Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company's Omnipod platform includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5) which includes a proprietary AID algorithm embedded in the Pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless bluetooth communication; Omnipod DASH that features a bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager with a color touch screen user interface; and Omnipod GO, a standalone, wearable, insulin delivery system that provides a fixed rate of continuous rapid-acting insulin for 72 hours. The company sells its products primarily through independent distributors and pharmacy channels, as well as directly in the United States, Canada, Europe, the Middle East, Australia, and internationally. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

Insulet Corporation

The S&P 500 Index ($SPX) (SPY) Tuesday closed down -0.11%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.91%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.89%. September E-mini S&P futures (ESU25) are down -0.12%, and September E-mini Nasdaq futures (NQU25) are down -0.91%.
Stock indexes on Tuesday settled mixed, with the Dow Jones Industrials posting a 4-1/2 month high. The S&P 500 and Nasdaq 100 moved lower Tuesday and consolidated below Monday’s all-time highs. Tesla closed down more than -5% to lead technology stocks lower and weigh on the overall market after President Trump threatened to withdraw subsidies from Elon Musk’s companies in response to Musk’s criticism of the Republican reconciliation bill. The markets are also monitoring progress on trade talks ahead of President Trump’s July 9 deadline, as well as congressional wrangling over the passage of President Trump’s tax and spending bill.
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The Senate passed the Republican reconciliation bill on Tuesday by a 51-50 vote. The bill now goes to the House, where it will be voted on sometime this week. Speaker Johnson said the House “will work quickly” to pass the bill by July 4. The reconciliation bill has the debt ceiling hike that is necessary to avert a Treasury default when the Treasury runs out of borrowing authority sometime between mid-August and late September. The dollar index fell to a 3-1/3 year low Tuesday as the nonpartisan Congressional Budget Office estimates that the bill would add nearly $3.3 trillion to US budget deficits over the next decade.
Stocks remained lower Tuesday after the better-than-expected US ISM and JOLTS reports pushed bond yields higher and dampened expectations of imminent Fed rate cuts. Also, Fed Chair Powell reiterated his wait-and-see stance on interest rates as he expects tariffs to show up in inflation data over the coming months.
The US June ISM manufacturing index rose +0.5 to 49.0, stronger than expectations of 48.8. Also, the June ISM prices paid sub-index rose +0.3 to 69.7, stronger than expectations of 69.5.
US May JOLTS job openings unexpectedly rose +374,000 to a 6-month high of 7.769 million, showing a stronger labor market than expectations of a decline to 7.300 million.
Fed Chair Powell said he expects the impacts of tariffs to show up in inflation data over the coming months, but the impact could be “higher or lower, or later or sooner than we expected.”
Better-than-expected manufacturing news from China is supportive of global economic growth prospects. The China June Caixin manufacturing PMI rose +2.1 to 50.4, stronger than expectations of 49.3.
On the negative side for stocks is the upcoming earnings season, which begins next week. Bloomberg Intelligence data show that the consensus for Q2 earnings of S&P 500 companies is for a rise of +2.8% year-over-year, the smallest increase in two years. Also, only six of the 11 S&P 500 sectors are projected to post an increase in earnings, the fewest since Q1 of 2023, according to Yardeni Research.
During this holiday-shortened week, the markets will look for additional trade and tariff news along with progress in the passage of President Trump’s tax bill. On Wednesday, the June ADP employment change is expected to rise by +90,000. On Thursday, Jun nonfarm payrolls are expected to climb by +113,000, and the June employment rate is expected to tick up +0.1 to 4.3%. Also, June average hourly earnings are expected to rise +0.3% m/m and +3.8% y/y. In addition, weekly initial unemployment claims are expected to climb +5,000 to 241,000, and May factory orders are expected to jump +8.1% m/m. Finally, the Jun ISM services index is expected to climb +0.7 to 50.6.
Federal funds futures prices are discounting the chances at 21% for a -25 bp rate cut at the July 29-30 FOMC meeting.
Overseas stock markets on Tuesday settled mixed. The Euro Stoxx 50 closed down -0.39%. China’s Shanghai Composite closed up +0.39%. Japan’s Nikkei Stock 225 closed down -1.24%.
Interest Rates
September 10-year T-notes (ZNU25) Tuesday closed down by -8.5 ticks. The 10-year T-note yield rose +2.0 bp to 4.248%. Sep T-notes fell from a 2-month high Tuesday and turned lower, and the 10-year T-note yield rebounded from a 2-month low of 4.185% and turned higher.
Speculation that Congress is close to passing President Trump’s tax and spending bill has sparked some weakness in T-note prices. The Congressional Budget Office estimates that the bill would add nearly $3.3 trillion to US deficits over the next decade, which would boost Treasury security sales to fund the deficits. Losses in T-notes accelerated Tuesday after the stronger-than-expected ISM and JOLTS reports were hawkish for Fed policy.
T-note prices initially moved higher on Tuesday due to carryover support from strength in European government bonds. T-notes were also boosted as positive trade news has bolstered hopes for smaller-than-expected tariffs, which would soften the inflation outlook.
European government bond yields on Tuesday moved lower. The 10-year German bund yield fell -3.3 bp to 2.574%. The 10-year UK gilt yield dropped to an 8-week low of 4.417% and finished down -3.5 bp to 4.454%.
The Eurozone June CPI edged up to +2.0% y/y from +1.9% y/y in May, right on expectations. The June core CPI was unchanged from May at +2.3% y/y, right on expectations.
The ECB May 1-year CPI inflation expectations unexpectedly eased to +2.8% from +3.1% in Apr, versus expectations of no change at +3.1%. The May 3-year CPI expectations unexpectedly eased to +2.4% from +2.5% in Apr versus expectations of no change at +2.5%.
The Eurozone June manufacturing PMI was revised upward by +0.1 to 49.5 from the previously reported 49.4.
The German June unemployment change rose +11,000, showing a stronger labor market than expectations of +15,000. The Jun unemployment rate was unchanged at 6.3%, showing a stronger labor market than expectations of an increase to 6.4%.
ECB Governing Council member Kazaks said, “If the euro were to significantly appreciate further, it could weigh down on inflation and exports, which could tilt the balance toward another ECB interest rate cut.”
Swaps are discounting the chances at 6% for a -25 bp rate cut by the ECB at the July 24 policy meeting.
US Stock Movers
Tesla (TSLA) closed down more than -5% as President Trump threatened to withdraw government subsidies from Elon Musk’s companies after Musk criticized the Republicans’ reconciliation bill. Analysts estimate that changes to regulatory credits could threaten up to 40% of Tesla’s profits.
Weakness in chip stocks is a negative factor for the overall market. Advanced Micro Devices (AMD) closed down more than -4%, and Broadcom (AVGO) and ARM Holdings Plc (ARM) closed down more than -3%. Also, Nvidia (NVDA) closed down more than -2% to lead losers in the Dow Jones Industrials. In addition, Marvell Technology (MRVL), Micron Technology (MU), and ASML Holding NV (ASML) closed down more than -1%.
Makers of glucose monitors and insulin pumps retreated Tuesday after the US government proposed a payment scheduling change for diabetes devices as well as a competitive bidding program. As a result, Tandem Diabetes Care (TNDM) closed down more than -7%, and Insulet (PODD) and Dexcom (DXCM) closed down more than -4%.
Warner Bros Discovery (WBD) closed down more than -4% after holder Advance/Newhouse planned to sell as much as $1.1 billion of its holdings in WBD via an overnight unregistered block trade.
AeroVironment (AVAV) closed down more than -11% after announcing plans to sell $750 million worth of shares of its common stock in an underwritten public offering and $600 million of aggregate convertible senior notes due 2020.
Dyne Therapeutics (DYN) closed down more than -8% after offering 24.2 million shares of its common stock in an underwritten public offering at a price of $8.25 per share, below Monday’s closing price of $9.52.
Sweetgreen Inc (SG) closed down more than -2% after TD Cowen downgraded the stock to hold from buy.
US-listed Macau casino operators rallied Tuesday after Macau’s monthly gaming revenue rose +19% y/y in June, above expectations of a +9.4% y/y gain. As a result, Las Vegas Sands (LVS) closed up more than +8% to lead gainers in the S&P 500. Also, Wynn Resorts Ltd. (WYNN) closed up more than +8% and MGM Resorts International (MGM) closed up more than +7%.
Packaging Corporation of America (PKG) closed up more than +7% after the company acquired Greif Containerboard for $1.8 billion, and Barclays said the purchase will increase PKG’s capacity to 6.0 MMT, holding its place as the third-largest containerboard maker in the US.
Ryder System (R) closed up more than +6% after Wolfe Research upgraded the stock to outperform from peer perform with a price target of $183.
Hasbro (HAS) closed up more than +4% after Goldman Sachs upgraded the stock to buy from neutral with a price target of $85.
Nike (NKE) closed up more than +3% after Argus Research upgraded the stock to buy from hold with a price target of $85.
CH Robinson Worldwide (CHRW) closed up more than +2% after Wolfe Research upgraded the stock to outperform from peer perform with a price target of $112.
Trade Desk (TTD) closed up more than +2% after Citibank raised its price target on the stock to $90 from $82.
Earnings Reports (7/2/2025)
Franklin Covey Co (FC), UniFirst Corp/MA (UNF).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Settled Mixed as Higher Bond Yields Weigh on Sentiment

