Leerink Partners Issues Pessimistic Forecast for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its price target cut by Leerink Partners from $386.00 to $360.00 in a research report issued on Thursday,Benzinga reports. The firm presently has an “outperform” rating on the medical instruments supplier’s stock. Leerink Partners’ target price would suggest a potential upside of 39.50% from the company’s previous close.

PODD has been the subject of several other research reports. Sanford C. Bernstein decreased their price objective on Insulet from $410.00 to $380.00 and set an “outperform” rating for the company in a research note on Friday, January 9th. UBS Group reiterated a “buy” rating on shares of Insulet in a research note on Thursday, December 18th. Canaccord Genuity Group lowered their price target on shares of Insulet from $450.00 to $435.00 and set a “buy” rating for the company in a report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Insulet in a report on Thursday, January 22nd. Finally, Jefferies Financial Group boosted their target price on shares of Insulet from $375.00 to $400.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Twenty research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $369.05.

Insulet Trading Up 4.8%

Shares of PODD stock opened at $258.07 on Thursday. Insulet has a fifty-two week low of $230.05 and a fifty-two week high of $354.88. The company has a 50 day moving average price of $274.42 and a 200 day moving average price of $305.50. The stock has a market capitalization of $18.16 billion, a P/E ratio of 74.80, a price-to-earnings-growth ratio of 1.39 and a beta of 1.41. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.18 and a current ratio of 2.87.

Insulet (NASDAQ:PODD) last released its earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.48 by $0.07. The company had revenue of $783.80 million for the quarter, compared to analyst estimates of $768.31 million. Insulet had a net margin of 9.76% and a return on equity of 24.36%. The firm’s quarterly revenue was up 31.2% on a year-over-year basis. During the same period in the prior year, the business earned $1.15 EPS. Equities research analysts predict that Insulet will post 3.92 EPS for the current fiscal year.

Institutional Trading of Insulet

A number of hedge funds and other institutional investors have recently made changes to their positions in PODD. Winnow Wealth LLC acquired a new position in Insulet in the third quarter valued at about $862,000. Illinois Municipal Retirement Fund grew its position in Insulet by 41.3% during the 2nd quarter. Illinois Municipal Retirement Fund now owns 12,030 shares of the medical instruments supplier’s stock worth $3,780,000 after acquiring an additional 3,514 shares during the last quarter. Machina Capital S.A.S. bought a new stake in Insulet during the 3rd quarter worth approximately $2,778,000. Campbell & CO Investment Adviser LLC acquired a new stake in Insulet in the second quarter valued at $1,081,000. Finally, Nordea Investment Management AB lifted its stake in shares of Insulet by 4.8% in the third quarter. Nordea Investment Management AB now owns 408,211 shares of the medical instruments supplier’s stock worth $125,125,000 after acquiring an additional 18,553 shares during the period.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Beat on top- and bottom-line: Insulet reported Q4 revenue of $783.8M (+31% YoY) and EPS of $1.55, topping Street estimates — the core beat validates execution and demand trends. Insulet beats quarterly estimates on strong demand for wearable insulin pumps — Reuters
• Positive Sentiment: Strong product momentum: Management cited robust demand for the Omnipod tubeless insulin pumps as a key growth driver — supporting sustained revenue expansion and market share gains in insulin delivery. Insulet gains after Q4 print as outlook tops consensus — Seeking Alpha
• Positive Sentiment: Raised FY‑2026 revenue outlook: Insulet’s guidance implies roughly $3.3B of revenue for FY‑2026, above consensus — the stronger full‑year top‑line outlook was a major catalyst for optimism. Diabetes-Focused Insulet Forecasts Strong 2026 Growth — Benzinga
• Positive Sentiment: Analyst reinforcement: Several firms (BTIG reiterated Buy with a $380 target; other houses kept bullish views) are backing the story, which supports further upside as sell‑side conviction rises. BTIG Reiterates Buy Rating on Insulet — StreetInsider
• Neutral Sentiment: Full disclosure and materials available: The earnings call transcript and slide deck are published for investors who want detail on cadence, margins and regional trends. Insulet Q4 2025 Earnings Call Transcript — Seeking Alpha
• Negative Sentiment: Near-term cadence risk: Q1 2026 revenue guidance range appears below some Street estimates (the company gave a lower quarterly revenue band than consensus), which could create short‑term volatility even as the full‑year guide is strong. Insulet Q4 release and guidance details — MarketBeat

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.