Key Takeaways Insulet's Q2 Omnipod revenues rose 23.8% at constant currency as global customer adoption expanded. Insulet raised 2026 international Omnipod constant-currency growth guidance to 30-32%. Competition, tariffs, supply constraints and manufacturing expansion could pressure margins. Insulet (PODD - Free Report) is well poised for growth in the upcoming quarters, owing to its strong momentum for the Omnipod 5 automated insulin delivery (“AID”) system for both Type 1 and Type 2 populations. The company is strongly executing against its long-term priorities to drive penetration, deepen competitive advantage, unlock new opportunities and scale profitably. However, macroeconomic pressures and intense competition could pose headwinds for Insulet’s operations.
In the past year, this Zacks Rank #3 (Hold) stock has lost 57.8% compared with the industry’s 27% decline. The S&P 500 composite grew 20% in the same time frame.
The developer, manufacturer and distributor of insulin delivery systems has a market capitalization of $16.21 billion. The company’s estimated long-term earnings growth rate of 22.2% is well ahead of the industry’s 12.5% rise. PODD’s earnings surpassed estimates in each of the trailing four quarters, delivering an average surprise of 13.6%.
Let us delve deeper.
Upsides for InsuletOmnipod 5 Expanding Global Adoption: Omnipod 5 remains differentiated as a fully disposable, tubeless AID system and continues to expand its installed base across U.S. and international markets. In the second quarter of 2026, total Omnipod revenues rose 23.8% at constant currency, including U.S. growth of 20.1% and international growth of 32.9%. Global new customer starts increased sequentially and year over year, producing the company’s second-highest quarter to date.
The global customer base increased 23% year over year. More than 95% of the U.S. customer base and over 70% of the international customer base were using Omnipod 5 in the second quarter. International adoption also broadened through the Spain launch, bringing Omnipod to 26 countries and Omnipod 5 to 20. Management raised 2026 international Omnipod constant-currency growth guidance to 30% to 32%, reflecting sustained first-half momentum and continued adoption across international markets.
Progress With Strategic Actions: Insulet is extending sensor connectivity and advancing next-generation systems to deepen the Omnipod platform over time. In the second quarter of 2026, the company launched its latest U.S. Omnipod 5 algorithm update, including a 100 mg/dL target glucose option, and expanded compatibility with Abbott’s FreeStyle Libre 3 Plus. Insulet continues to target a 2027 launch for Omnipod 6 and is progressing enrollment in the EVOLVE pivotal study for its fully closed-loop Type 2 system, with a 510(k) submission still planned for 2027.
Omnipod Discover is also gaining use, with more than 12,000 people with diabetes and over 1,600 health care professionals on the platform in the second quarter. These initiatives broaden the product roadmap and may support longer-term retention and access as the company scales beyond its current user base.
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What Ails PODD Stock?Competitive Pressure: Insulet competes against large, established diabetes device companies and newer entrants offering pumps, smart pens and other insulin delivery approaches. As AID adoption expands globally, management expects competition to increase, which can raise commercial spending requirements and heighten payer negotiations. If competitive intensity continues to rise, Insulet may need to sustain elevated commercial spending to support customer growth, which could limit operating leverage and margin expansion.
Economic Uncertainty and Supply Exposure: Insulet remains vulnerable to geopolitical, logistics and input-cost disruptions across its global manufacturing network. The company faces risks from potential tariff expansion, supply constraints and price fluctuations among sole-source and third-party suppliers. Insulet is also expanding manufacturing capacity, including a new Costa Rica facility, which adds execution risk as production scales. The longer-term risk is that higher input costs, trade changes or supply disruptions could absorb part of the productivity and scale benefits required to sustain annual margin expansion.
PODD Stock Estimate TrendThe Zacks Consensus Estimate for Insulet’s 2026 earnings per share has moved north 0.5% to $6.51 in the past 30 days.
The same for the company’s 2026 revenues is pegged at $3.28 billion, implying a 21.1% rise from the year-ago reported number.
Key PicksSome better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Veracyte (VCYT - Free Report) and Illumina (ILMN - Free Report) .
