Insulet (NASDAQ:PODD) Hits New 52-Week Low Following Analyst Downgrade

Insulet Corporation (NASDAQ:PODD)’s share price reached a new 52-week low during trading on Wednesday after BTIG Research lowered their price target on the stock from $320.00 to $260.00. BTIG Research currently has a buy rating on the stock. Insulet traded as low as $152.25 and last traded at $159.5110, with a volume of 409686 shares changing hands. The stock had previously closed at $167.53.

Other equities analysts have also recently issued research reports about the company. Evercore cut their price target on Insulet from $340.00 to $240.00 and set an “outperform” rating for the company in a report on Monday, April 6th. Citigroup cut Insulet from a “buy” rating to a “neutral” rating and cut their price target for the company from $338.00 to $230.00 in a report on Tuesday, April 7th. Sanford C. Bernstein cut their price target on Insulet from $380.00 to $330.00 and set an “outperform” rating for the company in a report on Thursday, February 19th. Canaccord Genuity Group cut their price target on Insulet from $450.00 to $435.00 and set a “buy” rating for the company in a report on Wednesday, February 18th. Finally, Oppenheimer cut their price target on Insulet from $365.00 to $300.00 and set an “outperform” rating for the company in a report on Thursday, February 19th. Eighteen equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Insulet currently has an average rating of “Moderate Buy” and an average price target of $324.38.

Insider Activity

In related news, Director Michael R. Minogue bought 2,030 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was acquired at an average cost of $246.23 per share, with a total value of $499,846.90. Following the acquisition, the director owned 17,483 shares in the company, valued at approximately $4,304,839.09. This represents a 13.14% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.36% of the company’s stock.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 results materially beat expectations — EPS $1.42 (vs. ~ $1.19 consensus) and revenue $761.7M (+33.9% y/y). This confirms strong Omnipod demand. Insulet Reports First Quarter 2026 Results
• Positive Sentiment: Company raised its annual revenue growth/outlook driven by continued Omnipod adoption — a constructive signal for mid?to?long term top?line growth. Insulet lifts annual revenue forecast after quarterly beat
• Positive Sentiment: R&D/clinical progress: Insulet initiated the EVOLVE pivotal study to advance a fully closed?loop automated insulin delivery system — positive for long?term product pipeline value. Insulet Initiates EVOLVE Pivotal Study
• Neutral Sentiment: BTIG lowered its price target from $320 to $260 but kept a Buy rating — still implying significant upside from current levels, though the cut signals more conservative near?term expectations. Benzinga
• Neutral Sentiment: Some analysts/technicals note the stock has been oversold in recent weeks, which could set up a mean?reversion if selling pressure eases. Zacks: Trend Reversal May Be Around the Corner
• Negative Sentiment: Full?year EPS guidance (~6.21) was modestly below consensus (~6.33), which likely capped the rally after the beat and prompted some profit?taking. Insulet: Q1 Earnings Snapshot
• Negative Sentiment: Heavy intraday volume and sharp short?term drop versus the 50? and 200?day moving averages indicate technical selling pressure amplifying the decline. MSN: Insulet reports upbeat Q1

Hedge Funds Weigh In On Insulet

A number of hedge funds have recently modified their holdings of the stock. Sage Mountain Advisors LLC raised its holdings in shares of Insulet by 4.6% in the 3rd quarter. Sage Mountain Advisors LLC now owns 743 shares of the medical instruments supplier’s stock worth $229,000 after buying an additional 33 shares in the last quarter. Glenmede Investment Management LP raised its holdings in shares of Insulet by 1.6% in the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after buying an additional 35 shares in the last quarter. Curi Capital LLC raised its holdings in shares of Insulet by 0.8% in the 2nd quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after buying an additional 36 shares in the last quarter. WINTON GROUP Ltd increased its holdings in Insulet by 0.9% during the 3rd quarter. WINTON GROUP Ltd now owns 4,086 shares of the medical instruments supplier’s stock valued at $1,261,000 after purchasing an additional 37 shares in the last quarter. Finally, Great Lakes Advisors LLC increased its holdings in Insulet by 1.5% during the 4th quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock valued at $791,000 after purchasing an additional 40 shares in the last quarter.

Insulet Price Performance

The stock has a fifty day moving average of $214.88 and a two-hundred day moving average of $266.12. The stock has a market capitalization of $10.47 billion, a price-to-earnings ratio of 43.18, a PEG ratio of 1.01 and a beta of 1.20. The company has a current ratio of 2.81, a quick ratio of 2.15 and a debt-to-equity ratio of 0.61.

Insulet (NASDAQ:PODD) last released its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.23. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The firm had revenue of $761.70 million during the quarter, compared to analysts’ expectations of $729.89 million. During the same period last year, the firm posted $1.02 EPS. The business’s revenue was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, equities research analysts forecast that Insulet Corporation will post 6.27 earnings per share for the current year.

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.