TD Cowen Has Lowered Expectations for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its price objective dropped by stock analysts at TD Cowen from $294.00 to $144.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “hold” rating on the medical instruments supplier’s stock. TD Cowen’s price target points to a potential upside of 2.00% from the stock’s current price.

Several other equities research analysts have also issued reports on PODD. BTIG Research lowered Insulet from a “buy” rating to a “neutral” rating in a research report on Thursday. UBS Group cut their price objective on shares of Insulet from $174.00 to $150.00 and set a “neutral” rating for the company in a report on Thursday. The Goldman Sachs Group reissued a “buy” rating and set a $205.00 target price on shares of Insulet in a report on Wednesday, May 27th. William Blair began coverage on Insulet in a report on Wednesday, May 20th. They issued an “outperform” rating for the company. Finally, Citigroup raised their price objective on shares of Insulet from $165.00 to $172.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. Fourteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $195.40.

Insulet Price Performance

Shares of NASDAQ:PODD opened at $141.17 on Thursday. Insulet has a twelve month low of $126.40 and a twelve month high of $354.88. The stock’s 50 day moving average is $155.42 and its 200-day moving average is $193.60. The company has a quick ratio of 1.81, a current ratio of 2.48 and a debt-to-equity ratio of 0.65. The firm has a market capitalization of $9.79 billion, a price-to-earnings ratio of 26.39, a PEG ratio of 1.03 and a beta of 1.10.

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

Insider Transactions at Insulet

In other news, Director Timothy C. Stonesifer bought 2,790 shares of the business’s stock in a transaction on Wednesday, June 3rd. The stock was acquired at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. This represents a 44.63% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.36% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Insulet

Several institutional investors and hedge funds have recently made changes to their positions in the business. NewEdge Advisors LLC lifted its stake in shares of Insulet by 44.8% in the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock valued at $54,000 after acquiring an additional 64 shares during the last quarter. Cresset Asset Management LLC boosted its stake in shares of Insulet by 7.3% during the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock valued at $813,000 after purchasing an additional 177 shares during the period. Cerity Partners LLC raised its holdings in 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 during the last quarter. Sei Investments Co. increased its position in shares of Insulet by 27.4% in the second 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 raised its stake in shares of Insulet by 2.5% during the second 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 last quarter.

Insulet News Summary

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

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.