Uber Technologies Stock To $96?
Trefis has a positive outlook on Uber Technologies (UBER) stock, suggesting it's an attractive buy with a potential to reach $96. This assessment is based on Uber's strong operating performance, financial condition, very strong growth, and moderate valuation, despite its very weak downturn resilience. The analysis details UBER's valuation, growth, profitability, and financial stability compared to the broader market.
Cognex (CGNX), FTAI Aviation (FTAI), Insulet (PODD) Stock Surge Analysis - News and Statistics
Cognex (CGNX), FTAI Aviation (FTAI), and Insulet (PODD) stocks have surged due to catalysts like new products and media coverage. While Cognex shows high valuation requiring strong future growth, FTAI Aviation benefits from aerospace demand, and Insulet's premium valuation reflects confidence in its innovative medical technology. The article emphasizes selective investment based on long-term fundamentals amid market volatility.
Insulet Corp (PODD) Shares Down 3.83% on Feb 20
Insulet Corp (PODD) shares experienced a 3.83% drop in mid-day trading on February 20, reaching an intraday low of $237.02 before slightly recovering to $239.69. This places the stock 32.46% below its 52-week high and 4.19% above its 52-week low. Wall Street analysts maintain an "Outperform" status for PODD, with an average target price of $356.85, indicating a potential upside of 48.88% from its current price.
Alberta Investment Management Corp Takes Position in Insulet Corporation $PODD
Alberta Investment Management Corp (AIMCo) has established a new position in Insulet Corporation (NASDAQ:PODD), acquiring 14,500 shares valued at approximately $4.48 million during the third quarter. This comes as Insulet reported strong Q4 results, beating EPS and revenue estimates, and provided an upbeat FY-2026 outlook. Despite positive analyst sentiment, the stock faces valuation and technical headwinds, trading below its 50- and 200-day moving averages with a high near-term P/E ratio.
Tandem Diabetes Care Q4 2025 Financial Report & Revenue Growth | 2026 - News and Statistics
Tandem Diabetes Care exceeded revenue expectations in Q4 2025, reporting sales of $290.4 million, a 15% increase year-over-year, and a GAAP EPS loss of $0.01, significantly better than projected. The company achieved over $1 billion in worldwide sales for 2025 and improved its operating margin to 2.9%. Analysts project an 8.4% revenue growth for the company over the next 12 months.
Insulet Q4 Earnings Review: Strong Performance Meets Sky-High Expectations (NASDAQ:PODD)
Insulet Corporation (PODD) delivered strong FY2025 results with significant revenue growth and improved operating margins, though its valuation remains demanding. The company projects continued high revenue growth for 2026, driven by untapped diabetes markets. However, intensifying competition and the rise of GLP-1 drugs pose risks to sustained market share, leading the author to maintain a Hold rating due to potentially unsustainable growth expectations priced into the current valuation.
Insulet (NASDAQ:PODD) Price Target Lowered to $340.00 at JPMorgan Chase & Co.
JPMorgan Chase & Co. lowered its price target for Insulet (NASDAQ:PODD) from $415.00 to $340.00, while maintaining an "overweight" rating. Despite a strong earnings beat with $1.55 EPS and 31% year-over-year revenue growth, the stock fell about 5.6% due to cautious near-term guidance. The consensus analyst rating remains a "Moderate Buy" with an average target of $359.10.
Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
Insulet (PODD) reported robust fourth-quarter and full-year 2025 results, demonstrating 31% revenue growth and marking a decade of consistent expansion in constant currency. The company's Omnipod franchise, particularly internationally, fueled customer growth and financial improvements. In a show of financial strength and confidence, Insulet's board approved a $350 million increase to its share repurchase program, bringing the total to $475 million.
PODD Q4 Deep Dive: Type 2 Diabetes Expansion and Innovation Drive Outperformance
Insulet Corporation (NASDAQ: PODD) reported strong Q4 CY2025 results, outperforming revenue expectations with a 31.2% year-on-year sales increase. The company's success is largely attributed to record new customer starts, particularly in type 2 diabetes management and international market expansion, driven by the Omnipod system. Insulet anticipates continued growth through further penetration of automated insulin delivery systems and ongoing product innovation, despite facing tougher year-over-year comparisons.
