Insulet Corporation (PODD) earnings on August 5, 2026
More Insulet Corporation earnings
Prior outlook: Pessimistic Outcome: Accurate
Insulet's stock dropped sharply after its quarterly results. Despite strong sales of its Omnipod device, the company reduced its future outlook.
PODD price around the earnings
133.26
Change: -20.0%
2026-08-05, 20:00 UTC
Start of the measured window
End of the measured window
127.50
142.65
157.80
172.95
166.67
August 5, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
- Results released
Strong company numbers (100% beat, 41% upside) but trajectory collapsed from +44 to -17; technical weakness persists.
Context analyzed before publication
- Trend
- Strong constructive run-up followed by a recent significant sell-off into earnings, indicating potential volatility.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.52
- Analysts covering the stock
- 24
- Average price target
- 235.54
- Lowest price target
- 172
- Highest price target
- 360
- Upside to price target
- 41.2%
- Quarterly earnings growth
- 157.3%
- Revenue growth
- 33.9%
- Forward EPS
- 8.05
- Trailing EPS
- 4.2
- Analyst moves in the last 60 days
- 7
- Strong buy: 5
- Buy: 16
- Hold: 4
- Sell: 0
- Strong sell: 0
- Strong buy
- 5
- Buy
- 16
- Hold
- 4
- Sell
- 0
- Strong sell
- 0
- July 13, 2026 · Truist Securities: Maintains rating (Buy → Buy)
- July 13, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)
- July 10, 2026 · Stifel: Maintains rating (Buy → Buy)
- July 8, 2026 · Citigroup: Maintains rating (Neutral → Neutral)
- July 6, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
- June 23, 2026 · Deutsche Bank: Initiates coverage (Buy)
- June 12, 2026 · Truist Securities: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (8)
- Insulet Corporation Partners With Calm To Provide Free Mindfulness Resources Addressing Anxiety And Burnout Among People Living With Diabetes (opens in a new tab) — Benzinga
- Truist Securities Maintains Buy on Insulet, Lowers Price Target to $210 (opens in a new tab) — Benzinga
- RBC Capital Maintains Outperform on Insulet, Lowers Price Target to $245 (opens in a new tab) — Benzinga
- Stifel Maintains Buy on Insulet, Lowers Price Target to $225 (opens in a new tab) — Benzinga
- Citigroup Maintains Neutral on Insulet, Raises Price Target to $172 (opens in a new tab) — Benzinga
- FDA Classifies Insulet Omnipod Recall as Serious After Injury Reports (opens in a new tab) — Benzinga
- Evercore ISI Group Maintains Outperform on Insulet, Lowers Price Target to $180 (opens in a new tab) — Benzinga
- Insulet Launches Its Omnipod 5 Automated Insulin Delivery And Proprietary Data Management System Omnipod Discover In Spain (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 166.67
- Average true range (ATR)
- 3.7%
- Distance to 52-week high
- -52.7%
- 14-day change (14d)
- +1.8%
- 30-day change (33d)
- +1.3%
- 30-day relative strength
- -2.2%
- SPY change (33d)
- +3.5%
- Nearest support
- 165.5
- Distance to nearest support
- 0.7%
- Nearest resistance
- 166.94
- Distance to nearest resistance
- 0.2%
- Volume accumulation ratio (14d / 46d)
- 0.96
- Mid: 165.5 (0.7% away, 0.19 ATR, 8 touches)
- Mid: 164.3 (1.4% away, 0.38 ATR, 17 touches)
- Mid: 162.29 (2.6% away, 0.71 ATR, 22 touches)
- Minor: 166.94 (0.2% away, 0.04 ATR, 4 touches)
- Mid: 168.13 (0.9% away, 0.23 ATR, 14 touches)
- Mid: 169.53 (1.7% away, 0.46 ATR, 5 touches)
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
- Implied move
- +4.0%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 6.4%
- 75th percentile move
- 9.6%
- 90th percentile move
- 16.1%
- Up / down moves
- 11 / 9
- Average up move
- +9.5%
- Average down move
- -5.4%
Monitoring and close
What Insulet Corporation reported
- Status
- Finished
| Actual EPS | 1.66 |
|---|---|
| EPS estimate | 1.45 |
| EPS surprise | +14.5% |
| Revenue | $802 million |
| Revenue estimate | $787 million |
| Revenue surprise | +1.8% |
Insulet beat Q2 estimates but cut annual guidance, leading to a pessimistic outlook. Shares fell; gold jumped 4% and the Dow hit a record.
Sources (17)
- Insulet Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- This Medtech Beat Earnings Estimates. It’s the Worst S&P 500 Stock Today. (opens in a new tab) — Barrons.com
- These Two Medical Stocks Are Screaming Sell — Here's What Happened (opens in a new tab) — Investor's Business Daily
- Insulet Reports Second-Quarter Revenue Growth as Full-Year U.S. Omnipod Outlook Is Lowered (opens in a new tab) — InvestorsHub
- Insulet Corporation (PODD) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Insulet (PODD) Reports Q2 Earnings: What Key Metrics Have to Say (opens in a new tab) — Zacks
- Insulet (NASDAQ:PODD) Shares Tumble on Reduced Full-Year Outlook Despite Q2 Earnings Beat (opens in a new tab) — ChartMill
- Stocks making the biggest moves midday: Alphabet, SpaceX, Shopify, Newmont, Insulet, AMD & more (opens in a new tab) — CNBC
- Insulet (PODD) Beats Q2 Earnings and Revenue Estimates (opens in a new tab) — Zacks
- Omnipod Sales Soar, But Insulet's Outlook Cut Sparks Stock Selloff (opens in a new tab) — Benzinga
- Insulet’s (NASDAQ:PODD) Q2 CY2026 Sales Top Estimates But Stock Drops (opens in a new tab) — StockStory
- Insulet Sees Q3 Sales $829.903M-$844.029M vs $845.476M Est (opens in a new tab) — Benzinga
- Insulet FY2026 Adj EPS expected to be more than $6.46 vs $6.43 Est; Lowers FY2026 Sales Guidance from $3.277B-$3.331B to $3.250B-$3.304B vs $3.321B Est (opens in a new tab) — Benzinga
- Insulet beat expectations in Q2: adjusted EPS of $1.66 versus $1.45 estimated, and revenue of $801.7M versus $787.2M expected. — Benzinga
- Insulet Q2 Adj. EPS $1.66 Beats $1.45 Estimate, Sales $801.700M Beat $787.228M Estimate (opens in a new tab) — Benzinga
- Insulet Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
- Insulet Corporation 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating -18.5% pre-market, a move 3x the stock's usual reaction (about 6%). The figures confirm the pessimistic scenario. In past cases, across our market history, the close held that direction 94% of the time in the 429 similar cases.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -19.9%
- Max favorable move (MFE)
- 24.1%
- Max adverse move (MAE)
- 0%