Insulet Corporation (NASDAQ:PODD) Given Average Recommendation of "Moderate Buy" by Brokerages

Key Points

• Insulet has a consensus analyst rating of “Moderate Buy”, with 21 of 27 analysts rating it a buy and an average 1-year price target of about $252.48.
• Several brokerages recently cut their price targets on PODD, but most kept bullish ratings; for example, William Blair initiated coverage with an Outperform rating and RBC reaffirmed Outperform with a $280 target.
• The biggest near-term concern is a voluntary correction of certain Omnipod pods after a manufacturing issue that could under-deliver insulin, with Reuters reporting the problem could cost Insulet up to $50 million.

Insulet Corporation (NASDAQ:PODD - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the twenty-seven ratings firms that are presently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, five have given a hold recommendation and twenty-one have given a buy recommendation to the company. The average 1-year price target among brokers that have covered the stock in the last year is $252.4783.

A number of analysts have weighed in on PODD shares. Canaccord Genuity Group reduced their price target on Insulet from $435.00 to $249.00 and set a "buy" rating for the company in a research report on Thursday, May 7th. Raymond James Financial reduced their price target on Insulet from $355.00 to $263.00 in a research report on Thursday, May 7th. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $205.00 price target on shares of Insulet in a research report on Wednesday. Piper Sandler reduced their price target on Insulet from $360.00 to $210.00 in a research report on Wednesday, May 6th. Finally, William Blair started coverage on Insulet in a research report on Wednesday, May 20th. They issued an "outperform" rating for the company.

Institutional Trading of Insulet

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

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: William Blair initiated coverage on Insulet with an Outperform rating, saying the valuation gap is hard to justify. William Blair Initiates on Insulet (PODD) With Outperform and Says the Valuation Gap Is Hard to Justify
• Positive Sentiment: Royal Bank of Canada reaffirmed an Outperform rating and set a $280 price target, signaling confidence in meaningful upside. Benzinga report on RBC reaffirming Insulet
• Positive Sentiment: Analysts have highlighted Omnipod 5 as a key growth driver, with prior quarterly results showing a beat and raised 2026 outlook. PODD and Omnipod 5: What's Driving Insulet's 2026 Growth
• Neutral Sentiment: Insulet said management will present at the William Blair Growth Stock Conference on June 3, which may keep investor attention on the company’s growth strategy. Insulet to Participate in William Blair 46th Annual Growth Stock Conference
• Negative Sentiment: Insulet announced a voluntary correction for specific Omnipod 5, DASH, and Eros pods after identifying a manufacturing issue that could cause under-delivery of insulin. Insulet Initiates Voluntary Medical Device Correction for Certain Omnipod Pods
• Negative Sentiment: Reuters said the defect could cost Insulet up to $50 million, reinforcing concerns about recall expenses and execution risk. Insulet flags dosing defect in some Omnipod devices, sees up to $50 million cost

Insulet Price Performance

PODD opened at $146.01 on Thursday. The stock has a market cap of $10.11 billion, a price-to-earnings ratio of 33.96, a PEG ratio of 1.22 and a beta of 1.20. Insulet has a 1 year low of $141.02 and a 1 year high of $354.88. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.71. The stock has a fifty day moving average price of $187.01 and a 200 day moving average price of $247.26.

Insulet (NASDAQ:PODD - Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts' expectations of $729.89 million. During the same quarter last year, the firm earned $1.02 earnings per share. The business's revenue for the quarter was up 33.9% on a year-over-year basis. Insulet has set its FY 2026 guidance at 6.210- EPS. Analysts forecast that Insulet will post 6.43 EPS for the current fiscal 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.

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