Tandem Diabetes faces earnings test as profitability questions loom By Investing.com
Tandem Diabetes Care (NASDAQ: TNDM) is preparing to release its fourth-quarter results, with market observers keen on its path to sustained momentum and eventual profitability. Analysts anticipate a narrower loss and increased revenue compared to the previous quarter, with EPS estimates rising 4.3% over the past 60 days. Despite a bullish stance from Wall Street analysts with a consensus "Buy" rating, the company's shares have declined significantly over the past year.
PODD Stock Up on Q4 Earnings & Revenue Beat, Margins Rise
Insulet Corporation (PODD) reported strong fourth-quarter and full-year 2025 results, with adjusted EPS of $1.55 and revenues of $783.8 million, both surpassing Zacks Consensus Estimates. The company saw significant growth in Omnipod revenues, especially internationally, and expanded its gross and operating margins. Insulet also provided a positive outlook for full-year 2026 and the first quarter, projecting continued revenue growth.
Oppenheimer lowers Insulet stock price target to $300 on estimates
Oppenheimer has lowered its price target for Insulet Corporation (NASDAQ:PODD) to $300 from $365, while maintaining an Outperform rating. This adjustment follows strong Q4 2025 results that exceeded estimates and positive fiscal 2026 guidance. Despite the lowered price target, Insulet is considered undervalued by InvestingPro data, with significant potential for growth, particularly in the Type 2 diabetes patient segment.
Cumberland Partners Ltd Purchases Shares of 9,000 Insulet Corporation $PODD
Cumberland Partners Ltd recently acquired 9,000 shares of Insulet Corporation (NASDAQ:PODD) for approximately $2.78 million, as reported in its latest 13F filing. Other institutional investors have also adjusted their positions in the medical instruments supplier. Insulet reported strong Q4 2025 earnings, exceeding analyst expectations with $1.55 EPS and $783.8 million in revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $372.67.
PODD Stock Up on Q4 Earnings & Revenue Beat, Margins Rise
Insulet Corporation (PODD) reported strong fourth-quarter and full-year 2025 results, with adjusted EPS and revenues surpassing Zacks Consensus Estimates. The company saw significant growth in Omnipod revenues, particularly internationally, and expanded its gross and operating margins. Insulet also provided a positive outlook for full-year 2026 and robust guidance for the first quarter, reflecting continued momentum in its business.
Bernstein cuts Insulet stock price target on competition concerns
Bernstein SocGen Group has lowered its price target for Insulet Corporation (NASDAQ:PODD) to $330 from $380, while maintaining an Outperform rating, due to increasing competition in the insulin pump market. Despite Insulet's strong revenue growth and financial health, investor concerns about competitive patch pumps and potential pricing pressure have led to an underperformance of its shares. The new price target reflects conservatism and investor worries, even as Bernstein sees upside potential from Type 2 diabetes execution and margin expansion.
Insulet Corporation (NASDAQ:PODD) Q4 2025 Earnings Call Transcript
Insulet Corporation (NASDAQ: PODD) reported its Q4 and full-year 2025 earnings, showcasing its 10th consecutive year of 20% or greater constant currency revenue growth. The company achieved record new customer starts in both U.S. and international markets, driven by the Omnipod system, particularly among those transitioning from multiple daily injections and expanding into the Type 2 diabetes segment. Insulet outlined future innovations including algorithm updates, expanded CGM integrations, the Omnipod Discover data platform, and the development of Omnipod 6 and a fully closed-loop system for Type 2 diabetes, while projecting continued top-tier growth and margin expansion for 2026.
Insulet Corporation 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:PODD) 2026-02-18
Insulet Corporation (NASDAQ:PODD) released its Q4 2025 earnings call presentation, reporting an EPS of $1.55, which beat estimates by $0.09. The company also announced revenue of $783.80 million, a 31.18% year-over-year increase, surpassing expectations by $15.07 million. This article provides the slide deck published by Insulet Corporation for their Q4 earnings call.