Globus Medical has an earnings yield of 5.8% against the industry’s negative 1.7% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED’s shares have rallied 42.3% against the industry’s 6.3% decline over the past year.
GMED sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Veracyte, sporting a Zacks Rank #1 at present, has an earnings yield of 4.6% against the industry’s negative 1.7% yield. Shares of the company have risen 38% against the industry’s 6.3% decline. VCYT’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 41.8%.
Illumina, presently carrying a Zacks Rank #2 (Buy), has an estimated long-term earnings growth rate of 13% compared with the industry’s 23% rise. Its earnings beat estimates in each of the trailing four quarters, the average surprise being 9.7%. ILMN’s shares have rallied 194.6% compared with the industry’s 24.6% growth over the past year.
Na Insulet a její vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma později oznámila dvě dobrovolné opravy zdravotnických prostředků kvůli výrobní chybě.
, /PRNewswire/ --Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States ("U.S.") and internationally.
The Company offers, inter alia, its "Omnipod 5" automated insulin delivery ("AID") 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; and its "Omnipod Dash", which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."
On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."
On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Na Insulet a některé členy vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů Omnipod. Firma už dříve oznámila dvě dobrovolné „Medical Device Correction“ pro konkrétní šarže zdravotnických prostředků Omnipod.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States ("U.S.") and internationally.
The Company offers, inter alia, its "Omnipod 5" automated insulin delivery ("AID") 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; and its "Omnipod Dash", which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."
On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."
On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Na Insulet a některé členy vedení byla podána hromadná žaloba kvůli údajným nepravdivým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma mezitím dvakrát oznámila dobrovolnou opravu zdravotnického prostředku u podů Omnipod 5 kvůli výrobní chybě.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States ("U.S.") and internationally.
The Company offers, inter alia, its "Omnipod 5" automated insulin delivery ("AID") 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; and its "Omnipod Dash", which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."
On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."
On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Insulet ve 2. čtvrtletí překonal odhady zisku i tržeb, ale snížil výhled růstu tržeb za celý rok 2026 na 20 % až 22 % při konstantní měně. Akcie PODD po oznámení klesly téměř o 20 %.
Key Takeaways Insulet's Q2 revenues rose 23.5%, driven by broad-based Omnipod demand and favorable price mix.PODD's Omnipod revenues climbed 24.6%, with U.S. and international sales both posting strong growth.Insulet cut its 2026 revenue growth outlook to 20%-22% as type 2 retention and utilization fell short. Insulet Corporation (PODD - Free Report) reported second-quarter 2026 adjusted earnings per share (EPS) of $1.66, up 41.5% year over year. The bottom line beat the Zacks Consensus Estimate by 15.28%.
GAAP EPS came in at $1.37 compared with the year-ago quarter’s figure of 32 cents.
Revenues of $801.7 million rose 23.5% and surpassed the consensus mark by 1.89%, reflecting broad-based Omnipod demand and favorable price mix.
Following the announcement on Aug. 5, PODD shares have dropped nearly 20% to end the session at $133.26.
PODD's Omnipod Sales Stay StrongTotal Omnipod revenues advanced 24.6% to $795.9 million. U.S. Omnipod revenues increased 20.1% year over year to $544.1 million. Management cited continued demand across type 1 and type 2 customers, with more than 40% of U.S. new customer starts coming from people with type 2 diabetes.
International Omnipod revenues climbed 35.5% to $251.8 million, or 32.9% at constant currency. Growth was driven primarily by volume and continued favorable price, and mix realization. Omnipod 5 also became the top insulin pump for new users in Australia, while the company recently launched in Spain.
PODD's Q2 MarginsAdjusted gross margin reached 72.9%, up 320 basis points (bps) year over year. The improvement reflected manufacturing productivity gains at the Acton and Malaysia facilities, positive pricing and higher volumes.
Adjusted operating margin expanded 140 bps to 19.3%. Research and development expenses rose 20% to $88.1 million, while selling, general and administrative expenses increased 33.8% to $344.8 million, reflecting investments in the U.S. sales force, customer support and market development.
