Benchmark Cuts Insulet (NASDAQ:PODD) Price Target to $185.00

Insulet (NASDAQ:PODD) had its price target lowered by analysts at Benchmark from $250.00 to $185.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the medical instruments supplier’s stock. Benchmark’s target price suggests a potential upside of 35.68% from the stock’s current price.

A number of other brokerages have also issued reports on PODD. Wells Fargo & Company lowered Insulet from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $255.00 to $144.00 in a research report on Wednesday. Bank of America cut their target price on shares of Insulet from $288.00 to $208.00 and set a “buy” rating on the stock in a report on Monday, May 18th. Citigroup upped their price target on shares of Insulet from $165.00 to $172.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Piper Sandler lowered their target price on Insulet from $360.00 to $210.00 in a research report on Wednesday, May 6th. Finally, Raymond James Financial restated an “outperform” rating and set a $180.00 price target on shares of Insulet in a research report on Thursday. Fifteen investment 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’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $205.28.

Insulet Price Performance

Insulet stock traded up $3.09 during midday trading on Thursday, reaching $136.35. 1,352,775 shares of the company were exchanged, compared to its average volume of 1,298,864. The company has a market capitalization of $9.44 billion, a price-to-earnings ratio of 31.75, a P/E/G ratio of 1.16 and a beta of 1.10. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49. The firm’s 50-day simple moving average is $155.56 and its 200-day simple moving average is $195.01. Insulet has a 1 year low of $126.40 and a 1 year high of $354.88.

Insulet (NASDAQ:PODD) last issued its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.47 by $0.19. The company had revenue of $801.70 million for the quarter, compared to analyst estimates of $787.39 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The business’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, analysts anticipate that Insulet will post 6.45 EPS for the current year.

Insider Buying and Selling at Insulet

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

Hedge Funds Weigh In On Insulet

A number of hedge funds have recently made changes to their positions in the business. Norges Bank bought a new position in Insulet during the fourth quarter worth about $300,794,000. Arrowstreet Capital Limited Partnership increased its holdings in shares of Insulet by 462.7% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock worth $258,088,000 after acquiring an additional 1,011,369 shares in the last quarter. RTW Investments LP acquired a new stake in shares of Insulet during the fourth quarter worth about $92,264,000. AQR Capital Management LLC grew its position in shares of Insulet by 161.6% in the 4th quarter. AQR Capital Management LLC now owns 459,115 shares of the medical instruments supplier’s stock valued at $130,499,000 after purchasing an additional 283,643 shares during the period. Finally, SG Americas Securities LLC increased its stake in Insulet by 712.1% during the 1st quarter. SG Americas Securities LLC now owns 318,848 shares of the medical instruments supplier’s stock worth $66,907,000 after purchasing an additional 279,587 shares in the last quarter.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet beat second-quarter expectations, reporting adjusted EPS of $1.66 versus the $1.47 consensus and revenue of $801.7 million versus estimates of $787.4 million. Revenue increased 23.5% year over year, supporting the view that the company’s underlying Omnipod growth remains solid. Reuters report on Insulet earnings
• Positive Sentiment: Stifel Nicolaus maintained a Buy rating and set a $180 price target, implying substantial upside from recent levels. The target was reduced from $225, however, limiting the bullish signal. Benzinga analyst target report
• Neutral Sentiment: JPMorgan reaffirmed its Neutral rating but cut its price target sharply to $152 from $275. The new target remains above the recent share price, but the reduction reflects materially lower expectations. Benzinga JPMorgan analyst report
• Negative Sentiment: Insulet lowered its 2026 revenue outlook to $3.2 billion-$3.3 billion, below the roughly $3.3 billion consensus, and provided third-quarter revenue guidance of $829.9 million-$844.0 million versus expectations of $846.3 million. Slower U.S. insulin-pump sales and weaker-than-expected adoption or retention among Type 2 patients are weighing on sentiment. Insulet guidance and Type 2 patient report
• Negative Sentiment: Leerink Partners downgraded PODD from Outperform to Market Perform with a $145 target, while Oppenheimer also moved the stock to Market Perform. These actions reinforce concerns that the earnings beat does not offset the softer outlook. The Fly analyst report
• Negative Sentiment: Several law firms publicized securities class-action claims alleging that Insulet misrepresented manufacturing quality and product safety before two Omnipod medical-device corrections. The allegations are not proven, but the litigation adds reputational, regulatory, and potential financial-risk concerns. The lead-plaintiff deadline is August 31, 2026. Insulet shareholder litigation alert

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.