Insulet (NASDAQ:PODD) Hits New 12-Month Low – Here’s Why

Insulet Corporation (NASDAQ:PODD)’s share price hit a new 52-week low on Wednesday . The company traded as low as $131.40 and last traded at $127.9350, with a volume of 203381 shares changing hands. The stock had previously closed at $166.82.

Key Stories Impacting Insulet

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 roughly $1.44–$1.45 consensus estimate and up from $1.17 a year earlier. Revenue increased 23.5% year over year, also exceeding expectations. Insulet Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The results indicate continued demand for Insulet’s Omnipod insulin-delivery products, with quarterly profitability and sales growth both improving from the prior-year period. Insulet Q2 Earnings Snapshot
• Neutral Sentiment: Insulet reaffirmed full-year 2026 EPS guidance of approximately $6.46, close to the $6.48 analyst consensus, but its revenue outlook of $3.2 billion to $3.3 billion was below the $3.3 billion consensus target.
• Negative Sentiment: The company lowered its 2026 sales-growth outlook, citing slower U.S. insulin-pump sales. Third-quarter revenue guidance of $829.9 million to $844.0 million also fell short of the approximately $846.3 million consensus estimate, raising concerns about near-term growth momentum. Insulet Cuts Sales Growth Forecast
• Negative Sentiment: Investor sentiment is also pressured by a securities-fraud class action alleging that Insulet and certain executives misrepresented Omnipod manufacturing controls, product safety and the scope of device-quality issues. Multiple law firms publicized the case and an August 31 lead-plaintiff deadline, although the allegations have not been proven. Insulet Class Action Filing

Analyst Ratings Changes

A number of research analysts have recently commented on PODD shares. TD Cowen cut their price objective on shares of Insulet from $379.00 to $294.00 and set a “hold” rating for the company in a research report on Monday, June 1st. The Goldman Sachs Group reissued a “buy” rating and set a $205.00 target price on shares of Insulet in a research report on Wednesday, May 27th. BTIG Research lowered their price target on Insulet from $260.00 to $235.00 and set a “buy” rating on the stock in a research note on Tuesday, May 26th. Bank of America cut their price target on Insulet from $288.00 to $208.00 and set a “buy” rating for the company in a report on Monday, May 18th. Finally, Canaccord Genuity Group reduced their price objective on Insulet from $435.00 to $249.00 and set a “buy” rating for the company in a research report on Thursday, May 7th. Twenty-one investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Insulet presently has an average rating of “Moderate Buy” and an average price target of $233.38.

Insulet Trading Down 20.0%

The business’s 50 day moving average price is $155.82 and its 200-day moving average price is $196.09. The company has a market cap of $9.24 billion, a price-to-earnings ratio of 31.02, a PEG ratio of 1.18 and a beta of 1.10. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49.

Insulet (NASDAQ:PODD) last issued its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.45 by $0.21. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The business’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter last year, the company posted $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, research analysts forecast that Insulet Corporation will post 6.45 EPS for the current year.

Insider Buying and Selling

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were bought at an average cost of $143.51 per share, with a total value of $400,392.90. Following the completion of the acquisition, the director owned 9,041 shares of the company’s stock, 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 SEC, which is available through this hyperlink. 0.36% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Insulet

Hedge funds have recently modified their holdings of the stock. Larson Financial Group LLC boosted its stake in Insulet by 114.6% in the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. acquired a new position in Insulet during the fourth quarter worth $26,000. Elyxium Wealth LLC bought a new position in shares of Insulet during the fourth quarter valued at $28,000. DV Equities LLC acquired a new stake in shares of Insulet in the 4th quarter valued at $28,000. Finally, MV Capital Management Inc. acquired a new stake in shares of Insulet in the 4th quarter valued at $29,000.

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.