Canaccord Genuity lowers Insulet stock price target on valuation
Canaccord Genuity reduced its price target for Insulet Corporation (NASDAQ:PODD) to $435 from $450, while maintaining a Buy rating. The adjustment reflects valuation compression in the Elite Med-Tech comparison group, despite Insulet's strong fourth-quarter revenue and earnings beats, driven by significant growth in its U.S. business, particularly in Type 2 diabetes patient adoption. Upcoming catalysts include the 2027 launch of Omnipod 6 and a fully closed-loop system for Type 2 diabetes in 2028.
Beta Bionics (BBNX) Revenue Growth Outpaces Persistent Losses And Tests Bullish Narratives
Beta Bionics (BBNX) reported Q4 2025 revenue of US$32.1 million and a net loss of US$13.5 million, contributing to a full-year revenue of US$100.3 million and a net loss of US$73.2 million. The company's revenue grew 53.9% year over year, a point highlighted by bullish investors who believe the iLet installed base and pharmacy reimbursement can sustain growth despite ongoing losses. Conversely, bearish investors point to persistent trailing losses and high operating expenses, arguing that profitability remains distant, while the company's 6x P/S multiple is seen as a reflection of the tension between strong growth and continued unprofitability.
Canaccord Genuity lowers Insulet stock price target on valuation
Canaccord Genuity has reduced its price target for Insulet Corporation (NASDAQ:PODD) to $435 from $450, while maintaining a Buy rating, citing valuation compression within its comparison group. Despite this, Insulet's stock trades at $258.07, suggesting significant upside potential toward Canaccord's new target. The diabetes technology company reported strong Q4 revenue and adjusted EPS, surpassing analyst and consensus estimates, driven by growth in both U.S. and international markets, particularly with Type 2 diabetes patient adoption.
INSULET CORP SEC 10-K Report
Insulet Corporation has released its 2025 Form 10-K report, detailing significant financial growth, strategic expansions, and operational achievements, primarily driven by its Omnipod product line. Despite a decrease in net income due to debt extinguishment, the company saw substantial revenue increases and expanded its global market presence. The report also outlines future growth plans, including new product development and manufacturing investments, alongside challenges like market competition and regulatory compliance.
Insulet stock rises before hours on Street-beating Q4, 31% sales growth
Insulet's stock saw a significant boost after reporting better-than-expected fourth-quarter results. The company's profits reached $101.6 million on sales of $783.8 million, marking a 31.2% increase in sales year-over-year. Adjusted earnings per share surpassed Wall Street expectations, contributing to the positive market reaction.
Insulet Reports Fourth Quarter and Full Year 2025 Results
Insulet Corporation announced strong financial results for Q4 and full year 2025, with revenue increases of 31% and 30.7% respectively, marking its tenth consecutive year of over 20% constant currency revenue growth. The company reported record new customer starts, global expansion of its Omnipod 5 system, and U.S. FDA clearance for significant algorithm enhancements, demonstrating robust performance and strategic growth in the diabetes management market. Insulet also approved a $350 million increase in its share repurchase authorization, reflecting confidence in its financial strength and commitment to shareholder value.
BTIG Reiterates Buy Rating on Insulet Corporation (PODD)
BTIG analyst Marie Thibault reiterated a Buy rating on Insulet Corporation (NASDAQ: PODD) with a price target of $380.00. The article is premium content, and further details of the analyst's commentary are restricted to subscribers.
Insulet (PODD) Shares Skyrocket, What You Need To Know
Insulet Corporation (PODD) shares jumped 5.6% after the company announced strong fourth-quarter 2025 financial results, beating Wall Street expectations for revenue and adjusted earnings per share. The company reported a 31.2% increase in revenue year-over-year and provided a positive outlook with a guided 26% year-over-year sales increase for Q1 2026. Despite a slight dip year-to-date, the market views the news as meaningful, indicating strong demand for its Omnipod insulin management systems.
