Added to YB: 2026-06-08
Pitch date: 2026-06-08
PODD [bullish]
Insulet Corporation
+8.98%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.
Market Cap
$11.1B
Pitch Price
$150.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.91
P/E
37.25
EV/Sales
4.00
Sector
Health Care Equipment and Supplies
Category
turnaround
Top insider trades (Mon, Jun 8) - INSULET CORP (PODD)
PODD (new position): Omnipod tubeless insulin pump leader (#1 US/EU), 30% rev growth 2025 (+27% US/+44% intl). Down 56% 6m on 2 recalls + H2 guide cut to <20%. 13.3x EV/EBITDA vs 76x 5y median, 20.7% ROIC, $650M buybacks. Director bought $497K. Near-term turnaround play; risks: 2027 competition, unproven 2028 Type 2 launch, GLP-1s. Stop ~$140.
Read full article (4 min)