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Our philosophy often runs counter to prevailing market sentiment, especially in times of excessive concentration and narrow market leadership. During this time, when many investors saw insulin pumps as “GLP-1 losers,” we acquired a position in Insulet (PODD) and added to our position in ConvaTec (CNVVY). We acquired shares of SolarEdge on the day the Trump administration began to review the Biden agenda.
Insulet (PODD) could produce exceptional returns because of its solid growth attributes.
Insulet Corporation ( PODD ) Analyst/Investor Day November 20, 2025 9:00 AM EST Company Participants Clare Trachtman - Vice President of Investor Relations Ashley McEvoy - CEO, President & Director Eric Benjamin - Executive VP & COO Trang Ly - Senior VP & Chief Medical Officer Manoj Raghunandanan - Senior VP & Chief Growth Officer Carolyn Sleeth - Senior Vice President of Global Commercial Capabilities & U.S. General Manager Flavia Pease - Executive VP & CFO Conference Call Participants Michael Conway Matthew O'Brien - Piper Sandler & Co., Research Division Robert Marcus - JPMorgan Chase & Co, Research Division Travis Steed - BofA Securities, Research Division David Roman - Goldman Sachs Group, Inc., Research Division Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Jeffrey Johnson - Robert W. Baird & Co. Incorporated, Research Division Joanne Wuensch - Citigroup Inc., Research Division Danielle Antalffy - UBS Investment Bank, Research Division Michael Polark - Wolfe Research, LLC Christopher Pasquale - Nephron Research LLC Issie Kirby - Rothschild & Co Redburn, Research Division Joshua Jennings - TD Cowen, Research Division Presentation Clare Trachtman Vice President of Investor Relations Good morning, everyone, and welcome to Insulet's 2025 Investor Day.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Insulet (PODD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
PODD's Q3 earnings and revenues top forecasts, with strong Omnipod growth and margin expansion lifting shares.
PFBC, WFRD, PODD, PRAA and ALX have been added to the Zacks Rank #1 (Strong Buy) List on Nov. 13, 2025.
When it comes to surgical innovation, Intuitive Surgical (NASDAQ: ISRG) often dominates investor attention. But Insulet Corporation (NASDAQ: PODD), best known for its Omnipod insulin delivery system, is emerging as a compelling alternative in the health care equipment space.
Insulet (PODD) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Insulet (PODD) could produce exceptional returns because of its solid growth attributes.
Insulet (PODD) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $0.9 per share a year ago.