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In early February 2026, Insulet announced that its Omnipod 5 Automated Insulin Delivery System and new Omnipod Discover data platform are now available in Saudi Arabia, Kuwait, Qatar and the UAE, expanding Omnipod 5’s reach to 19 countries.
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This launch not only expands Insulet’s international footprint, but also underlines the company’s emphasis on software-driven diabetes management, combining hardware adoption with analytics that can deepen user engagement over the long term.
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We will now explore how this Middle East rollout of Omnipod 5 and the Omnipod Discover analytics platform could impact Insulet’s investment story.
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To own Insulet, you must believe that Omnipod can remain a leading diabetes technology platform as the company broadens its global reach and deepens its software ecosystem. The Middle East launch of Omnipod 5 and Omnipod Discover supports the catalyst for international expansion, but does not fundamentally change the near-term risk that heavy investments in new markets may not meet adoption or reimbursement expectations.
In recent developments, the upcoming U.S. rollout of the FDA-cleared update to the Omnipod 5 algorithm, with expanded glucose target options and improved Auto Mode stability, directly aligns with the same thesis as the Middle East launch: keeping Omnipod clinically competitive and feature-rich so that user conversion from legacy systems and competing therapies remains a meaningful driver of volumes, pricing and the justification for continued investment in global expansion.
However, investors should also be aware that if these aggressive international and software-driven investments do not meet expectations, especially in diverse reimbursement environments…
Read the full story on Insulet (it’s free!)
Insulet’s story predicts revenues of $3.9 billion and profits of $542.3 million in 2028.
Find out how Insulet’s predictions yield a fair value of $369.64, up 52% from the current price.
Four estimates of Simply Wall St Community’s fair value range from roughly $120 to an extreme high above $661,000 per share, showing just how far individual opinions can differ. Against this broad reach, Insulet’s reliance on a single Omnipod platform and heavy spending on global expansion gives you clear reasons to compare different views before imagining the company’s resilience and earnings path.
Discover 4 other fair value estimates on Insulet – why the stock could be worth less than half its current price!
