Insulet (NASDAQ:PODD) Cut to “Hold” at Wall Street Zen

Wall Street Zen downgraded shares of Insulet (NASDAQ:PODD) from a strong-buy rating to a hold rating in a report released on Sunday.

PODD has been the subject of a number of other research reports. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $152.00 price objective (down from $275.00) on shares of Insulet in a report on Thursday, August 6th. Sanford C. Bernstein reduced their target price on shares of Insulet from $200.00 to $175.00 and set an “outperform” rating on the stock in a research note on Thursday, August 6th. Benchmark decreased their target price on shares of Insulet from $250.00 to $185.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Citigroup increased their price target on shares of Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. Finally, Wells Fargo & Company downgraded shares of Insulet from an “overweight” rating to an “equal weight” rating and cut their price target for the stock from $255.00 to $144.00 in a report on Wednesday, August 5th. Fourteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Insulet has a consensus rating of “Hold” and an average target price of $195.40.

Insulet Stock Performance

NASDAQ PODD opened at $144.70 on Friday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.83 and a current ratio of 2.48. The stock’s fifty day moving average is $155.36 and its two-hundred day moving average is $190.95. The firm has a market capitalization of $10.03 billion, a P/E ratio of 27.05, a price-to-earnings-growth ratio of 1.13 and a beta of 1.10. Insulet has a fifty-two week low of $126.40 and a fifty-two week high of $354.88.

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

Insider Activity

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction that occurred on Wednesday, June 3rd. The shares were purchased at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the acquisition, the director owned 9,041 shares in the company, valued at approximately $1,297,473.91. This represents a 44.63% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of PODD. Glenmede Investment Management LP lifted its position in shares of Insulet by 1.6% during the third quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after purchasing an additional 35 shares during the last quarter. Curi Capital LLC grew its stake in Insulet by 0.8% in the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after purchasing an additional 36 shares in the last quarter. Camarda Financial Advisors LLC increased its holdings in Insulet by 0.5% in the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock valued at $2,304,000 after buying an additional 40 shares during the last quarter. Great Lakes Advisors LLC increased its holdings in Insulet by 1.5% in the fourth quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after buying an additional 40 shares during the last quarter. Finally, Hilltop Holdings Inc. raised its stake in Insulet by 1.6% during the third quarter. Hilltop Holdings Inc. now owns 2,896 shares of the medical instruments supplier’s stock valued at $894,000 after buying an additional 47 shares in the last quarter.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s second-quarter earnings and revenue exceeded analyst expectations, supported by strong Omnipod demand and wider margins. However, management reduced its fiscal 2026 sales outlook, tempering the positive earnings surprise. PODD’s Q2 Earnings Top Estimates, FY’26 Sales View Cut, Stock Down
• Neutral Sentiment: Reported short interest was listed at zero shares, unchanged from the prior period, with a zero-day short-interest ratio. Because the data appears anomalous and provides no meaningful indication of investor positioning, it is unlikely to be a reliable stock catalyst.
• Negative Sentiment: Pomerantz LLP announced the filing of a securities class-action lawsuit against Insulet and certain officers in federal court. The case covers investors who acquired securities between February 21, 2025, and May 26, 2026, and alleges violations of federal securities laws. The lawsuit could create legal costs, reputational risk and potential investor compensation obligations. Pomerantz Law Firm Announces the Filing of a Class Action Against Insulet Corporation and Certain Officers
• Negative Sentiment: Several law firms, including Glancy Prongay Wolke & Rotter, Gross Law Group, Rosen, Faruqi & Faruqi, and others, are soliciting affected shareholders ahead of the August 31 lead-plaintiff deadline. These notices largely repeat the same lawsuit rather than represent separate cases, but their volume may increase attention to the allegations and weigh on sentiment. Faruqi & Faruqi Insulet Investor Reminder

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.