Insulet (NASDAQ:PODD) Cut to Market Perform at Oppenheimer

Insulet (NASDAQ:PODD) was downgraded by analysts at Oppenheimer from an “outperform” rating to a “market perform” rating in a report released on Wednesday.

A number of other research analysts also recently issued reports on the company. Wall Street Zen upgraded Insulet from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Evercore set a $180.00 price target on shares of Insulet in a report on Monday, July 6th. BTIG Research dropped their price target on shares of Insulet from $260.00 to $235.00 and set a “buy” rating for the company in a research report on Tuesday, May 26th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Insulet in a research note on Tuesday, June 23rd. They issued a “buy” rating and a $190.00 price objective for the company. Finally, Weiss Ratings downgraded shares of Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, June 24th. Twenty analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $233.38.

Insulet Stock Performance

Insulet stock traded down $33.78 during trading on Wednesday, reaching $133.04. The company had a trading volume of 5,263,517 shares, compared to its average volume of 1,285,675. The firm has a market capitalization of $9.21 billion, a price-to-earnings ratio of 30.72, a price-to-earnings-growth ratio of 1.18 and a beta of 1.10. 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’s 50-day simple moving average is $155.82 and its 200 day simple moving average is $196.09. Insulet has a 52 week low of $126.40 and a 52 week high of $354.88.

Insulet (NASDAQ:PODD) last released its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, beating 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 firm’s quarterly revenue was up 23.5% on a year-over-year basis. During the same quarter last year, the firm earned $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. Sell-side analysts forecast that Insulet will post 6.45 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Timothy C. Stonesifer acquired 2,790 shares of the business’s stock in a transaction on Wednesday, June 3rd. The stock was acquired 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 $1,297,473.91. This represents a 44.63% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.36% of the stock is owned by insiders.

Hedge Funds Weigh In On Insulet

A number of hedge funds and other institutional investors have recently modified their holdings of PODD. State Street Corp grew its stake in Insulet by 2.1% during the fourth quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock valued at $896,916,000 after acquiring an additional 65,317 shares in the last quarter. Geode Capital Management LLC lifted its stake in Insulet by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock worth $568,274,000 after purchasing an additional 41,019 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of Insulet by 10.5% during the 4th quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock valued at $420,835,000 after purchasing an additional 141,167 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Insulet by 462.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock valued at $258,088,000 after purchasing an additional 1,011,369 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Insulet during the fourth quarter valued at about $300,794,000.

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

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.