Insulet (PODD) Ends April With Strong Analyst Sentiment Amid Strong Earnings Expectations

With one-year EPS and revenue growth estimates of 27.44% and 19.19%, respectively, Insulet Corporation (NASDAQ:PODD) earns a place on our list of the best growth stocks to buy and hold in 2026.

Insulet (PODD) Ends April With Strong Analyst Sentiment Amid Strong Earnings Expectations

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Insulet Corporation (NASDAQ:PODD) is heading into late April 2026 with strong analyst backing. As of April 23, the majority of analysts covering the stock have a Buy rating on it, and the consensus price target of $360 points to 87% upside potential.

On April 15, 2026, Truist analyst Richard Newitter lowered the firm’s price target on Insulet Corporation (NASDAQ:PODD) to $315 from $360, a measured revision that did little to shake his overall conviction.

Newitter kept the firm’s Buy rating firmly in place, noting that first-quarter results are expected to come in line or better, even as investor sentiment around volumes stays on the cautious side. He noted that Insulet Corporation (NASDAQ:PODD) currently trades at a slight discount to its peer group of high-growth profitable companies but argued it should trade at least in line with peers, if not at a premium, given its stronger revenue and profit growth profile.

That constructive view builds on Insulet’s fourth quarter results.

Revenue came in at $783.8 million, up 31.2% (29.0% in constant currency), exceeding the company’s guidance. Omnipod delivered growth in the quarter, with total revenue reaching $781.8 million, up 33.5% year-over-year. In the U.S., revenue reached $567.8 million, up 28.0%, while international revenue grew at an even stronger rate, rising 50.7% to $214 million.

For the full year, revenue grew 30.7% to $2.7 billion, and adjusted net income came in at $354.4 million, or $4.97 per diluted share.

Looking ahead to 2026, Insulet Corporation (NASDAQ:PODD) is guiding for first-quarter total revenue growth of 25% to 27%, with full-year growth of 20% to 22%. Omnipod is targeted to grow a bit faster, with projected first-quarter growth of 28% to 30% and full-year growth of 21% to 23%. Rounding out the guidance, the company is projecting around 100 basis points of margin expansion, and adjusted EPS growth is expected to exceed 25%.

Insulet Corporation (NASDAQ:PODD) is a medical device company that develops, markets, and manufactures an insulin infusion system for people with insulin-dependent diabetes. The company specializes in diabetes supplies, along with other diabetes related products and supplies, including pump supplies, traditional insulin pumps, blood glucose testing supplies, and pharmaceuticals.

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