Insulet (PODD) Shares Skyrocket, What You Need To Know
Insulet (PODD) shares jumped 5.6% after reporting strong fourth-quarter 2025 financial results that exceeded Wall Street's expectations, driven by high demand for its Omnipod insulin management systems. The company also provided a positive outlook, projecting a 26% year-over-year sales increase for the first quarter of 2026. Despite this positive news, Insulet's stock is still down 7.9% since the beginning of the year and trading below its 52-week high.
Insulet Corporation Reports 31% Annual Revenue Growth; Authorizes $350 Million Repurchase Increase
Insulet Corporation reported a 31% increase in annual revenue for 2025, reaching $2.7 billion, driven by strong international sales and expansion of its Omnipod 5 user base. The company also authorized a $350 million increase to its share repurchase program and outlined a strategic roadmap including $1 billion in R&D investment and market expansion. Insulet projects 20-22% revenue growth for 2026 and aims to significantly increase its penetration in the Type 2 diabetes market.
Global Payments, Insulet, and SolarEdge Report Q4 2025 Earnings
Global Payments Inc. (GPN), Insulet Corporation (PODD), and SolarEdge Technologies Inc. (SEDG) have released their Q4 2025 earnings reports. GPN slightly beat EPS expectations, while PODD exceeded revenue forecasts but missed slightly on EPS. SEDG showed substantial year-over-year revenue growth despite facing challenges that impacted its bottom line, including a significant finance expense.
Medical Device Company Exceeds Expectations with Insulin Pump Sales Growth
Insulet Corporation, a medical technology company, exceeded Wall Street expectations in the fourth quarter due to strong sales of its tubeless insulin delivery devices, particularly the Omnipod 5 system. The company reported a 31% revenue increase, achieved $781.8 million in Omnipod sales, and announced a $350 million boost to its stock repurchase program. Insulet projects significant revenue and adjusted per-share profit growth for 2026, signaling a positive outlook for investors.
Insulet (NASDAQ:PODD) Surprises With Q4 CY2025 Sales
Insulet (NASDAQ:PODD) reported strong Q4 CY2025 results, with sales of $783.8 million exceeding analyst expectations by 2% and non-GAAP EPS of $1.55 beating estimates by 6%. The company's revenue grew 31.2% year-on-year, and it provided Q1 CY2026 revenue guidance largely in line with analyst predictions. Insulet emphasized its robust business model and disciplined execution as key drivers for its continued success in revolutionizing diabetes care.
Insulet Q4 and Full-Year Financial Results: Earnings Beat Analyst Forecasts - News and Statistics
Insulet Corp. announced its fourth-quarter and full-year financial results, surpassing analyst expectations. The company reported a Q4 net income of $1.44 per share, with adjusted earnings of $1.55 per share, exceeding the projected $1.48. Revenue for the quarter reached $783.8 million, also above analysts' forecasts, contributing to a full-year profit of $247.1 million and annual revenue of $2.71 billion.
Insulet: Q4 Earnings Snapshot
Insulet Corp. (PODD) reported strong fourth-quarter results, with profits reaching $101.6 million and adjusted earnings of $1.55 per share, surpassing Wall Street's expectations. The insulin infusion system maker also recorded revenue of $783.8 million, exceeding analyst forecasts. For the full year, Insulet posted a profit of $247.1 million on $2.71 billion in revenue.
Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
Insulet reported strong Q4 and full-year 2025 results, with approximately 31% revenue growth driven by its Omnipod franchise and expanding margins. The company's board approved a $350 million increase to its share repurchase authorization, bringing the total to $475 million, with plans for significant buybacks in Q1 2026. This move, along with optimistic 2026 guidance, signals financial strength and confidence in Insulet's long-term growth and competitive position in automated insulin delivery.
Insulet: Q4 Earnings Snapshot
Insulet Corp. (PODD) announced its fourth-quarter earnings, reporting a profit of $101.6 million and adjusted earnings of $1.55 per share, surpassing Wall Street expectations. The company also posted revenue of $783.8 million, beating analyst forecasts. For the full year, Insulet reported revenue of $2.71 billion and profits of $247.1 million.
