Stifel Nicolaus Lowers Insulet (NASDAQ:PODD) Price Target to $180.00

Insulet (NASDAQ:PODD) had its price target decreased by research analysts at Stifel Nicolaus from $225.00 to $180.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the medical instruments supplier’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 35.07% from the company’s previous close.

Other analysts have also recently issued reports about the company. Sanford C. Bernstein cut their price objective on Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. Raymond James Financial reissued an “outperform” rating and issued a $180.00 price target on shares of Insulet in a research note on Thursday. William Blair initiated coverage on shares of Insulet in a report on Wednesday, May 20th. They issued an “outperform” rating for the company. UBS Group cut shares of Insulet from a “buy” rating to a “neutral” rating and set a $174.00 price objective for the company. in a research report on Tuesday, July 28th. Finally, Wall Street Zen raised shares of Insulet from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 1st. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Insulet currently has a consensus rating of “Hold” and an average target price of $207.17.

Insulet Price Performance

Shares of PODD stock traded up $0.01 during mid-day trading on Thursday, hitting $133.27. 713,700 shares of the stock were exchanged, compared to its average volume of 1,293,047. The firm has a fifty day moving average of $155.56 and a 200 day moving average of $195.01. The company has a quick ratio of 1.81, a current ratio of 2.49 and a debt-to-equity ratio of 0.71. Insulet has a 52-week low of $126.40 and a 52-week high of $354.88. The company has a market cap of $9.23 billion, a PE ratio of 30.74, a price-to-earnings-growth ratio of 1.16 and a beta of 1.10.

Insulet (NASDAQ:PODD) last announced its quarterly earnings results 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. The firm had revenue of $801.70 million during the quarter, compared to analyst estimates of $787.39 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.Insulet’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. Research analysts anticipate that Insulet will post 6.45 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Timothy C. Stonesifer bought 2,790 shares of the stock in a transaction on Wednesday, June 3rd. The stock was bought 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 position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.36% of the stock is owned by insiders.

Institutional Investors Weigh In On Insulet

Institutional investors and hedge funds have recently made changes to their positions in the stock. Larson Financial Group LLC lifted its holdings in shares of Insulet by 114.6% in the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock worth $25,000 after acquiring an additional 47 shares during the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in Insulet in the 4th quarter valued at approximately $26,000. Elyxium Wealth LLC purchased a new stake in Insulet in the fourth quarter valued at approximately $28,000. DV Equities LLC purchased a new stake in Insulet in the fourth quarter valued at approximately $28,000. Finally, MV Capital Management Inc. acquired a new position in Insulet during the fourth quarter worth $29,000.

Trending Headlines about Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported second-quarter adjusted earnings of $1.66 per share, above the $1.47 consensus estimate, while revenue of $801.7 million exceeded expectations of $787.4 million. Revenue increased 23.5% year over year, and earnings rose from $1.17 per share in the prior-year quarter. Insulet second-quarter earnings results
• Positive Sentiment: Management’s earnings call indicated that overall growth remains intact, even as the company works through a reset in its strategy for Type 2 diabetes patients. The quarterly performance provides some fundamental support after the stock’s steep decline. Insulet earnings call summary
• Neutral Sentiment: Insulet’s valuation and recent decline have prompted some analysts to suggest the stock may be approaching an upgrade, but the view remains dependent on evidence that growth and execution are stabilizing. Insulet may be approaching an upgrade
• Negative Sentiment: The company lowered its 2026 revenue-growth outlook, citing slower U.S. insulin-pump sales. Full-year revenue guidance of approximately $3.2 billion to $3.3 billion is below the roughly $3.3 billion analyst consensus, while third-quarter revenue guidance of $829.9 million to $844.0 million also trails expectations of $846.3 million. Reuters report on Insulet guidance
• Negative Sentiment: Analyst sentiment deteriorated after the results. Oppenheimer and Leerink Partners moved Insulet from “outperform” to “market perform,” while JPMorgan reaffirmed a “neutral” rating and cut its price target to $152 from $275. Leerink set a $145 target, reinforcing concerns about near-term growth.
• Negative Sentiment: Several law firms announced or promoted securities-fraud class actions tied to alleged disclosure and product-quality issues involving Omnipod corrections. The allegations are not proven, but the litigation headlines add reputational, financial and investor-confidence risks. Insulet investor lawsuit 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.