Stifel Nicolaus Lowers Insulet (NASDAQ:PODD) Price Target to $180.00

Insulet (NASDAQ:PODD) had its price objective lowered by analysts at Stifel Nicolaus from $225.00 to $180.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the medical instruments supplier’s stock. Stifel Nicolaus’ price objective would suggest a potential upside of 27.51% from the company’s current price.

A number of other research firms have also weighed in on PODD. Royal Bank Of Canada reduced their price objective on Insulet from $245.00 to $160.00 and set an “outperform” rating for the company in a research note on Thursday. Wells Fargo & Company downgraded Insulet from an “overweight” rating to an “equal weight” rating and lowered their target price for the stock from $255.00 to $144.00 in a research note on Wednesday. Truist Financial reaffirmed a “hold” rating and set a $153.00 target price (down from $210.00) on shares of Insulet in a report on Wednesday. Citigroup lifted their price target on Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. Finally, William Blair began coverage on Insulet in a report on Wednesday, May 20th. They issued an “outperform” rating for the company. Fourteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $195.40.

Insulet Stock Up 1.3%

NASDAQ:PODD opened at $141.17 on Thursday. The firm has a market capitalization of $9.79 billion, a P/E ratio of 26.39, a PEG ratio of 1.03 and a beta of 1.10. Insulet has a 1-year low of $126.40 and a 1-year high of $354.88. The company’s fifty day moving average price is $155.42 and its 200-day moving average price is $193.60. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.81.

Insulet (NASDAQ:PODD) last issued its earnings results 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. The firm had revenue of $801.70 million during the quarter, compared to analysts’ expectations of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The firm’s revenue was up 23.5% compared to the same quarter last year. During the same quarter last year, the company posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, equities research analysts anticipate that Insulet will post 6.51 EPS for the current year.

Insider Buying and Selling at Insulet

In other news, Director Timothy C. Stonesifer acquired 2,790 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the transaction, the director owned 9,041 shares in the company, valued at approximately $1,297,473.91. The trade was a 44.63% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Insulet

Several institutional investors and hedge funds have recently modified their holdings of the business. Larson Financial Group LLC raised its holdings in Insulet by 114.6% in the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock worth $25,000 after purchasing an additional 47 shares during the period. University of Texas Texas AM Investment Management Co. acquired a new stake in Insulet in the fourth quarter valued at approximately $26,000. Elyxium Wealth LLC acquired a new stake in Insulet in the fourth quarter valued at approximately $28,000. DV Equities LLC purchased a new stake in shares of Insulet in the fourth quarter valued at approximately $28,000. Finally, MV Capital Management Inc. purchased a new stake in shares of Insulet in the fourth quarter valued at approximately $29,000.

Key Headlines Impacting Insulet

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

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.