Leerink Partners Issues Pessimistic Forecast for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its price target dropped by analysts at Leerink Partners from $386.00 to $360.00 in a research note issued on Thursday,Benzinga reports. The firm presently has an “outperform” rating on the medical instruments supplier’s stock. Leerink Partners’ target price suggests a potential upside of 39.50% from the company’s previous close.

Several other brokerages have also recently issued reports on PODD. Wells Fargo & Company raised their target price on Insulet from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Jefferies Financial Group upped their target price on shares of Insulet from $375.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Insulet in a research note on Thursday, January 22nd. The Goldman Sachs Group reiterated a “buy” rating and set a $365.00 price objective on shares of Insulet in a research report on Friday, January 9th. Finally, Barclays reiterated an “underweight” rating and issued a $286.00 target price on shares of Insulet in a research note on Thursday. Twenty equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $369.05.

Insulet Stock Performance

Shares of PODD opened at $258.07 on Thursday. The stock’s 50-day simple moving average is $274.42 and its 200 day simple moving average is $305.50. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.18 and a current ratio of 2.87. Insulet has a 52-week low of $230.05 and a 52-week high of $354.88. The stock has a market capitalization of $18.16 billion, a price-to-earnings ratio of 74.80, a price-to-earnings-growth ratio of 1.39 and a beta of 1.41.

Insulet (NASDAQ:PODD) last posted its quarterly 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. The business had revenue of $783.80 million for the quarter, compared to analyst estimates of $768.31 million. Insulet had a return on equity of 24.36% and a net margin of 9.76%.Insulet’s revenue for the quarter was up 31.2% compared to the same quarter last year. During the same period last year, the company earned $1.15 EPS. Research analysts forecast that Insulet will post 3.92 EPS for the current fiscal year.

Institutional Trading of Insulet

Hedge funds have recently bought and sold shares of the business. NewEdge Advisors LLC lifted its stake in shares of Insulet by 44.8% in the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after purchasing an additional 64 shares during the last quarter. Chicago Partners Investment Group LLC purchased a new position in Insulet in the 2nd quarter valued at approximately $220,000. Stephens Inc. AR grew its stake in Insulet by 5.6% during the 2nd quarter. Stephens Inc. AR now owns 1,499 shares of the medical instruments supplier’s stock worth $471,000 after purchasing an additional 79 shares in the last quarter. DekaBank Deutsche Girozentrale raised its holdings in Insulet by 1.0% in the second quarter. DekaBank Deutsche Girozentrale now owns 11,720 shares of the medical instruments supplier’s stock valued at $3,662,000 after acquiring an additional 113 shares in the last quarter. Finally, Cullen Frost Bankers Inc. acquired a new position in shares of Insulet during the second quarter worth $64,000.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Beat on top- and bottom-line: Insulet reported Q4 revenue of $783.8M (+31% YoY) and EPS of $1.55, topping Street estimates — the core beat validates execution and demand trends. Insulet beats quarterly estimates on strong demand for wearable insulin pumps — Reuters
• Positive Sentiment: Strong product momentum: Management cited robust demand for the Omnipod tubeless insulin pumps as a key growth driver — supporting sustained revenue expansion and market share gains in insulin delivery. Insulet gains after Q4 print as outlook tops consensus — Seeking Alpha
• Positive Sentiment: Raised FY‑2026 revenue outlook: Insulet’s guidance implies roughly $3.3B of revenue for FY‑2026, above consensus — the stronger full‑year top‑line outlook was a major catalyst for optimism. Diabetes-Focused Insulet Forecasts Strong 2026 Growth — Benzinga
• Positive Sentiment: Analyst reinforcement: Several firms (BTIG reiterated Buy with a $380 target; other houses kept bullish views) are backing the story, which supports further upside as sell‑side conviction rises. BTIG Reiterates Buy Rating on Insulet — StreetInsider
• Neutral Sentiment: Full disclosure and materials available: The earnings call transcript and slide deck are published for investors who want detail on cadence, margins and regional trends. Insulet Q4 2025 Earnings Call Transcript — Seeking Alpha
• Negative Sentiment: Near-term cadence risk: Q1 2026 revenue guidance range appears below some Street estimates (the company gave a lower quarterly revenue band than consensus), which could create short‑term volatility even as the full‑year guide is strong. Insulet Q4 release and guidance details — MarketBeat

Insulet Company Profile

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.