BTIG Research Issues Pessimistic Forecast for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its price objective decreased by research analysts at BTIG Research from $320.00 to $260.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the medical instruments supplier’s stock. BTIG Research’s price target would suggest a potential upside of 72.65% from the stock’s previous close.

PODD has been the subject of several other reports. Royal Bank Of Canada restated an “outperform” rating and set a $325.00 target price on shares of Insulet in a research note on Tuesday, April 14th. Stifel Nicolaus decreased their price target on Insulet from $370.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Canaccord Genuity Group decreased their price target on Insulet from $450.00 to $435.00 and set a “buy” rating for the company in a research note on Wednesday, February 18th. Sanford C. Bernstein decreased their price target on Insulet from $380.00 to $330.00 and set an “outperform” rating for the company in a research note on Thursday, February 19th. Finally, Citigroup downgraded Insulet from a “buy” rating to a “neutral” rating and decreased their price target for the stock from $338.00 to $230.00 in a research note on Tuesday, April 7th. Eighteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $324.38.

Insulet Stock Down 10.1%

Shares of Insulet stock traded down $16.93 during trading hours on Wednesday, hitting $150.60. 2,061,196 shares of the company’s stock traded hands, compared to its average volume of 1,051,619. The stock has a 50 day simple moving average of $214.88 and a 200-day simple moving average of $266.12. The company has a quick ratio of 2.15, a current ratio of 2.81 and a debt-to-equity ratio of 0.61. The company has a market cap of $10.43 billion, a PE ratio of 42.70, a PEG ratio of 1.01 and a beta of 1.20. Insulet has a twelve month low of $149.42 and a twelve month high of $354.88.

Insulet (NASDAQ:PODD) last announced its earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.23. The company had revenue of $761.70 million during the quarter, compared to the consensus estimate of $729.89 million. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The company’s revenue was up 33.9% on a year-over-year basis. During the same period last year, the firm earned $1.02 earnings per share. Insulet has set its FY 2026 guidance at 6.210- EPS. Equities research analysts anticipate that Insulet will post 6.27 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Michael R. Minogue bought 2,030 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was bought at an average cost of $246.23 per share, for a total transaction of $499,846.90. Following the completion of the purchase, the director directly owned 17,483 shares in the company, valued at approximately $4,304,839.09. The trade was a 13.14% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Insulet

A number of hedge funds and other institutional investors have recently bought and sold shares of PODD. Norges Bank acquired a new position in Insulet in the fourth quarter valued at approximately $300,794,000. RTW Investments LP acquired a new position in Insulet in the fourth quarter valued at approximately $92,264,000. AQR Capital Management LLC boosted its stake in Insulet by 161.6% in the fourth quarter. AQR Capital Management LLC now owns 459,115 shares of the medical instruments supplier’s stock valued at $130,499,000 after acquiring an additional 283,643 shares during the period. SG Americas Securities LLC boosted its stake in Insulet by 712.1% in the first quarter. SG Americas Securities LLC now owns 318,848 shares of the medical instruments supplier’s stock valued at $66,907,000 after acquiring an additional 279,587 shares during the period. Finally, Worldquant Millennium Advisors LLC acquired a new position in Insulet in the second quarter valued at approximately $80,082,000.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Quarterly beat — Insulet reported Q1 EPS of $1.42 and revenue of $761.7M, topping Street estimates and showing ~34% year-over-year revenue growth, driven by Omnipod sales. Insulet: Q1 Earnings Snapshot
• Positive Sentiment: Raised revenue outlook — Management lifted its annual revenue forecast after the beat, citing strong tubeless insulin pump demand, which signals continued top-line momentum. Insulet lifts annual revenue forecast
• Positive Sentiment: Upgraded outlook and investor interest — Several outlets highlight Insulet boosting its 2026 outlook and upbeat commentary on Omnipod growth, which could support longer-term earnings revisions. Insulet Boosts 2026 Outlook
• Neutral Sentiment: Pipeline progress — Insulet initiated the EVOLVE pivotal study for a fully closed‑loop AID system in type 2 diabetes, a positive long-term R&D milestone but not an immediate revenue driver. Insulet Initiates EVOLVE Pivotal Study
• Neutral Sentiment: Technicals and analyst tone — Some technical screens call PODD oversold after recent declines and a Zacks upgrade highlights growing optimism; these can set up a bounce but are timing‑dependent. Insulet (PODD) Loses 17.3% in 4 Weeks
• Negative Sentiment: EPS guidance disappointment — Full‑year EPS guidance was presented roughly in line or slightly below some analyst models (consensus ~6.33 vs company midpoint disclosed near ~6.21 in filings), which likely offset part of the positive reaction to the quarter. MarketBeat PODD details
• Negative Sentiment: High valuation & profit‑taking risk — Even after the beat, PODD trades at a premium multiple and has shown recent volatility; investors may be taking profits or trimming exposure into guidance details. Insulet sales grow 34% in Street-beating Q1

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.