Insulet (NASDAQ:PODD) Price Target Lowered to $255.00 at Wells Fargo & Company

Insulet (NASDAQ:PODD) had its price target lowered by Wells Fargo & Company from $360.00 to $255.00 in a research report sent to investors on Wednesday,MarketScreener reports.

A number of other research analysts have also recently weighed in on PODD. Jefferies Financial Group dropped their price target on Insulet from $400.00 to $360.00 in a research report on Thursday. Sanford C. Bernstein decreased their price objective on shares of Insulet from $330.00 to $200.00 and set an “outperform” rating on the stock in a research report on Thursday. The Goldman Sachs Group lowered their price objective on shares of Insulet from $326.00 to $277.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Evercore dropped their target price on shares of Insulet from $240.00 to $200.00 in a report on Thursday. Finally, JPMorgan Chase & Co. cut their target price on shares of Insulet from $340.00 to $275.00 in a research report on Thursday. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $263.91.

Insulet Price Performance

Shares of PODD stock traded up $7.64 during midday trading on Wednesday, reaching $158.92. 320,516 shares of the company traded hands, compared to its average volume of 1,070,844. The firm’s 50 day simple moving average is $212.92 and its two-hundred day simple moving average is $264.96. The firm has a market cap of $11.01 billion, a PE ratio of 45.59, a price-to-earnings-growth ratio of 0.99 and a beta of 1.20. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.81 and a quick ratio of 2.15. Insulet has a 1-year low of $148.30 and a 1-year high of $354.88.

Insulet (NASDAQ:PODD) last released its quarterly earnings data on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.23. The firm had revenue of $761.70 million during the quarter, compared to the consensus estimate of $729.89 million. Insulet had a return on equity of 24.90% and a net margin of 9.12%.Insulet’s quarterly revenue was up 33.9% on a year-over-year basis. During the same period last year, the business posted $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, equities research analysts expect that Insulet will post 6.27 EPS for the current fiscal year.

Insider Activity

In related news, Director Michael R. Minogue acquired 2,030 shares of Insulet stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average cost of $246.23 per share, for a total transaction of $499,846.90. Following the completion of the transaction, the director directly owned 17,483 shares of the company’s stock, valued at $4,304,839.09. The trade was a 13.14% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.36% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in PODD. Norges Bank acquired a new stake in shares of Insulet during the 4th quarter worth about $300,794,000. RTW Investments LP acquired a new position in shares of Insulet in the fourth quarter valued at approximately $92,264,000. AQR Capital Management LLC raised its position in shares of Insulet by 161.6% in the fourth quarter. AQR Capital Management LLC now owns 459,115 shares of the medical instruments supplier’s stock valued at $130,499,000 after buying an additional 283,643 shares during the last quarter. SG Americas Securities LLC lifted its stake in shares of Insulet by 712.1% during the first quarter. SG Americas Securities LLC now owns 318,848 shares of the medical instruments supplier’s stock valued at $66,907,000 after buying an additional 279,587 shares during the period. Finally, Worldquant Millennium Advisors LLC purchased a new position in shares of Insulet during the second quarter valued at approximately $80,082,000.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 results beat expectations — EPS $1.42 vs. ~$1.19 consensus and revenue $761.7M (+33.9% Y/Y), driven by strong Omnipod demand. This confirms solid top-line momentum. Insulet Reports First Quarter 2026 Results
• Positive Sentiment: Company raised its annual revenue growth outlook after the quarter, citing sustained demand for its tubeless insulin pumps — a supportive signal for medium-term sales trajectory. Insulet lifts annual revenue forecast after quarterly beat
• Neutral Sentiment: Earnings call commentary was broadly upbeat (Omnipod growth emphasized) and management provided slide materials/transcripts for investors to parse execution details. These materials clarify drivers but don’t change the headline beat. Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY 2026 EPS guidance appears below some Street estimates (company set FY EPS around ~6.21 vs. ~6.33 consensus cited by analysts), which likely disappointed investors despite the revenue upgrade. Earnings and guidance details
• Negative Sentiment: BTIG cut its price target from $320 to $260 (still a Buy rating); the PT reduction signals some analyst re‑valuation and may have amplified selling pressure. BTIG price target cut

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.