Insulet (NASDAQ:PODD) Price Target Lowered to $263.00 at Raymond James Financial

Insulet (NASDAQ:PODD) had its price objective cut by equities research analysts at Raymond James Financial from $355.00 to $263.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. Raymond James Financial’s price target indicates a potential upside of 67.01% from the stock’s current price.

A number of other brokerages have also weighed in on PODD. Citigroup cut their price objective on Insulet from $230.00 to $175.00 in a research report on Thursday. BTIG Research reduced their price objective on shares of Insulet from $320.00 to $260.00 and set a “buy” rating on the stock in a research report on Wednesday. Oppenheimer dropped their target price on shares of Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a research report on Thursday. Weiss Ratings upgraded shares of Insulet from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, May 1st. Finally, Evercore lowered their price objective on shares of Insulet from $240.00 to $200.00 in a report on Thursday. Eighteen equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $263.91.

Insulet Price Performance

Shares of Insulet stock traded up $6.20 during 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 quick ratio of 2.15, a current ratio of 2.81 and a debt-to-equity ratio of 0.61. The stock has a market cap of $10.91 billion, a price-to-earnings ratio of 44.72, a PEG ratio of 0.99 and a beta of 1.20. The firm’s fifty day moving average is $212.92 and its 200-day moving average is $264.96. Insulet has a 52 week low of $148.30 and a 52 week high of $354.88.

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

Insider Activity at Insulet

In related news, Director Michael R. Minogue purchased 2,030 shares of Insulet stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average cost of $246.23 per share, for a total transaction of $499,846.90. Following the completion of the acquisition, the director directly owned 17,483 shares of the company’s stock, valued at $4,304,839.09. The trade was a 13.14% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.36% of the company’s stock.

Institutional Trading of Insulet

Institutional investors and hedge funds have recently bought and sold shares of the company. Sage Mountain Advisors LLC raised its holdings in Insulet by 4.6% in the third quarter. Sage Mountain Advisors LLC now owns 743 shares of the medical instruments supplier’s stock worth $229,000 after buying an additional 33 shares during the last quarter. Glenmede Investment Management LP raised its holdings in Insulet by 1.6% in the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after acquiring an additional 35 shares during the last quarter. Curi Capital LLC raised its holdings in Insulet by 0.8% in the 2nd quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after acquiring an additional 36 shares during the last quarter. WINTON GROUP Ltd lifted its position in Insulet by 0.9% in the 3rd quarter. WINTON GROUP Ltd now owns 4,086 shares of the medical instruments supplier’s stock valued at $1,261,000 after acquiring an additional 37 shares in the last quarter. Finally, Great Lakes Advisors LLC boosted its stake in Insulet by 1.5% during the 4th quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after purchasing an additional 40 shares during the last quarter.

Key Stories 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.