Insulet (NASDAQ:PODD) Hits New 12-Month Low Following Analyst Downgrade

Insulet Corporation (NASDAQ:PODD)’s stock price hit a new 52-week low on Wednesday after TD Cowen lowered their price target on the stock from $294.00 to $144.00. TD Cowen currently has a hold rating on the stock. Insulet traded as low as $131.40 and last traded at $127.9350, with a volume of 203381 shares trading hands. The stock had previously closed at $166.82.

Several other equities research analysts also recently issued reports on PODD. Royal Bank Of Canada lowered their price objective on shares of Insulet from $245.00 to $160.00 and set an “outperform” rating for the company in a research report on Thursday. Sanford C. Bernstein dropped their price objective on Insulet from $200.00 to $175.00 and set an “outperform” rating on the stock in a research note on Thursday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $205.00 price objective on shares of Insulet in a research report on Wednesday, May 27th. Leerink Partners lowered shares of Insulet from an “outperform” rating to a “market perform” rating and decreased their price target for the company from $247.00 to $145.00 in a report on Thursday. Finally, Wall Street Zen upgraded Insulet from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 1st. Fourteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Insulet presently has a consensus rating of “Hold” and an average price target of $195.40.

Insider Buying and Selling

In other Insulet news, Director Timothy C. Stonesifer purchased 2,790 shares of the company’s stock in a transaction that occurred 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 acquisition, the director owned 9,041 shares of the company’s stock, valued at $1,297,473.91. The trade was a 44.63% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.36% of the company’s stock.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported second-quarter EPS of $1.66, above the $1.47 consensus estimate, while revenue rose 23.5% year over year to $801.7 million, exceeding expectations of $787.4 million. Insulet Corporation Q2 2026 Earnings Call Summary
• Positive Sentiment: Despite the guidance reduction, management characterized underlying Omnipod growth as healthy, with adoption and international expansion supporting the longer-term opportunity. Some analysts continue to see value after the selloff: Benchmark and Stifel maintained “buy” ratings with price targets of $185 and $180, respectively. Insulet Corporation Is Getting Closer To An Upgrade After Its Large Plunge
• Neutral Sentiment: The primary concern is customer retention among Type 2 diabetes users: many new users reportedly discontinue Omnipod before 90 days. This issue is tempering the growth outlook even as the core Type 1 customer base remains more stable.
• Negative Sentiment: Insulet lowered its full-year 2026 revenue outlook to approximately $3.2 billion-$3.3 billion, below the roughly $3.3 billion consensus, and guided third-quarter revenue to $829.9 million-$844.0 million versus an $846.3 million estimate. The reset reflects slower U.S. insulin-pump sales and weaker Type 2 retention. Insulet cuts sales growth forecast on slower US insulin-pump sales; shares fall
• Negative Sentiment: Analysts broadly reduced their expectations: Oppenheimer and Leerink Partners downgraded the stock to “market perform,” while JPMorgan, UBS and TD Cowen cut targets to $152, $150 and $144. The cuts signal lower confidence in near-term growth and valuation.
• Negative Sentiment: Several law firms announced or promoted securities class actions tied to alleged disclosure and manufacturing-quality issues, including two Omnipod medical-device corrections. The litigation and August 31 lead-plaintiff deadline add reputational, legal and regulatory uncertainty, although the allegations have not been proven. Pomerantz class action announcement

Institutional Investors Weigh In On Insulet

Institutional investors and hedge funds have recently modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Insulet in the second quarter worth $26,412,000. OneDigital Investment Advisors LLC bought a new stake in shares of Insulet in the 2nd quarter worth approximately $6,741,000. Plato Investment Management Ltd purchased a new stake in Insulet during the second quarter valued at about $357,000. Global Retirement Partners LLC purchased a new stake in Insulet during the 2nd quarter valued at about $86,000. Finally, Bank of New York Mellon Corp bought a new stake in Insulet during the 2nd quarter valued at $60,615,000.

Insulet Stock Up 4.5%

The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.81. The company has a 50 day moving average of $155.49 and a 200-day moving average of $193.97. The company has a market capitalization of $9.65 billion, a P/E ratio of 26.04, a PEG ratio of 0.92 and a beta of 1.10.

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

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.