JPMorgan Chase & Co. Issues Positive Forecast for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its target price increased by JPMorgan Chase & Co. from $152.00 to $170.00 in a research report report published on Thursday morning,Benzinga reports. The firm currently has a neutral rating on the medical instruments supplier’s stock.

Several other equities research analysts have also recently issued reports on PODD. TD Cowen restated a “hold” rating on shares of Insulet in a report on Wednesday. Robert W. Baird set a $175.00 target price on Insulet in a report on Thursday, August 6th. Jefferies Financial Group reaffirmed a “buy” rating and set a $200.00 price target on shares of Insulet in a research report on Wednesday. Leerink Partners increased their price objective on shares of Insulet from $143.00 to $167.00 and gave the stock a “market perform” rating in a research note on Thursday. Finally, Barclays raised shares of Insulet to a “hold” rating in a report on Wednesday, October 7th. Thirteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Insulet currently has a consensus rating of “Hold” and a consensus target price of $192.36.

Insulet Stock Performance

Shares of PODD opened at $156.12 on Thursday. The company has a market cap of $10.83 billion, a price-to-earnings ratio of 25.43, a P/E/G ratio of 1.25 and a beta of 1.06. The business’s fifty day simple moving average is $141.91 and its two-hundred day simple moving average is $177.34. Insulet has a 12 month low of $126.40 and a 12 month high of $354.88. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.60.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results on Wednesday, November 4th. The medical instruments supplier reported $1.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.59 by $0.40. Insulet had a return on equity of 31.76% and a net margin of 13.44%. The firm had revenue of $842.00 million for the quarter, compared to the consensus estimate of $832.63 million. During the same period in the prior year, the company posted $1.24 earnings per share. The company’s quarterly revenue was up 19.2% on a year-over-year basis. Research analysts anticipate that Insulet will post 6.76 earnings per share for the current fiscal year.

Institutional Trading of Insulet

Several institutional investors and hedge funds have recently modified their holdings of the company. BlackRock Inc. bought a new position in shares of Insulet in the second quarter worth about $1,018,582,000. Arrowstreet Capital Limited Partnership grew its holdings in 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 buying an additional 1,011,369 shares in the last quarter. Man Group plc bought a new stake in shares of Insulet during the second quarter valued at approximately $78,746,000. Amundi lifted its holdings in shares of Insulet by 13.6% in the second quarter. Amundi now owns 507,847 shares of the medical instruments supplier’s stock worth $77,320,000 after buying an additional 60,929 shares in the last quarter. Finally, Bank of America Corp DE purchased a new position in Insulet during the second quarter valued at $64,921,000.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported Q3 adjusted EPS of $1.99, above the $1.59 consensus, while revenue rose 19.2% year over year to $842 million and also topped estimates. The company announced a $1 billion share-repurchase program and updated its 2026 outlook. Insulet Q3 earnings and revenue beat
• Positive Sentiment: Several analysts lifted their price targets after the results. Bernstein raised its target to $200 and kept an outperform rating; RBC raised its target to $180 and also maintained outperform, while Canaccord reiterated Buy at $179. RBC price-target update
• Neutral Sentiment: Other target increases came with cautious ratings: JPMorgan and Citi moved to $170, UBS to $171, and Wells Fargo to $172, while retaining neutral or equal-weight stances. RBC sees valuation as attractive but notes a more conservative 2027 outlook. RBC valuation and outlook commentary
• Negative Sentiment: Management cautioned that growth may slow in 2027 and that competitors could take some share from Omnipod. Those forward-looking concerns may be outweighing the strong quarter and contributing to the stock’s decline. CEO comments on growth and competition

About Insulet

Insulet Corporation is a medical device company that develops, manufactures and sells wearable, tubeless insulin delivery systems for people with insulin-dependent diabetes. Its products are designed to provide an alternative to traditional insulin injections and conventional tubed insulin pumps.

The company’s primary product platform is Omnipod, which includes the disposable, wearable Pod and a handheld controller or compatible smartphone-based application. Omnipod products include the Omnipod DASH system and the Omnipod 5 Automated Insulin Delivery System, which is designed to integrate with compatible continuous glucose monitoring technology to help automate insulin delivery.