Insulet Corp Stock Price, News & Analysis

Insulet (NASDAQ: PODD) will debut at CES 2026 to showcase its “liveable technology” vision and Omnipod automated insulin delivery. The company will host a panel and an immersive booth demonstrating how Omnipod 5 aims to reduce the mental load of diabetes through seamless automation and human-first design.

Key details: Panel on January 6, 3:25 PM–4:05 PM PT at Venetian, Level 4, Marcello 4404; Booth at Venetian Expo, Level 2, Booth #54412. Activities include product demonstrations, specialist interactions, and real-user stories highlighting connected-health innovations.

Insulet (NASDAQ: PODD) said management will present at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco on Tuesday, January 13, 2026 at 11:15 AM PT. A live webcast and replay will be available via the company's investor relations site at investors.insulet.com/events.

Insulet highlighted its Omnipod product platform, including the tubeless Pod that provides up to three days of continuous insulin delivery and the Omnipod 5 Automated Insulin Delivery System, which integrates with a continuous glucose monitor and can be controlled by a compatible smartphone or the Omnipod 5 Controller. The company also noted use of its Pod technology for non-insulin subcutaneous drug delivery across other therapeutic areas.

Insulet (NASDAQ: PODD) expanded its U.S. Omnipod Pod recycling program nationwide on December 15, 2025, following multi-year pilot programs in Massachusetts (2022) and California (2024) and existing takeback programs in Europe, Canada, and Australia.

U.S. customers can request a free Pod recycling kit online; returned Pods are decontaminated and sent to a specialist recycler for electronics and medical products. The company said the program aims to reduce landfill waste and “divert millions more Pods” from U.S. landfills as part of its sustainability and circular‑solutions efforts.

Insulet (NASDAQ: PODD) received FDA 510(k) clearance for major Omnipod 5 algorithm enhancements on December 4, 2025, introducing a new 100 mg/dL Target Glucose and improved Automated Mode continuity.

The Target range now spans six settings from 100–150 mg/dL in 10 mg/dL steps. Real-world data showed median Time in Range improvements of +11.8% for 403 people with type 1 diabetes and +10.4% for 58 people with type 2, with minimal change in Time Below Range. The updates are expected to launch in the U.S. in first half of 2026 and apply to people aged 2+ with type 1 and 18+ with type 2 diabetes.

Insulet (NASDAQ: PODD) outlined a multi-year growth plan at its 2025 Investor Day, forecasting ~20% revenue CAGR (2025–2028), adjusted diluted EPS CAGR of 25%+, annual adjusted operating margin expansion of ~100 bps, and continued strong free cash flow to fund innovation.

The company disclosed a next‑generation pipeline: Omnipod 5 enhancements (2026, pending FDA clearance), Omnipod 6 (2027), and a Fully Closed Loop for Type 2 (2028), plus a new data platform, Omnipod Discover.

Insulet (NASDAQ: PODD) reported Q3 2025 results on November 6, 2025: revenue $706.3M (+29.9% / +28.2% constant currency) and Total Omnipod $699.2M (+31.0% / +29.3% constant currency). Gross margin rose to 72.2% (up 290 bps). Operating income was $117.7M (16.7% of revenue); adjusted EBITDA was $160.0M (22.7% of revenue). Net income was $87.6M or $1.24 diluted EPS. Strategic items: integrated Omnipod 5 with Dexcom G7 in several European markets, secured additional CGM reimbursement in Norway, redeemed remaining $380M principal of convertible notes, and updated FY 2025 revenue guidance higher (Total revenue growth now 28%–29% constant currency).

Insulet (NASDAQ:PODD) launched the “The Day Diabetes Showed Up to Work” campaign for Diabetes Awareness Month beginning November 1, 2025, sharing a global survey of 9,656 workers and new workplace resources.

Key findings: >1 in 3 respondents report mental strain from diabetes; 42% of people with diabetes (PWD) reported workplace-related anxiety; 79% of PWD faced bias; 27% fear diabetes limits opportunities; 21% conceal their condition; 61% of colleagues cannot identify type 1 symptoms. Insulet will publish a whitepaper, infographics, checklists, personal stories, and donate via its Insulet for Good program to ADA and IDF.

Insulet (NASDAQ: PODD) announced the appointment of Robert L. Huffines to its board of directors, effective October 31, 2025.

Mr. Huffines, a former Global Chair of Investment Banking at JP Morgan Chase & Co., joins as an independent director and will serve on the board's Audit Committee. The company highlighted his more than three decades advising healthcare companies and said his strategic insight will support Insulet's growth and shareholder value.

Insulet (NASDAQ: PODD) will host an Investor Day on November 20, 2025 at its Acton, Massachusetts headquarters. Presentations begin at 9:00 a.m. ET and are expected to conclude around 12:30 p.m. ET. Management will discuss the company’s longer-term strategic priorities, market opportunities, innovation roadmap, and longer-term financial outlook. Manufacturing tours will be offered after the formal program. The event is in-person by invitation with required registration and will be available via live webcast at the company’s Investor Relations site. A replay and slide deck will be posted on the website after the event.