PODD
INSULET CORPEvidence as of 2026-09-03Overview · INSULET CORP
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. It offers Omnipod System, a self-adhesive disposable tubeless Omnipod device that is worn on the body for up to three days at a time, as well as its wireless companion, the handheld personal diabetes manager. The company sells its products primarily through independent distributors and pharmacy c…
Management team
- Angela Geryak Wiczek · Senior Director of Corporate CommunicationsFind on LinkedIn
- Ms. Laetitia Cousin · Senior VP of Regulatory Affairs, Quality Assurance & ComplianceFind on LinkedIn
- Mr. John Wodick Kapples · Senior VP & General CounselFind on LinkedIn
- Ms. Deborah R. Gordon CPA · Vice President of Investor RelationsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.9 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is constructive (+0.9 of a possible +2; confidence high). Revenues rose from $761,700,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-29) to $801,700,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-29), and on a year‑over‑year quarterly basis revenues increased from $649,100,000 in the quarter ended 30 June 2025 to $801,700,000 in the quarter ended 30 June 2026 (an increase of $152,600,000, about +23.5%). Gross profit expanded from $529,100,000 in fiscal Q1 2026 to $562,600,000 in fiscal Q2 2026, lifting implied gross margin roughly from 69.5% to 70.2%.
Operating income moved modestly higher from $122,100,000 in fiscal Q1 2026 to $129,700,000 in fiscal Q2 2026, keeping operating margin near ~16% of revenue. Net income rose from $91,100,000 to $95,000,000 and diluted EPS from $1.30 to $1.37 across those two quarters, while diluted shares declined from 70,202,000 to 69,403,000 after a $300,000,000 cash outflow labeled PaymentsForRepurchaseOfCommonStock in fiscal Q1 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues rose from $761,700,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $801,700,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001145197-26-000102On a year-over-year quarterly basis, revenues increased from $649,100,000 in the quarter ended 30 June 2025 to $801,700,000 in the quarter ended 30 June 2026 (increase of $152,600,000, about +23.5%).
XBRL companyfacts · 0001145197-26-000169Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the security had a 0.02% weight in the IVV ETF.
ETF constituents · market dataThe security is a member of the IVV (iShares Core S&P 500) ETF as of 2026-09-02, providing factual index-fund exposure context.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple law firms have issued class-action notices or investor alerts about Insulet Corporation, including a new class action alleging investor harm.
News · globenewswire.com · 2026-08-31Recent coverage highlights a federal securities class action that alleges the company misled investors about its manufacturing controls following voluntary Medical Device Corrections tied to Omnipod product lots.
News · simplywall.st · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model shows an implied free cash flow (FCF) growth rate of 34.28% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (TTM) is 52.32 and FCF (TTM) is $196,500,000, which implies FCF per share of $2.8313 while the share price used is $148.14.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The provided fundamentals show sequential and year-over-year revenue growth, slight gross-margin expansion, and rising net income and diluted EPS across fiscal Q1 to Q2 2026, which jointly indicate operational leverage and improving core profitability in the reported periods. The reduction in diluted shares alongside a disclosed $300 million repurchase outflow is consistent with active capital-return that supported EPS improvement on a smaller share base. Balance-sheet metrics (reported cash of $856.6M vs. long-term debt $1.398B, net-debt-to-EBITDA ~0.94) suggest leverage is moderate relative to trailing EBITDA. Valuation outputs include a high implied FCF-growth rate embedded in the current price and at least some outlets framing the company as undervalued on intrinsic/multiple comparisons, which together show that market-implied expectations and select third-party narratives can be read alongside the reported operating improvements when forming a favorable interpretation of the evidence. Financial advisors often note that sequential revenue/gross-profit expansion, EPS accretion from buybacks, and manageable net leverage are material inputs when assessing company fundamentals.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.36
18 surviving claims rest on 9 distinct sources; the heaviest analyst carries 33% of them, and 97% of what the desk raised survived the debate.
The surviving set rests on a modestly diverse set of sources, but a single analyst accounts for about one‑third of the claims and the desk’s challenges barely changed the draft — that raises the chance a few linked assumptions or an influential analyst view could shift many claims at once. High survival through debate suggests internal consistency, but dependence on a small number of contributors and on a limited set of filings/news items makes the read less robust to a single new filing or a major corrective disclosure.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.8 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+1.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.