There's a strong case that healthcare is the most important sector in the stock market. These companies deliver innovative therapies and medical technologies that are often life-saving.
Investors stand to benefit as healthcare leaders and emerging players address the needs of an aging global population and the rising prevalence of chronic diseases.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Here are 10 under-the-radar healthcare stocks that could be great buys for your portfolio.
1. Certara
Certara (NASDAQ: CERT) is poised to capitalize on the transformation in medicine driven by artificial intelligence (AI), providing bio-simulation software and services that accelerate drug development.
The company plays a crucial role in the pharmaceutical industry. Over 90% of all novel drugs approved by the Food and Drug Administration (FDA) since 2014 have leveraged its technology. Its AI-driven solutions enhance research and development (R&D), enabling faster and more precise drug development. Certara deserves a closer look by investors seeking to tap into the AI-driven healthcare transformation.
2. Beam Therapeutics
Beam Therapeutics (NASDAQ: BEAM) is a clinical-stage biotech pioneering precision-based gene editing therapies for genetic diseases, including sickle cell disease. Its innovative technology enables precise single-nucleotide DNA changes, potentially offering a safer alternative to traditional CRISPR genetic engineering.
Beam has reported early success in gene correction, with its lead candidate, BEAM-101, in phase 1/2 trials for sickle cell disease. While the company still has a lot to prove, its differentiated approach and clinical progress position it for remarkable growth in the long term.
3. Inspire Medical Systems
Inspire Medical Systems (NYSE: INSP) develops implantable neurostimulation devices for obstructive sleep apnea, offering its FDA-approved Inspire therapy as a noninvasive alternative to CPAP machines.
In its first quarter (the period ended March 31), revenue surged 23% year over year to $201 million, driven by growing U.S. adoption and new international approvals. With increasing demand for sleep apnea treatment, Inspire has a significant opportunity to capture market share.
4. Insulet
Insulet (NASDAQ: PODD) specializes in tubeless insulin pump technology. Its Omnipod system simplifies diabetes management for Type 1 and insulin-dependent Type 2 patients globally, offering convenience and improved outcomes.
With a 2025 revenue growth target of 19% to 22%, the company is poised for continued expansion, particularly in underpenetrated international markets. Insulet's strong growth trajectory positions it to reward shareholders further.
5. Krystal Biotech
Krystal Biotech (NASDAQ: KRYS) focuses on rare skin diseases. Its FDA-approved gene therapy, Vyjuvek, for dystrophic epidermolysis bullosa (fragile skin that blisters easily) is expected to approach $400 million in revenue this year, solidifying its position as a best-in-class treatment.
Vyjuvek's success validates Krystal's R&D, bolstering confidence in its pipeline and unlocking added market potential.
6. LifeMD
LifeMD (NASDAQ: LFMD) operates a telehealth platform providing specialized virtual care in weight loss, men's health, and dermatology. A partnership with Novo Nordisk to offer Wegovy, a leading GLP-1 treatment, has driven impressive growth, with first-quarter revenue surging 49% year over year for the period ended March 31.
LifeMD could expand its growing user base into a comprehensive health management ecosystem to fuel growth and solidify its telehealth leadership.
7. Option Care Health
Option Care Health (NASDAQ: OPCH) is the leading U.S. provider of home and alternative-site infusion services, delivering crucial therapies for chronic and acute conditions like cancer, immune deficiencies, and infections. As the healthcare industry shifts toward more personalized and cost-effective care, Option Care Health is in position to capitalize on the strong demand, with its extensive network and high-quality services.
8. Tempus AI
Tempus AI (NASDAQ: TEM) harnesses artificial intelligence to advance precision medicine, using its collection of clinical and molecular data from more than 40 million patients to power diagnostics in oncology, cardiology, and beyond. The company projects its revenue to climb by more than 80% this year, to about $1.3 billion.
Tempus AI's scalable platform and extensive data ecosystem present substantial opportunities for expansion and impact in personalized healthcare.
9. TransMedics Group
TransMedics Group (NASDAQ: TMDX) has revolutionized organ transplantation with its Organ Care System (OCS), the only FDA-approved device for heart, lung, and liver transplants that extends organ preservation time. The company's projected revenue growth of 30% this year underscores the strong momentum in a global expansion opportunity.
10. Veeva Systems
Veeva Systems (NYSE: VEEV) offers cloud-based software that streamlines clinical, regulatory, and commercial processes for life sciences companies. Serving over 1,000 customers, including major pharmaceutical companies and emerging biotechs, Veeva's platform is well positioned to capitalize on the industry's increasing reliance on digital solutions for innovation and compliance.
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Dan Victor has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Beam Therapeutics, Inspire Medical Systems, TransMedics Group, and Veeva Systems. The Motley Fool recommends Insulet, Krystal Biotech, and Novo Nordisk. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

