Insulet Corporation (PODD)

Over the last six months, Insulet Corp.'s stock price has decreased by 19.90%, and in the past month, it decreased by 17.39%. The stock's 52-week high was $354.88, and its 52-week low was $230.05. As of February 6, 2026, the closing stock price was $241.93. Insulet is scheduled to report its Q4 2025 results on February 18, 2026. Recent news includes the launch of Omnipod® 5 and Omnipod Discover™ in the Middle East in February 2026.

Insulet Corporation primarily generates revenue through a recurring model by selling disposable insulin pods for its Omnipod system. These pods are designed to be replaced every two to three days, creating a predictable, subscription-like revenue stream from a growing base of users. This business model suggests a relatively stable and continuous demand for its products rather than significant demand seasonality.

Insulet Corporation is a medical device company focused on simplifying diabetes management through innovative insulin delivery solutions. Their core product is the Omnipod System, a tubeless, wearable insulin pump. Major products include the Omnipod 5 Automated Insulin Delivery System, the Omnipod DASH Insulin Management System, the Omnipod System line, and customized Pods for Amgen.

Insulet Corporation has a significant international presence, with sales and distribution across North America, Europe, and Asia-Pacific. The company markets its products directly and through distributors in countries including the US, Canada, Israel, China, and the UK. Insulet is strategically expanding its global footprint, with the Omnipod 5 system recently launched in Australia and targeting additional markets such as Belgium, Switzerland, and the Middle East. The company's manufacturing sites are located in the U.S., China, and Malaysia, providing a diversified supply chain.

Insulet has maintained a strong brand reputation, driven by the robust demand for its Omnipod 5 platform and consistent revenue growth. The company achieved its ninth consecutive year of 20% or more constant currency revenue growth, surpassing $2 billion in revenue for the first time in FY2024. Insulet reported strong demand for Omnipod 5, with over 500,000 global customers and 355,000 active Omnipod 5 users. The company's operating margin has also shown positive momentum. Analysts have generally expressed optimism, with a highly bullish consensus view and a median price target offering significant upside potential. Insulet's strategic expansion of Omnipod 5 into new international markets further underscores its positive market perception and growth trajectory.

Insulet Corporation's ownership is predominantly institutional, with institutional investors holding approximately 79.41% of the shares. Major institutional owners and shareholders include Vanguard Group Inc., Fmr Llc, BlackRock, Inc., Capital Research Global Investors, State Street Corp, Baillie Gifford & Co, Geode Capital Management, Llc, and Clearbridge Investments, LLC. Individual investors hold about 20.20% of the float, while company insiders hold approximately 0.39% of the shares.