Insulet (NASDAQ:PODD) Given New $248.00 Price Target at Robert W. Baird

Insulet (NASDAQ:PODD) had its price target reduced by Robert W. Baird from $360.00 to $248.00 in a research note published on Thursday,MarketScreener reports.

Several other brokerages have also issued reports on PODD. The Goldman Sachs Group dropped their price target on Insulet from $326.00 to $277.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. JPMorgan Chase & Co. dropped their price target on Insulet from $340.00 to $275.00 and set an “overweight” rating on the stock in a research note on Thursday. Weiss Ratings raised Insulet from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, May 1st. Sanford C. Bernstein dropped their price target on Insulet from $330.00 to $200.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, Evercore dropped their price target on Insulet from $340.00 to $240.00 and set an “outperform” rating on the stock in a research note on Monday, April 6th. Eighteen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Insulet currently has an average rating of “Moderate Buy” and an average target price of $257.09.

Insulet Price Performance

Insulet stock opened at $160.40 on Thursday. The stock’s 50 day moving average is $211.22 and its 200 day moving average is $263.85. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 2.15. The firm has a market cap of $11.11 billion, a P/E ratio of 37.30, a P/E/G ratio of 0.89 and a beta of 1.20. Insulet has a one year low of $148.30 and a one year high of $354.88.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.23. The company had revenue of $761.70 million for the quarter, compared to analyst estimates of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm’s quarterly revenue was up 33.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, research analysts expect that Insulet will post 6.27 EPS for the current year.

Insider Transactions at Insulet

In other news, Director Michael R. Minogue bought 2,030 shares of the stock in a transaction dated Wednesday, February 25th. The shares were bought at an average cost of $246.23 per share, with a total value of $499,846.90. Following the completion of the transaction, the director directly owned 17,483 shares of the company’s stock, valued at $4,304,839.09. This trade represents a 13.14% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Insulet

A number of institutional investors have recently modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Insulet by 1.0% during the third quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock worth $2,715,651,000 after purchasing an additional 87,845 shares during the period. State Street Corp raised its position in shares of Insulet by 2.1% during the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after purchasing an additional 65,317 shares during the period. Geode Capital Management LLC raised its position in shares of Insulet by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock worth $568,274,000 after purchasing an additional 41,019 shares during the period. Invesco Ltd. raised its position in shares of Insulet by 10.5% during the fourth quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock worth $420,835,000 after purchasing an additional 141,167 shares during the period. Finally, Norges Bank acquired a new position in shares of Insulet during the fourth quarter worth approximately $300,794,000.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 beat and guidance raise — Insulet reported Q1 revenue of $761.7M (+33.9% YoY) and adjusted EPS $1.42, topping estimates; management raised FY2026 constant?currency revenue growth to 21%–23% and reiterated margin expansion, which helped lift sentiment. Business Wire: Q1 Results
• Positive Sentiment: Omnipod international momentum — Management highlighted sharp international Omnipod revenue growth and continued geographic expansion (including new Middle East Omnipod 5 launches), supporting growth durability beyond the U.S. market. Reuters: Growth/Forecast
• Positive Sentiment: Profitability and insider buying — Adjusted operating margin expanded and EPS beat consensus; several insiders (including the CEO) bought shares recently, which can signal management confidence. QuiverQuant: Earnings analysis & insider activity
• Neutral Sentiment: Analyst ratings still mixed — Several firms reiterated buy/overweight stances even as they trimmed targets; median analyst targets remain well above current levels, leaving upside claims but greater dispersion in near?term expectations. QuiverQuant: Analyst moves & targets
• Negative Sentiment: Widespread price?target cuts — Multiple brokers lowered targets (Piper Sandler, BofA/JPMorgan/others), reflecting model resets after the print; that put near?term pressure on sentiment despite the beat. MarketScreener: Piper Sandler 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.