Insulet (NASDAQ:PODD) Updates FY 2026 Earnings Guidance

Insulet (NASDAQ:PODD) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 6.460- for the period, compared to the consensus EPS 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.

Insulet Stock Performance

Insulet stock traded down $32.75 during midday trading on Wednesday, reaching $134.07. 5,461,129 shares of the stock traded hands, compared to its average volume of 1,287,448. Insulet has a fifty-two week low of $126.40 and a fifty-two week high of $354.88. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. The firm has a market cap of $9.29 billion, a price-to-earnings ratio of 31.15, a PEG ratio of 1.18 and a beta of 1.10. The firm has a fifty day moving average price of $155.82 and a two-hundred day moving average price of $196.09.

Insulet (NASDAQ:PODD) last released its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.45 by $0.21. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The business’s quarterly revenue was up 23.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, equities research analysts forecast that Insulet will post 6.45 earnings per share for the current year.

Analyst Ratings Changes

PODD has been the subject of several recent analyst reports. Canaccord Genuity Group decreased their price target on Insulet from $435.00 to $249.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Barclays reduced their price objective on shares of Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a report on Thursday, May 7th. Citigroup increased their target price on shares of Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. Truist Financial dropped their price target on shares of Insulet from $219.00 to $210.00 and set a “buy” rating on the stock in a research report on Monday, July 13th. Finally, Oppenheimer lowered shares of Insulet from an “outperform” rating to a “market perform” rating in a research note on Wednesday. Twenty investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Insulet presently has an average rating of “Moderate Buy” and an average target price of $233.38.

Insider Buying and Selling at Insulet

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were 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 directly owned 9,041 shares of the company’s stock, valued at $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.36% of the stock is currently owned by company insiders.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported second-quarter EPS of $1.66, exceeding the approximately $1.44–$1.45 analyst consensus and rising from $1.17 a year earlier. Revenue increased 23.5% year over year, and sales reportedly topped expectations. Insulet Beats Q2 Earnings and Revenue Estimates
• Neutral Sentiment: The company’s Omnipod insulin-delivery business continues to grow, but management cited slower U.S. insulin-pump sales as a factor affecting the outlook. Investors are likely weighing the strong current-quarter results against softer forward growth expectations. Insulet Cuts Sales Growth Forecast
• Negative Sentiment: Insulet lowered its fiscal 2026 revenue guidance to approximately $3.2 billion–$3.3 billion, below the $3.3 billion consensus estimate. Third-quarter revenue guidance of about $829.9 million–$844.0 million also trails the roughly $846.3 million analyst estimate. Full-year EPS guidance of about $6.46 is slightly below the $6.48 consensus. Insulet Lowers 2026 Sales Growth Outlook
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit involving alleged misrepresentations about Omnipod manufacturing quality and product safety. The claims reference two medical-device corrections and cover investors who purchased shares during periods in 2025 and 2026. The August 31, 2026 deadline to seek lead-plaintiff status keeps the litigation in focus and adds reputational and potential financial risk. The allegations have not been proven. Insulet Securities Class Action Notice

Institutional Trading of Insulet

A number of hedge funds have recently modified their holdings of the business. University of Texas Texas AM Investment Management Co. acquired a new position in Insulet during the fourth quarter valued at $26,000. DV Equities LLC acquired a new stake in Insulet during the 4th quarter worth about $28,000. Mcguire Capital Advisors Inc. purchased a new position in Insulet during the 4th quarter valued at about $29,000. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its stake in Insulet by 68.8% during 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 shares of Insulet in the 3rd quarter valued at about $49,000.

About Insulet

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.