UBS Group Has Lowered Expectations for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its price objective cut by investment analysts at UBS Group from $174.00 to $150.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the medical instruments supplier’s stock. UBS Group’s target price indicates a potential upside of 6.25% from the stock’s current price.

PODD has been the topic of several other research reports. Raymond James Financial restated an “outperform” rating and set a $180.00 price objective on shares of Insulet in a research report on Thursday. Wells Fargo & Company cut Insulet from an “overweight” rating to an “equal weight” rating and cut their price objective for the company from $255.00 to $144.00 in a research report on Wednesday. Barclays dropped their price target on Insulet from $286.00 to $198.00 and set an “underweight” rating on the stock in a research report on Thursday, May 7th. Wall Street Zen raised Insulet from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 1st. Finally, Royal Bank Of Canada lowered their price target on Insulet from $245.00 to $160.00 and set an “outperform” rating on the stock in a report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $195.40.

Insulet Trading Up 1.3%

PODD opened at $141.17 on Thursday. The company has a fifty day moving average price of $155.42 and a two-hundred day moving average price of $193.60. Insulet has a 1-year low of $126.40 and a 1-year high of $354.88. The company has a current ratio of 2.48, a quick ratio of 1.81 and a debt-to-equity ratio of 0.65. The company has a market cap of $9.79 billion, a P/E ratio of 26.39, a price-to-earnings-growth ratio of 1.03 and a beta of 1.10.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.47 by $0.19. The business had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. Insulet had a return on equity of 29.29% and a net margin of 12.29%.Insulet’s revenue was up 23.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. Analysts predict that Insulet will post 6.51 EPS for the current fiscal year.

Insider Activity

In other Insulet news, Director Timothy C. Stonesifer bought 2,790 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were purchased at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.36% of the stock is owned by company insiders.

Hedge Funds Weigh In On Insulet

Several hedge funds have recently bought and sold shares of the business. Larson Financial Group LLC increased 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 worth $25,000 after buying an additional 47 shares during the period. University of Texas Texas AM Investment Management Co. purchased a new stake in Insulet in the 4th quarter valued at about $26,000. Elyxium Wealth LLC bought a new position in Insulet in the 4th quarter worth about $28,000. DV Equities LLC purchased a new position in shares of Insulet during the fourth quarter worth approximately $28,000. Finally, MV Capital Management Inc. purchased a new position in shares of Insulet during the fourth quarter worth approximately $29,000.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported strong second-quarter results, with revenue of $801.7 million, up 23.5% year over year, and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The results indicate continued demand for the Omnipod platform despite emerging retention issues. Insulet Corporation Q2 2026 Earnings Call Summary
• Neutral Sentiment: Several law firms are seeking lead plaintiffs for a federal securities class action covering investors who purchased PODD shares between February 21, 2025, and May 26, 2026. The lead-plaintiff deadline is August 31, 2026; the allegations have not been proven. Pomerantz class-action announcement
• Negative Sentiment: Insulet reduced its 2026 revenue outlook after identifying weaker-than-expected retention among Type 2 diabetes users. Investors are concerned that the issue could temper Omnipod adoption and second-half growth, despite management maintaining that the broader growth opportunity remains intact. Insulet cuts 2026 revenue outlook
• Negative Sentiment: Analysts sharply cut their valuations following the guidance reduction. TD Cowen lowered its price target to $144 with a hold rating, UBS reduced its target to $150 with a neutral rating, JPMorgan cut its target to $152, and Leerink downgraded PODD to market perform. Benchmark and Stifel retained buy ratings but also lowered their targets. Analysts slash Insulet forecasts
• Negative Sentiment: Investor concerns also include two recent Omnipod recalls or voluntary medical-device corrections, which have raised questions about manufacturing quality, potential regulatory scrutiny and reputational damage. The newly filed lawsuit alleges securities-law violations related to these issues and the company’s disclosures. PODD shareholder alert

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.