Citigroup Cuts Insulet (NASDAQ:PODD) Price Target to $345.00

Insulet (NASDAQ:PODD) had its price objective lowered by equities researchers at Citigroup from $380.00 to $345.00 in a research note issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the medical instruments supplier’s stock. Citigroup’s price target would indicate a potential upside of 38.70% from the stock’s current price.

Other equities research analysts also recently issued reports about the stock. Stifel Nicolaus lowered their target price on shares of Insulet from $370.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Jefferies Financial Group lifted their target price 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. Oppenheimer reduced their price objective on Insulet from $365.00 to $300.00 and set an “outperform” rating on the stock in a research note on Thursday. Evercore set a $340.00 target price on shares of Insulet in a research note on Thursday. Finally, Wells Fargo & Company upped their price target on Insulet from $350.00 to $360.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Twenty analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $356.00.

Insulet Price Performance

NASDAQ:PODD traded down $9.32 during trading hours on Thursday, hitting $248.75. The stock had a trading volume of 1,013,127 shares, compared to its average volume of 991,769. The firm has a market capitalization of $17.50 billion, a price-to-earnings ratio of 72.13, a P/E/G ratio of 1.39 and a beta of 1.41. Insulet has a one year low of $230.05 and a one year high of $354.88. The company has a 50 day simple moving average of $274.42 and a two-hundred day simple moving average of $305.50. The company has a debt-to-equity ratio of 0.68, a current ratio of 2.87 and a quick ratio of 2.18.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.48 by $0.07. The company had revenue of $783.80 million during the quarter, compared to analyst estimates of $768.31 million. Insulet had a return on equity of 24.36% and a net margin of 9.76%.The firm’s quarterly revenue was up 31.2% on a year-over-year basis. During the same quarter last year, the company earned $1.15 earnings per share. Research analysts forecast that Insulet will post 3.92 earnings per share for the current fiscal year.

Institutional Trading of Insulet

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Larson Financial Group LLC grew its holdings in Insulet by 114.6% in the fourth 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 position in shares of Insulet during the fourth quarter valued at approximately $26,000. True Wealth Design LLC boosted its position in shares of Insulet by 288.0% in the 3rd quarter. True Wealth Design LLC now owns 97 shares of the medical instruments supplier’s stock worth $30,000 after purchasing an additional 72 shares in the last quarter. DV Equities LLC bought a new stake in shares of Insulet in the 4th quarter worth approximately $28,000. Finally, Elyxium Wealth LLC purchased a new stake in shares of Insulet in the 4th quarter worth approximately $28,000.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 beat — EPS of $1.55 and revenue of $783.8M topped Street estimates; management cited record Omnipod growth and margin expansion, supporting the strong finish to 2025. PODD Stock Up on Q4 Earnings & Revenue Beat, Margins Rise
• Positive Sentiment: Upbeat FY‑2026 outlook — Insulet raised FY revenue targets (around $3.3B) and issued an overall bullish 2026 outlook, which underpins longer‑term growth expectations. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Share repurchase expansion — Management expanded the buyback program, a shareholder‑friendly move that can support EPS and offset dilution over time. Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
• Neutral Sentiment: Analyst support remains — Several firms (BTIG, William Blair and others) have reaffirmed Buy/Outperform ratings and high price targets, signaling continued analyst conviction in the longer runway. Insulet: Sustained Growth Runway and Underappreciated Long‑Term Upside Support Buy Rating
• Negative Sentiment: JPMorgan trimmed its price target from $415 to $340 (still Overweight) — a downward revision that can cool immediate upside and contributed to intraday selling pressure. JPMorgan Lowers Price Target on Insulet
• Negative Sentiment: Leerink lowered its target from $386 to $360 — another trim that, despite maintaining an Outperform view, reduces headline upside and may encourage profit‑taking after recent gains. Leerink Lowers Price Target on Insulet

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.