Insulet (NASDAQ:PODD) Releases FY 2026 Earnings Guidance

Insulet (NASDAQ:PODD) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 6.210- for the period, compared to the consensus earnings per share estimate of 6.330. The company issued revenue guidance of $3.3 billion-$3.3 billion, compared to the consensus revenue estimate of $3.3 billion. Insulet also updated its Q2 2026 guidance to EPS.

Insulet Stock Down 2.3%

NASDAQ PODD opened at $167.53 on Wednesday. The business has a fifty day moving average price of $214.88 and a two-hundred day moving average price of $266.12. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.81 and a quick ratio of 2.15. Insulet has a fifty-two week low of $158.35 and a fifty-two week high of $354.88. The stock has a market capitalization of $11.60 billion, a PE ratio of 47.87, a PEG ratio of 1.01 and a beta of 1.20.

Insulet (NASDAQ:PODD) last released its earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.23. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The firm had revenue of $761.70 million during the quarter, compared to analysts’ expectations of $729.89 million. Insulet has set its FY 2026 guidance at 6.210- EPS. Equities analysts expect that Insulet will post 6.27 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on PODD shares. Royal Bank Of Canada restated an “outperform” rating and set a $325.00 target price on shares of Insulet in a research note on Tuesday, April 14th. JPMorgan Chase & Co. cut their target price on Insulet from $415.00 to $340.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. BTIG Research cut their target price on Insulet from $380.00 to $320.00 and set a “buy” rating for the company in a research note on Monday, April 13th. Canaccord Genuity Group cut their target price on Insulet from $450.00 to $435.00 and set a “buy” rating for the company in a research note on Wednesday, February 18th. Finally, Leerink Partners dropped their price target on Insulet from $386.00 to $360.00 and set an “outperform” rating for the company in a research note on Thursday, February 19th. Eighteen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $327.24.

Insider Activity at Insulet

In other news, Director Michael R. Minogue purchased 2,030 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was bought at an average cost of $246.23 per share, for a total transaction of $499,846.90. Following the purchase, the director owned 17,483 shares of the company’s stock, valued at approximately $4,304,839.09. The trade was a 13.14% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of PODD. NewEdge Advisors LLC raised its position in 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 during the last quarter. Cresset Asset Management LLC raised its position in Insulet by 7.3% during the 2nd 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 last quarter. Cerity Partners LLC raised its position in Insulet by 68.7% during the 2nd 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 last quarter. Sei Investments Co. raised its position in Insulet by 27.4% during the 2nd quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock worth $43,245,000 after purchasing an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina raised its position 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 worth $10,290,000 after purchasing an additional 791 shares during the last quarter.

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.