Insulet (NASDAQ:PODD) Issues FY 2026 Earnings Guidance

Insulet (NASDAQ:PODD) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 6.210- for the period, compared to the consensus EPS estimate of 6.330. The company issued revenue guidance of $3.3 billion-$3.3 billion, compared to the consensus revenue estimate of $3.3 billion. Insulet also updated its Q2 2026 guidance to EPS.

Insulet Price Performance

NASDAQ:PODD traded down $3.69 during mid-day trading on Friday, reaching $156.71. The stock had a trading volume of 397,702 shares, compared to its average volume of 1,093,389. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.15 and a current ratio of 2.49. The firm has a 50 day moving average price of $211.22 and a two-hundred day moving average price of $263.85. The stock has a market capitalization of $10.85 billion, a P/E ratio of 36.53, a P/E/G ratio of 0.89 and a beta of 1.20. Insulet has a one year low of $148.30 and a one year high of $354.88.

Insulet (NASDAQ:PODD) last issued its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.23. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The firm had revenue of $761.70 million for the quarter, compared to analysts’ expectations of $729.89 million. During the same period in the previous year, the firm posted $1.02 EPS. The business’s revenue for the quarter was up 33.9% compared to the same quarter last year. Insulet has set its FY 2026 guidance at 6.210- EPS. As a group, analysts expect that Insulet will post 6.27 earnings per share for the current year.

Analyst Ratings Changes

PODD has been the topic of several analyst reports. JPMorgan Chase & Co. lowered their price objective on Insulet from $340.00 to $275.00 and set an “overweight” rating on the stock in a research report on Thursday. Citigroup decreased their price objective on Insulet from $230.00 to $175.00 in a research note on Thursday. Robert W. Baird decreased their price objective on shares of Insulet from $360.00 to $248.00 in a research report on Thursday. TD Cowen cut Insulet from a “buy” rating to a “hold” rating and set a $294.00 price target on the stock. in a report on Monday, January 26th. Finally, BTIG Research reduced their target price on Insulet from $320.00 to $260.00 and set a “buy” rating on the stock in a report on Wednesday. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $257.09.

Insider Buying and Selling

In related news, Director Michael R. Minogue purchased 2,030 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were purchased at an average cost of $246.23 per share, for a total transaction of $499,846.90. Following the completion of the acquisition, the director 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 purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.36% of the stock is owned by company insiders.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q1 results beat and management raised FY2026 revenue guidance — Insulet reported Q1 revenue of $761.7M (up ~34% YoY) and EPS of $1.42, beating expectations; management raised full?year revenue growth guidance and reiterated margin expansion, which investors viewed as a catalyst for upside. Insulet jumps as Q1 results top guidance and full-year outlook rises
• Positive Sentiment: Operational detail: Omnipod growth and improving profitability — Omnipod revenue drove nearly all sales, with particularly strong international growth and better adjusted operating margin (management cited ~100 bps of margin expansion for the year). That supports expectations for higher free cash flow and multiple expansion if trends continue. Insulet Corporation 2026 Q1 – Results – Earnings Call Presentation
• Positive Sentiment: Insider purchases noted — Several insiders (including CEO Ashley McEvoy) bought shares recently, which some investors interpret as a signal of management confidence following the beat. Insulet jumps as Q1 results top guidance and full-year outlook rises
• Neutral Sentiment: Pipeline expansion: trial targeting Type?2 diabetes — Insulet announced trial work evaluating Omnipod in Type?2 patients, which could expand addressable market over time but is early?stage and unlikely to move near?term revenue materially. Insulet Trial Targets Type 2 Diabetes As Shares Trade Below Estimates
• Negative Sentiment: Broad analyst price?target cuts are weighing on the stock — Multiple firms cut targets this week (Piper Sandler, Baird, Wells Fargo, Raymond James, Canaccord, Oppenheimer, Stifel, BTIG, Jefferies, Evercore and others). The scale of cuts reduced near?term sentiment and created headline pressure despite the beat. Piper Sandler cuts price target on Insulet to 210 from 360
• Negative Sentiment: Even “buy” shops trimmed targets — Some firms that remain constructive still lowered targets (BTIG, Jefferies, others), signaling analysts are re?calibrating expectations (valuation, competitive dynamics, or modeling) after recent volatility. That increases the potential for short?term selling. Insulet (NASDAQ:PODD) Price Target Cut to $260.00 by Analysts at BTIG Research

Institutional Trading of Insulet

A number of hedge funds have recently added to or reduced their stakes in PODD. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Insulet during the fourth quarter valued at about $26,000. DV Equities LLC purchased a new stake in shares of Insulet in the 4th quarter valued at $28,000. Mcguire Capital Advisors Inc. purchased a new position in shares of Insulet during the 4th quarter valued at approximately $29,000. Towarzystwo Funduszy Inwestycyjnych PZU SA raised its position in shares of Insulet by 68.8% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 135 shares of the medical instruments supplier’s stock worth $38,000 after acquiring an additional 55 shares during the period. Finally, Measured Wealth Private Client Group LLC purchased a new position in Insulet during the third quarter worth approximately $49,000.

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.