Insulet (NASDAQ:PODD – Get Free Report) had its target price dropped by equities researchers at TD Cowen from $294.00 to $144.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “hold” rating on the medical instruments supplier’s stock. TD Cowen’s price objective indicates a potential upside of 3.32% from the stock’s previous close.
Several other equities analysts also recently weighed in on PODD. Wall Street Zen upgraded Insulet from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 1st. Oppenheimer lowered shares of Insulet from an “outperform” rating to a “market perform” rating in a report on Wednesday. Jefferies Financial Group lowered their target price on shares of Insulet from $400.00 to $360.00 in a report on Thursday, May 7th. Benchmark dropped their target price on shares of Insulet from $250.00 to $185.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Evercore set a $180.00 target price on Insulet in a research report on Monday, July 6th. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $195.40.
Get Our Latest Stock Analysis on Insulet
Insulet Stock Performance
Insulet (NASDAQ:PODD – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.19. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm had revenue of $801.70 million for the quarter, compared to analysts’ expectations of $787.39 million. During the same period in the prior year, the firm earned $1.17 EPS. The company’s revenue was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research analysts predict that Insulet will post 6.45 earnings per share for the current year.
Insiders Place Their Bets
In other news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction that occurred on Wednesday, June 3rd. The shares were bought at an average cost of $143.51 per share, with a total value of $400,392.90. Following the transaction, the director directly owned 9,041 shares of the company’s stock, valued at $1,297,473.91. This trade represents a 44.63% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. 0.36% of the stock is owned by company insiders.
Institutional Trading of Insulet
Several institutional investors and hedge funds have recently made changes to their positions in the business. Larson Financial Group LLC lifted its holdings in Insulet by 114.6% during the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. bought a new stake in Insulet during the 4th quarter valued at $26,000. Elyxium Wealth LLC bought a new stake in Insulet during the fourth quarter valued at about $28,000. DV Equities LLC purchased a new position in shares of Insulet in the 4th quarter worth approximately $28,000. Finally, MV Capital Management Inc. purchased a new position in Insulet in the fourth quarter worth $29,000.
Insulet News Roundup
Here are the key news stories impacting Insulet this week:
- Positive Sentiment: Insulet reported second-quarter adjusted EPS of $1.66, above the $1.47 consensus, while revenue rose 23.5% year over year to $801.7 million, exceeding estimates of $787.4 million. Insulet Q2 earnings report
- Positive Sentiment: Despite lower forecasts, several analysts retained bullish ratings: Stifel set a $180 target and Benchmark set a $185 target, implying substantial upside from recent levels. Analyst target changes
- Neutral Sentiment: UBS lowered its price target from $174 to $150 and assigned a neutral rating, while JPMorgan reduced its target from $275 to $152 but reaffirmed neutral. Leerink also moved from outperform to market perform with a $145 target. UBS analyst update
- Negative Sentiment: Insulet cut its 2026 revenue outlook to approximately $3.2 billion-$3.3 billion, below the $3.3 billion consensus, and forecast third-quarter revenue of $829.9 million-$844.0 million versus expectations of $846.3 million. The reduction reflects slower U.S. insulin-pump sales and weaker retention among Type 2 users, who are leaving before 90 days. Insulet lowers sales forecast
- Negative Sentiment: Multiple law firms are promoting or pursuing securities class actions alleging investor harm tied to Insulet’s disclosures, including concerns about Omnipod recalls, manufacturing quality, and potential regulatory or reputational risks. The August 31, 2026 lead-plaintiff deadline is keeping the litigation issue in focus. Insulet securities class action
About Insulet
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.
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