Insulet (NASDAQ:PODD) Raised to Strong-Buy at Wall Street Zen

Insulet (NASDAQ:PODD) was upgraded by research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research note issued to investors on Saturday.

Other equities analysts also recently issued research reports about the company. Jefferies Financial Group dropped their target price on Insulet from $400.00 to $360.00 in a report on Thursday, May 7th. Sanford C. Bernstein cut their target price on Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Citigroup increased their target price on shares of Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Leerink Partners dropped their target price on Insulet from $360.00 to $247.00 in a research report on Thursday, May 7th. Finally, Raymond James Financial set a $216.00 target price on shares of Insulet in a research report on Monday, June 8th. Twenty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $233.38.

Insulet Stock Performance

PODD opened at $165.35 on Friday. The firm has a market cap of $11.45 billion, a PE ratio of 38.45, a P/E/G ratio of 1.15 and a beta of 1.10. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71. The business has a fifty day simple moving average of $155.26 and a 200-day simple moving average of $197.67. Insulet has a fifty-two week low of $138.79 and a fifty-two week high of $354.88.

Insulet (NASDAQ:PODD) last issued its earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.23. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The business had revenue of $761.70 million for the quarter, compared to analysts’ expectations of $729.89 million. During the same period in the previous year, the firm posted $1.02 EPS. The company’s quarterly revenue was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, equities analysts predict that Insulet will post 6.45 EPS for the current fiscal year.

Insider Buying and Selling at Insulet

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was bought at an average cost of $143.51 per share, with a total value of $400,392.90. Following the purchase, the director directly owned 9,041 shares of the company’s stock, valued at $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. 0.36% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. NewEdge Advisors LLC raised its stake in shares of Insulet by 44.8% during the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock worth $54,000 after purchasing an additional 64 shares in the last quarter. Cresset Asset Management LLC grew its holdings in Insulet by 7.3% during the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after purchasing an additional 177 shares during the period. Cerity Partners LLC grew its holdings in Insulet by 68.7% during the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock worth $5,423,000 after purchasing an additional 7,030 shares during the period. Sei Investments Co. increased its position in Insulet by 27.4% during the second quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock worth $43,245,000 after buying an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina increased its position in Insulet by 2.5% during the second quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock worth $10,290,000 after buying an additional 791 shares during the last quarter.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: UBS Group began research coverage of Insulet, potentially increasing institutional visibility and investor attention. However, the available report does not disclose UBS’s rating or price target. Insulet research coverage started at UBS Group
• Neutral Sentiment: The legal notices concern alleged violations of federal securities laws by Insulet and certain executives. The allegations have not been proven, and the financial impact of the litigation remains uncertain. Bronstein Gewirtz Grossman class action announcement
• Negative Sentiment: Several firms, including Bronstein Gewirtz & Grossman, Faruqi & Faruqi, Bleichmar Fonti & Auld, Schall Brown & Schwartz, DJS Law Group, Rosen Law Firm, and Glancy Prongay, publicized the pending class action. The notices generally cover investors who purchased Insulet securities between February 21 or May 21, 2025, and May 26, 2026, and allege investor losses related to disclosures involving defective Omnipod manufacturing controls. Bleichmar Fonti & Auld securities lawsuit notice
• Negative Sentiment: The concentration of similar legal announcements may amplify concerns about potential damages, management accountability, regulatory scrutiny, and reputational risk, even though no judgment or settlement has been reported. Insulet investor alert from Schall Brown & Schwartz

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.