Insulet (NASDAQ:PODD) Shares Gap Up on Earnings Beat

Insulet Corporation (NASDAQ:PODD) gapped up before the market opened on Wednesday following a better than expected earnings announcement. The stock had previously closed at $246.34, but opened at $266.00. Insulet shares last traded at $260.6720, with a volume of 732,680 shares traded.

The medical instruments supplier reported $1.55 EPS for the quarter, topping the consensus estimate of $1.48 by $0.07. The firm had revenue of $783.80 million for the quarter, compared to the consensus estimate of $768.31 million. Insulet had a return on equity of 24.36% and a net margin of 9.76%.The business’s quarterly revenue was up 31.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.15 EPS.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 beat: Insulet reported $1.55 EPS versus ~$1.48 expected and revenue of $783.8M (vs. ~$768M), with revenue up ~31% year‑over‑year — the core reason the stock rallied after the print. Insulet: Q4 Earnings Snapshot
• Positive Sentiment: Strong product demand: Management cited robust demand for its Omnipod tubeless pumps as a key growth driver, supporting the beat and underpinning medium‑term growth expectations. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Raised full‑year revenue outlook: Insulet set FY‑2026 revenue guidance around $3.3B, above consensus (~$3.0B), signaling stronger secular growth for the year even as quarterly variability may occur. Insulet Corp (PODD) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst support: Several firms reiterated bullish views (BTIG reiterated a Buy with a $380 target; William Blair maintained a Buy), which can sustain investor interest and buying momentum. Insulet: Sustained Growth Runway and Underappreciated Long‑Term Upside Support Buy Rating
• Neutral Sentiment: Earnings materials and call available: The full earnings call transcript, slide deck and press release provide detail on unit growth, cadence and margin dynamics — useful for modeling but not new directional news. Insulet Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market coverage & analysis: Multiple outlets and analysts are parsing the quarter (Zacks, Seeking Alpha summaries) — expect further nuance on margin trajectory, supply chain and adoption metrics over the next days. Insulet (PODD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Near‑term caution: Q1 revenue guidance ($705.6M–$716.9M) came in below some Street estimates (~$768M), indicating possible near‑term cadence pressure despite a stronger full‑year view — this explains the mixed reception under the surface. Insulet Q4 earnings and guidance (press release & slide deck)

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on PODD shares. TD Cowen lowered shares of Insulet from a “buy” rating to a “hold” rating and set a $294.00 price target for the company. in a report on Monday, January 26th. Barclays increased their price objective on shares of Insulet from $300.00 to $301.00 and gave the stock an “equal weight” rating in a research report on Wednesday, November 5th. Zacks Research lowered shares of Insulet from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Jefferies Financial Group upped their price target on shares of Insulet from $375.00 to $400.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $365.00 price objective on shares of Insulet in a research report on Friday, January 9th. Twenty research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $373.38.

Institutional Trading of Insulet

Several large investors have recently made changes to their positions in the company. Sage Mountain Advisors LLC grew its holdings in shares of Insulet by 4.6% in the third quarter. Sage Mountain Advisors LLC now owns 743 shares of the medical instruments supplier’s stock valued at $229,000 after purchasing an additional 33 shares in the last quarter. Glenmede Investment Management LP lifted its position in Insulet by 1.6% during the third quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock valued at $708,000 after purchasing an additional 35 shares during the last quarter. Curi Capital LLC lifted its position in Insulet by 0.8% during the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock valued at $1,365,000 after purchasing an additional 36 shares during the last quarter. WINTON GROUP Ltd grew its stake in shares of Insulet by 0.9% in the 3rd quarter. WINTON GROUP Ltd now owns 4,086 shares of the medical instruments supplier’s stock worth $1,261,000 after buying an additional 37 shares in the last quarter. Finally, Evelyn Partners Investment Management Services Ltd increased its holdings in shares of Insulet by 28.7% in the 2nd quarter. Evelyn Partners Investment Management Services Ltd now owns 175 shares of the medical instruments supplier’s stock worth $55,000 after buying an additional 39 shares during the last quarter.

Insulet Price Performance

The company has a current ratio of 2.87, a quick ratio of 2.18 and a debt-to-equity ratio of 0.68. The firm’s 50-day moving average price is $274.42 and its 200-day moving average price is $305.50. The stock has a market capitalization of $18.16 billion, a PE ratio of 74.80, a PEG ratio of 1.39 and a beta of 1.41.

About Insulet

Insulet Corporation is a medical device company headquartered in Acton, Massachusetts, that develops, manufactures and sells insulin-delivery systems for people with diabetes. The company’s core business is the design and commercialization of its Omnipod family of tubeless, wearable insulin pumps and the consumable Pods that deliver insulin. Insulet’s products aim to simplify insulin delivery for people with type 1 diabetes and insulin-requiring type 2 diabetes by offering an alternative to traditional insulin pens and tethered pump systems.

The company’s product portfolio includes the Omnipod System line—disposable, waterproof Pods that adhere to the skin and deliver insulin—and the associated controllers and mobile applications used to program and monitor insulin delivery.