Insulet (NASDAQ:PODD) Price Target Cut to $345.00 by Analysts at Citigroup

Insulet (NASDAQ:PODD) had its price objective decreased by research analysts at Citigroup from $380.00 to $345.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the medical instruments supplier’s stock. Citigroup’s price target would suggest a potential upside of 38.70% from the company’s current price.

Other equities analysts have also recently issued research reports about the stock. Oppenheimer dropped their target price on shares of Insulet from $365.00 to $300.00 and set an “outperform” rating on the stock in a research report on Thursday. The Goldman Sachs Group dropped their price target on Insulet from $363.00 to $326.00 and set a “buy” rating on the stock in a report on Thursday. Raymond James Financial boosted their price objective on Insulet from $366.00 to $385.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Royal Bank Of Canada raised their target price on Insulet from $370.00 to $380.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Finally, Wells Fargo & Company lifted their target price on Insulet from $350.00 to $360.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Twenty investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $356.00.

Insulet Stock Down 3.6%

Insulet stock traded down $9.32 during trading on Thursday, hitting $248.75. 1,013,127 shares of the company were exchanged, compared to its average volume of 991,769. The company has a market capitalization of $17.50 billion, a P/E ratio of 72.13, a PEG ratio of 1.39 and a beta of 1.41. The business’s 50 day moving average is $274.42 and its 200 day moving average is $305.50. Insulet has a 52 week low of $230.05 and a 52 week high of $354.88. The company has a current ratio of 2.87, a quick ratio of 2.18 and a debt-to-equity ratio of 0.68.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.48 by $0.07. Insulet had a net margin of 9.76% and a return on equity of 24.36%. The firm had revenue of $783.80 million during the quarter, compared to analyst estimates of $768.31 million. During the same quarter in the prior year, the business posted $1.15 EPS. The business’s revenue was up 31.2% compared to the same quarter last year. Analysts predict that Insulet will post 3.92 earnings per share for the current year.

Institutional Trading of Insulet

Several hedge funds and other institutional investors have recently modified their holdings of PODD. Invesco Ltd. boosted its holdings in Insulet by 10.5% in the 4th quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock worth $420,835,000 after buying an additional 141,167 shares during the period. Corient Private Wealth LLC boosted its holdings in shares of Insulet by 938.1% in the fourth quarter. Corient Private Wealth LLC now owns 112,245 shares of the medical instruments supplier’s stock worth $31,905,000 after acquiring an additional 101,432 shares during the period. Alberta Investment Management Corp grew its position in shares of Insulet by 4.1% in the fourth quarter. Alberta Investment Management Corp now owns 15,100 shares of the medical instruments supplier’s stock valued at $4,292,000 after purchasing an additional 600 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in shares of Insulet by 27.8% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 5,684 shares of the medical instruments supplier’s stock valued at $1,616,000 after purchasing an additional 1,236 shares during the period. Finally, State of Tennessee Department of Treasury lifted its holdings in Insulet by 247.5% during the 4th quarter. State of Tennessee Department of Treasury now owns 43,117 shares of the medical instruments supplier’s stock worth $12,256,000 after purchasing an additional 30,708 shares in the last quarter.

Key Stories Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 beat — EPS of $1.55 and revenue of $783.8M topped Street estimates; management cited record Omnipod growth and margin expansion, supporting the strong finish to 2025. PODD Stock Up on Q4 Earnings & Revenue Beat, Margins Rise
• Positive Sentiment: Upbeat FY‑2026 outlook — Insulet raised FY revenue targets (around $3.3B) and issued an overall bullish 2026 outlook, which underpins longer‑term growth expectations. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Share repurchase expansion — Management expanded the buyback program, a shareholder‑friendly move that can support EPS and offset dilution over time. Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
• Neutral Sentiment: Analyst support remains — Several firms (BTIG, William Blair and others) have reaffirmed Buy/Outperform ratings and high price targets, signaling continued analyst conviction in the longer runway. Insulet: Sustained Growth Runway and Underappreciated Long‑Term Upside Support Buy Rating
• Negative Sentiment: JPMorgan trimmed its price target from $415 to $340 (still Overweight) — a downward revision that can cool immediate upside and contributed to intraday selling pressure. JPMorgan Lowers Price Target on Insulet
• Negative Sentiment: Leerink lowered its target from $386 to $360 — another trim that, despite maintaining an Outperform view, reduces headline upside and may encourage profit‑taking after recent gains. Leerink Lowers Price Target on Insulet

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.