Insulet (NASDAQ:PODD) Sets New 12-Month Low on Analyst Downgrade

Insulet Corporation (NASDAQ:PODD) reached a new 52-week low during mid-day trading on Wednesday after TD Cowen lowered their price target on the stock from $294.00 to $144.00. TD Cowen currently has a hold rating on the stock. Insulet traded as low as $131.40 and last traded at $127.9350, with a volume of 203381 shares traded. The stock had previously closed at $166.82.

A number of other analysts also recently commented on the company. UBS Group reduced their price objective on Insulet from $174.00 to $150.00 and set a “neutral” rating for the company in a research report on Thursday. Citigroup boosted their price objective on Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a report on Wednesday, July 8th. Royal Bank Of Canada dropped their target price on shares of Insulet from $245.00 to $160.00 and set an “outperform” rating for the company in a research report on Thursday. William Blair initiated coverage on shares of Insulet in a research report on Wednesday, May 20th. They issued an “outperform” rating on the stock. Finally, Canaccord Genuity Group decreased their target price on Insulet from $249.00 to $179.00 and set a “buy” rating for the company in a research note on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $195.40.

Insiders Place Their Bets

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of Insulet stock in a transaction that occurred on Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the acquisition, 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 position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.36% of the company’s stock.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported second-quarter EPS of $1.66, above the $1.47 consensus estimate, while revenue rose 23.5% year over year to $801.7 million, exceeding expectations of $787.4 million. Insulet Corporation Q2 2026 Earnings Call Summary
• Positive Sentiment: Despite the guidance reduction, management characterized underlying Omnipod growth as healthy, with adoption and international expansion supporting the longer-term opportunity. Some analysts continue to see value after the selloff: Benchmark and Stifel maintained “buy” ratings with price targets of $185 and $180, respectively. Insulet Corporation Is Getting Closer To An Upgrade After Its Large Plunge
• Neutral Sentiment: The primary concern is customer retention among Type 2 diabetes users: many new users reportedly discontinue Omnipod before 90 days. This issue is tempering the growth outlook even as the core Type 1 customer base remains more stable.
• Negative Sentiment: Insulet lowered its full-year 2026 revenue outlook to approximately $3.2 billion-$3.3 billion, below the roughly $3.3 billion consensus, and guided third-quarter revenue to $829.9 million-$844.0 million versus an $846.3 million estimate. The reset reflects slower U.S. insulin-pump sales and weaker Type 2 retention. Insulet cuts sales growth forecast on slower US insulin-pump sales; shares fall
• Negative Sentiment: Analysts broadly reduced their expectations: Oppenheimer and Leerink Partners downgraded the stock to “market perform,” while JPMorgan, UBS and TD Cowen cut targets to $152, $150 and $144. The cuts signal lower confidence in near-term growth and valuation.
• Negative Sentiment: Several law firms announced or promoted securities class actions tied to alleged disclosure and manufacturing-quality issues, including two Omnipod medical-device corrections. The litigation and August 31 lead-plaintiff deadline add reputational, legal and regulatory uncertainty, although the allegations have not been proven. Pomerantz class action announcement

Hedge Funds Weigh In On Insulet

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in PODD. Larson Financial Group LLC raised its position in shares of Insulet by 114.6% in the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after purchasing an additional 47 shares during the period. University of Texas Texas AM Investment Management Co. bought a new stake in shares of Insulet during the 4th quarter worth about $26,000. Elyxium Wealth LLC acquired a new position in Insulet in the 4th quarter valued at about $28,000. DV Equities LLC bought a new position in Insulet in the 4th quarter valued at about $28,000. Finally, MV Capital Management Inc. bought a new position in Insulet in the 4th quarter valued at about $29,000.

Insulet Price Performance

The stock has a market capitalization of $9.65 billion, a price-to-earnings ratio of 26.04, a P/E/G ratio of 0.92 and a beta of 1.10. The company’s 50-day simple moving average is $155.49 and its 200-day simple moving average is $193.97. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.81.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, beating the consensus estimate of $1.47 by $0.19. The company had revenue of $801.70 million for 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%.The firm’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. Research analysts forecast that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

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.