Insulet Q3 2025 Results Exceed Expectations, Omnipod Expansion, and Upgraded Guidance Drive Strong Valuation

Insulet delivered Q3 2025 results surpassing analyst predictions due to strong Omnipod expansion. The company boosted full-year guidance, with shares rallying and guidance continually raised. The stock is now undervalued at $365.96, with room for upside based on updated growth and margin expectations. However, reliance on a single core product and global competition pose risks to Insulet's growth story.