Insulet (NASDAQ:PODD) Stock Rating Lowered by Wall Street Zen

Insulet (NASDAQ:PODD) was downgraded by Wall Street Zen from a “strong-buy” rating to a “hold” rating in a research note issued on Sunday.

Several other analysts have also issued reports on the company. Rothschild & Co Redburn restated a “neutral” rating and issued a $220.00 price objective (down from $380.00) on shares of Insulet in a research note on Friday, April 24th. BTIG Research downgraded Insulet from a “buy” rating to a “neutral” rating in a research note on Thursday. Oppenheimer lowered Insulet from an “outperform” rating to a “market perform” rating in a report on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft began coverage on Insulet in a research note on Tuesday, June 23rd. They issued a “buy” rating and a $190.00 price target on the stock. Finally, Evercore set a $180.00 price target on Insulet in a report on Monday, July 6th. Fourteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $195.40.

Insulet Stock Performance

Shares of PODD stock opened at $142.85 on Friday. The company has a fifty day moving average price of $155.31 and a two-hundred day moving average price of $191.94. Insulet has a one year low of $126.40 and a one year high of $354.88. The stock has a market cap of $9.91 billion, a P/E ratio of 26.70, a P/E/G ratio of 1.04 and a beta of 1.10. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.48 and a quick ratio of 1.83.

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

Insider Activity

In other news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction dated Wednesday, June 3rd. The stock was bought at an average price of $143.51 per share, for a total transaction of $400,392.90. Following the completion of the acquisition, the director directly owned 9,041 shares in the company, valued at approximately $1,297,473.91. The trade was a 44.63% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.36% of the stock is currently owned by corporate insiders.

Institutional Trading of Insulet

Several hedge funds have recently added to or reduced their stakes in PODD. NewEdge Advisors LLC increased its position in Insulet by 44.8% during the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock worth $54,000 after buying an additional 64 shares during the period. Cresset Asset Management LLC boosted its position in shares of Insulet by 7.3% in the second quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock valued at $813,000 after acquiring an additional 177 shares during the period. Cerity Partners LLC grew its stake in shares of Insulet by 68.7% in the second quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock valued at $5,423,000 after acquiring an additional 7,030 shares in the last quarter. Sei Investments Co. grew its stake 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 in the last quarter. Finally, Treasurer of the State of North Carolina increased its position in 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 worth $10,290,000 after acquiring an additional 791 shares during the period.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s second-quarter results exceeded expectations, supported by strong demand for its Omnipod insulin-delivery system and improved margins. The earnings beat indicates that underlying demand and profitability remain healthy. PODD’s Q2 Earnings Top Estimates, FY’26 Sales View Cut
• Neutral Sentiment: Rosen, Faruqi & Faruqi, the DJS Law Group, Schall Brown & Schwartz, and the Law Offices of Howard G. Smith reminded investors of a pending securities class action and the August 31, 2026, deadline to seek lead-plaintiff status. The announcements largely repeat the same legal information and are not evidence that the claims have been proven. Faruqi & Faruqi Insulet Investor Reminder
• Negative Sentiment: Insulet reduced its fiscal 2026 revenue outlook despite beating quarterly estimates. The lowered sales forecast raises concerns about growth momentum and was identified as the main reason the stock remained under pressure after the earnings release. Insulet Q2 Earnings and Fiscal 2026 Outlook
• Negative Sentiment: Stifel, Benchmark, UBS, and TD Cowen all lowered their price targets to $180, $185, $150, and $144, respectively. JPMorgan reiterated a “Neutral” rating, while Wall Street Zen cut the stock to “Hold,” signaling more cautious expectations for PODD. Analyst Price Target Changes

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.