10 Under-the-Radar Healthcare Stocks With Incredible Growth Potential

Investors in Insulet Corp (Symbol: PODD) saw new options become available this week, for the August 15th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the PODD options chain for the new August 15th contracts and identified one put and one call contract of particular interest.
The put contract at the $300.00 strike price has a current bid of $15.10. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $300.00, but will also collect the premium, putting the cost basis of the shares at $284.90 (before broker commissions). To an investor already interested in purchasing shares of PODD, that could represent an attractive alternative to paying $303.83/share today.
Because the $300.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 58%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 5.03% return on the cash commitment, or 32.81% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Insulet Corp, and highlighting in green where the $300.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $310.00 strike price has a current bid of $16.00. If an investor was to purchase shares of PODD stock at the current price level of $303.83/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $310.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 7.30% if the stock gets called away at the August 15th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if PODD shares really soar, which is why looking at the trailing twelve month trading history for Insulet Corp, as well as studying the business fundamentals becomes important. Below is a chart showing PODD's trailing twelve month trading history, with the $310.00 strike highlighted in red:
Considering the fact that the $310.00 strike represents an approximate 2% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 50%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 5.27% boost of extra return to the investor, or 34.32% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example, as well as the call contract example, are both approximately 45%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $303.83) to be 38%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Top YieldBoost Calls of the S&P 500 »
Also see:
Historical Earnings
Funds Holding ETU
Top Ten Hedge Funds Holding LDRI
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

First Week of PODD August 15th Options Trading

Below is Validea's guru fundamental report for INSULET CORP (PODD). Of the 22 guru strategies we follow, PODD rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum and price momentum.
INSULET CORP (PODD) is a large-cap growth stock in the Medical Equipment & Supplies industry. The rating using this strategy is 100% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
FUNDAMENTAL MOMENTUM:
PASS
TWELVE MINUS ONE MOMENTUM:
PASS
FINAL RANK:
PASS
Detailed Analysis of INSULET CORP
PODD Guru Analysis
PODD Fundamental Analysis
More Information on Dashan Huang
Dashan Huang Portfolio
About Dashan Huang: Dashan Huang is an Assistant Professor of Finance at the Lee Kong Chian School of Business at Singapore Management University. His paper "Twin Momentum" looked at combining traditional price momentum with improving fundamentals to generate market outperformance. In the paper, he identified seven fundamental variables (earnings, return on equity, return on assets, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) that he combined into a single fundamental momentum measure. He showed that stocks in the top 20% of the universe according to that measure outperformed the market going forward. When he combined that measure with price momentum, he was able to double its outperformance.
Additional Research Links
Top Healthcare Stocks
Dividend Aristocrats 2025
Wide Moat Stocks
Recession Proof Stocks
High Insider Ownership Stocks
Factor-Based Stock Portfolios
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for PODD

