Insulet (NASDAQ:PODD) Price Target Lowered to $180.00 at Stifel Nicolaus

Posted by Francis Steltz on Aug 6th, 2026

Insulet (NASDAQ:PODD – Get Free Report) had its target price reduced by stock analysts at Stifel Nicolaus from $225.00 to $180.00 in a research note issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the medical instruments supplier’s stock. Stifel Nicolaus’ price target would indicate a potential upside of 35.07% from the stock’s current price.

A number of other research firms also recently issued reports on PODD. Piper Sandler dropped their price objective on shares of Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Sanford C. Bernstein dropped their price objective on Insulet from $330.00 to $200.00 and set an “outperform” rating on the stock in a research report on Thursday, May 7th. Weiss Ratings downgraded shares of Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, June 24th. Wall Street Zen upgraded shares of Insulet from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 1st. Finally, Citigroup lifted their price objective on shares of Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $207.17.

View Our Latest Report on PODD

Insulet Trading Up 0.0%

NASDAQ:PODD traded up $0.01 during midday trading on Thursday, hitting $133.27. The stock had a trading volume of 713,700 shares, compared to its average volume of 1,293,047. The stock has a 50-day moving average of $155.56 and a 200 day moving average of $195.01. The company has a market capitalization of $9.23 billion, a price-to-earnings ratio of 30.74, a PEG ratio of 1.16 and a beta of 1.10. Insulet has a one year low of $126.40 and a one year high of $354.88. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71.

Insulet (NASDAQ:PODD – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.47 by $0.19. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The business had revenue of $801.70 million for the quarter, compared to the consensus estimate of $787.39 million. During the same quarter in the prior year, the company earned $1.17 EPS. The business’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, sell-side analysts forecast that Insulet will post 6.45 EPS for the current year.

Insiders Place Their Bets

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were acquired at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the purchase, the director owned 9,041 shares in the company, valued at $1,297,473.91. This trade represents a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.36% of the company’s stock.

Institutional Trading of Insulet

Several large investors have recently made changes to their positions in PODD. Larson Financial Group LLC grew its position in Insulet by 114.6% during the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock worth $25,000 after purchasing an additional 47 shares during the period. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Insulet in the fourth quarter worth about $26,000. DV Equities LLC acquired a new stake in Insulet during the fourth quarter worth about $28,000. Elyxium Wealth LLC purchased a new position in Insulet during the fourth quarter valued at approximately $28,000. Finally, Mcguire Capital Advisors Inc. purchased a new position in Insulet during the fourth quarter valued at approximately $29,000.

Key Insulet News

Here are the key news stories impacting Insulet this week:

Positive Sentiment: Insulet reported second-quarter adjusted earnings of $1.66 per share, above the $1.47 consensus estimate, while revenue of $801.7 million exceeded expectations of $787.4 million. Revenue increased 23.5% year over year, and earnings rose from $1.17 per share in the prior-year quarter. Insulet second-quarter earnings results
Positive Sentiment: Management’s earnings call indicated that overall growth remains intact, even as the company works through a reset in its strategy for Type 2 diabetes patients. The quarterly performance provides some fundamental support after the stock’s steep decline. Insulet earnings call summary
Neutral Sentiment: Insulet’s valuation and recent decline have prompted some analysts to suggest the stock may be approaching an upgrade, but the view remains dependent on evidence that growth and execution are stabilizing. Insulet may be approaching an upgrade
Negative Sentiment: The company lowered its 2026 revenue-growth outlook, citing slower U.S. insulin-pump sales. Full-year revenue guidance of approximately $3.2 billion to $3.3 billion is below the roughly $3.3 billion analyst consensus, while third-quarter revenue guidance of $829.9 million to $844.0 million also trails expectations of $846.3 million. Reuters report on Insulet guidance
Negative Sentiment: Analyst sentiment deteriorated after the results. Oppenheimer and Leerink Partners moved Insulet from “outperform” to “market perform,” while JPMorgan reaffirmed a “neutral” rating and cut its price target to $152 from $275. Leerink set a $145 target, reinforcing concerns about near-term growth.
Negative Sentiment: Several law firms announced or promoted securities-fraud class actions tied to alleged disclosure and product-quality issues involving Omnipod corrections. The allegations are not proven, but the litigation headlines add reputational, financial and investor-confidence risks. Insulet investor lawsuit 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.