Analysts Set Insulet Corporation (NASDAQ:PODD) Price Target at $195.40

Insulet Corporation (NASDAQ:PODD) has been assigned an average recommendation of “Hold” from the twenty-seven analysts that are presently covering the stock, MarketBeat reports. Two equities research analysts have rated the stock with a sell recommendation, eleven have issued a hold recommendation and fourteen have assigned a buy recommendation to the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $195.40.

PODD has been the topic of a number of research analyst reports. Stifel Nicolaus reduced their target price on Insulet from $225.00 to $180.00 and set a “buy” rating on the stock in a research note on Thursday, August 6th. UBS Group decreased their price objective on Insulet from $174.00 to $150.00 and set a “neutral” rating on the stock in a report on Thursday, August 6th. Royal Bank Of Canada dropped their target price on Insulet from $245.00 to $160.00 and set an “outperform” rating for the company in a research report on Thursday, August 6th. Wells Fargo & Company lowered Insulet from an “overweight” rating to an “equal weight” rating and cut their target price for the stock from $255.00 to $144.00 in a research note on Wednesday, August 5th. Finally, BTIG Research cut shares of Insulet from a “buy” rating to a “neutral” rating in a research report on Thursday, August 6th.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s latest quarterly results exceeded expectations, with earnings of $1.66 per share versus the $1.47 consensus estimate and revenue of $801.7 million versus $787.4 million expected. Revenue increased 23.5% year over year. Why Insulet PODD Stock Is Down Today
• Positive Sentiment: Insulet insiders have predominantly purchased shares during the past six months, including sizable purchases by CEO Ashley McEvoy and other directors. Such buying may signal management confidence following the stock’s decline. Why Insulet PODD Stock Is Down Today
• Neutral Sentiment: Analyst coverage remains generally favorable, with recent Buy-equivalent ratings and a reported median price target of $219.50. However, some recent targets are lower, including $172 from Citigroup and $180 from Evercore ISI, reflecting more cautious near-term expectations. Why Insulet PODD Stock Is Down Today
• Negative Sentiment: The main fundamental concern is Insulet’s softer forward outlook. Lower full-year Omnipod growth guidance and a weaker third-quarter forecast suggest slowing U.S. momentum, overshadowing the earnings and revenue beat. Why Insulet PODD Stock Is Down Today
• Negative Sentiment: Multiple law firms are promoting a securities class action against Insulet and certain executives, alleging investors were harmed by disclosures concerning defective Omnipod manufacturing controls. The allegations have not been proven, but the litigation adds legal, regulatory and reputational risk. The reported lead-plaintiff deadline is August 31, 2026. Insulet Class Action Announcement
• Negative Sentiment: Earlier disclosure of a voluntary correction involving certain Omnipod products, reportedly affecting approximately 7 million Pods and potentially causing insulin under-delivery, continues to raise concerns about manufacturing execution and future costs. Why Insulet PODD Stock Is Down Today

Insider Buying and Selling at Insulet

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

Hedge Funds Weigh In On Insulet

Large investors have recently added to or reduced their stakes in the business. NewEdge Advisors LLC boosted its position in Insulet by 44.8% during the first quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after buying an additional 64 shares during the period. Cresset Asset Management LLC increased its holdings in shares of Insulet by 7.3% in the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after buying an additional 177 shares during the period. Cerity Partners LLC lifted its stake in shares of Insulet by 68.7% in the 2nd quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after acquiring an additional 7,030 shares during the last quarter. Sei Investments Co. lifted its stake in shares of Insulet by 27.4% in the 2nd quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after acquiring an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina boosted its holdings in Insulet by 2.5% during the 2nd quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock valued at $10,290,000 after acquiring an additional 791 shares during the period.

Insulet Price Performance

PODD stock opened at $139.70 on Tuesday. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.83. Insulet has a one year low of $126.40 and a one year high of $354.88. The stock has a market cap of $9.69 billion, a PE ratio of 26.11, a P/E/G ratio of 1.13 and a beta of 1.10. The firm has a 50 day simple moving average of $154.96 and a two-hundred day simple moving average of $187.34.

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

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.