Insulet Corporation PODD reported first-quarter 2025 adjusted earnings per share (EPS) of $1.02, up 39.7% from the year-ago period’s figure. The bottom line surpassed the Zacks Consensus Estimate by 25.9%.
GAAP EPS was 50 cents, down 32.4% from the year-ago quarter’s figure.
PODD’s Q1 Revenues
Revenues totaled $569 million, which beat the Zacks Consensus Estimate by 4.9%. The top line jumped 28.8% year over year and 29.8% at constant exchange rate or CER. CER growth exceeded the company’s high end of the guidance range of 25%.
Since the announcement on May 8, PODD’s share price gained 20.9%, closing at $310.67 on Friday.
PODD’s Q1 Segmental Revenues
Insulet’s total Omnipod revenues of $554.1 million reflected an increase of 28% year over year and 29% at CER. International Omnipod revenues of $152.4 million rose 32.2% (up 36.1% at CER). U.S. Omnipod revenues grew 26.4% year over year to $401.7 million.
Insulet Corporation Price, Consensus and EPS Surprise
Insulet Corporation price-consensus-eps-surprise-chart | Insulet Corporation Quote
The Drug Delivery business revenues totaled $14.9 million, reflecting an increase of 71.3% year over year.
PODD’s Q1 Margin Performance
Gross profit in the reported quarter was $409 million, up 33.3% from the prior-year quarter’s figure. Gross margin of 71.9% expanded 242 basis points year over year.
Selling, general & administrative expenses rose 30.5% year over year to $260.6 million.
Research and development expenses rose 18.7% year over year to $59.6 million.
The operating profit in the quarter totaled $88.8 million, up 56.1% from the year-ago reported actuals. Operating margin of 15.6% expanded 272 basis points year over year.
Insulet’s Cash Position
Insulet exited the first quarter of 2025 with cash and cash equivalents of $1.28 billion compared with $953 million at the end of fourth-quarter 2024.
Cumulative net cash provided by operating activities at the end of the first quarter was $63.8 million, compared with $87.6 million in the year-ago period.
PODD’s 2025 Revenue Guidance
For 2025, the company now expects revenue growth to be 19%-22% (earlier 16%-20%). Insulet’s total Omnipod revenue growth is expected to be in the range of 20% to 23% (previously 17% to 21%). The company expects Drug Delivery revenues to decline 35%-25% (earlier 55%-45%). The Zacks Consensus Estimate for the company’s 2025 revenues currently stands at $2.45 billion.
For the second quarter, Insulet projects revenue growth of 23%-26%. Total Omnipod revenues are also anticipated to grow 23-26%. Drug Delivery revenue decline is expected to be in the range of 10%-15%. The Zacks Consensus Estimate for the company’s second-quarter revenues is at $578 million.
Our Take on PODD’s Q1 Results
Insulet exited the first quarter of 2025 on a solid note, with both earnings and revenues beating estimates. New customer starts increased on both a year-over-year and a sequential basis in the United States and internationally. U.S. Omnipod revenue growth was driven by strong commercial execution with growing demand for Omnipod 5. Furthermore, expansion of both margins is highly promising. The upbeat revenue guidance for 2025 also bodes well for the stock.
In the United States, Insulet witnessed robust adoption of Omnipod 5 with Dexcom's G7 and early traction with Abbott's FreeStyle Libre 2 Plus sensors. During the quarter, the company launched Omnipod 5 in Australia, Belgium, Canada and Switzerland, marking nine new countries where Omnipod 5 has become available since the start of the year and 14 overall globally.
PODD’s Zacks Rank & Key Picks
PODD currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader medical space are AngioDynamics ANGO, Integer Holdings Corporation ITGR and Boston Scientific BSX.
AngioDynamics, currently sporting a Zacks Rank #1 (Strong Buy), reported a third-quarter fiscal 2025 adjusted EPS of 3 cents against the Zacks Consensus Estimate of a 13-cent loss. Revenues of $72 million beat the Zacks Consensus Estimate by 2%. You can see the complete list of today’s Zacks #1 Rank stocks here.
ANGO has an estimated fiscal 2026 earnings growth rate of 27.8% compared with the S&P 500 composite’s 10.5% growth. The company surpassed earnings estimates in each of the trailing four quarters, with the average surprise being 70.9%.
Integer Holdings, sporting a Zacks Rank #1 at present, posted a first-quarter 2025 adjusted EPS of $1.31, exceeding the Zacks Consensus Estimate by 3.1%. Revenues of $437.4 million surpassed the Zacks Consensus Estimate by 1.3%.
ITGR has an estimated long-term earnings growth rate of 20.8% compared with the industry’s 14.3% growth. The company’s earnings surpassed estimates in three of the trailing four quarters and missed on one occasion, with the average surprise being 2.8%.
Boston Scientific, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2025 adjusted EPS of 75 cents, which surpassed the Zacks Consensus Estimate by 11.9%. Revenues of $4.66 billion topped the Zacks Consensus Estimate by 2.3%.
BSX has an estimated 2025 earnings growth rate of 15.9% compared with the S&P 500 composite’s 11.9% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 8.8%.
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
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Boston Scientific Corporation (BSX) : Free Stock Analysis Report
AngioDynamics, Inc. (ANGO) : Free Stock Analysis Report
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Integer Holdings Corporation (ITGR) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Insulet Q1 Earnings Top Estimates, Stock Up, 2025 Sales View Raised

