Insulet Corporation (PODD)
NASDAQHealth CareMedical DevicesSnapshot 2026-07-08
$157.46-2.53%
Close 2026-07-08 · 1-day change
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (3q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
PODD's growth depends on its product enhancements and strong financial performance. Revenue grew 34% year over year, and the last quarter beat expectations by 22%. It trades at 30× P/E, below the peer median of 36×. This suggests the price reflects less growth than forecasted. A specific risk is the potential for guidance cuts, with a 26% chance of missing next quarter. Peer multiples imply a price about 25% above where it trades; this read is provisional.
Trailing returns as of 2026-07-08. PODD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering PODD (as of Jul 2026).
Based on 14 Wall Street analysts offering 12-month price targets for PODD in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $157.46. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Price target cut indicates valuation concerns.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-08. EPS is implied from price ÷ P/E. Not investment advice.
Current $157.46
The last 12 months of price, then the range of analyst 12-month targets from today’s $157.46.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Upgrade suggests improved valuation outlook.
Enhancements to Omnipod 5 improve product offering.
Product recall concerns could impact reputation.
Legal issues could affect financials.
Safety concerns could impact product adoption.
Outperform rating indicates positive outlook.
Price target trim suggests valuation concerns.