INSULET CORP (PODD) Forecast, Price Target & Analyst Ratings

NASDAQ:PODD • US45784P1012

Current stock price

202.5 USD
+1.01 (+0.5%)
At close:
202.5 USD
0 (0%)
After Hours:

Analyst forecast overview

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

Price Target
$363.70
+ 79.60% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$1.22
Revenue Estimate
742.92M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
85.29%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$363.70
Upside
+ 79.60%
From current price of $202.50 to mean target of $363.70, Based on 34 analyst forecasts
Low
$288.86
Median
$367.20
High
$456.75

Price Target Revisions

1 Month
-0.08%
3 Months
-5.60%

Price Target Summary

34 Wall Street analysts provided a forecast for the next 12 months for PODD. The average price target is 363.7 USD. This implies a price increase of 79.6% is expected in the next year compared to the current price of 202.5.
The average price target has been revised downward by 5.6% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

PODD Current Analyst RatingPODD Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

PODD Historical Analyst RatingsPODD Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
85.29%
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 should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-15Truist SecuritiesMaintains Buy -> Buy
2026-04-09Goldman SachsMaintains Buy -> Buy
2026-04-07CitigroupDowngrade Buy -> Neutral
2026-03-11CitigroupMaintains Buy -> Buy
2026-02-19Leerink PartnersMaintains Outperform -> Outperform
2026-02-19BernsteinMaintains Outperform -> Outperform
2026-02-19OppenheimerMaintains Outperform -> Outperform
2026-02-19Evercore ISI GroupMaintains Outperform -> Outperform
2026-02-19Truist SecuritiesMaintains Buy -> Buy
2026-02-19JP MorganMaintains Overweight -> Overweight
2026-02-19Canaccord GenuityMaintains Buy -> Buy
2026-02-19Goldman SachsMaintains Buy -> Buy
2026-02-19CitigroupMaintains Buy -> Buy
2026-02-18BTIGReiterate Buy -> Buy
2026-02-04StifelMaintains Buy -> Buy
2026-01-12BarclaysDowngrade Equal-Weight -> Underweight
2026-01-09BernsteinMaintains Outperform -> Outperform
2025-12-18Truist SecuritiesMaintains Buy -> Buy
2025-12-17Canaccord GenuityMaintains Buy -> Buy
2025-12-16Evercore ISI GroupInitiate Outperform
2025-11-24Canaccord GenuityMaintains Buy -> Buy
2025-11-21BTIGMaintains Buy -> Buy
2025-11-21RBC CapitalMaintains Outperform -> Outperform
2025-11-21Truist SecuritiesMaintains Buy -> Buy
2025-11-19UBSUpgrade Neutral -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$1.22
Revenue Estimate
742.92M
Revenue Q2Q
30.57%
EPS Q2Q
21.05%
Number of Analysts
25

Next Earnings Revisions

Revenue (1 Month)
0.31%
Revenue (3 Months)
2.09%
EPS (1 Month)
-0.19%
EPS (3 Months)
0.45%

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 742.92M USD.
The next earnings revenue estimate has been revised upward by 2.09% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

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
PODD revenue by date.PODD revenue by date.
1.697B
30.02%		2.072B
22.07%		2.708B
30.73%		3.374B
24.59%		4.021B
19.18%		4.743B
17.96%		5.474B
15.41%		6.005B
9.70%		6.046B
0.68%		6.728B
11.28%		7.436B
10.52%
EBITDA
YoY % growth
PODD ebitda by date.PODD ebitda by date.
292.8M
190.48%		389.7M
33.09%		564.2M
44.78%		790.91M
40.18%		970.1M
22.66%		1.182B
21.84%		1.505B
27.33%		1.776B
18.01%		N/AN/AN/A
EBIT
YoY % growth
PODD ebit by date.PODD ebit by date.
220M
485.11%		308.9M
40.41%		473.8M
53.38%		619.88M
30.83%		782.65M
26.26%		971.16M
24.09%		1.207B
24.28%		1.41B
16.82%		1.589B
12.70%		1.779B
11.96%		1.968B
10.62%
Operating Margin
PODD operating margin by date.PODD operating margin by date.
12.96%14.91%17.50%18.37%19.46%20.48%22.05%23.48%26.28%26.44%26.47%
EPS
YoY % growth
PODD eps by date.PODD eps by date.
2.72
455.10%		3.33
22.43%		4.97
49.25%		6.48
30.46%		8.27
27.54%		10.42
26.02%		12.84
23.20%		13.69
6.59%		13.38
-2.21%		15.85
18.45%		17.53
10.62%

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
21.05%		1.47
25.76%		1.71
37.56%		2.07
33.38%		1.60
30.71%		1.87
26.86%		2.16
26.92%		2.45
18.37%
Revenue
Q2Q % growth		742.92M
30.57%		802.81M
23.68%		865.85M
22.59%		952.67M
21.55%		888.64M
19.61%		960.52M
19.64%		1.032B
19.19%		1.128B
18.40%
EBITDA
Q2Q % growth		165.12M
49.43%		186.73M
13.10%		209.88M
14.25%		243.87M
3.03%		212.04M
28.42%		235.16M
25.94%		263.3M
25.45%		289.28M
18.62%
EBIT
Q2Q % growth		120.46M
35.65%		144.09M
18.98%		163.78M
39.15%		196.26M
34.15%		157.31M
30.59%		184.54M
28.07%		209.81M
28.10%		237.19M
20.85%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

PODD Yearly Revenue VS EstimatesPODD Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B
PODD Yearly EPS VS EstimatesPODD Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 0 5 10 15

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
27.99%
EPS Next 5 Year
22.46%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
19.98%
Revenue Next 5 Year
16.94%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
35.22%
EBIT Next 5 Year
30.01%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

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 363.7 USD. This implies a price increase of 79.6% is expected in the next year compared to the current price of 202.5.

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 PODD stock next earnings?

The consensus EPS estimate for the next earnings of INSULET CORP (PODD) is 1.22 USD and the consensus revenue estimate is 742.92M USD.

How do analysts rate INSULET CORP (PODD)?

The consensus rating for INSULET CORP (PODD) is 85.2941 / 100 . This indicates that analysts generally have a positive outlook on the stock.