PODD Quantitative Stock Analysis

The S&P 500 Index ($SPX) (SPY) Friday closed down -0.07%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.01%. June E-mini S&P futures (ESM25) are down -0.07%, and June E-mini Nasdaq futures (NQM25) are down -0.01%.
Stock indexes on Friday settled slightly lower as the market traded cautiously ahead of weekend trade talks between the US and China. Comments on social media from President Trump weighed on stocks Friday when he said an 80% tariff on China “seems right” and that the right level of tariff on China would be up to Treasury Secretary Bessent. According to Bloomberg Intelligence, the average company in the S&P 500 made 6.1% of its revenue from selling goods in China or to Chinese companies in 2024.
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Also, comments from New York Fed President Williams undercut stocks on Friday when he said he expects economic growth in the US this year to be “considerably slower” than in 2024, and he anticipates higher inflation and unemployment.
Stocks on Friday initially extended Thursday’s gains after President Trump announced a framework trade deal with the UK, although there are still details to work out. The announcement raised hopes that President Trump’s tariffs will be negotiated down, averting lasting damage to economic growth and corporate profits.
Earnings results Friday were mixed for stocks. On the positive side, Microchip Technology rose more than +12% to lead chip stocks higher after reporting better-than-expected Q4 net sales and forecasting Q1 net sales above consensus. Also, Lyft soared more than +28% after forecasting Q2 gross bookings above consensus. In addition, Insulet surged more than +20% after reporting stronger-than-expected Q1 revenue and raised its full-year revenue forecast. On the negative side, Akamai Technologies closed down more than -10% after forecasting full-year adjusted EPS below consensus. Also, Expedia Group fell more than -7% after reporting weaker-than-expected Q1 revenue and cutting its 2025 revenue forecast.
T-note prices found support Friday on comments from Japanese Finance Minister Kato, who said the Japanese government is not considering the sale of US Treasury securities as part of its trade negotiation with the US. According to US Treasury data, Japan held $1.13 trillion in Treasury securities at the end of February, making it the biggest foreign holder of US debt. If Japan were to start aggressively selling Treasury securities, there could be an upward spike in Treasury yields that would damage the US economy and perhaps cause a systemic crisis for the US financial system.
Comments Friday from Fed Governor Kugler were bearish for stocks and bonds when she said the Fed should hold interest rates steady for now, citing a stable US economy and uncertainty around President Trump’s tariffs policy.
The markets are discounting the chances at 17% for a -25 bp rate cut after the June 17-18 FOMC meeting.
Q1 earnings reporting season remains in progress. According to data compiled by Bloomberg Intelligence, the market consensus is for Q1 year-over-year earnings growth of +6.7% for the S&P 500 stocks, down from expectations of +11.1% in early November. So far, of the 412 companies in the S&P 500 companies that have reported quarterly results, 78% have beaten estimates. Full-year 2025 corporate profits for the S&P 500 are seen rising +9.4%, down from the forecast of +12.5% in early January.
Overseas stock markets on Friday settled mixed. The Euro Stoxx 50 rose to a 5-week high and closed up +0.39%. China’s Shanghai Composite closed down -0.30%. Japan’s Nikkei Stock 225 rose to a 6-week high and closed up +1.56%.
Interest Rates
June 10-year T-notes (ZNM25) Friday closed up +0.5 tick. The 10-year T-note yield fell -0.2 bp to 4.377%. June T-notes Friday settled slightly higher, and the 10-year T-note yield fell from a 2-1/2 week high of 4.396%. Comments from Japanese Finance Minister Kato boosted T-notes Friday when he said the Japanese government is not considering the sale of US Treasuries as part of its trade negotiation with the US. Also, comments from New York Fed President Williams supported T-notes when he said he expects economic growth in the US this year to be “considerably slower” than in 2024. In addition, short covering supported T-notes as bond dealers lifted short hedges they put on against this week’s $125 billion quarterly refunding.
T-note prices were undercut by negative carryover from weakness in European government bond prices. T-note prices are also being undercut by easing global trade tensions. In addition, hawkish comments from Fed Governor Kugler were negative for T-note prices when she said the Fed should hold interest rates steady for now. Finally, an increase in inflation expectations was bearish for T-notes as the 10-year breakeven inflation rate rose to a 5-week high Friday of 2.323%.
European government bond yields Friday moved higher. The 10-year German bund yield rose to a 4-week high of 2.588% and finished up +2.7 bp to 2.562%. The 10-year UK gilt yield climbed to a 2-1/2 week high of 4.603% and finished up +2.1 bp to 4.567%.
ECB Governing Council member Simkus said, “Another interest rate cut by the ECB in June is needed” as the Eurozone is yet to feel the full force of US tariffs, and inflation is expected to continue to slow.
ECB Governing Council member Rehn said the ECB should cut interest rates next month if its new financial forecasts confirm an outlook of disinflation and waning growth momentum.
Swaps are discounting the chances at 93% for a -25 bp rate cut by the ECB at the June 5 policy meeting.
US Stock Movers
Insulet (PODD) closed up more than +20% to lead gainers in the S&P 500 after reporting Q1 revenue of $569.0 million, better than the consensus of $543.5 million, and raising its forecast for full-year revenue to a range of +19% to +22% from a previous range of +16% to +20%.
Microchip Technology (MCHP) closed up more than +12% to lead chip stocks higher after reporting Q4 net sales of $970.5 million, stronger than the consensus of $962.7 million, and forecasting Q1 net sales of $1.02 billion-$1.07 billion, well above the consensus of $983.5 million. Also, Marvell Technology (MRVL) and Texas Instruments (TXN) closed up more than +3%, and ON Semiconductor (ON) and Analog Devices (ADI) closed up more than +2%. In addition, Intel (INTC), NXP Semiconductors NV (NXPI), and GlobalFoundries (GFS) closed up more than +1%.
Energy stocks rallied on Friday as WTI crude rose more than +1% to a 1-1/2 week high. As a result, APA Corp (APA) closed up more than +3%, and Devon Energy (DVN) closed up more than +2%. Also, Exxon Mobil (XOM), Occidental Petroleum (OXY), Phillips 66 (PSX), Diamondback Energy (FANG), and Hess Corp (HES) closed up more than 1%.
Trade Desk (TTD) closed up more than +18% to lead gainers in the Nasdaq 100 after reporting a Q1 adjusted Ebitda margin of 34%, above the consensus of 33%, and forecast Q2 adjusted Ebitda of $259 million, stronger than the consensus of $254.6 million.
Lyft (LYFT) closed up more than +28% after forecasting Q2 gross bookings of $4.41 billion to $4.57 billion, the midpoint above the consensus of $4.48 billion.
Pinterest (PINS) closed up more than +5% after reporting Q1 revenue of $855.0 million, stronger than the consensus of $846.3 million, and forecasting Q2 revenue of $960 million-$980 million, the midpoint above the consensus of $963.7 million.
Cloudflare (NET) closed up more than +5% after reporting Q1 revenue of $479.1 million, above the consensus of $470 million.
Globus Medical (GMED) closed down more than -22% after reporting Q1 net sales of $598.1 million, well below the consensus of $627.2 million, and forecast full-year adjusted EPS of $3.00-$3.30, weaker than the consensus of $3.40.
Akamai Technologies (AKAM) closed down more than -10% to lead losers in the S&P 500 after forecasting full-year adjusted EPS of $6.10-$6.40, the midpoint below the consensus of $6.27.
Expedia Group (EXPE) closed down more than -7% after reporting Q1 revenue of $2.99 billion, below the consensus of $3.02 billion, and cut its 2025 revenue forecast to up +2% to +4% from a previous estimate of up +4% to +6%.
Affirm Holdings (AFRM) closed down more than -14% after forecasting full-year revenue of $3.16 billion-$3.19 billion, the midpoint below the consensus of $3.18 billion.
HubSpot (HUBS) closed down more than -8% after forecasting Q2 adjusted EPS of $2.10 to $2.12, weaker than the consensus of $2.13.
Crowdstrike Holdings (CRWD) closed down more than -4% to lead losers in the Nasdaq 100 after US prosecutors and regulators said they are investigating the $32 million deal between Crowdstrike and Carahsoft Technology on what senior company executives may have known about the deal and other transactions made by the firm.
Earnings Reports (5/12/2025)
Acadia Healthcare Co Inc (ACHC), DaVita Inc (DVA), Essential Utilities Inc (WTRG), Fortrea Holdings Inc (FTRE), Fox Corp (FOXA), New Fortress Energy Inc (NFE), NRG Energy Inc (NRG), Seaport Entertainment Group In (SEG), Simon Property Group Inc (SPG), Standardaero Inc (SARO), ZoomInfo Technologies Inc (ZI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Close Slightly Lower Ahead of US-China Trade Talks

