Insulet (NASDAQ:PODD) Upgraded at Wall Street Zen

Posted by Brenda Bartman on Aug 4th, 2026

Wall Street Zen upgraded shares of Insulet (NASDAQ:PODD – Free Report) from a buy rating to a strong-buy rating in a research report sent to investors on Saturday morning.

Several other brokerages also recently commented on PODD. Leerink Partners lowered their target price on Insulet from $360.00 to $247.00 in a research note on Thursday, May 7th. UBS Group downgraded shares of Insulet from a “buy” rating to a “neutral” rating and set a $174.00 price target on the stock. in a research note on Tuesday, July 28th. Citigroup lifted their price target on shares of Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. TD Cowen dropped their price objective on shares of Insulet from $379.00 to $294.00 and set a “hold” rating for the company in a research note on Monday, June 1st. Finally, Wells Fargo & Company dropped their price objective on shares of Insulet from $360.00 to $255.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Twenty-one investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $233.38.

Check Out Our Latest Analysis on Insulet

Insulet Trading Up 2.6%

Shares of PODD stock opened at $169.70 on Friday. Insulet has a fifty-two week low of $138.79 and a fifty-two week high of $354.88. The stock’s fifty day moving average price is $155.56 and its two-hundred day moving average price is $196.91. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49. The company has a market cap of $11.75 billion, a PE ratio of 39.47, a P/E/G ratio of 1.15 and a beta of 1.10.

Insulet (NASDAQ:PODD – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.23. The company had revenue of $761.70 million during the quarter, compared to analysts’ expectations of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.Insulet’s revenue was up 33.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. Equities analysts predict that Insulet will post 6.45 EPS for the current fiscal year.

Insider Activity at Insulet

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of Insulet stock in a transaction dated Wednesday, June 3rd. The shares were bought at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the acquisition, the director owned 9,041 shares in the company, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On Insulet

Several hedge funds have recently added to or reduced their stakes in the business. Larson Financial Group LLC increased its position in Insulet by 114.6% in the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after acquiring an additional 47 shares during the period. University of Texas Texas AM Investment Management Co. bought a new position in shares of Insulet during the fourth quarter valued at $26,000. DV Equities LLC acquired a new position in shares of Insulet during the fourth quarter worth $28,000. Elyxium Wealth LLC acquired a new position in shares of Insulet during the fourth quarter worth $28,000. Finally, Mcguire Capital Advisors Inc. bought a new stake in shares of Insulet in the fourth quarter worth $29,000.

Key Insulet News

Here are the key news stories impacting Insulet this week:

Positive Sentiment: Insulet insiders have reportedly made four open-market purchases totaling roughly $2.4 million over the past six months, including purchases by CEO Ashley McEvoy. Insider buying may signal management’s confidence after the stock’s substantial decline. Quiver Quantitative Insulet analysis
Positive Sentiment: The company’s latest reported quarter showed strong momentum: revenue rose approximately 34% year over year to $761.7 million, while earnings exceeded analyst expectations. The Omnipod 5 system also continues to support Insulet’s long-term growth narrative. Quiver Quantitative Insulet analysis
Neutral Sentiment: Analysts cited in the coverage remain generally constructive, with recent buy-equivalent ratings and a median price target of $220, though several individual targets have been reduced to the $172-$190 range. This reflects potential upside but also uncertainty surrounding the company’s recovery.
Negative Sentiment: Several law firms announced or promoted a securities class action against Insulet and certain executives. The complaints allege that the company made materially misleading statements about manufacturing controls, product safety and reliability, and the scope of Omnipod manufacturing defects following a recall. The allegations have not been proven. Bronstein Gewirtz Grossman lawsuit announcement Levi and Korsinsky lawsuit notice
Negative Sentiment: Investors who purchased PODD shares during periods cited in the complaints—generally February 21 or May 21, 2025 through May 26, 2026—are being urged to seek lead-plaintiff status by August 31, 2026. The litigation creates potential financial, reputational and regulatory risks and may continue to weigh on valuation. Robbins LLP class action notice Faruqi and Faruqi shareholder notice

About Insulet

(Get Free Report)

Insulet Corporation is a medical device company headquartered in Acton, Massachusetts, that develops, manufactures and sells insulin-delivery systems for people with diabetes. The company’s core business is the design and commercialization of its Omnipod family of tubeless, wearable insulin pumps and the consumable Pods that deliver insulin. Insulet’s products aim to simplify insulin delivery for people with type 1 diabetes and insulin-requiring type 2 diabetes by offering an alternative to traditional insulin pens and tethered pump systems.

The company’s product portfolio includes the Omnipod System line—disposable, waterproof Pods that adhere to the skin and deliver insulin—and the associated controllers and mobile applications used to program and monitor insulin delivery.