Wall Street analyst estimates for Insulet Corp. (PODD): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin ma...
Consensus price target
$180.59 (+21 % vs price $149.68)
between $144.00 and $235.00 · 10 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $3.3B | $3.2B – $3.3B | $6.51 | 15 |
| 2027E | $3.7B | $3.5B – $3.9B | $7.72 | 15 |
| 2028E | $4.3B | $3.8B – $4.6B | $9.32 | 10 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 28 |
| Hold | 19 |
| Sell | 3 |
| Strong Sell | 0 |
| Total analysts | 50 |
| Avg rating (−2 sell to +2 buy) | 0.50 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-04 | $1.59 | ||
| 2026-08-05 | $1.66 | $1.47 | +12.9% |
| 2026-05-06 | $1.42 | $1.19 | +19.3% |
| 2026-02-18 | $1.55 | $1.47 | +5.4% |
| 2025-11-06 | $1.24 | $1.14 | +8.8% |
| 2025-08-07 | $1.17 | $0.92 | +27.2% |
| 2025-05-08 | $1.02 | $0.79 | +29.1% |
| 2025-02-20 | $1.15 | $1.00 | +15.0% |
Valuation Ratios
| P/E Ratio | 27.98 |
| Price / Book | 7.29 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $367.0M | $463.8M | $563.8M | $738.2M | $904.4M | $1.10B | $1.31B | $1.70B | $2.07B | $2.71B |
| Cost of Revenue | $155.9M | $186.6M | $193.7M | $257.9M | $322.1M | $346.7M | $499.7M | $537.2M | $625.9M | $768.2M |
| Gross Profit | $211.1M | $277.2M | $370.2M | $480.3M | $582.3M | $752.1M | $805.6M | $1.16B | $1.45B | $1.94B |
| Research & Development | $55.7M | $74.5M | $88.6M | $132.3M | $146.8M | $160.1M | $180.2M | $205.0M | $219.6M | $301.1M |
| Selling, General & Admin | $166.1M | $208.9M | $248.0M | $298.0M | $384.0M | $466.0M | $587.8M | $734.9M | $917.2M | $1.17B |
| Operating Expenses | $221.8M | $284.6M | $342.8M | $430.3M | $530.8M | $626.1M | $768.0M | $939.9M | $1.14B | $1.47B |
| Operating Income | -$10.7M | -$7.4M | $27.4M | $50.0M | $51.5M | $126.0M | $37.6M | $220.0M | $308.9M | $473.8M |
| EBITDA | $1.4M | $6.4M | $47.1M | $74.2M | $110.3M | $139.6M | $109.0M | $323.6M | $423.7M | $532.3M |
| Interest Expense | $14.4M | $19.2M | $22.2M | $34.6M | $48.1M | $61.7M | $36.0M | $36.2M | $42.7M | $79.7M |
| Pre-tax Income | -$26.8M | -$26.6M | $5.2M | $14.5M | $9.7M | $20.5M | $9.8M | $214.6M | $300.2M | $339.5M |
| Income Tax | $392,000 | $200,000 | $1.9M | $2.9M | $2.9M | $3.7M | $5.2M | $8.3M | -$118.1M | $92.4M |
| Net Income | -$28.9M | -$26.8M | $3.3M | $11.6M | $6.8M | $16.8M | $4.6M | $206.3M | $418.3M | $247.1M |
| EPS | -$0.51 | -$0.46 | $0.06 | $0.19 | $0.11 | $0.25 | $0.07 | $2.96 | $5.97 | $3.51 |
| EPS (Diluted) | -$0.50 | -$0.46 | $0.05 | $0.19 | $0.10 | $0.25 | $0.07 | $2.94 | $5.78 | $3.48 |
| Shares Outstanding (Diluted) | 57.3 M | 58.0 M | 61.0 M | 62.3 M | 65.9 M | 68.6 M | 69.9 M | 73.6 M | 73.9 M | 71.9 M |
Price
| Price | $149.68 (closing price, October 30, 2026) |
| Market Cap | $10.4B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Healthcare · Medical - Devices
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