Insulet (NASDAQ:PODD) Releases 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.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on PODD. Wells Fargo & Company decreased their target price on Insulet from $360.00 to $255.00 and set an “overweight” rating for the company in a report on Wednesday, May 6th. BTIG Research decreased their price objective on Insulet from $260.00 to $235.00 and set a “buy” rating for the company in a report on Tuesday, May 26th. Wall Street Zen raised Insulet from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Truist Financial reduced their target price on shares of Insulet from $219.00 to $210.00 and set a “buy” rating on the stock in a report on Monday, July 13th. Finally, Citigroup boosted their price target 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. Twenty-one research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Insulet currently has an average rating of “Moderate Buy” and an average target price of $233.38.

Insulet Stock Down 1.7%

PODD opened at $166.82 on Wednesday. The stock’s 50 day moving average price is $155.82 and its 200 day moving average price is $196.09. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 1.81. The stock has a market cap of $11.55 billion, a P/E ratio of 38.80, a P/E/G ratio of 1.18 and a beta of 1.10. Insulet has a 12 month low of $138.79 and a 12 month high of $354.88.

Insulet (NASDAQ:PODD) last posted 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 $1.45 by $0.21. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The company’s quarterly revenue was up 23.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research analysts predict that Insulet will post 6.45 earnings per share for the current year.

Insider Activity

In other news, Director Timothy C. Stonesifer purchased 2,790 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were purchased at an average price of $143.51 per share, with a total value of $400,392.90. Following the purchase, the director directly owned 9,041 shares of the company’s stock, valued at $1,297,473.91. This trade represents a 44.63% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.36% of the stock is owned by company insiders.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Quarterly earnings beat estimates: Insulet reported earnings per share of $1.66, surpassing the consensus estimate of $1.45 by $0.21. The company also posted a 26.87% return on equity and a 10.44% net margin, providing a favorable near-term catalyst for PODD. Insulet quarterly earnings results
• Neutral Sentiment: Investors are focused on the outlook: The earnings release follows heightened attention around Insulet’s manufacturing quality and Omnipod safety. Additional details on demand, product corrections, margins and management’s forward guidance will likely determine whether the earnings-driven strength continues.
• Negative Sentiment: Securities class action filed: Several law firms publicized a federal class action against Insulet and certain officers. The lawsuit alleges that the company made materially false or misleading statements about manufacturing controls and the safety and reliability of its Omnipod insulin-delivery products. The proposed class generally covers investors who purchased shares between February 21, 2025, and May 26, 2026, although some notices cite a narrower starting date. Pomerantz class action announcement
• Negative Sentiment: Quality-control allegations create ongoing uncertainty: Legal notices link the lawsuit to two Omnipod medical-device corrections and allege that broader manufacturing defects were not adequately disclosed. These claims could increase litigation costs, regulatory scrutiny and reputational risk, potentially weighing on Insulet’s valuation despite the earnings beat. Insulet safety issues and class action report
• Negative Sentiment: Lead-plaintiff deadline: Investors have until August 31, 2026, to seek appointment as lead plaintiff. The deadline itself does not establish wrongdoing, but repeated law-firm notices keep the litigation in focus and may contribute to volatility in PODD. Insulet investor deadline reminder

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of PODD. Glenmede Investment Management LP boosted its position in shares of Insulet by 1.6% during the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after purchasing an additional 35 shares in the last quarter. Curi Capital LLC increased its holdings in shares of Insulet by 0.8% in the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after buying an additional 36 shares during the period. Great Lakes Advisors LLC raised its holdings in shares of Insulet by 1.5% during the fourth quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after acquiring an additional 40 shares in the last quarter. Camarda Financial Advisors LLC lifted its position in Insulet by 0.5% during the 2nd quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock valued at $2,304,000 after acquiring an additional 40 shares during the period. Finally, Hilltop Holdings Inc. lifted its position in Insulet by 1.6% in the 3rd quarter. Hilltop Holdings Inc. now owns 2,896 shares of the medical instruments supplier’s stock valued at $894,000 after acquiring an additional 47 shares in the last quarter.

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.