Insulet’s Cash PositionInsulet exited the second quarter of 2026 with cash and cash equivalents of $534.9 million compared with $480.4 million at March-end.
Cumulative net cash provided by operating activities at the end of the second quarter was $202.2 million compared with $260.3 million in the year-ago period.
Insulet’s 2026 OutlookInsulet now expects 2026 total company revenue growth of 20%-22% at constant currency, down from the prior 21%-23% range.
Total Omnipod growth is projected at 21%-23% (previously, 22%-24%), while Drug Delivery revenues are expected to decline around 40% compared with the earlier expectation of a roughly 50% drop. The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $3.28 billion, up 21% from the 2025 levels.
Adjusted EPS is now projected to grow at least 30%, up from the prior expectation of more than 25%. The Zacks Consensus Estimate for the same stands at $6.51, up 5%.
For the third quarter, total company revenues are expected to increase 17.5%-19.5% at constant currency. Total Omnipod growth is projected at 18%-20%, while Drug Delivery is expected to be approximately 20% year over year. The Zacks Consensus Estimate for revenues and EPS is pegged at $835.4 million and $1.59, respectively.
Our Take on PODD’s Q2 ResultsInsulet delivered better-than-expected earnings and revenues in the second quarter of 2026. The company witnessed strong demand for Omnipod across both the U.S. and international markets, along with a benefit from favorable price mix. Global new customer starts increased both sequentially and year over year, resulting in the second highest quarter ever. The expansion of adjusted gross and operating margins is also encouraging. Lower-than-expected retention and utilization among type 2 customers prompted Insulet to lower its full-year U.S. Omnipod and total revenue growth outlook.
PODD’s Zacks Rank & Key PicksInsulet currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader medical space are Labcorp Holdings (LH - Free Report) , Quest Diagnostics (DGX - Free Report) and Medpace (MEDP - Free Report) .
Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%.
Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%.
DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%.
Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%.
MEDP has an historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%.
Na Insulet a některé členy vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o kontrolách výroby a bezpečnosti produktů. Firma už dříve oznámila dvě dobrovolné opravy zdravotnických prostředků, první pro specifické šarže Omnipod 5 Pods a druhou pro specifické šarže Omnipod 5, Omnipod Dash a Omnipod Insulin Management System (Omnipod Eros) Pods.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States ("U.S.") and internationally.
The Company offers, inter alia, its "Omnipod 5" automated insulin delivery ("AID") 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; and its "Omnipod Dash", which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."
On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."
On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Insulet vykázal za čtvrtletí EPS ve výši 1,66 USD, nad odhadem 1,44 USD, a tržby 801,7 milionu USD také překonaly očekávání. Akcie letos klesly asi o 41,3 %.
Insulet (PODD - Free Report) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.44 per share. This compares to earnings of $1.17 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +15.28%. A quarter ago, it was expected that this maker of insulin infusion systems would post earnings of $1.14 per share when it actually produced earnings of $1.42, delivering a surprise of +24.56%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Insulet, which belongs to the Zacks Medical - Products industry, posted revenues of $801.7 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.89%. This compares to year-ago revenues of $649.1 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Insulet shares have lost about 41.3% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Insulet?While Insulet has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Insulet was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.61 on $842.87 million in revenues for the coming quarter and $6.45 on $3.31 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Canopy Growth Corporation (CGC - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 7.
This company is expected to post quarterly loss of $0.04 per share in its upcoming report, which represents a year-over-year change of +71.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Canopy Growth Corporation's revenues are expected to be $58.52 million, up 12.3% from the year-ago quarter.
Insulet čelí žalobě kvůli cenným papírům kvůli údajnému zkreslování bezpečnosti produktů Omnipod po výrobních vadách. Akcie $PODD po oznámení 12. března klesly o 6,88 %.
A securities fraud class action lawsuit has been filed on behalf of Insulet investors after its stock plummeted over 6% because of misrepresentation about the safety of Insulet's Omnipod products.
, /PRNewswire/ -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Insulet Corporation (NASDAQ: PODD) and certain of the Company's senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Insulet, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/insulet-class-action-lawsuit.
