufacturing, and sensor integrations. Sales depend on medical-device clearances and reimbursement, while product performance relies on manufacturing quality, third-party glucose-monitor agreements, and limited-source components.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Robert W. Baird | Target | Target: — | Target: $175 |
| Aug 6, 2026 | Bernstein | Reiterate | Rating: —Target: $200 | Target: $175 |
| Aug 6, 2026 | Leerink Partners | Downgrade | Target: — | Target: $145 |
| Aug 6, 2026 | RBC Capital | Reiterate | Rating: —Target: $245 | Target: $160 |
| Aug 6, 2026 | BTIG | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $534.9M · Total debt $948.4M · Total assets $3.17B · Shareholders' equity $1.42B
- Revenue
- $801.7M
- Operating income
- $129.7M
- Net income
- $95.0M
No dividends on record.
| Institutions | ≈ 102.31% | 70.96M shares | |
|---|---|---|---|
| 752 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.48% | 330.5K shares | |
| 22 holders · as of Aug 24, 2026 | |||
| Adds to | 102.79% | ||
69.35M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.79%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.65% | 6.69M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.52% | 4.53M | as of Jun 30, 2026 |
SMALLCAP World Fund, Inc.Institution | 5.42% | 3.76M | filed Feb 14, 2019 |
State Street CorpInstitution | 4.61% | 3.20M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.44% | 3.08M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Ashley McEvoy | director, officer: President and CEO | +1,100 | $147.47 |
| Jun 3, 2026 | Luciana Borio | director | −418 | $143.27 |
| Jun 3, 2026 | Timothy C. Stonesifer | director | +2,790 | $143.51 |
| Feb 25, 2026 | Michael R. Minogue | director | +2,030 | $246.23 |
| Feb 20, 2026 | Ashley McEvoy | director, officer: President and CEO | +4,300 | $239.35 |
- Medtronic
Broad AID and pump rival through MiniMed 780G systems
- Tandem Diabetes Care
Pure-play insulin pump rival across AID, Mobi, and patch roadmap
- Beta Bionics
AID pump rival with iLet and a planned tubeless Mint patch pump
- Modular Medical
Emerging tubeless patch-pump and MDI-conversion overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Insulet | $138.34 | −1.56% | $9.73B | 26.3 | 20.1 | 3.2 | +23.5% |
| Medtronic | $91.38 | −0.40% | $117.44B | 22.6 | 15.2 | 3.1 | +13.7% |
| Tandem Diabetes Care | $17.08 | −3.09% | $1.21B | — | — | 1.2 | +5.8% |
| Beta Bionics | $22.28 | +1.10% | $991.6M | — | — | 8.3 | +37.8% |
| Modular Medical | $2.31 | +2.21% | $4.8M | — | — | — | — |
| Median | 22.6 | 15.2 | 3.1 | +13.7% |