Stifel Nicolaus Has Lowered Expectations for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its price objective decreased by stock analysts at Stifel Nicolaus from $350.00 to $250.00 in a report issued on Thursday, Marketbeat Ratings reports. Stifel Nicolaus’ target price points to a potential upside of 62.17% from the company’s current price.

PODD has been the subject of several other reports. Sanford C. Bernstein reduced their price objective on Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research note on Thursday. Weiss Ratings upgraded Insulet from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, May 1st. Barclays reduced their price objective on Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a research note on Thursday. Robert W. Baird reduced their price objective on Insulet from $360.00 to $248.00 in a research note on Thursday. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $325.00 price objective on shares of Insulet in a research note on Tuesday, April 14th. Eighteen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $257.09.

Insulet Trading Down 3.9%

NASDAQ:PODD opened at $154.16 on Thursday. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.49 and a quick ratio of 2.15. The firm has a market capitalization of $10.68 billion, a price-to-earnings ratio of 35.85, a price-to-earnings-growth ratio of 0.92 and a beta of 1.20. Insulet has a one year low of $148.30 and a one year high of $354.88. The business has a fifty day moving average price of $211.22 and a 200-day moving average price of $263.85.

Insulet (NASDAQ:PODD) last posted its quarterly earnings data on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, topping the consensus estimate of $1.19 by $0.23. The firm had revenue of $761.70 million during the quarter, compared to analyst estimates of $729.89 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.Insulet’s revenue was up 33.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. Sell-side analysts forecast that Insulet will post 6.46 EPS for the current year.

Insider Buying and Selling at Insulet

In other news, Director Michael R. Minogue acquired 2,030 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average price of $246.23 per share, for a total transaction of $499,846.90. Following the completion of the transaction, the director directly owned 17,483 shares in the company, valued at approximately $4,304,839.09. This trade represents a 13.14% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.36% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Larson Financial Group LLC grew its position in shares of Insulet by 114.6% during the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after purchasing an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. bought a new position in shares of Insulet in the 4th quarter valued at about $26,000. DV Equities LLC bought a new position in shares of Insulet in the 4th quarter valued at about $28,000. Elyxium Wealth LLC bought a new position in shares of Insulet in the 4th quarter valued at about $28,000. Finally, Mcguire Capital Advisors Inc. bought a new position in shares of Insulet in the 4th quarter valued at about $29,000.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet’s Q1 results beat expectations, with revenue of $761.7 million and EPS of $1.42, and management raised full-year revenue growth guidance to 21%–23%, reinforcing momentum in its Omnipod diabetes platform.
• Positive Sentiment: The company highlighted strong international Omnipod growth and continued expansion of Omnipod 5 into new markets, which suggests the core business remains healthy. Article Title
• Neutral Sentiment: Recent earnings-call coverage and transcript coverage continued to emphasize improved profitability and upbeat management commentary following the Q1 report. Article Title
• Negative Sentiment: Multiple Wall Street firms cut price targets sharply after the earnings report, including Piper Sandler, JPMorgan, Citigroup, Wells Fargo, Stifel, Raymond James, Canaccord Genuity, Leerink, and others, which likely pressured the shares.
• Negative Sentiment: The stock is also trading well below several recent analyst targets, and the cluster of downgrades/target reductions may be signaling concerns about valuation or the pace of future upside despite the earnings beat.

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.