PODD

INSULET CORP

Healthcare · Medical Devices

$133.11Sep 28, 2026

AI confidence 65% · prior close shown (market closed)

Investment Snapshot

Strong evidence · 3 sources

Why it matters

INSULET CORP shows accelerating business momentum based on AlphaOS pipeline evidence, with strong management execution.

Why it matters: Revenue +34% YoY in Q1 FY2026.

TrajectoryAccelerating
ExecutionStrong
RiskMedium

1 signal not yet derived from pipeline evidence

Key signals

What it means for the thesis — synthesis, not a raw event feed.

  • Revenue +34% YoY in Q1 FY2026
  • Strong Omnipod Sales

Pipeline evidence · 3d ago

PODD's AlphaOS Signals

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Latest earnings · Q1 2026

Full PODD earnings analysis

Reported figures for INSULET CORP — research only, not investment advice.

Revenue YoY
+33.9%
EPS YoY
+160.0%

Latest Intelligence

Updated

What happened recently for INSULET CORP (PODD) — events, not interpretation.

Event
Reported Q1 2026 revenue +34% YoY.
Also
Last session September 28, 2026 at $133.11.
Source
Q1 2026 earnings

Research & analysis only — not investment advice.

Industry & ETF context

Industry blend 53
  • Primary industry Medical Devices scores 53/100 (Recovery cycle, Neutral momentum).
  • Held in 1 ETF(s) — largest weight IHI (1.59%).

Held in ETFsweight · est. sleeve dollars

Investment snapshot

INSULET CORP

PODD's opportunity score
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Analysis confidence: 65%

PODD's AI investment thesis

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65% confidence

Intelligence layer

Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity

PricesFinancialsFilingsFiling insightsEarningsEarnings AITranscriptsTechnicalOpportunityResearch
  • →Management tone: neutral
  • →Top disclosed risk: The district court’s permanent injunction prohibits Defendants and others subject to the order from using, possessing...
  • →Held in 1 ETF(s) — largest weight IHI (1.59%).

Strengthen intelligence

  • · Fetch earnings call transcript for CEO commentary

Prior close

$133.11

Market cap

$9.23B

Profitable

Yes

Revenue $761.70M

Net income

$91.10M

FY Jul 22, 2026

Analyst ratings

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Earnings intelligence

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Technical intelligence

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Price & volume

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Filing insights

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Competitive landscape

Recent SEC filings

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INSULET CORP (PODD)

Healthcare · Medical Devices

Investment Snapshot above is the primary AlphaOS analysis for INSULET CORP — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.

Key facts

Sector:
Healthcare
Market cap:
$9.23B
Revenue:
$761.70M

PODD earnings analysis

Research & analysis only — not investment advice. Price, charts, and filings are above.

Connected intelligence

Follow INSULET CORP through AlphaOS's knowledge graph — themes, peers, beneficiaries, earnings, and research answers.

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