Research
Benchmark Initiates Insulet at Buy With $250 Price Target
Insulet (PODD) has an average rating of overweight and mean price target of $248.50, according to analysts polled by FactSet.
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28 stories mentioning PODDUpdated 45d ago
Every FINWIRES story that references PODD, newest first.
What are analysts saying about PODD?
Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.
- Jefferies & Co.Target revisedPrice target$275from $360
- Stifel NicolausTarget revisedPrice target$180from $225
- TD CowenTarget revisedPrice target$144from $294
- BairdTarget revisedPrice target$175from $248
- Rothschild & Co RedburnTarget revisedPrice target$165from $220
- Leerink PartnersDowngradedMarket PerformPrice target$145from $247
What's the latest news on PODD?
Wire
Barclays Adjusts Insulet Price Target to $198 From $286
Insulet (PODD) has an average rating of overweight and mean price target of $258.22, according to analysts polled by FactSet.Price: $160.64, Change: $+9.36, Percent Change: +6.19%
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Research
Research Alert: CFRA Retains Buy Rating On Shares Of Insulet Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $200 from $358, representing 24.9x our 2027 EPS forecast, below PODD's trailing-12-month average forward P/E of 55.02x. We lift our 2026 EPS estimate to $6.46 from $6.21 and our 2027 EPS to $8.04 from $7.93. Insulet shares were down ~9% on May 6 despite solid Q1 results beating expectations and raised guidance. Investors appear concerned about margin headwinds as adjusted gross margin was negatively impacted by over 150 bps from increased exit and obsolescence costs related to transitioning to new pod configurations. These concerns may be heightened by raw material and shipping cost increases from the Middle East conflict potentially pressuring gross margin for another quarter. However, PODD's Q1 showed strong financial execution and strategic progress with impressive 30% revenue growth balanced across geographies the U.S. grew 28% and international delivered standout 45% growth, indicating robust demand despite concerns that GLP-1s are shrinking the addressable market.
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Wire
Oppenheimer Adjusts Price Target on Insulet to $210 From $300, Maintains Outperform Rating
Insulet (PODD) has an average rating of overweight and mean price target of $258.22, according to analysts polled by FactSet.Price: $157.84, Change: $+6.56, Percent Change: +4.34%
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Wire
Wells Fargo Lowers Insulet Price Target to $255 From $360
Insulet (PODD) has an average rating of overweight and mean price target of $329.87, according to analysts polled by FactSet.Price: $151.07, Change: $-16.46, Percent Change: -9.83%
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Wire
Piper Sandler Cuts Price Target on Insulet to $210 From $360
Insulet (PODD) has an average rating of overweight and mean price target of $329.87, according to analysts polled by FactSet.Price: $152.91, Change: $-14.62, Percent Change: -8.73%
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Research
Research Alert: Insulet Reports Strong Q1 Led By Omnipod Growth And International Expansion
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Insulet delivered solid Q1 2026 results with revenue of $761.7M (+33.9% Y/Y) exceeding guidance and beating consensus by $32M, while adjusted EPS of $1.42 (+39.2%) surpassed expectations by $0.23. Omnipod revenue grew 36.9% to $758.4M, led by 28.3% U.S. growth and 59.4% international expansion, with adjusted operating margin expanding 110 bps to 17.5% despite gross margin pressure. We view the Type 2 diabetes AID progress positively, with encouraging EVOLUTION 2 trial data showing 68% time in range and first participant enrolled in the pivotal EVOLVE study for 2027 510(k) filing. Management raised its 2026 revenue guidance to 21%-23% Y/Y constant currency growth (from 20%-22% Y/Y previously), while maintaining ~100 bps adjusted operating margin expansion and over 25% adjusted EPS growth outlook. We believe the combination of accelerating international momentum, Type 2 diabetes opportunity, and strong cash generation positions Insulet well for continued growth.
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Research
Rothschild & Co Redburn Downgrades Insulet to Neutral From Buy, Adjusts PT to $220 From $380
Insulet (PODD) has an average rating of overweight and mean price target of $329.87, according to analysts polled by FactSet.
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