Insulet (NASDAQ:PODD) Issues FY 2026 Earnings Guidance

Insulet (NASDAQ:PODD) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 6.460- for the period, compared to the consensus earnings per share estimate of 6.480. The company issued revenue guidance of $3.2 billion-$3.3 billion, compared to the consensus revenue estimate of $3.3 billion. Insulet also updated its Q3 2026 guidance to EPS.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on PODD shares. Evercore set a $180.00 price target on Insulet in a research report on Monday, July 6th. Rothschild & Co Redburn reiterated a “neutral” rating and set a $220.00 target price (down from $380.00) on shares of Insulet in a research note on Friday, April 24th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $152.00 target price (down from $275.00) on shares of Insulet in a report on Thursday. The Goldman Sachs Group restated a “buy” rating and issued a $205.00 price target on shares of Insulet in a research note on Wednesday, May 27th. Finally, TD Cowen cut their price target on Insulet from $294.00 to $144.00 and set a “hold” rating for the company in a report on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Insulet presently has an average rating of “Hold” and a consensus target price of $195.40.

Insulet Stock Performance

PODD traded up $1.39 during trading on Friday, hitting $140.69. The stock had a trading volume of 856,137 shares, compared to its average volume of 1,309,989. The company has a 50 day moving average price of $155.49 and a 200-day moving average price of $193.97. The firm has a market cap of $9.74 billion, a price-to-earnings ratio of 26.28, a P/E/G ratio of 0.92 and a beta of 1.10. Insulet has a one year low of $126.40 and a one year high of $354.88. 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 quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.19. Insulet had a return on equity of 29.29% and a net margin of 12.29%.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 business earned $1.17 EPS. The company’s quarterly revenue was up 23.5% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research analysts predict that Insulet will post 6.51 EPS for the current year.

Insider Activity at Insulet

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were acquired at an average cost of $143.51 per share, with a total value of $400,392.90. Following the completion of the transaction, the director owned 9,041 shares in the company, valued at $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.36% of the company’s stock.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet delivered a strong second quarter, with revenue of $801.7 million and adjusted EPS of $1.66, exceeding consensus estimates of $787.4 million and $1.47, respectively. Revenue increased 23.5% year over year, supporting the company’s underlying growth story. Insulet Corporation Q2 2026 Earnings Call Summary
• Positive Sentiment: Benchmark and Stifel maintained buy ratings, although both reduced their price targets to $185 and $180, respectively. Their targets still imply meaningful upside from recent trading levels, suggesting some analysts view the selloff as excessive. Analyst Forecast Changes
• Neutral Sentiment: Insulet’s earnings call indicated that broader Omnipod growth remains intact, but management is resetting expectations for retention among type 2 diabetes patients. The issue appears concentrated in a newer customer segment rather than the company’s entire business. Insulet Earnings Call
• Negative Sentiment: Insulet lowered its 2026 Omnipod revenue outlook after weaker-than-expected retention among type 2 patients, particularly those discontinuing use before 90 days. The guidance reduction overshadowed the quarterly earnings beat and raised concerns about the durability of future growth. Insulet Cuts 2026 Revenue Outlook
• Negative Sentiment: Analysts have sharply reduced their expectations: Oppenheimer, UBS, JPMorgan and Leerink Partners moved to market-perform or neutral views, while price targets were cut substantially. TD Cowen also lowered its target to $144, reflecting limited perceived upside.
• Negative Sentiment: Multiple law firms publicized a securities class action concerning investors who purchased Insulet shares between February 21, 2025 and May 26, 2026. The lawsuit and allegations tied to product recalls, manufacturing and quality-control issues add legal and reputational risk; the lead-plaintiff deadline is August 31, 2026. Insulet Securities Class Action

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. University of Texas Texas AM Investment Management Co. bought a new stake in shares of Insulet in the fourth quarter valued at approximately $26,000. DV Equities LLC bought a new position in Insulet during the 4th quarter worth $28,000. Mcguire Capital Advisors Inc. bought a new position in Insulet during the 4th quarter worth $29,000. Towarzystwo Funduszy Inwestycyjnych PZU SA raised its holdings in Insulet by 68.8% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 135 shares of the medical instruments supplier’s stock valued at $38,000 after acquiring an additional 55 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC acquired a new position in Insulet in the 3rd quarter valued at $49,000.

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.