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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!
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This article from Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts using only an unbiased methodology and our articles are not intended as financial advice. It is not a recommendation to buy or sell any stock and does not take into account your objectives or financial situation. We aim to provide you with targeted, long-term analysis based on fundamental data. Please note that our analysis may not take into account the latest price-sensitive company announcements or quality material. Simply Wall St has no positions in the stocks mentioned.
Companies discussed in this article include PODD.
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