Insulet (NASDAQ:PODD) Cut to Market Perform at Oppenheimer

Oppenheimer lowered shares of Insulet (NASDAQ:PODD) from an outperform rating to a market perform rating in a report issued on Wednesday morning, MarketBeat Ratings reports.

Other equities analysts also recently issued research reports about the company. Citigroup raised their price target on Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Piper Sandler decreased their price objective on Insulet from $360.00 to $210.00 in a research note on Wednesday, May 6th. Jefferies Financial Group decreased their price objective on Insulet from $400.00 to $360.00 in a research note on Thursday, May 7th. Wells Fargo & Company dropped their price objective on Insulet from $360.00 to $255.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Finally, BTIG Research cut their target price on shares of Insulet from $260.00 to $235.00 and set a “buy” rating for the company in a research note on Tuesday, May 26th. Fourteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Insulet presently has an average rating of “Hold” and an average target price of $195.40.

Insulet Stock Up 1.3%

PODD stock opened at $141.17 on Wednesday. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.81. The company’s 50 day simple moving average is $155.42 and its 200-day simple moving average is $193.60. Insulet has a 12 month low of $126.40 and a 12 month high of $354.88. The firm has a market capitalization of $9.79 billion, a PE ratio of 26.39, a P/E/G ratio of 1.03 and a beta of 1.10.

Insulet (NASDAQ:PODD) last issued its quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) 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 during the quarter, compared to the consensus estimate of $787.39 million. During the same period in the previous year, the firm posted $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. Equities analysts expect that Insulet will post 6.51 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the business’s stock in a transaction on Wednesday, June 3rd. The stock was bought 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 of the company’s stock, valued at approximately $1,297,473.91. The trade was a 44.63% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On Insulet

A number of hedge funds and other institutional investors have recently made changes to their positions in PODD. Mitsubishi UFJ Trust & Banking Corp lifted its position in Insulet by 26.5% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock worth $12,484,000 after buying an additional 9,206 shares during the period. Asset Management One Co. Ltd. grew its holdings in Insulet by 99.5% in the 4th quarter. Asset Management One Co. Ltd. now owns 76,594 shares of the medical instruments supplier’s stock valued at $21,948,000 after buying an additional 38,193 shares during the period. OP Asset Management Ltd purchased a new stake in Insulet in the 1st quarter valued at about $1,513,000. Strs Ohio grew its holdings in Insulet by 36.0% in the 4th quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock valued at $6,447,000 after buying an additional 6,003 shares during the period. Finally, Swedbank AB increased its stake in shares of Insulet by 11.0% during the 4th quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock valued at $24,441,000 after acquiring an additional 8,500 shares during the last quarter.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported strong second-quarter results, with revenue of $801.7 million, up 23.5% year over year, and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The results indicate continued demand for the Omnipod platform despite emerging retention issues. Insulet Corporation Q2 2026 Earnings Call Summary
• Neutral Sentiment: Several law firms are seeking lead plaintiffs for a federal securities class action covering investors who purchased PODD shares between February 21, 2025, and May 26, 2026. The lead-plaintiff deadline is August 31, 2026; the allegations have not been proven. Pomerantz class-action announcement
• Negative Sentiment: Insulet reduced its 2026 revenue outlook after identifying weaker-than-expected retention among Type 2 diabetes users. Investors are concerned that the issue could temper Omnipod adoption and second-half growth, despite management maintaining that the broader growth opportunity remains intact. Insulet cuts 2026 revenue outlook
• Negative Sentiment: Analysts sharply cut their valuations following the guidance reduction. TD Cowen lowered its price target to $144 with a hold rating, UBS reduced its target to $150 with a neutral rating, JPMorgan cut its target to $152, and Leerink downgraded PODD to market perform. Benchmark and Stifel retained buy ratings but also lowered their targets. Analysts slash Insulet forecasts
• Negative Sentiment: Investor concerns also include two recent Omnipod recalls or voluntary medical-device corrections, which have raised questions about manufacturing quality, potential regulatory scrutiny and reputational damage. The newly filed lawsuit alleges securities-law violations related to these issues and the company’s disclosures. PODD shareholder alert

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.