JPMorgan Chase & Co. Has Lowered Expectations for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its price objective dropped by equities researchers at JPMorgan Chase & Co. from $340.00 to $275.00 in a note issued to investors on Thursday,MarketScreener reports. JPMorgan Chase & Co.‘s price objective points to a potential upside of 74.63% from the company’s current price.

A number of other equities analysts have also issued reports on the stock. BTIG Research reduced their price target on shares of Insulet from $320.00 to $260.00 and set a “buy” rating for the company in a research report on Wednesday. Raymond James Financial reduced their target price on shares of Insulet from $385.00 to $355.00 and set an “outperform” rating for the company in a report on Thursday, February 19th. Rothschild & Co Redburn reaffirmed a “neutral” rating and issued a $220.00 price target (down from $380.00) on shares of Insulet in a report on Friday, April 24th. Truist Financial cut their price target on Insulet from $360.00 to $315.00 and set a “buy” rating on the stock in a research report on Wednesday, April 15th. Finally, TD Cowen lowered Insulet from a “buy” rating to a “hold” rating and set a $294.00 price objective for the company. in a research note on Monday, January 26th. Eighteen equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $263.91.

Insulet Stock Performance

Shares of NASDAQ PODD traded up $6.20 during midday trading on Thursday, reaching $157.48. The company had a trading volume of 81,593 shares, compared to its average volume of 1,069,567. Insulet has a 1 year low of $148.30 and a 1 year high of $354.88. The business’s 50-day simple moving average is $212.92 and its 200 day simple moving average is $264.96. The company has a current ratio of 2.81, a quick ratio of 2.15 and a debt-to-equity ratio of 0.61. The stock has a market cap of $10.91 billion, a P/E ratio of 44.72, a P/E/G ratio of 0.99 and a beta of 1.20.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.23. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The business had revenue of $761.70 million for the quarter, compared to the consensus estimate of $729.89 million. During the same quarter in the previous year, the business earned $1.02 EPS. The company’s quarterly revenue was up 33.9% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, analysts forecast that Insulet will post 6.27 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Insulet news, Director Michael R. Minogue purchased 2,030 shares of the stock in a transaction on Wednesday, February 25th. The shares were bought 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 owned 17,483 shares of the company’s stock, valued at $4,304,839.09. This trade represents a 13.14% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Norges Bank acquired a new stake in Insulet in the 4th quarter valued at $300,794,000. RTW Investments LP acquired a new position in Insulet during the fourth quarter worth $92,264,000. AQR Capital Management LLC lifted its holdings in Insulet by 161.6% during the fourth quarter. AQR Capital Management LLC now owns 459,115 shares of the medical instruments supplier’s stock valued at $130,499,000 after purchasing an additional 283,643 shares in the last quarter. SG Americas Securities LLC grew its position in shares of Insulet by 712.1% in the first quarter. SG Americas Securities LLC now owns 318,848 shares of the medical instruments supplier’s stock valued at $66,907,000 after purchasing an additional 279,587 shares during the period. Finally, Worldquant Millennium Advisors LLC purchased a new stake in shares of Insulet during the second quarter worth about $80,082,000.

More Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 results beat expectations — EPS $1.42 vs. ~$1.19 consensus and revenue $761.7M (+33.9% Y/Y), driven by strong Omnipod demand. This confirms solid top-line momentum. Insulet Reports First Quarter 2026 Results
• Positive Sentiment: Company raised its annual revenue growth outlook after the quarter, citing sustained demand for its tubeless insulin pumps — a supportive signal for medium-term sales trajectory. Insulet lifts annual revenue forecast after quarterly beat
• Neutral Sentiment: Earnings call commentary was broadly upbeat (Omnipod growth emphasized) and management provided slide materials/transcripts for investors to parse execution details. These materials clarify drivers but don’t change the headline beat. Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY 2026 EPS guidance appears below some Street estimates (company set FY EPS around ~6.21 vs. ~6.33 consensus cited by analysts), which likely disappointed investors despite the revenue upgrade. Earnings and guidance details
• Negative Sentiment: BTIG cut its price target from $320 to $260 (still a Buy rating); the PT reduction signals some analyst re?valuation and may have amplified selling pressure. BTIG price target cut

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.