PODDHealthcare · Medical DevicesThe 26 Wall Street analysts covering Insulet Corp. hold a median 12-month price target of $165 — -0.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 3 Nov 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Insulet Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (98): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (19): The shares have been drifting down relative to others.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on PODD, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −0.0% from it.
Of the 20 most recent actions, 0 moved their price target up and 9 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | Jefferies | Maintains | Buy | $275 → $190 |
| 7 Oct 2026 | Barclays | Initiates | Equal-Weight | $150 |
| 6 Aug 2026 | Benchmark | Maintains | Buy | $250 → $185 |
| 6 Aug 2026 | Benchmark | Maintains | Buy | — |
| 6 Aug 2026 | Bernstein | Maintains | Outperform | — |
| 6 Aug 2026 | Bernstein | Maintains | Outperform | $200 → $175 |
| 6 Aug 2026 | BTIG | Downgrade | Neutral | — |
| 6 Aug 2026 | BTIG | Downgrade | Neutral | — |
| 6 Aug 2026 | Canaccord Genuity | Maintains | Buy | $249 → $179 |
| 6 Aug 2026 | Canaccord Genuity | Maintains | Buy | — |
| 6 Aug 2026 | JP Morgan | Downgrade | Neutral | — |
| 6 Aug 2026 | JP Morgan | Downgrade | Neutral | $275 → $152 |
| 6 Aug 2026 | Leerink Partners | Downgrade | Market Perform | $247 → $145 |
| 6 Aug 2026 | Leerink Partners | Downgrade | Market Perform | — |
| 6 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 6 Aug 2026 | RBC Capital | Maintains | Outperform | $245 → $160 |
| 6 Aug 2026 | Stifel | Maintains | Buy | — |
| 6 Aug 2026 | Stifel | Maintains | Buy | $225 → $180 |
| 6 Aug 2026 | TD Cowen | Maintains | Hold | $294 → $144 |
| 6 Aug 2026 | TD Cowen | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
PODD appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Insulet Corp. returned −48.5% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 26% of US stocks
Cheaper than 33% of US stocks
Cheaper than 12% of US stocks
Cheaper than 17% of US stocks
Higher than 73% of US stocks
Higher than 93% of US stocks
Higher than 83% of US stocks
Higher than 74% of US stocks
Higher than 74% of US stocks
Higher than 85% of US stocks
Higher than 92% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Insulet Corp. has a market value of $10.7B and an enterprise value of $11.1B.
Diluted earnings per share, trailing twelve months: $5.35.
Free cash flow in the twelve months to 30 June 2026: $265.6M, after $217.5M of capital spending.
Insulet Corp. spent $329.5M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 29.1×; forward P/E: 20.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Insulet Corp. employs 5,400 people.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Insulet Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Insulet reported third-quarter revenue of $842 million, up 19.2% year over year on a reported basis and 19.6% on a constant-currency basis. International growth outpaced the company’s plans, while U.S. performance was within its guidance range.
Why it matters — The results provide PODD watchers an update on revenue growth and performance across international and U.S. markets.
The provided item is the headline for Insulet Corporation’s Q3 2026 earnings call transcript; no transcript details are included in the excerpt.
Why it matters — PODD watchers can identify the item as an earnings-call transcript, but the excerpt does not provide results or management commentary to assess.
Zacks Investment Research says Insulet’s Q3 2026 top- and bottom-line results provide a view of its performance for the quarter ended September 2026. The item focuses on comparing key metrics with Wall Street estimates and year-ago values.
Why it matters — These comparisons offer PODD watchers additional context on the company’s quarterly performance.
Insulet reported quarterly earnings of $1.99 per share, above the Zacks Consensus Estimate of $1.59. Earnings were $1.24 per share in the year-ago quarter.
Why it matters — PODD watchers may note that quarterly earnings exceeded the consensus estimate and were higher than a year earlier.
Insulet reported third-quarter 2026 revenue of $842.0 million, up 19.2% year over year, or 19.6% in constant currency. Constant-currency growth was slightly above the high end of the company’s guidance range.
Why it matters — The results provide PODD watchers with an update on revenue growth and performance against the company’s guidance.
The 26 Wall Street analysts covering Insulet Corp. have a median 12-month price target of $165, with estimates ranging from $143 to $215. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 26 analysts covering Insulet Corp., 15 rate it a Buy, 11 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Insulet Corp. 91 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Insulet Corp. ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (98 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies -0.0% from the last close, and Ticker Nerd's factor model ranks Insulet Corp. 91 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Insulet Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PODD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $143 to $215 over the next 12 months.
Insulet Corp. returned -48.5% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Insulet Corporation is a medical device company focused on insulin delivery and diabetes management. Its flagship Omnipod platform includes wearable, tubeless insulin management systems designed to deliver continuous insulin without traditional pump tubing or multiple daily injections.
The most recent item we track (MarketBeat, 4 Nov 2026): "What Insulet (PODD) Said on Its Q3 Earnings Call". Insulet reported third-quarter revenue of $842 million, up 19.2% year over year on a reported basis and 19.6% on a constant-currency basis. International growth outpaced the company’s plans, while U.S. performance was within its guidance range.
Insulet Corporation is a medical device company focused on insulin delivery and diabetes management. Its flagship Omnipod platform includes wearable, tubeless insulin management systems designed to deliver continuous insulin without traditional pump tubing or multiple daily injections. The product line includes Omnipod 5, Omnipod DASH, and the Classic Omnipod, along with related pods, controllers, and diabetes management software that support day-to-day glucose control. Insulet also works with selected partners to adapt its Pod technology for the subcutaneous delivery of non-insulin therapies in other medical areas. Headquartered in Acton, Massachusetts, Insulet serves patients and healthcare providers across multiple international markets through direct sales and distribution channels.
CEO Ms. Ashley A. McEvoy · 5,400 employees · United States · https://www.insulet.com
