Citigroup Lowers Insulet (NASDAQ:PODD) Price Target to $175.00

Insulet (NASDAQ:PODD) had its price objective lowered by Citigroup from $230.00 to $175.00 in a research note issued to investors on Thursday,MarketScreener reports. Citigroup’s target price would suggest a potential upside of 11.13% from the stock’s previous close.

Other equities research analysts have also issued reports about the stock. Leerink Partners reduced their target price on shares of Insulet from $386.00 to $360.00 and set an “outperform” rating for the company in a report on Thursday, February 19th. Raymond James Financial dropped their price target on Insulet from $385.00 to $355.00 and set an “outperform” rating for the company in a research note on Thursday, February 19th. Evercore dropped their target price on shares of Insulet from $340.00 to $240.00 and set an “outperform” rating for the company in a research report on Monday, April 6th. BTIG Research decreased their price objective on Insulet from $320.00 to $260.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Oppenheimer decreased their price objective on Insulet from $300.00 to $210.00 and set an “outperform” rating on the stock in a research report on Thursday. Eighteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Insulet presently has a consensus rating of “Moderate Buy” and an average target price of $263.91.

Insulet Stock Performance

Shares of NASDAQ PODD traded up $6.20 during midday trading on Thursday, hitting $157.48. 81,593 shares of the stock traded hands, compared to its average volume of 1,069,567. The company has a debt-to-equity ratio of 0.61, a quick ratio of 2.15 and a current ratio of 2.81. Insulet has a one year low of $148.30 and a one year high of $354.88. The firm has a market capitalization of $10.91 billion, a P/E ratio of 44.72, a PEG ratio of 0.99 and a beta of 1.20. The firm has a 50-day moving average of $212.92 and a two-hundred day moving average of $264.96.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The company had revenue of $761.70 million during the quarter, compared to analysts’ expectations of $729.89 million. During the same quarter in the prior year, the business earned $1.02 earnings per share. Insulet’s revenue for the quarter was up 33.9% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, equities analysts forecast that Insulet will post 6.27 EPS for the current fiscal year.

Insider Transactions at Insulet

In related news, Director Michael R. Minogue bought 2,030 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were acquired at an average cost of $246.23 per share, for a total transaction of $499,846.90. Following the purchase, the director directly owned 17,483 shares of the company’s stock, valued at approximately $4,304,839.09. The trade was a 13.14% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.36% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Insulet

Several hedge funds have recently modified their holdings of PODD. Vanguard Group Inc. raised its stake in Insulet by 1.0% in the third quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock worth $2,715,651,000 after buying an additional 87,845 shares in the last quarter. State Street Corp lifted its stake in shares of Insulet by 2.1% during the 4th quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after purchasing an additional 65,317 shares during the last quarter. Geode Capital Management LLC boosted its position 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 valued at $568,274,000 after purchasing an additional 41,019 shares in the last quarter. Invesco Ltd. grew its stake 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 purchasing an additional 141,167 shares during the last quarter. Finally, Norges Bank bought a new position in Insulet in the fourth quarter worth about $300,794,000.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 results beat expectations — EPS $1.42 vs. ~$1.19 consensus and revenue $761.7M (+33.9% Y/Y), driven by strong Omnipod demand. This confirms solid top-line momentum. Insulet Reports First Quarter 2026 Results
• Positive Sentiment: Company raised its annual revenue growth outlook after the quarter, citing sustained demand for its tubeless insulin pumps — a supportive signal for medium-term sales trajectory. Insulet lifts annual revenue forecast after quarterly beat
• Neutral Sentiment: Earnings call commentary was broadly upbeat (Omnipod growth emphasized) and management provided slide materials/transcripts for investors to parse execution details. These materials clarify drivers but don’t change the headline beat. Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY 2026 EPS guidance appears below some Street estimates (company set FY EPS around ~6.21 vs. ~6.33 consensus cited by analysts), which likely disappointed investors despite the revenue upgrade. Earnings and guidance details
• Negative Sentiment: BTIG cut its price target from $320 to $260 (still a Buy rating); the PT reduction signals some analyst re‑valuation and may have amplified selling pressure. BTIG price target cut

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.