Earnings Flash (PODD) Insulet Corporation Reports Q4 Revenue $783.8M, vs. FactSet Est of $769.0M
Insulet Corporation (PODD) has reported its Q4 revenue, reaching $783.8 million, surpassing FactSet's estimated $769.0 million. Additionally, the company announced Q4 adjusted EPS of $1.55 per share, exceeding FactSet's estimate of $1.46 per share. This financial performance indicates stronger-than-expected results for the medical device company.
Insulet (PODD) Shakes the Market with Q4 Earnings Beat as Omnipod 5 Dominance Continues
Insulet (PODD) reported a strong Q4 earnings beat, with an adjusted EPS of $1.55 against an estimate of $1.46, and revenue of $783.8 million, surpassing forecasts. This performance was driven by the successful adoption of its Omnipod 5 Automated Insulin Delivery system and its expansion into the Type 2 diabetes market. The company projects 20-22% constant currency revenue growth for the upcoming year, fueled by strategic international expansion, new sensor integrations, and upcoming algorithm updates for its Omnipod 5 system.
Insulet earnings in focus as Omnipod growth faces new test
Insulet Corporation is set to report its Q4 and full-year 2025 financial results, with investors closely watching if its Omnipod 5 can maintain market momentum amid increasing competitive pressure. Analysts expect strong year-over-year growth in EPS and revenue, but some firms have expressed caution regarding sustaining its competitive advantages. The company's international expansion plans and outlook on both Type 1 and Type 2 diabetes markets will be key areas of focus.
Insulet Corp (NASDAQ:PODD): A Prime GARP Candidate in Diabetes Care
Insulet Corp (NASDAQ:PODD) is highlighted as a strong "Growth at a Reasonable Price" (GARP) investment opportunity due to its robust double-digit growth in revenue and earnings, with future projections remaining positive. Despite seemingly high valuation metrics, its price is considered fair when compared to peers in the Health Care Equipment & Supplies industry and when adjusted for its high growth rate. The company's strong financial health and profitability further support its long-term growth sustainability.
Earnings To Watch: Insulet (PODD) Reports Q4 Results Tomorrow
Insulet Corporation (NASDAQ:PODD) is scheduled to report its Q4 earnings this Wednesday morning, with analysts anticipating a 28.6% year-over-year revenue growth to $768.2 million and adjusted earnings of $1.46 per share. The insulin delivery company has a strong record of exceeding revenue estimates, doing so every quarter for the past two years. Despite recent market underperformance in the healthcare equipment and supplies segment, Insulet's stock trades significantly below its average analyst price target.
Earnings To Watch: Insulet (PODD) Reports Q4 Results Tomorrow
Insulet Corporation (NASDAQ:PODD) is set to report its Q4 earnings on Wednesday morning. Analysts expect revenue growth of 28.6% year-on-year to $768.2 million and adjusted earnings of $1.46 per share. The company has a history of exceeding revenue expectations, and its peers ResMed and DexCom have also reported solid Q4 results, though the healthcare equipment and supplies sector has generally underperformed recently.
Earnings To Watch: Insulet (PODD) Reports Q4 Results Tomorrow
Insulet Corporation (PODD) is set to report its Q4 earnings tomorrow, with analysts expecting a 28.6% year-on-year revenue increase to $768.2 million and adjusted earnings of $1.46 per share. The company has a strong track record of beating revenue estimates, and although the healthcare equipment sector has underperformed recently, Insulet's stock is trading significantly below its average analyst price target.
Earnings To Watch: Insulet (PODD) Reports Q4 Results Tomorrow
Insulet Corporation (PODD), an insulin delivery company, is set to report its Q4 earnings. Analysts are anticipating a 28.6% year-on-year revenue growth to $768.2 million and adjusted earnings of $1.46 per share. The company has consistently beaten revenue estimates in the past, and its stock is currently trading below the average analyst price target despite a recent market downturn for healthcare equipment stocks.
