Benchmark Lowers Insulet (NASDAQ:PODD) Price Target to $185.00

Insulet (NASDAQ:PODD) had its target price dropped by equities research analysts at Benchmark from $250.00 to $185.00 in a report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the medical instruments supplier’s stock. Benchmark’s price target suggests a potential upside of 31.05% from the stock’s previous close.

Several other equities analysts have also recently commented on PODD. The Goldman Sachs Group reissued a “buy” rating and issued a $205.00 price target on shares of Insulet in a research report on Wednesday, May 27th. Bank of America reduced their price objective on Insulet from $288.00 to $208.00 and set a “buy” rating on the stock in a research note on Monday, May 18th. Sanford C. Bernstein decreased their target price on Insulet from $200.00 to $175.00 and set an “outperform” rating for the company in a report on Thursday. Evercore set a $180.00 target price on Insulet in a research note on Monday, July 6th. Finally, TD Cowen cut their price target on Insulet from $379.00 to $294.00 and set a “hold” rating on the stock in a report on Monday, June 1st. Fourteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $195.40.

Insulet Stock Up 1.3%

Shares of PODD opened at $141.17 on Thursday. The stock has a market capitalization of $9.79 billion, a PE ratio of 26.39, a P/E/G ratio of 1.03 and a beta of 1.10. Insulet has a 1 year low of $126.40 and a 1 year high of $354.88. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.81 and a current ratio of 2.48. The company’s 50-day simple moving average is $155.42 and its 200-day simple moving average is $193.60.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, beating the consensus estimate of $1.47 by $0.19. The business had revenue of $801.70 million during the quarter, compared to analyst estimates of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The business’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. Analysts forecast that Insulet will post 6.51 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Timothy C. Stonesifer bought 2,790 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was purchased at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the purchase, the director owned 9,041 shares in the company, valued at approximately $1,297,473.91. This trade represents a 44.63% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.36% of the company’s stock.

Institutional Trading of Insulet

Hedge funds and other institutional investors have recently bought and sold shares of the business. Mitsubishi UFJ Trust & Banking Corp increased its holdings in shares of Insulet by 26.5% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock valued at $12,484,000 after acquiring an additional 9,206 shares during the last quarter. Asset Management One Co. Ltd. raised its position in shares of Insulet by 99.5% during the 4th quarter. Asset Management One Co. Ltd. now owns 76,594 shares of the medical instruments supplier’s stock worth $21,948,000 after acquiring an additional 38,193 shares in the last quarter. OP Asset Management Ltd purchased a new stake in Insulet during the first quarter worth approximately $1,513,000. Strs Ohio lifted its stake in Insulet by 36.0% during the fourth quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock worth $6,447,000 after purchasing an additional 6,003 shares during the last quarter. Finally, Swedbank AB boosted its holdings in Insulet by 11.0% in the fourth quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock valued at $24,441,000 after purchasing an additional 8,500 shares in the last quarter.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported strong second-quarter results, with revenue of $801.7 million, up 23.5% year over year, and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The results indicate continued demand for the Omnipod platform despite emerging retention issues. Insulet Corporation Q2 2026 Earnings Call Summary
• Neutral Sentiment: Several law firms are seeking lead plaintiffs for a federal securities class action covering investors who purchased PODD shares between February 21, 2025, and May 26, 2026. The lead-plaintiff deadline is August 31, 2026; the allegations have not been proven. Pomerantz class-action announcement
• Negative Sentiment: Insulet reduced its 2026 revenue outlook after identifying weaker-than-expected retention among Type 2 diabetes users. Investors are concerned that the issue could temper Omnipod adoption and second-half growth, despite management maintaining that the broader growth opportunity remains intact. Insulet cuts 2026 revenue outlook
• Negative Sentiment: Analysts sharply cut their valuations following the guidance reduction. TD Cowen lowered its price target to $144 with a hold rating, UBS reduced its target to $150 with a neutral rating, JPMorgan cut its target to $152, and Leerink downgraded PODD to market perform. Benchmark and Stifel retained buy ratings but also lowered their targets. Analysts slash Insulet forecasts
• Negative Sentiment: Investor concerns also include two recent Omnipod recalls or voluntary medical-device corrections, which have raised questions about manufacturing quality, potential regulatory scrutiny and reputational damage. The newly filed lawsuit alleges securities-law violations related to these issues and the company’s disclosures. PODD shareholder 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.