Key Details of the Insulet ($PODD) Class Action:
Lead Plaintiff Deadline: August 31, 2026 Alleged Misconduct: Securities fraud relating to the safety of Insulet's Omnipod products Largest Alleged Stock Drop: March 12, 2026 – 6.88% Stock Drop Court: U.S. District Court for the District of Massachusetts Take Action: Contact BFA Law to discuss your rights Insulet investors have until August 31, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Insulet securities. The class action is pending in the U.S. District Court for the District of Massachusetts. It is captioned Hu v. Insulet Corporation et al., No. 26-cv-13062.
Why is Insulet Being Sued for Securities Fraud?
Insulet is primarily engaged in the development, manufacture, and sale of insulin delivery systems for people with insulin-dependent diabetes through its Omnipod platform. The Omnipod platform includes: the Omnipod® 5 Automated Insulin Delivery System ("Omnipod 5"), the Omnipod DASH® Insulin Management System ("Omnipod DASH"), and the Omnipod Insulin Management System ("Omnipod Eros").
Throughout the relevant period, Insulet misrepresented the safety of its Omnipod products as well as its ability to efficiently produce "medical grade quality at consumer electronic scale." In reality, certain of Insulet's products suffered from undisclosed manufacturing defects that put patient safety at risk.
Why did Insulet's Stock Drop?
On March 12, 2026, Insulet disclosed that a manufacturing issue with its Omnipod® 5 Pods caused a "tear in the internal tubing that delivers insulin" resulting in insulin being released inside the Pod "instead of being fully infused into the body as intended." Accordingly, Insulet "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods."
This news caused the price of Insulet stock to drop $16.23 per share, or 6.88%, from a closing price of $236.07 per share on March 12, 2026, to $219.84 per share on March 13, 2026.
On May 26, 2026, Insulet announced another voluntary Medical Device Correction due to a manufacturing issue, this time to its Omnipod 5, Omnipod DASH, and Omnipod Eros systems. It again indicated that the manufacturing issue resulted in a tear in the tubing which "could result in insulin under-delivery."
This news caused the price of Insulet stock to drop $7.79 per share, or 5.07%, from a closing price of $218.11 per share on May 26, 2026, to $146.01 per share on May 27, 2026.
Click here for more information: https://www.bfalaw.com/cases/insulet-class-action-lawsuit.
What Can You Do?
If you invested in Insulet, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, "Litigation Stars" by Benchmark Litigation, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff's securities litigation law firm, with clients noting: "[t]here is no better service provider in the practice area," "[t]he interest of the client is always front and center," and "[t]here isn't a better firm in this space." One testimonial described the firm as "nimble and entrepreneurial," with a "relentless focus on adding value for clients."
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Na společnost Insulet a některé členy vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma už dříve oznámila dvě dobrovolné opravy zdravotnických pomůcek Omnipod 5.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation (“Insulet” or the “Company”) (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States (“U.S.”) and internationally.
The Company offers, inter alia, its “Omnipod 5” automated insulin delivery (“AID”) 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; and its “Omnipod Dash”, which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet’s manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had “initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring.”
On this news, Insulet’s stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the “initat[ion]” of another “voluntary Medical Device Correction”, this time “for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.”
On this news, Insulet’s stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Insulet spustila ve Španělsku komerční prodej Omnipod 5 a Omnipod Discover. Země je 20. trhem, kde je Omnipod 5 dostupný, a 26. trhem, kde Insulet prodává své produkty Omnipod.
Key Takeaways Insulet launched Omnipod 5 and Omnipod Discover in Spain, expanding its global footprint.Spain is the 20th Omnipod 5 country and 26th Omnipod market for the company.Omnipod 5 is approved in Spain for type 1 diabetes patients aged two years and older. Insulet Corporation (PODD - Free Report) has commercially launched its Omnipod 5 Automated Insulin Delivery (AID) system and the Omnipod Discover data management platform in Spain, further expanding its international footprint. Spain becomes the 20th country where Omnipod 5 is available and the 26th market where the company sells its Omnipod products, marking another step in Insulet’s ongoing global expansion strategy.
