Insulet (NASDAQ:PODD) Price Target Cut to $250.00 by Analysts at Stifel Nicolaus

Insulet (NASDAQ:PODD) had its target price lowered by Stifel Nicolaus from $350.00 to $250.00 in a research report sent to investors on Thursday morning, MarketBeat reports.

Several other analysts also recently weighed in on PODD. Robert W. Baird decreased their target price on Insulet from $360.00 to $248.00 in a research report on Thursday. JPMorgan Chase & Co. decreased their target price on Insulet from $340.00 to $275.00 and set an “overweight” rating for the company in a research report on Thursday. Leerink Partners decreased their price objective on Insulet from $360.00 to $247.00 in a report on Thursday. Citigroup decreased their price objective on Insulet from $230.00 to $175.00 in a report on Thursday. Finally, Evercore decreased their price objective on Insulet from $240.00 to $200.00 in a report on Thursday. Eighteen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $257.09.

Insulet Stock Up 6.0%

NASDAQ PODD opened at $160.40 on Thursday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.15 and a current ratio of 2.49. The company has a market capitalization of $11.11 billion, a P/E ratio of 37.30, a P/E/G ratio of 0.89 and a beta of 1.20. Insulet has a one year low of $148.30 and a one year high of $354.88. The stock has a 50 day moving average price of $211.22 and a 200-day moving average price of $263.85.

Insulet (NASDAQ:PODD) last posted its earnings results 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. The firm had revenue of $761.70 million during the quarter, compared to the consensus estimate of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The company’s quarterly revenue was up 33.9% compared to the same quarter last year. During the same period in the prior year, the company earned $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, equities analysts predict that Insulet will post 6.27 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director Michael R. Minogue bought 2,030 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average price of $246.23 per share, for a total transaction of $499,846.90. Following the completion of the transaction, the director directly owned 17,483 shares in the company, valued at approximately $4,304,839.09. This represents a 13.14% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.36% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Insulet

A number of large investors have recently bought and sold shares of the company. Sage Mountain Advisors LLC boosted its position in Insulet by 4.6% in the third quarter. Sage Mountain Advisors LLC now owns 743 shares of the medical instruments supplier’s stock valued at $229,000 after buying an additional 33 shares during the last quarter. Glenmede Investment Management LP boosted its holdings in Insulet by 1.6% during the third quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after buying an additional 35 shares in the last quarter. Curi Capital LLC increased its holdings in 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 buying an additional 36 shares in the last quarter. WINTON GROUP Ltd increased its holdings in Insulet by 0.9% in the third quarter. WINTON GROUP Ltd now owns 4,086 shares of the medical instruments supplier’s stock valued at $1,261,000 after buying an additional 37 shares in the last quarter. Finally, Great Lakes Advisors LLC increased its holdings in Insulet by 1.5% in the fourth quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after buying an additional 40 shares in the last quarter.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 beat and guidance raise — Insulet reported Q1 revenue of $761.7M (+33.9% YoY) and adjusted EPS $1.42, topping estimates; management raised FY2026 constant‑currency revenue growth to 21%–23% and reiterated margin expansion, which helped lift sentiment. Business Wire: Q1 Results
• Positive Sentiment: Omnipod international momentum — Management highlighted sharp international Omnipod revenue growth and continued geographic expansion (including new Middle East Omnipod 5 launches), supporting growth durability beyond the U.S. market. Reuters: Growth/Forecast
• Positive Sentiment: Profitability and insider buying — Adjusted operating margin expanded and EPS beat consensus; several insiders (including the CEO) bought shares recently, which can signal management confidence. QuiverQuant: Earnings analysis & insider activity
• Neutral Sentiment: Analyst ratings still mixed — Several firms reiterated buy/overweight stances even as they trimmed targets; median analyst targets remain well above current levels, leaving upside claims but greater dispersion in near‑term expectations. QuiverQuant: Analyst moves & targets
• Negative Sentiment: Widespread price‑target cuts — Multiple brokers lowered targets (Piper Sandler, BofA/JPMorgan/others), reflecting model resets after the print; that put near‑term pressure on sentiment despite the beat. MarketScreener: Piper Sandler target cut

Insulet Company Profile

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.