The S&P 500 Index ($SPX) (SPY) today is down -0.14%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.16%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. June E-mini S&P futures (ESM25) are down -0.12%, and June E-mini Nasdaq futures (NQM25) are up +0.12%.
Stock indexes today gave up an early advance and turned mixed on caution ahead of weekend trade talks between the US and China. Comments on social media from President Trump weighed on stocks today when he said an 80% tariff on China “seems right” and that the right level of tariff on China would be up to Treasury Secretary Bessent. Also, comments from New York Fed President Williams undercut stocks when he said he expects economic growth in the US this year to be “considerably slower” than in 2024, and he anticipates higher inflation and unemployment.
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Stocks today initially extended Thursday’s gains after President Trump announced a framework trade deal with the UK, although there are still details to work out. The announcement raised hopes that President Trump’s tariffs will be negotiated down, averting lasting damage to economic growth and corporate profits.
Earnings results today are mixed for stocks. On the positive side, Microchip Technology is up more than +12% to lead chip stocks higher after reporting better-than-expected Q4 net sales and forecasting Q1 net sales above consensus. Also, Lyft is up more than +21% after forecasting Q2 gross bookings above consensus. In addition, Insulet is up more than +17% after reporting stronger-than-expected Q1 revenue and raised its full-year revenue forecast. On the negative side, Expedia Group is down more than -8% after reporting weaker-than-expected Q1 revenue and cutting its 2025 revenue forecast. Also, Akamai Technologies is down more than -7% after forecasting full-year adjusted EPS below consensus.
T-note prices are higher today on comments from Japanese Finance Minister Kato, who said the Japanese government is not considering the sale of US Treasuries as part of its trade negotiation with the US. According to US Treasury data, Japan held $1.13 trillion in Treasury Securities at the end of February, making it the biggest foreign holder of US debt. If Japan were to start aggressively selling Treasury securities, there could be an upward spike in Treasury yields that would damage the US economy and perhaps cause a systemic crisis for the US financial system.
Comments today from Fed Governor Kugler were bearish for stocks and bonds when she said the Fed should hold interest rates steady for now, citing a stable US economy and uncertainty around President Trump’s tariffs policy.
The markets are discounting the chances at 17% for a -25 bp rate cut after the June 17-18 FOMC meeting.
Q1 earnings reporting season remains in progress. According to data compiled by Bloomberg Intelligence, the market consensus is for Q1 year-over-year earnings growth of +6.7% for the S&P 500 stocks, down from expectations of +11.1% in early November. So far, of the 386 companies in the S&P 500 companies that have reported quarterly results, 78% have beaten estimates. Full-year 2025 corporate profits for the S&P 500 are seen rising +9.4%, down from the forecast of +12.5% in early January.
Overseas stock markets today are mixed. The Euro Stoxx 50 rose to a 5-week high and is up +0.38%. China’s Shanghai Composite closed down -0.30%. Japan’s Nikkei Stock 225 rose to a 6-week high and closed up +1.56%.
Interest Rates
June 10-year T-notes (ZNM25) today are up +7 ticks. The 10-year T-note yield is down -3.1 bp to 4.347%. June T-notes today are moderately higher, and the 10-year T-note yield fell from a 2-1/2 week high of 4.396%. Comments from Japanese Finance Minister Kato boosted T-notes today when he said the Japanese government is not considering the sale of US Treasuries as part of its trade negotiation with the US. Also, comments from New York Fed President Williams supported T-notes when he said he expects economic growth in the US this year to be “considerably slower” than in 2024. In addition, short covering is supporting T-notes as bond dealers lift short hedges they put on against this week’s $125 billion quarterly refunding.
T-note prices are being undercut by negative carryover from weakness in European government bonds. T-note prices are also being undercut by easing global trade tensions. In addition, hawkish comments from Fed Governor Kugler were negative for T-note prices when she said the Fed should hold interest rates steady for now. Finally, an increase in inflation expectations is bearish for T-notes as the 10-year breakeven inflation rate rose to a 5-week high today of 2.323%.
European government bond yields today are moving higher. The 10-year German bund yield rose to a 4-week high of 2.588% and is up +1.5 bp to 2.550%. The 10-year UK gilt yield climbed to a 2-1/2 week high of 4.603% and is up +0.9 bp to 4.555%.
ECB Governing Council member Simkus said, “Another interest rate cut by the ECB in June is needed” as the Eurozone is yet to feel the full force of US tariffs, and inflation is expected to continue to slow.
ECB Governing Council member Rehn said the ECB should cut interest rates next month if its new financial forecasts confirm an outlook of disinflation and waning growth momentum.
Swaps are discounting the chances at 93% for a -25 bp rate cut by the ECB at the June 5 policy meeting.
US Stock Movers
Insulet (PODD) is up more than +16% to lead gainers in the S&P 500 after reporting Q1 revenue of $569.0 million, better than the consensus of $543.5 million, and raising its forecast for full-year revenue to a range of +19% to +22% from a previous range of +16% to +20%.
Microchip Technology (MCHP) is up more than +12% to lead chip stocks higher after reporting Q4 net sales of $970.5 million, stronger than the consensus of $962.7 million, and forecasting Q1 net sales of $1.02 billion-$1.07 billion, well above the consensus of $983.5 million. Also, Marvell Technology (MRVL), Texas Instruments (TXN), Analog Devices (ADI), and ON Semiconductor (ON) are up more than +3%. In addition, NXP Semiconductors NV (NXPI) and GlobalFoundries (GFS) are up more than +1%.
Trade Desk (TTD) is up more than +21% to lead gainers in the Nasdaq 100 after reporting a Q1 adjusted Ebitda margin of 34%, above the consensus of 33%, and forecast Q2 adjusted Ebitda of $259 million, stronger than the consensus of $254.6 million.
Lyft (LYFT) is up more than +19% after forecasting Q2 gross bookings of $4.41 billion to $4.57 billion, the midpoint above the consensus of $4.48 billion.
Pinterest (PINS) is up more than +8% after reporting Q1 revenue of $855.0 million, stronger than the consensus of $846.3 million, and forecasting Q2 revenue of $960 million-$980 million, the midpoint above the consensus of $963.7 million.
Cloudflare (NET) is up more than +5% after reporting Q1 revenue of $479.1 million, above the consensus of $470 million.
Globus Medical (GMED) is down more than -23% after reporting Q1 net sales of $598.1 million, well below the consensus of $627.2 million, and forecast full-year adjusted EPS of $3.00-$3.30, weaker than the consensus of $3.40.
Expedia Group (EXPE) is down more than -8% to lead losers in the S&P 500 after reporting Q1 revenue of $2.99 billion, below the consensus of $3.02 billion, and cut its 2025 revenue forecast to up +2% to +4% from a previous estimate of up +4% to +6%.
HubSpot (HUBS) is down more than -11% after forecasting Q2 adjusted EPS of $2.10 to $2.12, weaker than the consensus of $2.13.
Affirm Holdings (AFRM) is down more than -13% after forecasting full-year revenue of $3.16 billion-$3.19 billion, the midpoint below the consensus of $3.18 billion.
Akamai Technologies (AKAM) is down more than -7% after forecasting full-year adjusted EPS of $6.10-$6.40, the midpoint below the consensus of $6.27.
Crowdstrike Holdings (CRWD) is down more than -5% to lead losers in the Nasdaq 100 after US prosecutors and regulators said they are investigating the $32 million deal between Crowdstrike and Carahsoft Technology on what senior company executives may have known about the deal and other transactions made by the firm.
Earnings Reports (5/9/2025)
Starwood Property Trust Inc (STWD), Ubiquiti Inc (UI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Turn Mixed on Caution Ahead of US-China Trade Talks