From an investor’s perspective, the launch reinforces Insulet’s commitment to broadening the reach of its flagship automated insulin delivery platform across international markets. Spain’s sizable population of people living with diabetes presents a meaningful long-term growth opportunity, while the addition of the Omnipod Discover platform enhances the company’s digital care ecosystem and strengthens its value proposition for patients and healthcare providers. The continued rollout of Omnipod 5 is expected to support international revenue growth and deepen Insulet’s competitive position in the global diabetes technology market.
Likely Trend of PODD Stock Following the NewsShares of PODD have traded flat since the announcement on July 6. In the year-to-date period, shares of the company have lost 43.2% compared with the industry’s 20.8% decline. The S&P 500 increased 10.4% in the same time frame.
The Spain launch is expected to strengthen Insulet’s long-term growth trajectory by expanding the addressable market for its Omnipod 5 platform and reinforcing its leadership in the global insulin delivery market. As reimbursement coverage broadens across Spain’s autonomous regions, the company stands to benefit from a growing base of recurring, high-margin Pod sales.
Moreover, the introduction of the Omnipod Discover platform enhances Insulet’s connected diabetes care ecosystem, improving patient engagement and supporting stronger relationships with healthcare providers. Continued international expansion of its automated insulin delivery platform is likely to drive sustained revenue growth, increase market penetration and diversify the company’s geographic revenue base over the long run.
PODD currently has a market capitalization of $11.1 billion.
Image Source: Zacks Investment Research
More on the NewsOmnipod 5 is a tubeless AID system designed to simplify diabetes management by automatically adjusting insulin delivery every five minutes based on continuous glucose monitoring (CGM) readings. The waterproof, wearable Pod proactively corrects high glucose levels while helping protect against hypoglycemia, reducing the need for multiple daily insulin injections.
In Spain, the system is approved for individuals aged two years and older with type 1 diabetes and is compatible with Abbott’s FreeStyle Libre 2 Plus and Dexcom’s G7 CGM sensors. According to the company, Spain is home to more than 4.6 million adults living with diabetes, including an estimated 189,000 people and over 18,500 children and adolescents with type 1 diabetes who rely on insulin therapy, underscoring the significant market opportunity for Omnipod 5. Insulet also noted that it is working closely with health authorities, reimbursement agencies and Spain’s autonomous communities to facilitate broader and equitable access to the technology over time.
Alongside Omnipod 5, Insulet introduced Omnipod Discover, its proprietary web-based retrospective data analytics and reporting platform, to the Spanish market. Designed for Omnipod 5 users, caregivers and healthcare professionals, the platform converts diabetes data into clear, actionable insights that can support more personalized treatment decisions and informed therapy discussions. Featuring an intuitive interface and easy-to-understand reports, Omnipod Discover is intended to improve patient engagement while streamlining diabetes management for healthcare providers.
The platform was initially launched in five Middle Eastern countries earlier this year and is set to expand across additional Omnipod 5 markets over the coming year, reflecting Insulet’s broader strategy of complementing its hardware portfolio with digital health capabilities to enhance the overall diabetes care experience.
Favorable Industry Prospect for PODDGoing by the data provided by Grand View Research, the CGM devices market was valued at $15.47 billion in 2026 and is expected to witness a CAGR of 15.1% through 2033.
Factors like the growing cases of diabetes, the increasing adoption of CGM devices, growing clinical needs, technological innovation and shifting care models are boosting the market’s growth.
A Recent Development by PODDRecently, PODD unveiled positive clinical data for its next-generation Omnipod 6 and investigational fully closed-loop automated insulin delivery systems at the American Diabetes Association's 86th Scientific Sessions. Results from the STRIVE pivotal trial and EVOLUTION 3 feasibility study demonstrated improved glucose control, reduced user effort and enhanced automation, reinforcing the company’s innovation pipeline and long-term leadership in diabetes technology.
Some better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , West Pharmaceutical (WST - Free Report) and Intuitive Surgical (ISRG - Free Report) .
