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

Insulet (NASDAQ:PODD) had its price objective cut by equities researchers at TD Cowen from $294.00 to $144.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “hold” rating on the medical instruments supplier’s stock. TD Cowen’s price objective would suggest a potential upside of 3.32% from the stock’s current price.

PODD has been the topic of several other research reports. BTIG Research downgraded Insulet from a “buy” rating to a “neutral” rating in a research report on Thursday. Wall Street Zen raised shares of Insulet from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 1st. Barclays cut their price objective on Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a research report on Thursday, May 7th. Weiss Ratings lowered Insulet from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, June 24th. Finally, Stifel Nicolaus reduced their price target on shares of Insulet from $225.00 to $180.00 and set a “buy” rating on the stock in a research report on Thursday. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $195.40.

Insulet Stock Performance

Shares of PODD traded up $6.11 during trading hours on Thursday, hitting $139.37. The stock had a trading volume of 2,578,825 shares, compared to its average volume of 1,307,335. The firm has a 50-day moving average price of $155.56 and a 200 day moving average price of $195.01. The firm has a market capitalization of $9.65 billion, a price-to-earnings ratio of 32.36, a PEG ratio of 1.16 and a beta of 1.10. Insulet has a fifty-two week low of $126.40 and a fifty-two week high of $354.88. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.47 by $0.19. Insulet had a net margin of 10.44% and a return on equity of 26.87%. The business had revenue of $801.70 million for the quarter, compared to analyst estimates of $787.39 million. During the same period in the prior year, the company posted $1.17 EPS. The company’s revenue for the quarter was up 23.5% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.460- EPS. As a group, research analysts anticipate that Insulet will post 6.45 EPS for the current year.

Insider Activity

In other news, Director Timothy C. Stonesifer acquired 2,790 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were bought at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the acquisition, the director owned 9,041 shares in the company, valued at $1,297,473.91. This trade represents a 44.63% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Insulet

Hedge funds have recently modified their holdings of the business. NewEdge Advisors LLC increased its position in 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 period. Cresset Asset Management LLC boosted its holdings in Insulet by 7.3% during the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after buying an additional 177 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Insulet by 68.7% in the 2nd quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock worth $5,423,000 after acquiring an additional 7,030 shares during the period. Sei Investments Co. grew its holdings in 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 purchasing an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina increased its holdings in Insulet by 2.5% during the 2nd 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 in the last quarter.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported second-quarter adjusted EPS of $1.66, above the $1.47 consensus, while revenue rose 23.5% year over year to $801.7 million, exceeding estimates of $787.4 million. Insulet Q2 earnings report
• Positive Sentiment: Despite lower forecasts, several analysts retained bullish ratings: Stifel set a $180 target and Benchmark set a $185 target, implying substantial upside from recent levels. Analyst target changes
• Neutral Sentiment: UBS lowered its price target from $174 to $150 and assigned a neutral rating, while JPMorgan reduced its target from $275 to $152 but reaffirmed neutral. Leerink also moved from outperform to market perform with a $145 target. UBS analyst update
• Negative Sentiment: Insulet cut its 2026 revenue outlook to approximately $3.2 billion-$3.3 billion, below the $3.3 billion consensus, and forecast third-quarter revenue of $829.9 million-$844.0 million versus expectations of $846.3 million. The reduction reflects slower U.S. insulin-pump sales and weaker retention among Type 2 users, who are leaving before 90 days. Insulet lowers sales forecast
• Negative Sentiment: Multiple law firms are promoting or pursuing securities class actions alleging investor harm tied to Insulet’s disclosures, including concerns about Omnipod recalls, manufacturing quality, and potential regulatory or reputational risks. The August 31, 2026 lead-plaintiff deadline is keeping the litigation issue in focus. Insulet securities class action

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.