Earnings To Watch: Insulet (PODD) Reports Q4 Results Tomorrow
Insulet Corporation (PODD) is set to report its Q4 earnings on Wednesday morning, with analysts expecting a 28.6% year-on-year revenue growth to $768.2 million and adjusted earnings of $1.46 per share. The company has consistently beaten revenue estimates in the past two years, and its peers like ResMed and DexCom have also shown positive Q4 results. Despite some market underperformance in the healthcare equipment sector, Insulet maintains a strong average analyst price target.
Assessing Insulet (PODD) Valuation After Omnipod 5 And Data Platform Expansion In The Middle East
Insulet (PODD) is drawing attention for expanding its Omnipod 5 insulin delivery system and Omnipod Discover data platform into Saudi Arabia, Kuwait, Qatar, and the UAE. Despite this international growth, its stock price has declined over the past year, even with increasing revenue and net income. While some analyses, including Simply Wall St's fair value estimate, suggest the stock is undervalued, its high P/E ratio compared to industry averages indicates potential valuation risk.
Aberdeen Group plc Has $47.80 Million Stock Holdings in Insulet Corporation $PODD
Aberdeen Group plc increased its stake in Insulet Corporation (NASDAQ:PODD) by 8.1% during the third quarter, bringing its total holdings to $47.80 million. Several other institutional investors also adjusted their positions in the medical instruments supplier, with some boosting their holdings significantly. Despite a recent stock opening at $242.74, analysts generally maintain a "Moderate Buy" rating for Insulet, with an average price target of $374.10.
Behavioral Patterns of PODD and Institutional Flows
This article analyzes behavioral patterns and institutional flows for Insulet Corporation (NASDAQ: PODD), highlighting divergent sentiment readings and elevated downside risk. It presents three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide potential trading decisions for different risk profiles.
Insulet Corporation (PODD) Announces Strategic Expansion and Supply Agreement Update
Insulet Corporation (PODD) has expanded the commercial availability of its Omnipod 5 Automated Insulin Delivery (AID) system to the Middle East, including the UAE, Saudi Arabia, Qatar, and Kuwait. The company also introduced Omnipod Discover, a web-based data management platform. Furthermore, Insulet updated its supply agreement with NXP USA, Inc., effective January 1, 2026, to ensure supply chain continuity and revise commercial terms for components used in its medical devices.
Insulet Corporation (PODD) Announces Strategic Expansion and Supply Agreement Update
Insulet Corporation (PODD) has expanded the commercial availability of its Omnipod 5 Automated Insulin Delivery system to the Middle East, including the UAE, Saudi Arabia, Qatar, and Kuwait. The company also introduced Omnipod Discover, a data management platform for diabetes care. Additionally, Insulet updated its supply agreement with NXP USA, Inc., effective January 1, 2026, to ensure continuity of component supply and revise commercial terms.
The Bull Case For Insulet (PODD) Could Change Following Middle East Omnipod 5 Ecosystem Expansion - Learn Why
Insulet Corporation has expanded its Omnipod 5 Automated Insulin Delivery System into Saudi Arabia, Kuwait, Qatar, and the UAE, and launched its Omnipod Discover data analytics platform. This move strengthens Insulet's international presence and integrates hardware and software for diabetes management. The article suggests this global expansion and ecosystem integration are key to Insulet's future growth, projecting significant revenue and earnings by 2028, leading to a potential 52% upside in its fair value.
The Bull Case For Insulet (PODD) Could Change Following Middle East Omnipod 5 Ecosystem Expansion - Learn Why
Insulet Corporation has expanded its Omnipod 5 Automated Insulin Delivery System and Omnipod Discover data platform into Saudi Arabia, Kuwait, Qatar, and the UAE. This strategic move aims to broaden Insulet's international presence and integrate hardware and software for diabetes management, supporting its multi-year growth narrative. Investors should monitor this global expansion as the company still heavily relies on a single core platform, with analysts offering a wide range of fair value estimates.