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.6% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.
West Pharmaceutical, currently flaunting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.
Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.
ISRG has a long-term estimated growth rate of 14.6% compared with the industry’s 12.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.
Na Insulet a její vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma už dříve oznámila dvě dobrovolná stažení zařízení Omnipod 5 a následně Omnipod 5, Omnipod Dash a Omnipod Insulin Management System (Omnipod Eros).
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation (“Insulet” or the “Company”) (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States (“U.S.”) and internationally.
The Company offers, inter alia, its “Omnipod 5” automated insulin delivery (“AID”) 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; and its “Omnipod Dash”, which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet’s manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had “initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring.”
On this news, Insulet’s stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the “initat[ion]” of another “voluntary Medical Device Correction”, this time “for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.”
On this news, Insulet’s stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Insulet v 1. čtvrtletí 2026 zvýšil výnosy o 30,1 % v konstantní měně, tažené růstem Omnipod o 33 % v konstantní měně. Firma zároveň zvýšila výhled výnosů na rok 2026.
Key Takeaways Insulet is positioned for growth as Omnipod 5 gains users across Type 1 and Type 2 populations. PODD's Omnipod revenues rose 33% in constant currency in Q1 2026, with Omnipod 5 now in 19 countries. Competition, SG&A investments and raw material and shipping costs could pressure PODD's margins. Insulet (PODD - Free Report) is well poised for growth in the upcoming quarters, owing to its strong momentum for the Omnipod 5 automated insulin delivery (AID) system for both Type 1 and Type 2 populations. The company is strongly executing against its long-term priorities to drive penetration, deepen competitive advantage, unlock new opportunities and scale profitably. However, macroeconomic pressures and intense competition could pose headwinds for Insulet’s operations.
In the past year, this Zacks Rank #3 (Hold) stock has lost 46.9% compared with the industry’s 27.7% decline. The S&P 500 composite has returned 23.6% in the same time frame.
The developer, manufacturer and distributor of insulin delivery systems has a market capitalization of $16.21 billion. The company’s estimated long-term earnings growth rate of 22.2% is well ahead of the industry’s 12.5% growth. PODD’s earnings surpassed estimates in each of the trailing four quarters, delivering an average surprise of 16.2%.
Let us delve deeper.
Upsides for InsuletOmnipod 5 Gains Market Share: Omnipod 5 remains differentiated as a fully disposable, tubeless AID system that is expanding its installed base across both the U.S. and international markets. In first-quarter 2026, total company revenues grew 30.1% in constant currency, driven by Omnipod revenue growth of 33% in constant currency.
Management noted that its global customer base grew nearly 25% year over year, driven by higher new customer starts and retention trends consistent with the prior year. In the United States, growth included greater seasonality tied to deductible resets, but new customer starts improved through the quarter and into early second quarter. Internationally, growth continues to be supported by new customer starts and the conversion from Omnipod DASH to Omnipod 5, with Omnipod 5 now available in 19 countries.
Progress With Strategic Actions: Insulet is focused on driving growth in the global automated insulin-delivery market by expanding sensor connectivity and enhancing the Omnipod 5 experience. In the first quarter of 2026, the company completed a limited U.S. launch of Omnipod 5 integrated with Abbott Laboratories’ FreeStyle Libre 3 Plus and plans a broader rollout of the Libre 3 Plus integration and its latest algorithm update in the coming weeks.
Image Source: Zacks Investment Research
The company also enrolled the first participant in the EVOLVE pivotal study, which is intended to support a 510(k) filing in 2027. Supporting these initiatives, management raised its 2026 outlook, forecasting total company revenue growth of 21-23% and Omnipod revenue growth of 22-24%, while maintaining expectations for adjusted EPS growth of more than 25% for the year.
What Ails Insulet?Tough Competitive Pressure: Insulet competes against large, established diabetes device companies and newer entrants offering pumps, smart pens, and other insulin delivery approaches. As AID adoption expands globally, management expects competition to increase, which can raise commercial spending requirements and heighten payer negotiations.
