Insulet Corporation (PODD) earnings on May 6, 2026
More Insulet Corporation earnings
Prior outlook: Pessimistic Outcome: Missed
PODD stock rose significantly after its earnings report, defying expectations. Investors focused on the company's improved future outlook and sales growth.
PODD price around the earnings
159.09
Change: +5.2%
2026-05-07, 23:46 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
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- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Missed
Mixed outlook: Strong fundamentals, but recent price weakness.
Despite a strong outlook and sales growth, the stock experienced a significant price drop. Analysts remain mostly positive with a majority holding buy ratings, though one firm recently downgraded.
Context analyzed before publication
- Summary
- Mixed outlook: Strong fundamentals, but recent price weakness.
- Playbook
- The recent price drop occurred amid positive analyst sentiment and raised guidance. Upcoming analyst actions remain to be observed.
- Trend
- Price decline into event, despite strong guidance.
Analysts
Drivers
-
Analysts
Positive
Most analysts still recommend buying the stock, with price targets citing significant upside. However, one analyst recently moved to a neutral stance.
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.58
- Analysts covering the stock
- 23
- Average price target
- 326.35
- Lowest price target
- 220
- Highest price target
- 435
- Upside to price target
- 112.6%
- Quarterly earnings growth
- 0.9%
- Revenue growth
- 31.2%
- Forward EPS
- 8.07
- Trailing EPS
- 3.48
- Analyst moves in the last 60 days
- 5
- Strong buy: 5
- Buy: 15
- Hold: 3
- Sell: 0
- Strong sell: 1
- Strong buy
- 5
- Buy
- 15
- Hold
- 3
- Sell
- 0
- Strong sell
- 1
- April 24, 2026 · Rothschild & Co: Downgrades rating (Buy → Neutral)
- April 15, 2026 · Truist Securities: Maintains rating (Buy → Buy)
- April 9, 2026 · Goldman Sachs: Maintains rating (Buy → Buy)
- April 7, 2026 · Citigroup: Downgrades rating (Buy → Neutral)
- March 11, 2026 · Citigroup: Maintains rating (Buy → Buy)
News and sentiment
Drivers
-
News & sentiment
Positive
The company increased its sales forecast for 2026, showing strong growth momentum, especially from its Omnipod product.
Evidence
Sentiment
- Sentiment
- Neutral
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (10)
- Transcript: Insulet Q1 2026 Earnings Conference Call — Benzinga
- Insulet Boosts 2026 Outlook Fueled By Strong Omnipod Growth — Benzinga
- Insulet FY2026 expected to be more than $6.21 vs $6.36 Est; Raises FY2026 Sales Guidance from $3.250B-$3.304B to $3.277B-$3.331B vs $3.307B Est — Benzinga
- Insulet Sees Q2 Sales $778.920M-$791.902M vs $787.064M Est — Benzinga
- Insulet Q1 Adj. EPS $1.42 Beats $1.20 Estimate, Sales $761.700M Beat $728.357M Estimate — Benzinga
- Insulet Enrolls First Participant In Pivotal Study For Fully Closed-Loop Automated Insulin Delivery System For Type 2 Diabetes — Benzinga
- FDA Flags High-Risk Recall Of Insulet's Omnipod 5 Pods Over Insulin Delivery Concerns — Benzinga
- FDA Says As Of April 17, Insulet Has Reported 476 Serious Injuries & No Deaths Associated With Issues With Certain Omnipod 5 Pods — Benzinga
- FDA Says On April 10, Insulet Sent All Affected Customers Updated Letter Expanding List Of Affected Omnipod 5 Pods Lots — Benzinga
- Jim Cramer Has A Clear Take On Rivian's Future — And A Warning About An AI Name — Benzinga
Technicals
Drivers
-
Technical
Negative
The stock has significantly underperformed the market recently, showing weakness and falling from higher price levels.
Evidence
- Average true range (ATR)
- 5.5%
- Distance to 52-week high
- -56.8%
- 14-day change (14d)
- -24.7%
- 30-day change
- -29.0%
- 30-day relative strength
- -41.0%
- Benchmark change
- +12.0%
- Nearest support
- 152.35
- Nearest resistance
- 226.86
- Volume accumulation ratio
- 1.28
Trends
Evidence
- Average earnings surprise
- +15.0%
- May 6, 2026: actual EPS 1.42 vs estimate 1.19 (surprise +19.3%)
- February 18, 2026: actual EPS 1.55 vs estimate 1.46 (surprise +6.0%)
- November 6, 2025: actual EPS 1.24 vs estimate 1.15 (surprise +8.1%)
- August 7, 2025: actual EPS 1.17 vs estimate 0.92 (surprise +26.8%)
Expected move
Drivers
-
Past earnings
Positive
The company has a strong recent record of exceeding earnings expectations in past reports. Recent earnings also beat estimates by a large margin.
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 6.3%
- 75th percentile move
- 9.4%
- 90th percentile move
- 16.6%
- Up / down moves
- 11 / 8
- Average up move
- +9.5%
- Average down move
- -4.9%
Monitoring and close
What Insulet Corporation reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Missed
- Consolidated
- +6.0%
- Max favorable move (MFE)
- 0.8%
- Max adverse move (MAE)
- 7.9%