Outlier Money Flows Lift Insulet

Insulet develops, manufactures, and markets the Omnipod Insulin Management System for people with diabetes. This system is worn on the body for approximately three days at a time and allows virtually pain-free automated cannula insertion and blood glucose meter integration. The company’s growth is being supported by strategic investments in manufacturing efficiencies and automation, which makes the supply chain leaner and potentially more profitable.

PODD’s first-quarter fiscal 2025 saw quarterly revenue grow 30% on a year-over-year basis, up to $569 million. Omnipod’s total product growth of 29% drove the sales gains, while U.S. Omnipod revenue specifically jumped 26%. Overseas growth of the product was even bigger at 36%. With new customer growth and $1.3 billion on hand, PODD is looking to grow more. It raised full-year revenue growth guidance to a top end of 22% and expects gross margin to rise roughly 71%.

It’s no wonder PODD shares are up nearly 20% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock.

Big Money Keeps Buying Insulet

Institutional volumes reveal plenty. In the last year, PODD has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in PODD shares. They reflect our proprietary inflow signal, pushing the stock higher:

Plenty of health care names are under accumulation right now. But there’s a powerful fundamental story happening with Insulet.

Insulet Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, PODD has had strong sales and earnings growth:

• 3-year sales growth rate (+23.6%)
• 3-year EPS growth rate (+1,463.2%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +24.3%.

Now it makes sense why the stock has been powering to new heights. PODD has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

Insulet has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the rare Outlier 20 report multiple times in a year. The blue bar below shows when PODD was a top pick…boosted by Big Money inflows:

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Insulet Price Prediction

The PODD rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in PODD at the time of publication.

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