INSULET CORP (PODD) Forecast, Price Target & Analyst Ratings
NASDAQ:PODD • US45784P1012
237.01 USD
-3.93 (-1.63%)
At close: Mar 6, 2026
237.01 USD
0 (0%)
After Hours: 3/6/2026, 8:00:00 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for INSULET CORP (PODD).
Forecast Snapshot
Consensus Price Target
$363.98
+ 53.57% Upside
Next Earnings Forecast
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$1.22
Revenue Estimate740.63M
ChartMill Buy Consensus
84.71%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$363.98
Upside
+ 53.57%
From current price of $237.01 to mean target of $363.98, Based on 34 analyst forecasts
Low
$288.86
Median
$367.20
High
$456.75
Price Target Revisions
1 Month
-5.06%
3 Months
-3.96%
Price Target Summary
34 analysts have analysed PODD and the average price target is 363.98 USD. This implies a price increase of 53.57% is expected in the next year compared to the current price of 237.01.
The average price target has been revised downward by 3.96% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
84.71%
PODD was analyzed by 34 analysts. The buy percentage consensus is at 85. So analysts seem to be very confident about PODD.
In the previous month the buy percentage consensus was at a similar level.
PODD was analyzed by 34 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-19 | Leerink Partners | Maintains | Outperform -> Outperform |
| 2026-02-19 | Bernstein | Maintains | Outperform -> Outperform |
| 2026-02-19 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2026-02-19 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2026-02-19 | Truist Securities | Maintains | Buy -> Buy |
| 2026-02-19 | JP Morgan | Maintains | Overweight -> Overweight |
| 2026-02-19 | Canaccord Genuity | Maintains | Buy -> Buy |
| 2026-02-19 | Goldman Sachs | Maintains | Buy -> Buy |
| 2026-02-19 | Citigroup | Maintains | Buy -> Buy |
| 2026-02-18 | BTIG | Reiterate | Buy -> Buy |
| 2026-02-04 | Stifel | Maintains | Buy -> Buy |
| 2026-01-12 | Barclays | Downgrade | Equal-Weight -> Underweight |
| 2026-01-09 | Bernstein | Maintains | Outperform -> Outperform |
| 2025-12-18 | Truist Securities | Maintains | Buy -> Buy |
| 2025-12-17 | Canaccord Genuity | Maintains | Buy -> Buy |
| 2025-12-16 | Evercore ISI Group | Initiate | Outperform |
| 2025-11-24 | Canaccord Genuity | Maintains | Buy -> Buy |
| 2025-11-21 | BTIG | Maintains | Buy -> Buy |
| 2025-11-21 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-11-21 | Truist Securities | Maintains | Buy -> Buy |
| 2025-11-19 | UBS | Upgrade | Neutral -> Buy |
| 2025-11-13 | BTIG | Reiterate | Buy -> Buy |
| 2025-11-07 | UBS | Maintains | Neutral -> Neutral |
| 2025-11-07 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-11-07 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$1.22
Revenue Estimate740.63M
Revenue Q2Q30.16%
EPS Q2Q21.29%
Number of Analysts26
Next Earnings Revisions
Revenue (1 Month)
1.79%
Revenue (3 Months)
1.91%
EPS (1 Month)
0.69%
EPS (3 Months)
0.06%
Next Earnings Summary
PODD is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 1.22 USD and the consensus revenue estimate is 740.63M USD.
The next earnings revenue estimate has been revised upward by 1.91% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 1.697B 30.02% | 2.072B 22.07% | 2.708B 30.73% | 3.309B 22.19% | 3.927B 18.68% | 4.649B 18.39% | 5.358B 15.25% | 6.019B 12.34% | 6.455B 7.24% | 7.188B 11.36% | 7.276B 1.22% | |
| EBITDA YoY % growth | 292.8M 190.48% | 389.7M 33.09% | 564.2M 44.78% | 785.65M 39.25% | 963.64M 22.66% | 1.177B 22.14% | 1.456B 23.70% | 1.722B 18.27% | N/A | N/A | N/A | |
| EBIT YoY % growth | 220M 485.11% | 308.9M 40.41% | 473.8M 53.38% | 618.56M 30.55% | 779.97M 26.09% | 969.45M 24.29% | 1.177B 21.41% | 1.418B 20.48% | 1.403B -1.06% | 1.578B 12.47% | N/A | |
| Operating Margin | 12.96% | 14.91% | 17.50% | 18.69% | 19.86% | 20.85% | 21.97% | 23.56% | 21.74% | 21.95% | N/A | |
| EPS YoY % growth | 2.72 455.10% | 3.33 22.43% | 4.97 49.25% | 6.34 27.55% | 8.05 26.99% | 9.81 21.87% | 11.67 18.95% | 13.85 18.71% | 14.79 6.76% | 17.22 16.45% | 17.16 -0.38% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 1.22 21.29% | 1.47 25.75% | 1.67 34.46% | 1.95 26.04% | 1.58 29.06% | 1.89 28.26% | 2.12 27.24% | 2.43 24.26% |
| Revenue Q2Q % growth | 740.63M 30.16% | 801.75M 23.52% | 853.88M 20.89% | 929.43M 18.58% | 876.25M 18.31% | 938.44M 17.05% | 1.009B 18.17% | 1.078B 15.99% |
| EBITDA Q2Q % growth | 165.11M 49.42% | 186.72M 13.10% | 212.57M 15.72% | 245.28M 3.62% | 236.38M 43.17% | 206.55M 10.62% | 251.86M 18.48% | 270.37M 10.23% |
| EBIT Q2Q % growth | 120.51M 35.71% | 143.97M 18.89% | 161.94M 37.59% | 189.04M 29.21% | 147.88M 22.71% | 178.05M 23.67% | 204.57M 26.32% | 236.15M 24.92% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
25.45%
EPS Next 5 Year
22.76%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
19.18%
Revenue Next 5 Year
16.99%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
35.03%
EBIT Next 5 Year
29.21%
INSULET CORP / PODD Forecast FAQ
What do analysts expect the price target to be for INSULET CORP (PODD)?
34 analysts have analysed PODD and the average price target is 363.98 USD. This implies a price increase of 53.57% is expected in the next year compared to the current price of 237.01.
What is the next earnings date for PODD stock?
INSULET CORP (PODD) will report earnings on 2026-05-06.
What are the consensus estimates for INSULET CORP (PODD) next earnings?
The consensus EPS estimate for the next earnings of INSULET CORP (PODD) is 1.22 USD and the consensus revenue estimate is 740.63M USD.
What is the consensus rating for INSULET CORP (PODD) stock?
The consensus rating for INSULET CORP (PODD) is 84.7059 / 100 . This indicates that analysts generally have a positive outlook on the stock.