Insulet Corporation (PODD)

In the past six months, Insulet's stock has shown notable movements and analyst activities. As of July 14, 2025, the stock price was $292.01 per share, representing a 46.83% increase over the period from July 15, 2024. Key events include a strong Q1 2025 earnings report, analyst upgrades from Truist Securities, Goldman Sachs, and Wolfe Research, and a downgrade from Wolfe Research. The stock has shown a 43.80% increase over the last year, and analysts generally have a positive outlook, with a consensus rating of "Moderate Buy".

There is likely a relatively consistent underlying demand for insulin delivery systems due to the chronic nature of diabetes. Demand for Insulet's products appears to be driven more by market expansion and product differentiation rather than strong seasonal fluctuations. The company generates an increasing portion of its revenue through recurring sales of its Pods, suggesting a stable, non-seasonal demand for consumables. Insulet's full-year 2025 revenue growth guidance and expectations for continued demand trends for Omnipod 5 suggest a generally upward trajectory in demand.

Insulet Corporation is a medical device company focused on continuous insulin delivery systems for individuals with insulin-dependent diabetes. Their flagship product is the Omnipod Insulin Management System, which includes the Omnipod 5 Automated Insulin Delivery System and the Omnipod DASH Insulin Management System. These systems use a tubeless "Pod" to deliver personalized insulin doses, eliminating the need for multiple daily injections. Insulet also produces pods for Amgen, used in the Neulasta Onpro kit.

Insulet Corporation has a significant global presence with its headquarters in Acton, Massachusetts, USA. The company has direct operations primarily in North America and Europe, reaching additional international markets through a network of distributors. Its products are available in 25 countries, and the company aims to expand its reach further. Insulet has manufacturing facilities in Acton, Massachusetts, and Johor Bahru, Malaysia. The Omnipod 5 was launched in nine new countries since early 2025, expanding its presence to 14 markets, with plans to add more countries in 2025, targeting regions with high diabetes prevalence. International sales surged by 36.1% in constant currency in Q1 2025.

Insulet has maintained a strong brand reputation, driven by its innovative Omnipod system and positive market traction. The company is recognized for its innovation in insulin delivery, particularly the Omnipod 5. Insulet has built a loyal customer base by focusing on user experience and providing strong customer support. Strong financial results contribute to a positive brand image and investor confidence. While there was a battery problem with the Omnipod DASH system in October 2022, the overall sentiment in the past year appears to be positive, driven by the success of Omnipod 5.

Insulet Corporation is a publicly traded company with its shares listed on the NASDAQ stock exchange. Institutional investors primarily dominate its ownership structure, holding a total of 85,322,912 shares. Major institutional shareholders include Vanguard Group Inc., Fmr Llc, BlackRock, Inc., Capital Research Global Investors, State Street Corp, and Baillie Gifford & Co. Individual investors hold a smaller percentage of Insulet's shares. Insiders own a small percentage of the company, and over the last three months, insiders have been buying 59.8K shares for $17.9M and selling 47.5K shares for $13.9M.