Insulet (NASDAQ:PODD) Rating Lowered to “Market Perform” at Leerink Partners

Posted by Brian Himes on Aug 6th, 2026

Insulet (NASDAQ:PODD – Get Free Report) was downgraded by equities researchers at Leerink Partners from an “outperform” rating to a “market perform” rating in a research report issued on Thursday. They presently have a $145.00 price objective on the medical instruments supplier’s stock. Leerink Partners’ target price would suggest a potential upside of 8.81% from the company’s previous close.

A number of other research firms have also recently commented on PODD. Royal Bank Of Canada reduced their target price on shares of Insulet from $280.00 to $245.00 and set an “outperform” rating on the stock in a research report on Monday, July 13th. BTIG Research downgraded shares of Insulet from a “buy” rating to a “neutral” rating in a research note on Thursday. Rothschild & Co Redburn reiterated a “neutral” rating and issued a $220.00 price objective (down from $380.00) on shares of Insulet in a report on Friday, April 24th. Truist Financial reissued a “hold” rating and issued a $153.00 price objective (down from $210.00) on shares of Insulet in a research report on Wednesday. Finally, Robert W. Baird decreased their price objective on shares of Insulet from $360.00 to $248.00 in a research report on Thursday, May 7th. Fifteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $212.58.

Check Out Our Latest Stock Report on PODD

Insulet Price Performance

Shares of NASDAQ PODD opened at $133.26 on Thursday. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 1.81. Insulet has a 1-year low of $126.40 and a 1-year high of $354.88. The company has a market capitalization of $9.23 billion, a price-to-earnings ratio of 30.99, a PEG ratio of 1.16 and a beta of 1.10. The business has a 50-day moving average of $155.56 and a 200-day moving average of $195.01.

Insulet (NASDAQ:PODD – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, topping the consensus estimate of $1.47 by $0.19. The firm had revenue of $801.70 million for the quarter, compared to analyst estimates of $787.39 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.Insulet’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same period in the previous year, the company posted $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, equities analysts anticipate that Insulet will post 6.45 EPS for the current fiscal year.

Insider Activity at Insulet

In related news, Director Timothy C. Stonesifer purchased 2,790 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the transaction, the director owned 9,041 shares of the company’s stock, valued at $1,297,473.91. This represents a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.36% of the company’s stock.

Institutional Trading of Insulet

Several institutional investors have recently added to or reduced their stakes in PODD. Glenmede Investment Management LP increased its position in shares of Insulet by 1.6% during the third quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock valued at $708,000 after purchasing an additional 35 shares during the period. Curi Capital LLC raised its stake in shares of Insulet by 0.8% in the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock valued at $1,365,000 after purchasing an additional 36 shares in the last quarter. Camarda Financial Advisors LLC lifted its holdings in shares of Insulet by 0.5% during the 2nd quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock worth $2,304,000 after acquiring an additional 40 shares during the period. Great Lakes Advisors LLC lifted its holdings in shares of Insulet by 1.5% during the 4th quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock worth $791,000 after acquiring an additional 40 shares during the period. Finally, Hilltop Holdings Inc. boosted its position in shares of Insulet by 1.6% during the 3rd quarter. Hilltop Holdings Inc. now owns 2,896 shares of the medical instruments supplier’s stock valued at $894,000 after acquiring an additional 47 shares in the last quarter.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

Positive Sentiment: Q2 results exceeded expectations. Insulet reported adjusted earnings of $1.66 per share versus the $1.47 consensus estimate, while revenue rose 23.5% year over year to $801.7 million, topping expectations of $787.4 million. The company also highlighted continued growth in its Omnipod business. Insulet Beats Q2 Earnings and Revenue Estimates
Neutral Sentiment: Management said the broader growth outlook remains intact, but Type 2 patient adoption is being reset. The earnings call indicated that some Type 2 diabetes users discontinued Omnipod before 90 days, creating uncertainty around near-term customer retention and future expansion. Insulet Earnings Call: Growth Intact Amid Type 2 Reset
Negative Sentiment: Insulet lowered its outlook. Full-year 2026 revenue guidance was reduced to approximately $3.2 billion-$3.3 billion, below the roughly $3.3 billion analyst expectation. Third-quarter revenue guidance of $829.9 million-$844.0 million also trailed the $846.3 million consensus, reflecting slower U.S. insulin-pump sales. Insulet Cuts Sales Growth Forecast
Negative Sentiment: Oppenheimer downgraded PODD from “outperform” to “market perform,” adding pressure after the guidance reduction and concerns about demand trends.
Negative Sentiment: Multiple law firms are promoting a securities-fraud class action. The lawsuit alleges that Insulet and certain executives made misleading statements about manufacturing quality and product safety before two Omnipod medical-device corrections. Investors purchased during the alleged class period may seek lead-plaintiff status by August 31, 2026. The allegations have not been proven, but the litigation adds reputational, legal and potential financial risk. Insulet Investor Alert

About Insulet

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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.