Insulet (NASDAQ:PODD) Updates FY 2026 Earnings Guidance

Insulet (NASDAQ:PODD) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 6.460- for the period, compared to the consensus estimate of 6.480. The company issued revenue guidance of $3.2 billion-$3.3 billion, compared to the consensus revenue estimate of $3.3 billion. Insulet also updated its Q3 2026 guidance to EPS.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Truist Financial reissued a “hold” rating and set a $153.00 price objective (down from $210.00) on shares of Insulet in a report on Wednesday. Oppenheimer lowered Insulet from an “outperform” rating to a “market perform” rating in a report on Wednesday. UBS Group decreased their target price on Insulet from $174.00 to $150.00 and set a “neutral” rating for the company in a research report on Thursday. The Goldman Sachs Group reiterated a “buy” rating and set a $205.00 price target on shares of Insulet in a report on Wednesday, May 27th. Finally, Canaccord Genuity Group set a $179.00 price target on shares of Insulet in a research report on Thursday. Fifteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $201.40.

Insulet Stock Performance

Shares of NASDAQ PODD traded up $5.34 during trading hours on Thursday, hitting $138.60. 2,444,539 shares of the company’s stock were exchanged, compared to its average volume of 1,306,391. The company’s 50-day moving average price is $155.56 and its 200-day moving average price is $195.01. Insulet has a 1-year low of $126.40 and a 1-year high of $354.88. The stock has a market capitalization of $9.60 billion, a price-to-earnings ratio of 32.14, a PEG ratio of 1.16 and a beta of 1.10. 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 (NASDAQ:PODD) last released its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.19. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm had revenue of $801.70 million for the quarter, compared to analyst estimates of $787.39 million. During the same quarter last year, the firm posted $1.17 EPS. The company’s revenue was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, sell-side analysts expect that Insulet will post 6.45 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Timothy C. Stonesifer purchased 2,790 shares of Insulet stock in a transaction on Wednesday, June 3rd. The stock was purchased at an average cost of $143.51 per share, with a total value of $400,392.90. Following the acquisition, the director directly owned 9,041 shares in the company, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 0.36% of the stock is currently owned by insiders.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported second-quarter adjusted earnings of $1.66 per share and revenue of $801.7 million, exceeding analyst estimates of $1.47 and $787.4 million, respectively. Revenue increased 23.5% year over year. Reuters earnings and outlook report
• Positive Sentiment: Management said overall growth remains intact, supported by Omnipod adoption and expansion in the broader insulin-pump market, although the company is resetting expectations for Type 2 customers. Insulet earnings call summary
• Positive Sentiment: Benchmark and Stifel retained “buy” ratings while lowering their price targets to $185 and $180, respectively, implying substantial potential upside from recent levels.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Glenmede Investment Management LP grew its position in shares of Insulet by 1.6% in the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock valued at $708,000 after buying an additional 35 shares during the last quarter. Curi Capital LLC raised its position 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 acquiring an additional 36 shares during the last quarter. Camarda Financial Advisors LLC lifted its stake in shares of Insulet by 0.5% in the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock worth $2,304,000 after acquiring an additional 40 shares during the period. Great Lakes Advisors LLC raised its holdings in Insulet by 1.5% during the 4th quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock worth $791,000 after purchasing an additional 40 shares during the last quarter. Finally, Hilltop Holdings Inc. raised its holdings in Insulet by 1.6% during the 3rd quarter. Hilltop Holdings Inc. now owns 2,896 shares of the medical instruments supplier’s stock worth $894,000 after purchasing an additional 47 shares during the last quarter.

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.