Insulet (NASDAQ:PODD) Downgraded to “Hold” Rating by Wall Street Zen

Posted by Brian Himes on Aug 10th, 2026

Wall Street Zen lowered shares of Insulet (NASDAQ:PODD – Free Report) from a strong-buy rating to a hold rating in a research note released on Sunday morning.

Several other brokerages have also recently commented on PODD. Evercore set a $180.00 price target on Insulet in a research report on Monday, July 6th. Sanford C. Bernstein decreased their price objective on Insulet from $200.00 to $175.00 and set an “outperform” rating on the stock in a report on Thursday. Oppenheimer cut shares of Insulet from an “outperform” rating to a “market perform” rating in a research note on Wednesday, August 5th. Citigroup increased their target price on shares of Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. Finally, Weiss Ratings downgraded shares of Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, June 24th. Fourteen investment 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. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $195.40.

View Our Latest Stock Report on PODD

Insulet Stock Performance

Shares of Insulet stock opened at $141.17 on Friday. The company has a current ratio of 2.48, a quick ratio of 1.83 and a debt-to-equity ratio of 0.65. Insulet has a twelve month low of $126.40 and a twelve month high of $354.88. The firm has a market capitalization of $9.79 billion, a PE ratio of 26.39, a P/E/G ratio of 1.04 and a beta of 1.10. The firm’s 50-day moving average price is $155.42 and its 200 day moving average price is $192.94.

Insulet (NASDAQ:PODD – Get Free Report) last posted its quarterly earnings data 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. Insulet had a return on equity of 29.29% and a net margin of 12.29%.The company had revenue of $801.70 million during the quarter, compared to analyst estimates of $787.39 million. During the same period in the previous year, the business earned $1.17 EPS. Insulet’s quarterly revenue was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, sell-side analysts predict that Insulet will post 6.51 EPS for the current fiscal year.

Insider Activity

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

Institutional Trading of Insulet

Institutional investors have recently added to or reduced their stakes in the stock. Mitsubishi UFJ Trust & Banking Corp lifted its position in Insulet by 26.5% in the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock valued at $12,484,000 after acquiring an additional 9,206 shares during the last quarter. OP Asset Management Ltd purchased a new position in shares of Insulet during the first quarter worth about $1,513,000. Asset Management One Co. Ltd. increased its position in shares of Insulet by 99.5% during the fourth quarter. Asset Management One Co. Ltd. now owns 76,594 shares of the medical instruments supplier’s stock worth $21,948,000 after purchasing an additional 38,193 shares in the last quarter. Strs Ohio increased its position in shares of Insulet by 36.0% during the fourth quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock worth $6,447,000 after purchasing an additional 6,003 shares in the last quarter. Finally, Swedbank AB lifted its holdings in shares of Insulet by 11.0% in the 4th quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock valued at $24,441,000 after purchasing an additional 8,500 shares during the last quarter.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

Positive Sentiment: Insulet reported strong second-quarter results, with revenue of $801.7 million, up 23.5% year over year, and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The results indicate continued demand for the Omnipod platform despite emerging retention issues. Insulet Corporation Q2 2026 Earnings Call Summary
Neutral Sentiment: Several law firms are seeking lead plaintiffs for a federal securities class action covering investors who purchased PODD shares between February 21, 2025, and May 26, 2026. The lead-plaintiff deadline is August 31, 2026; the allegations have not been proven. Pomerantz class-action announcement
Negative Sentiment: Insulet reduced its 2026 revenue outlook after identifying weaker-than-expected retention among Type 2 diabetes users. Investors are concerned that the issue could temper Omnipod adoption and second-half growth, despite management maintaining that the broader growth opportunity remains intact. Insulet cuts 2026 revenue outlook
Negative Sentiment: Analysts sharply cut their valuations following the guidance reduction. TD Cowen lowered its price target to $144 with a hold rating, UBS reduced its target to $150 with a neutral rating, JPMorgan cut its target to $152, and Leerink downgraded PODD to market perform. Benchmark and Stifel retained buy ratings but also lowered their targets. Analysts slash Insulet forecasts
Negative Sentiment: Investor concerns also include two recent Omnipod recalls or voluntary medical-device corrections, which have raised questions about manufacturing quality, potential regulatory scrutiny and reputational damage. The newly filed lawsuit alleges securities-law violations related to these issues and the company’s disclosures. PODD shareholder alert

Insulet Company Profile

(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.