Insulet Corporation (NASDAQ:PODD) Receives $374.10 Consensus PT from Analysts

Insulet Corporation (NASDAQ:PODD) has received an average rating of “Moderate Buy” from the twenty-four analysts that are presently covering the stock, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, three have given a hold rating and twenty have assigned a buy rating to the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $356.00.

PODD has been the subject of a number of research analyst reports. UBS Group reiterated a “buy” rating on shares of Insulet in a research note on Thursday, December 18th. The Goldman Sachs Group reduced their price objective on shares of Insulet from $363.00 to $326.00 and set a “buy” rating for the company in a research note on Thursday. Raymond James Financial lifted their target price on Insulet from $366.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. JPMorgan Chase & Co. reduced their target price on Insulet from $415.00 to $340.00 and set an “overweight” rating on the stock in a report on Thursday. Finally, Sanford C. Bernstein decreased their price target on shares of Insulet from $380.00 to $330.00 and set an “outperform” rating on the stock in a research note on Thursday.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat expectations — Insulet reported $1.55 EPS vs. ~$1.48 consensus and revenue of $783.8M (up ~31% year/year), with margin expansion and record Omnipod growth, which underpinned the strong post‑earnings move. Reuters: Insulet beats quarterly estimates
• Positive Sentiment: Management gave an upbeat outlook for FY‑2026 (revenue commentary in multiple releases) and expanded the share repurchase program — both support longer‑term upside and were positive catalysts immediately after the print. Globe and Mail: Q4 results & buyback
• Positive Sentiment: Several sell‑side analysts reaffirmed bullish views — BTIG reiterated a Buy with a $380 target and other firms (William Blair/TipRanks coverage) continue to highlight long‑term growth, supporting buy interest into weakness. Street Insider: BTIG reiteration
• Neutral Sentiment: Widespread coverage and analysis — earnings call transcript, deep dives and multiple outlets summarized the print (Seeking Alpha, Zacks, MarketBeat), increasing information flow and short‑term churn but not necessarily changing fundamentals. Seeking Alpha: Earnings call transcript
• Negative Sentiment: Analysts trimmed price targets the same day — Citigroup cut its target to $345, JPMorgan to $340 and Leerink to $360 (ratings mostly remain Buy/Overweight). Those downward target revisions, despite positive ratings, likely prompted profit‑taking and pressured the stock. Benzinga: Price target changes
• Negative Sentiment: Technical/valuation headwinds — shares are trading below the 50‑ and 200‑day moving averages and the stock carries a high NTM P/E (~72), which can amplify downside when targets are trimmed or investors rotate out after a strong run. Barchart: Analyst target overview
• Neutral Sentiment: Reported short interest data in the feed is inconsistent/zero and unlikely to explain today’s move — no clear evidence of a short squeeze or covering driving price action. (Entry notes show 0 shares reported.)

Institutional Investors Weigh In On Insulet

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of Insulet by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 8,796,200 shares of the medical instruments supplier’s stock worth $2,715,651,000 after purchasing an additional 87,845 shares during the period. State Street Corp lifted its holdings in Insulet by 2.1% in the 4th quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock valued at $896,916,000 after purchasing an additional 65,317 shares in the last quarter. Geode Capital Management LLC raised its holdings 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 valued at $568,274,000 after acquiring an additional 41,019 shares during the last quarter. Invesco Ltd. lifted its position in Insulet by 10.5% during the fourth 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 in the last quarter. Finally, Norges Bank acquired a new stake in shares of Insulet during the 4th quarter worth approximately $300,794,000.

Insulet Price Performance

Shares of Insulet stock opened at $249.10 on Tuesday. The firm has a market cap of $17.52 billion, a PE ratio of 71.17, a price-to-earnings-growth ratio of 1.46 and a beta of 1.41. The company’s fifty day simple moving average is $273.52 and its two-hundred day simple moving average is $305.11. The company has a quick ratio of 2.18, a current ratio of 2.81 and a debt-to-equity ratio of 0.61. Insulet has a 12-month low of $230.05 and a 12-month high of $354.88.

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, beating the consensus estimate of $1.48 by $0.07. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The firm had revenue of $783.80 million for the quarter, compared to analysts’ expectations of $768.31 million. During the same period in the previous year, the firm earned $1.15 earnings per share. The business’s revenue was up 31.2% compared to the same quarter last year. As a group, equities analysts expect that Insulet will post 3.92 EPS for the current year.

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.