Insulet's Strong Q3 and Raised Outlook: A Shift in Investment Narrative?

Insulet Corporation reported strong Q3 results, with revenue and earnings surpassing analyst expectations and the company raising its full-year revenue and margin guidance. Key drivers include higher demand for the Omnipod system, integration with continuous glucose monitors in Europe, and new product reimbursement approvals in Norway. Insulet's upward guidance reinforces stronger near-term catalysts for growth, while its reliance on a single product platform remains a critical risk.