Insulet (NASDAQ:PODD) Price Target Lowered to $360.00 at Leerink Partners

Insulet (NASDAQ:PODD) had its price objective cut by Leerink Partners from $386.00 to $360.00 in a report issued on Thursday,Benzinga reports. They currently have an outperform rating on the medical instruments supplier’s stock.

Several other analysts also recently weighed in on the company. Weiss Ratings restated a “hold (c)” rating on shares of Insulet in a research report on Thursday, January 22nd. Wolfe Research increased their target price on shares of Insulet from $350.00 to $375.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. Sanford C. Bernstein reduced their price target on shares of Insulet from $410.00 to $380.00 and set an “outperform” rating on the stock in a research note on Friday, January 9th. Jefferies Financial Group upped their price objective on shares of Insulet from $375.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Finally, Wells Fargo & Company raised their target price on shares of Insulet from $350.00 to $360.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Twenty research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $356.00.

Insulet Price Performance

Shares of NASDAQ:PODD opened at $249.10 on Thursday. The firm has a 50 day moving average of $273.52 and a 200-day moving average of $305.11. Insulet has a 12 month low of $230.05 and a 12 month high of $354.88. The company has a current ratio of 2.81, a quick ratio of 2.18 and a debt-to-equity ratio of 0.61. The stock has a market capitalization of $17.52 billion, a PE ratio of 71.17, a PEG ratio of 1.46 and a beta of 1.41.

Insulet (NASDAQ:PODD) last announced its quarterly earnings data on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.48 by $0.07. Insulet had a net margin of 9.12% and a return on equity of 24.90%. The business had revenue of $783.80 million for the quarter, compared to analysts’ expectations of $768.31 million. During the same period last year, the firm posted $1.15 earnings per share. The firm’s quarterly revenue was up 31.2% compared to the same quarter last year. On average, equities research analysts predict that Insulet will post 3.92 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of PODD. Vanguard Group Inc. increased its position in Insulet by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock valued at $2,715,651,000 after purchasing an additional 87,845 shares during the period. State Street Corp increased its position in shares of Insulet by 2.1% during the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after buying an additional 65,317 shares during the period. Geode Capital Management LLC raised its stake in Insulet by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock worth $568,274,000 after buying an additional 41,019 shares during the last quarter. Invesco Ltd. lifted its holdings in Insulet by 10.5% in the fourth quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock valued at $420,835,000 after buying an additional 141,167 shares during the period. Finally, Norges Bank bought a new stake in Insulet during the fourth quarter valued at $300,794,000.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat across EPS and revenue, driven by strong demand for its tubeless Omnipod wearable insulin pumps; management also reiterated a bullish long‑term story. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Company reported 31% year‑over‑year revenue growth and EPS of $1.55 (vs. $1.48 consensus) and expanded its share‑repurchase program — both supportive of longer‑term shareholder value. Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
• Positive Sentiment: Several Wall Street analysts reiterated buy/outperform ratings (BTIG reaffirmed a Buy with a $380 PT) — showing continued analyst conviction despite near‑term noise. BTIG Research Reiterates “Buy” Rating for Insulet (NASDAQ:PODD)
• Neutral Sentiment: Shares initially jumped/gapped up after the earnings beat as markets priced in the strong print and 2026 growth commentary. Insulet (NASDAQ:PODD) Shares Gap Up Following Earnings Beat
• Neutral Sentiment: Market summaries and earnings transcripts provide detail for investors assessing whether beat factors (Omnipod growth, margin expansion) are sustainable. Insulet Corporation (PODD) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Near‑term guidance was mixed: FY revenue guidance was raised to roughly $3.3B (above consensus) but Q1 revenue guidance came in below Street expectations — a likely driver of intraday selling. Insulet press release / slide deck (Q4 results & guidance)
• Negative Sentiment: Several banks trimmed price targets (Citigroup to $345, JPMorgan to $340, Leerink to $360) while keeping buy/overweight ratings — the cuts signal analysts are tempering upside and may have pressured the stock. Analyst price target moves reported at Benzinga
• Neutral Sentiment: Short‑interest reports in the fed data appear non‑informative (reported as zero/inconsistent), so short activity is unlikely to explain today’s move. (Data source: market summaries.)

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.