Insulet (NASDAQ:PODD) Rating Lowered to Market Perform at Leerink Partners

Insulet (NASDAQ:PODD) was downgraded by equities researchers at Leerink Partners from an “outperform” rating to a “market perform” rating in a research report issued on Thursday, MarketBeat.com reports. They presently have a $145.00 price objective on the medical instruments supplier’s stock, down from their prior price objective of $247.00. Leerink Partners’ target price points to a potential upside of 2.71% from the stock’s current price.

Several other research firms have also commented on PODD. Royal Bank Of Canada reduced their price objective on Insulet from $280.00 to $245.00 and set an “outperform” rating for the company in a research note on Monday, July 13th. Benchmark reiterated a “buy” rating on shares of Insulet in a research report on Wednesday, May 27th. Robert W. Baird cut their price target on Insulet from $360.00 to $248.00 in a report on Thursday, May 7th. UBS Group cut Insulet from a “buy” rating to a “neutral” rating and set a $174.00 price target for the company. in a research report on Tuesday, July 28th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Insulet in a research note on Tuesday, June 23rd. They issued a “buy” rating and a $190.00 price objective on the stock. Fourteen 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. According to MarketBeat, Insulet currently has an average rating of “Hold” and an average target price of $195.40.

Insulet Stock Performance

Shares of NASDAQ PODD opened at $141.17 on Thursday. Insulet has a 12-month low of $126.40 and a 12-month high of $354.88. The firm has a market capitalization of $9.79 billion, a price-to-earnings ratio of 26.39, a price-to-earnings-growth ratio of 1.03 and a beta of 1.10. The company has a current ratio of 2.48, a quick ratio of 1.81 and a debt-to-equity ratio of 0.65. The firm has a 50 day moving average of $155.42 and a 200 day moving average of $193.60.

Insulet (NASDAQ:PODD) last released its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.19. The business had revenue of $801.70 million for the quarter, compared to the consensus estimate of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The company’s quarterly revenue was up 23.5% on a year-over-year basis. During the same period last year, the firm earned $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, research analysts anticipate that Insulet will post 6.51 earnings per share for the current year.

Insider Buying and Selling at Insulet

In related news, Director Timothy C. Stonesifer bought 2,790 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was bought at an average cost of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director owned 9,041 shares of the company’s stock, valued at approximately $1,297,473.91. The trade was a 44.63% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.36% of the company’s stock.

Institutional Trading of Insulet

Several hedge funds have recently bought and sold shares of the stock. Mitsubishi UFJ Trust & Banking Corp boosted its position in shares of Insulet by 26.5% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 43,921 shares of the medical instruments supplier’s stock valued at $12,484,000 after buying an additional 9,206 shares during the period. Asset Management One Co. Ltd. raised its holdings in shares of Insulet by 99.5% in the fourth quarter. Asset Management One Co. Ltd. now owns 76,594 shares of the medical instruments supplier’s stock worth $21,948,000 after buying an additional 38,193 shares during the period. OP Asset Management Ltd purchased a new stake in shares of Insulet in the first quarter worth approximately $1,513,000. Strs Ohio lifted its stake in shares of Insulet by 36.0% during the 4th quarter. Strs Ohio now owns 22,680 shares of the medical instruments supplier’s stock worth $6,447,000 after acquiring an additional 6,003 shares during the last quarter. Finally, Swedbank AB lifted its stake in shares of Insulet by 11.0% during the 4th quarter. Swedbank AB now owns 85,988 shares of the medical instruments supplier’s stock worth $24,441,000 after acquiring an additional 8,500 shares during the last quarter.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported strong second-quarter results, with revenue of $801.7 million, up 23.5% year over year, and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The results indicate continued demand for the Omnipod platform despite emerging retention issues. Insulet Corporation Q2 2026 Earnings Call Summary
• Neutral Sentiment: Several law firms are seeking lead plaintiffs for a federal securities class action covering investors who purchased PODD shares between February 21, 2025, and May 26, 2026. The lead-plaintiff deadline is August 31, 2026; the allegations have not been proven. Pomerantz class-action announcement
• Negative Sentiment: Insulet reduced its 2026 revenue outlook after identifying weaker-than-expected retention among Type 2 diabetes users. Investors are concerned that the issue could temper Omnipod adoption and second-half growth, despite management maintaining that the broader growth opportunity remains intact. Insulet cuts 2026 revenue outlook
• Negative Sentiment: Analysts sharply cut their valuations following the guidance reduction. TD Cowen lowered its price target to $144 with a hold rating, UBS reduced its target to $150 with a neutral rating, JPMorgan cut its target to $152, and Leerink downgraded PODD to market perform. Benchmark and Stifel retained buy ratings but also lowered their targets. Analysts slash Insulet forecasts
• Negative Sentiment: Investor concerns also include two recent Omnipod recalls or voluntary medical-device corrections, which have raised questions about manufacturing quality, potential regulatory scrutiny and reputational damage. The newly filed lawsuit alleges securities-law violations related to these issues and the company’s disclosures. PODD shareholder alert

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.