The S&P 500 Index ($SPX) (SPY) today is up +0.27%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.08%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.45%. June E-mini S&P futures (ESM25) are up +0.28%, and June E-mini Nasdaq futures (NQM25) are up +0.45%.
Stock indexes today are pushing higher on optimism ahead of weekend trade talks between the US and China. Stocks rallied Thursday after President Trump announced a "major" trade deal with the UK although there are still details to work out. The announcement raised hopes that President Trump's tariffs will be negotiated down, averting lasting damage to economic growth and corporate profits. Stocks fell back from early highs on comments on social media from President Trump, who said an 80% tariff on China "seems right" and that the right level of tariff on China would be up to Treasury Secretary Bessent.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Earnings results today are mixed for stocks. On the positive side, Microchip Technology is up more than +12% to lead chip stocks higher after reporting better-than-expected Q4 net sales and forecasting Q1 net sales above consensus. Also, Lyft is up more than +19% after forecasting Q2 gross bookings above consensus. In addition, Insulet is up more than +17% after reporting stronger-than-expected Q1 revenue and raised its full-year revenue forecast. On the negative side, Expedia Group is down more than -7% after reporting weaker-than-expected Q1 revenue and cutting its 2025 revenue forecast. Also, Akamai Technologies is down more than -6% after forecasting full-year adjusted EPS below consensus.
T-note prices are higher today on comments from Japanese Finance Minister Kato, who said the Japanese government is not considering the sale of US Treasuries as part of its trade negotiation with the US. According to US Treasury data, Japan held $1.13 trillion in Treasury Securities at the end of February, making it the biggest foreign holder of US debt. If Japan were to start aggressively selling Treasury securities, there could be an upward spike in Treasury yields that would damage the US economy and perhaps cause a systemic crisis for the US financial system.
Comments today from Fed Governor Kugler were bearish for stocks and bonds when she said the Fed should hold interest rates steady for now, citing a stable US economy and uncertainty around President Trump's tariffs policy.
The markets are discounting the chances at 17% for a -25 bp rate cut after the June 17-18 FOMC meeting.
Q1 earnings reporting season remains in progress. According to data compiled by Bloomberg Intelligence, the market consensus is for Q1 year-over-year earnings growth of +6.7% for the S&P 500 stocks, down from expectations of +11.1% in early November. So far, of the 386 companies in the S&P 500 companies that have reported quarterly results, 78% have beaten estimates. Full-year 2025 corporate profits for the S&P 500 are seen rising +9.4%, down from the forecast of +12.5% in early January.
Overseas stock markets today are mixed. The Euro Stoxx 50 rose to a 5-week high and is up +0.50%. China's Shanghai Composite closed down -0.30%. Japan's Nikkei Stock 225 rose to a 6-week high and closed up +1.56%.
Interest Rates
June 10-year T-notes (ZNM25) today are up +3 ticks. The 10-year T-note yield is down -1.2 bp to 4.367%. June T-notes today are slightly higher, and the 10-year T-note yield fell from a 2-1/2 week high of 4.396%. Comments from Japanese Finance Minister Kato boosted T-notes today when he said the Japanese government is not considering the sale of US Treasuries as part of its trade negotiation with the US. In addition, short covering is supporting T-notes as bond dealers lift short hedges they put on against this week’s $125 billion quarterly refunding.
T-note prices are being undercut by negative carryover from weakness in European government bonds. T-note prices are also being undercut by easing global trade tensions and higher stocks. In addition, hawkish comments from Fed Governor Kugler undercut T-note prices when she said the Fed should hold interest rates steady for now. Finally, an increase in inflation expectations is bearish for T-notes as the 10-year breakeven inflation rate rose to a 5-week high today of 2.319%.
European government bond yields today are moving higher. The 10-year German bund yield rose to a 4-week high of 2.588% and is up +2.9 bp to 2.563%. The 10-year UK gilt yield climbed to a 2-1/2 week high of 4.603% and is up +2.6 bp to 4.572%.
ECB Governing Council member Simkus said, "Another interest rate cut by the ECB in June is needed" as the Eurozone is yet to feel the full force of US tariffs, and inflation is expected to continue to slow.
ECB Governing Council member Rehn said the ECB should cut interest rates next month if its new financial forecasts confirm an outlook of disinflation and waning growth momentum.
Swaps are discounting the chances at 93% for a -25 bp rate cut by the ECB at the June 5 policy meeting.
US Stock Movers
Insulet (PODD) is up more than +17% to lead gainers in the S&P 500 after reporting Q1 revenue of $569.0 million, better than the consensus of $543.5 million, and raising its forecast for full-year revenue to a range of +19% to +22% from a previous range of +16% to +20%.
Microchip Technology (MCHP) is up more than +12% to lead chip stocks higher after reporting Q4 net sales of $970.5 million, stronger than the consensus of $962.7 million, and forecasting Q1 net sales of $1.02 billion-$1.07 billion, well above the consensus of $983.5 million. Also, ON Semiconductor (ON) and Marvell Technology (MRVL) are up more than +4%. In addition, Texas Instruments (TXN) and Analog Devices (ADI) are up more than +2%, and NXP Semiconductors NV (NXPI), Lam Research (LRCX), and Qualcomm (QCOM) are up more than +1%.
Trade Desk (TTD) is up more than +24% to lead gainers in the Nasdaq 100 after reporting a Q1 adjusted Ebitda margin of 34%, above the consensus of 33%, and forecast Q2 adjusted Ebitda of $259 million, stronger than the consensus of $254.6 million.
Pinterest (PINS) is up more than +10% after reporting Q1 revenue of $855.0 million, stronger than the consensus of $846.3 million, and forecasting Q2 revenue of $960 million-$980 million, the midpoint above the consensus of $963.7 million.
Lyft (LYFT) is up more than +19% after forecasting Q2 gross bookings of $4.41 billion to $4.57 billion, the midpoint above the consensus of $4.48 billion.
Cloudflare (NET) is up more than +6% after reporting Q1 revenue of $479.1 million, above the consensus of $470 million.
Globus Medical (GMED) is down more than -19% after reporting Q1 net sales of $598.1 million, well below the consensus of $627.2 million, and forecast full-year adjusted EPS of $3.00-$3.30, weaker than the consensus of $3.40.
Expedia Group (EXPE) is down more than -7% to lead losers in the S&P 500 after reporting Q1 revenue of $2.99 billion, below the consensus of $3.02 billion, and cut its 2025 revenue forecast to up +2% to +4% from a previous estimate of up +4% to +6%.
HubSpot (HUBS) is down more than -8% after forecasting Q2 adjusted EPS of $2.10 to $2.12, weaker than the consensus of $2.13.
Affirm Holdings (AFRM) is down more than -8% after forecasting full-year revenue of $3.16 billion-$3.19 billion, the midpoint below the consensus of $3.18 billion.
Akamai Technologies (AKAM) is down more than -6% after forecasting full-year adjusted EPS of $6.10-$6.40, the midpoint below the consensus of $6.27.
Crowdstrike Holdings (CRWD) is down more than -3% after US prosecutors and regulators said they are investigating the $32 million deal between Crowdstrike and Carahsoft Technology on what senior company executives may have known about the deal and other transactions made by the firm.
Earnings Reports (5/9/2025)
Starwood Property Trust Inc (STWD), Ubiquiti Inc (UI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Climb on Optimism Before US-China Trade Talks