In the first quarter of 2026, SG&A expense increased 21.7% year over year as Insulet invested in sales force expansion, demand generation and customer experience programs. Over time, competitive intensity can reduce revenue growth durability or limit the pace of operating margin expansion, which is mentioned in 2026 guidance.
Economic Uncertainty and Supply Exposure: Insulet operates in a global healthcare supply chain that remains exposed to geopolitical and macro uncertainty. Management cited incremental raw material and shipping costs tied to the ongoing conflict in the Middle East as an offset to its 2026 margin outlook. These factors may lengthen sales cycles, increase cost variability and reduce visibility into achieving the company’s 2026 operating-margin expansion target.
PODD Stock Estimate TrendThe Zacks Consensus Estimate for Insulet’s 2026 earnings per share has remained unchanged at $6.46 in the past 30 days.
The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $3.31 billion, implying a 22.2% rise from the year-ago reported number.
Key PicksSome better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Integra LifeSciences (IART - Free Report) and Phibro Animal Health (PAHC - Free Report) .
Globus Medical has an earnings yield of 5.5%, well ahead of the industry’s negative 3% yield. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 26.3%. The company’s shares have rallied 43.8% against the industry’s 4.8% decline over the past year.
GMED carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Integra LifeSciences, carrying a Zacks Rank #2 at present, has an earnings yield of 16% against the industry’s negative 3% yield. Shares of the company have gained 22.8% compared with the industry’s 4.8% growth. IART’s earnings topped estimates in each of the trailing four quarters, the average surprise being 16.8%.
Phibro Animal Health, carrying a Zacks Rank #2 at present, has an earnings yield of 9.2% compared with the industry’s 2.8% yield. Shares of the company have climbed 43.1% against the industry’s 27.9% decline. PAHC’s earnings beat estimates in each of the trailing four quarters, the average surprise being 16.3%.
FDA označila stažení některých podů Omnipod od Insulet z trhu za závažné po 24 vážných zraněních. Vadné podání inzulinu může vést k vysoké hladině cukru v krvi a ketoacidóze.
The recall follows concerns that some pods may fail to deliver the intended amount of insulin, increasing the risk of dangerously high blood sugar levels and diabetic ketoacidosis (DKA).
Omnipod devices deliver insulin subcutaneously at programmed and variable rates for people with diabetes who require insulin therapy.
FDA Urges Users To Stop Using Affected PodsThe FDA said on Thursday the recall calls for removing specific Omnipod pods from where they are used or sold.
The affected products include the Omnipod 5 Automated Insulin Delivery System, Omnipod DASH Insulin Management System and Omnipod Insulin Management System (Omnipod Eros).
The company advises customers not to use pods from affected lots and to inspect the lot number printed on the pod tray lid, pod box or pod itself.
If a user is currently wearing an affected pod, the FDA recommends replacing it immediately with one from an unaffected lot to restore insulin delivery.
Users who have depleted their supply because of the recall should consult their health care provider about alternative insulin delivery methods while awaiting replacements.
Cannula Defect May Cause Insulin LeakageInsulet identified that certain pods from specific production lots may contain a small tear in the cannula tubing located just above the skin.
The defect can allow insulin to leak outside the body instead of being fully delivered, potentially resulting in insufficient insulin administration.
Affected users may notice wetness around the pod or smell insulin, although the leak may also go undetected.
The FDA cautioned that even users of the Omnipod 5 system operating in automated mode should not rely solely on device alerts, as the issue may occur without triggering a warning.
Risk Of High Blood Sugar and DKAInsulin under-delivery can lead to elevated blood glucose levels that may not respond as expected to insulin therapy.
In severe cases, prolonged high blood sugar can progress to diabetic ketoacidosis, a potentially life-threatening condition requiring prompt medical treatment.
The FDA noted that the issue does not affect continuous glucose monitoring systems (CGM) readings.
As of May 20, Insulet had reported 24 serious injuries associated with the issue and no deaths.
PODD Stock Price Activity: Insulet shares were down 3.30% at $159.05 at the time of publication on Monday, according to Benzinga Pro data.
Image via Insulet
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