Insulet (NASDAQ:PODD) Receives “Neutral” Rating from JPMorgan Chase & Co.

Insulet (NASDAQ:PODD)‘s stock had its “neutral” rating restated by stock analysts at JPMorgan Chase & Co. in a research note issued on Thursday,Benzinga reports. They presently have a $152.00 price target on the medical instruments supplier’s stock, down from their previous price target of $275.00. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 14.06% from the stock’s previous close.

Several other research analysts have also recently weighed in on PODD. Jefferies Financial Group decreased their price objective on shares of Insulet from $400.00 to $360.00 in a report on Thursday, May 7th. Sanford C. Bernstein cut their target price on shares of Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. TD Cowen decreased their target price on shares of Insulet from $379.00 to $294.00 and set a “hold” rating for the company in a research note on Monday, June 1st. Barclays lowered their price target on Insulet from $286.00 to $198.00 and set an “underweight” rating on the stock in a report on Thursday, May 7th. Finally, Leerink Partners dropped their price target on Insulet from $360.00 to $247.00 in a research note on Thursday, May 7th. Fifteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Insulet currently has an average rating of “Hold” and a consensus target price of $212.58.

Insulet Trading Down 20.1%

Insulet stock opened at $133.26 on Thursday. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 1.81. Insulet has a one year low of $126.40 and a one year high of $354.88. The stock has a market capitalization of $9.23 billion, a PE ratio of 30.99, a price-to-earnings-growth ratio of 1.16 and a beta of 1.10. The business’s fifty day moving average is $155.56 and its 200 day moving average is $195.01.

Insulet (NASDAQ:PODD) last released its quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, topping the consensus estimate of $1.47 by $0.19. The company had revenue of $801.70 million during the quarter, compared to the consensus estimate of $787.39 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.Insulet’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same period last year, the company earned $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, sell-side analysts predict that Insulet will post 6.45 EPS for the current year.

Insiders Place Their Bets

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were acquired at an average cost of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the transaction, the director owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. The trade was a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Insulet

Institutional investors have recently bought and sold shares of the stock. NewEdge Advisors LLC increased its position in Insulet by 44.8% in the first quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock worth $54,000 after buying an additional 64 shares in the last quarter. Cresset Asset Management LLC lifted its position in shares of Insulet by 7.3% during the 2nd quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock valued at $813,000 after buying an additional 177 shares in the last quarter. Cerity Partners LLC lifted its position in shares of Insulet by 68.7% during the 2nd quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after buying an additional 7,030 shares in the last quarter. Sei Investments Co. grew its stake in shares of Insulet by 27.4% during the 2nd quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock valued at $43,245,000 after acquiring an additional 29,584 shares during the period. Finally, Treasurer of the State of North Carolina grew its stake in shares of Insulet by 2.5% during the 2nd quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock valued at $10,290,000 after acquiring an additional 791 shares during the period.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q2 results exceeded expectations. Insulet reported adjusted earnings of $1.66 per share versus the $1.47 consensus estimate, while revenue rose 23.5% year over year to $801.7 million, topping expectations of $787.4 million. The company also highlighted continued growth in its Omnipod business. Insulet Beats Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Management said the broader growth outlook remains intact, but Type 2 patient adoption is being reset. The earnings call indicated that some Type 2 diabetes users discontinued Omnipod before 90 days, creating uncertainty around near-term customer retention and future expansion. Insulet Earnings Call: Growth Intact Amid Type 2 Reset
• Negative Sentiment: Insulet lowered its outlook. Full-year 2026 revenue guidance was reduced to approximately $3.2 billion-$3.3 billion, below the roughly $3.3 billion analyst expectation. Third-quarter revenue guidance of $829.9 million-$844.0 million also trailed the $846.3 million consensus, reflecting slower U.S. insulin-pump sales. Insulet Cuts Sales Growth Forecast
• Negative Sentiment: Oppenheimer downgraded PODD from “outperform” to “market perform,” adding pressure after the guidance reduction and concerns about demand trends.
• Negative Sentiment: Multiple law firms are promoting a securities-fraud class action. The lawsuit alleges that Insulet and certain executives made misleading statements about manufacturing quality and product safety before two Omnipod medical-device corrections. Investors purchased during the alleged class period may seek lead-plaintiff status by August 31, 2026. The allegations have not been proven, but the litigation adds reputational, legal and potential financial risk. Insulet Investor Alert

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.