$PODD stock has now risen 17% today, according to our price data from Polygon. There has been approximately $464,983,937 of trading volume.
Here is what we see in our data on $PODD:
$PODD Insider Trading Activity
$PODD insiders have traded $PODD stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $PODD stock by insiders over the last 6 months:
ERIC BENJAMIN (EVP, CPXPO) has made 0 purchases and 2 sales selling 16,756 shares for an estimated $4,637,591.
WAYNE A.I. FREDERICK sold 1,825 shares for an estimated $501,875
LAUREN BUDDEN (Group VP, CAO and Controller) sold 915 shares for an estimated $252,192
LUCIANA BORIO sold 508 shares for an estimated $139,598
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$PODD Hedge Fund Activity
We have seen 356 institutional investors add shares of $PODD stock to their portfolio, and 287 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
GOLDMAN SACHS GROUP INC removed 329,509 shares (-37.4%) from their portfolio in Q4 2024, for an estimated $86,024,914
CAPITAL RESEARCH GLOBAL INVESTORS removed 326,099 shares (-4.2%) from their portfolio in Q4 2024, for an estimated $85,134,665
MIZUHO SECURITIES USA LLC removed 319,173 shares (-98.0%) from their portfolio in Q4 2024, for an estimated $83,326,495
1832 ASSET MANAGEMENT L.P. removed 288,500 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $75,318,695
CITADEL ADVISORS LLC removed 261,384 shares (-26.4%) from their portfolio in Q4 2024, for an estimated $68,239,520
INVESCO LTD. added 207,397 shares (+20.0%) to their portfolio in Q4 2024, for an estimated $54,145,134
FMR LLC removed 192,416 shares (-2.4%) from their portfolio in Q4 2024, for an estimated $50,234,045
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$PODD Analyst Ratings
Wall Street analysts have issued reports on $PODD in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
RBC Capital issued a "Outperform" rating on 03/05/2025
Bernstein issued a "Outperform" rating on 01/08/2025
Cowen & Co. issued a "Buy" rating on 01/03/2025
BTIG issued a "Buy" rating on 12/30/2024
Citigroup issued a "Buy" rating on 12/11/2024
To track analyst ratings and price targets for $PODD, check out Quiver Quantitative's $PODD forecast page.
You can track data on $PODD on Quiver Quantitative.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	56.17 23.75
Price/Sales	10.48 3.01
P/B	17.80 2.20
P/FCF	79.13 18.30

Indicator	TTM Median
ROE	34.60 25.41
ROA	12.88 6.00
ROI	15.68 9.66
Net Worth	23.11 0.20
Quick Ratio	3.63 1.71
Current Ratio	4.47 2.83

Indicator	TTM Median
Net Profit Margin	18.32 10.25
Operating Margin	15.50 14.24
Gross Margin	70.36 68.57
Return on tangible equity	39.74 53.53

Indicator	TTM Median
EPS	1.02 0.37
EPS Forecast	0.81 0.37
Revenue	569.00M 16.00M
Gross Profit	409.00M —
EBITDA	111.00M —

Insulet Corporation

Indicators PODD

Valuation

Debts

Efficiency

Other ratios

Revenue