Analysts Offer Predictions for Insulet FY2026 Earnings

Insulet Co. (NASDAQ:PODD) – Analysts at Leerink Partnrs raised their FY2026 earnings per share (EPS) estimates for shares of Insulet in a report released on Tuesday, October 15th. Leerink Partnrs analyst M. Kratky now anticipates that the medical instruments supplier will post earnings per share of $6.03 for the year, up from their previous forecast of $5.62. The consensus estimate for Insulet’s current full-year earnings is $3.04 per share.

A number of other brokerages have also recently commented on PODD. UBS Group lifted their price target on Insulet from $211.00 to $223.00 and gave the stock a “neutral” rating in a research note on Friday, August 9th. Piper Sandler lifted their price target on Insulet from $230.00 to $285.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 17th. BTIG Research lifted their price target on Insulet from $250.00 to $260.00 and gave the stock a “buy” rating in a research note on Monday. Citigroup lifted their price target on Insulet from $250.00 to $275.00 and gave the stock a “buy” rating in a research note on Tuesday, October 1st. Finally, Raymond James lifted their price objective on Insulet from $213.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday. Three investment analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company. Based on data from MarketBeat, Insulet currently has a consensus rating of “Moderate Buy” and an average target price of $242.29.

Insulet Stock Performance

Shares of NASDAQ PODD opened at $229.13 on Thursday. The company has a current ratio of 3.60, a quick ratio of 2.71 and a debt-to-equity ratio of 1.36. The stock’s 50-day moving average is $217.11 and its 200 day moving average is $196.34. The stock has a market cap of $16.05 billion, a price-to-earnings ratio of 69.43, a P/E/G ratio of 4.34 and a beta of 1.21. Insulet has a 1-year low of $128.68 and a 1-year high of $243.98.

Insulet (NASDAQ:PODD) last announced its quarterly earnings data on Thursday, August 8th. The medical instruments supplier reported $0.55 earnings per share for the quarter, missing analysts’ consensus estimates of $0.56 by ($0.01). The firm had revenue of $488.50 million for the quarter, compared to analysts’ expectations of $488.00 million. Insulet had a net margin of 21.11% and a return on equity of 30.73%. The business’s quarterly revenue was up 23.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.38 earnings per share.

Institutional Investors Weigh In On Insulet

Hedge funds have recently made changes to their positions in the company. International Assets Investment Management LLC bought a new stake in shares of Insulet during the second quarter valued at approximately $32,000. Sunbelt Securities Inc. purchased a new position in Insulet during the first quarter valued at $29,000. UMB Bank n.a. raised its stake in Insulet by 81.0% during the second quarter. UMB Bank n.a. now owns 181 shares of the medical instruments supplier’s stock valued at $37,000 after buying an additional 81 shares during the last quarter. CVA Family Office LLC raised its stake in Insulet by 138.1% during the second quarter. CVA Family Office LLC now owns 250 shares of the medical instruments supplier’s stock valued at $50,000 after buying an additional 145 shares during the last quarter. Finally, Massmutual Trust Co. FSB ADV raised its stake in Insulet by 159.2% during the second quarter. Massmutual Trust Co. FSB ADV now owns 254 shares of the medical instruments supplier’s stock valued at $51,000 after buying an additional 156 shares during the last quarter.

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.