Leerink Partnrs Has Bullish Estimate for Insulet Q3 Earnings

Key Points

• Leerink Partners has raised its Q3 2025 earnings per share estimate for Insulet to $1.12, up from the previous forecast of $1.08, indicating positive analyst sentiment.
• Insulet's stock has recently gained traction with upgrades from several analysts; Wells Fargo and Royal Bank of Canada both increased their target prices to $350.
• In its latest earnings report, Insulet reported $1.17 EPS for the quarter, surpassing estimates and showing a strong year-over-year revenue growth of 32.9%.

Insulet Corporation (NASDAQ:PODD - Free Report) - Equities researchers at Leerink Partnrs boosted their Q3 2025 earnings estimates for Insulet in a report released on Thursday, August 7th. Leerink Partnrs analyst M. Kratky now expects that the medical instruments supplier will earn $1.12 per share for the quarter, up from their prior forecast of $1.08. The consensus estimate for Insulet's current full-year earnings is $3.92 per share.

Several other equities research analysts have also recently issued reports on PODD. Wells Fargo & Company raised their price objective on shares of Insulet from $330.00 to $350.00 and gave the stock an "overweight" rating in a research report on Friday. Barclays raised their price objective on shares of Insulet from $234.00 to $266.00 and gave the stock an "equal weight" rating in a research report on Wednesday, April 30th. Wolfe Research upgraded shares of Insulet from a "peer perform" rating to an "outperform" rating and set a $350.00 price objective for the company in a research report on Tuesday, May 13th. The Goldman Sachs Group assumed coverage on shares of Insulet in a research report on Friday, May 30th. They set a "buy" rating and a $380.00 price objective for the company. Finally, Raymond James Financial restated an "outperform" rating and set a $360.00 price objective (up from $328.00) on shares of Insulet in a research report on Tuesday, May 27th. Two equities research analysts have rated the stock with a hold rating and seventeen have given a buy rating to the stock. According to data from MarketBeat, Insulet has a consensus rating of "Moderate Buy" and an average price target of $330.71.

Insulet Price Performance

Shares of Insulet stock traded down $2.26 during trading hours on Monday, reaching $304.84. 725,858 shares of the company's stock were exchanged, compared to its average volume of 648,924. Insulet has a 1 year low of $180.31 and a 1 year high of $329.33. The company has a market capitalization of $21.45 billion, a P/E ratio of 92.66, a price-to-earnings-growth ratio of 2.66 and a beta of 1.35. The business has a fifty day moving average of $298.72 and a two-hundred day moving average of $283.24. The company has a quick ratio of 1.81, a current ratio of 2.26 and a debt-to-equity ratio of 0.64.

Insulet (NASDAQ:PODD - Get Free Report) last released its earnings results on Thursday, August 7th. The medical instruments supplier reported $1.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.92 by $0.25. Insulet had a net margin of 10.01% and a return on equity of 23.78%. The business had revenue of $649.10 million during the quarter, compared to analyst estimates of $612.31 million. During the same quarter in the prior year, the firm earned $0.55 earnings per share. The company's revenue for the quarter was up 32.9% compared to the same quarter last year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Zions Bancorporation National Association UT purchased a new position in shares of Insulet in the first quarter valued at approximately $26,000. Larson Financial Group LLC raised its holdings in Insulet by 426.3% in the first quarter. Larson Financial Group LLC now owns 100 shares of the medical instruments supplier's stock valued at $26,000 after acquiring an additional 81 shares in the last quarter. Golden State Wealth Management LLC raised its holdings in Insulet by 202.9% in the second quarter. Golden State Wealth Management LLC now owns 103 shares of the medical instruments supplier's stock valued at $32,000 after acquiring an additional 69 shares in the last quarter. SouthState Corp raised its holdings in Insulet by 253.3% in the first quarter. SouthState Corp now owns 106 shares of the medical instruments supplier's stock valued at $28,000 after acquiring an additional 76 shares in the last quarter. Finally, Kozak & Associates Inc. acquired a new stake in Insulet in the second quarter valued at approximately $32,000.

Insider Activity at Insulet

In other news, SVP John W. Kapples sold 5,278 shares of the firm's stock in a transaction that occurred on Wednesday, May 14th. The shares were sold at an average price of $318.47, for a total value of $1,680,884.66. Following the completion of the transaction, the senior vice president owned 23,180 shares of the company's stock, valued at approximately $7,382,134.60. This trade represents a 18.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.39% of the company's stock.

Insulet Company Profile

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company's Omnipod platform includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5) which includes a proprietary AID algorithm embedded in the Pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless bluetooth communication; Omnipod DASH that features a bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager with a color touch screen user interface; and Omnipod GO, a standalone, wearable, insulin delivery system that provides a fixed rate of continuous rapid-acting insulin for 72 hours.