Insulet (NASDAQ:PODD) Price Target Lowered to $340.00 at JPMorgan Chase & Co.

Insulet (NASDAQ:PODD) had its target price dropped by equities researchers at JPMorgan Chase & Co. from $415.00 to $340.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the medical instruments supplier’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 39.57% from the stock’s current price.

PODD has been the topic of a number of other reports. Wells Fargo & Company raised their price objective on Insulet from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. The Goldman Sachs Group reissued a “buy” rating and issued a $326.00 target price on shares of Insulet in a report on Thursday. Canaccord Genuity Group reduced their price target on shares of Insulet from $450.00 to $435.00 and set a “buy” rating on the stock in a research report on Wednesday. Leerink Partners cut their price target on Insulet from $386.00 to $360.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, Raymond James Financial raised their price target on Insulet from $366.00 to $385.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Twenty investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $359.10.

Insulet Stock Down 5.6%

PODD stock traded down $14.46 during mid-day trading on Thursday, hitting $243.61. 297,566 shares of the company were exchanged, compared to its average volume of 969,056. The firm has a fifty day simple moving average of $274.42 and a 200 day simple moving average of $305.50. The company has a market capitalization of $17.14 billion, a PE ratio of 70.63, a price-to-earnings-growth ratio of 1.39 and a beta of 1.41. Insulet has a twelve month low of $230.05 and a twelve month 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 announced its quarterly earnings data on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.48 by $0.07. Insulet had a return on equity of 24.36% and a net margin of 9.76%.The firm had revenue of $783.80 million for the quarter, compared to analysts’ expectations of $768.31 million. During the same quarter in the prior year, the firm posted $1.15 earnings per share. Insulet’s revenue for the quarter was up 31.2% compared to the same quarter last year. On average, research analysts forecast that Insulet will post 3.92 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Sage Mountain Advisors LLC boosted its position in Insulet by 4.6% during the third quarter. Sage Mountain Advisors LLC now owns 743 shares of the medical instruments supplier’s stock worth $229,000 after purchasing an additional 33 shares during the period. Glenmede Investment Management LP grew its position in shares of Insulet by 1.6% in the third quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock valued at $708,000 after purchasing an additional 35 shares during the last quarter. Curi Capital LLC increased its stake in shares of Insulet by 0.8% during the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after purchasing an additional 36 shares during the period. WINTON GROUP Ltd boosted its stake in Insulet by 0.9% in the 3rd quarter. WINTON GROUP Ltd now owns 4,086 shares of the medical instruments supplier’s stock valued at $1,261,000 after purchasing an additional 37 shares during the period. Finally, Evelyn Partners Investment Management Services Ltd grew its holdings in Insulet by 28.7% in the 2nd quarter. Evelyn Partners Investment Management Services Ltd now owns 175 shares of the medical instruments supplier’s stock valued at $55,000 after buying an additional 39 shares in the last quarter.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat and margin expansion: Insulet reported $1.55 EPS vs. ~$1.48 expected and revenue of $783.8M (+31% YoY), with improving margins — a core reason for recent investor enthusiasm. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Share repurchase expanded: Management boosted the buyback program, which reduces float and signals confidence from the company. Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
• Positive Sentiment: Product/market momentum: Omnipod unit growth, expansion into type‑2 diabetes and ongoing innovation are cited as drivers of outperformance and the company’s multi‑year growth runway. PODD Q4 deep dive: Type 2 diabetes expansion and innovation drive outperformance
• Neutral Sentiment: Analyst actions mixed but still bullish: Firms reiterated buy/outperform stances (BTIG kept a $380 target) even as some targets were trimmed (Leerink cut its target to $360 while keeping an outperform). That is supportive long term but can add short‑term volatility. Benzinga – analyst notes BTIG Reiterates Buy on Insulet
• Negative Sentiment: Near‑term guidance/quarter sequencing concerns: although FY‑2026 revenue guidance was upbeat, some commentary and Q1 revenue/near‑term signals were viewed as conservative versus Street expectations — a common catalyst for profit‑taking after a strong run. Insulet beats quarterly estimates on strong demand for wearable insulin pumps

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.