InsuletPODD
About: Insulet was founded in 2000 with the goal of making continuous subcutaneous insulin infusion therapy for diabetes easier to use. The result was the Omnipod system, which consists of a small disposable insulin infusion device and that can be operated through a smartphone to control dosage. Since the Omnipod was approved by the U.S. Food and Drug Administration in 2005, approximately 425,000 insulin-dependent diabetics are using it worldwide.
Employees: 3,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
16% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 76
13% more capital invested
Capital invested by funds: $14.3B [Q2] → $16.2B (+$1.88B) [Q3]
2% more funds holding
Funds holding: 588 [Q2] → 600 (+12) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 229
1.57% less ownership
Funds ownership: 101.44% [Q2] → 99.87% (-1.57%) [Q3]
29% less call options, than puts
Call options by funds: $163M | Put options by funds: $228M
75% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 2 (-6) [Q3]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Barclays Matt Miksic 69% 1-year accuracy 22 / 32 met price target | 10%downside $234 | Equal-Weight Maintained | 11 Nov 2024 |
Morgan Stanley Patrick Wood 33% 1-year accuracy 3 / 9 met price target | 22%upside $317 | Overweight Maintained | 11 Nov 2024 |
BTIG Marie Thibault 100% 1-year accuracy 12 / 12 met price target | 4%upside $270 | Buy Maintained | 8 Nov 2024 |
Bernstein Lee Hambright 100% 1-year accuracy 1 / 1 met price target | 15%upside $300 | Outperform Initiated | 6 Nov 2024 |
Raymond James Jayson Bedford 67% 1-year accuracy 20 / 30 met price target | 0%downside $260 | Outperform Maintained | 14 Oct 2024 |
Financial journalist opinion
Based on 21 articles about PODD published over the past 30 days
