Robert W. Baird Lowers Insulet (NASDAQ:PODD) Price Target to $248.00

07 May 2026, 10:06 by Amy Steele · The Cerbat Gem

Insulet (NASDAQ:PODD – Get Free Report) had its target price lowered by stock analysts at Robert W. Baird from $360.00 to $248.00 in a note issued to investors on Thursday,MarketScreener reports. Robert W. Baird’s target price would suggest a potential upside of 57.48% from the company’s previous close.

Several other analysts also recently commented on PODD. Sanford C. Bernstein decreased their target price on shares of Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a research report on Thursday. Leerink Partners cut their target price on Insulet from $386.00 to $360.00 and set an “outperform” rating on the stock in a report on Thursday, February 19th. Truist Financial reduced their price target on Insulet from $360.00 to $315.00 and set a “buy” rating for the company in a research report on Wednesday, April 15th. Royal Bank Of Canada reissued an “outperform” rating and issued a $325.00 price objective on shares of Insulet in a research note on Tuesday, April 14th. Finally, Barclays reaffirmed an “underweight” rating and set a $198.00 target price on shares of Insulet in a research report on Thursday. Eighteen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Insulet currently has an average rating of “Moderate Buy” and an average price target of $263.91.

Check Out Our Latest Report on Insulet

Insulet Stock Up 4.1%

NASDAQ PODD traded up $6.20 on Thursday, reaching $157.48. The stock had a trading volume of 81,593 shares, compared to its average volume of 1,069,567. The company has a current ratio of 2.81, a quick ratio of 2.15 and a debt-to-equity ratio of 0.61. Insulet has a 1 year low of $148.30 and a 1 year high of $354.88. The business has a 50 day moving average price of $212.92 and a 200 day moving average price of $264.96. The company has a market capitalization of $10.91 billion, a price-to-earnings ratio of 44.72, a P/E/G ratio of 0.99 and a beta of 1.20.

Insulet (NASDAQ:PODD – Get Free Report) last announced its quarterly earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.23. The business had revenue of $761.70 million during the quarter, compared to analyst estimates of $729.89 million. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The firm’s revenue was up 33.9% on a year-over-year basis. During the same period in the previous year, the company earned $1.02 EPS. Insulet has set its FY 2026 guidance at 6.210- EPS. On average, analysts forecast that Insulet will post 6.27 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Michael R. Minogue purchased 2,030 shares of Insulet stock in a transaction on Wednesday, February 25th. The stock was purchased at an average cost of $246.23 per share, with a total value of $499,846.90. Following the acquisition, the director directly owned 17,483 shares in the company, valued at approximately $4,304,839.09. This trade represents a 13.14% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 0.36% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Insulet

Several hedge funds have recently made changes to their positions in the stock. Larson Financial Group LLC grew its position in Insulet by 114.6% during 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 in the last quarter. University of Texas Texas AM Investment Management Co. bought a new stake in shares of Insulet in the 4th quarter worth approximately $26,000. Elyxium Wealth LLC acquired a new stake in shares of Insulet during the 4th quarter worth approximately $28,000. DV Equities LLC acquired a new stake in shares of Insulet during the 4th quarter worth approximately $28,000. Finally, MV Capital Management Inc. bought a new stake in shares of Insulet during the fourth quarter valued at approximately $29,000.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

Positive Sentiment: Q1 results beat expectations — EPS $1.42 vs. ~$1.19 consensus and revenue $761.7M (+33.9% Y/Y), driven by strong Omnipod demand. This confirms solid top-line momentum. Insulet Reports First Quarter 2026 Results
Positive Sentiment: Company raised its annual revenue growth outlook after the quarter, citing sustained demand for its tubeless insulin pumps — a supportive signal for medium-term sales trajectory. Insulet lifts annual revenue forecast after quarterly beat
Neutral Sentiment: Earnings call commentary was broadly upbeat (Omnipod growth emphasized) and management provided slide materials/transcripts for investors to parse execution details. These materials clarify drivers but don’t change the headline beat. Q1 2026 Earnings Call Transcript
Negative Sentiment: FY 2026 EPS guidance appears below some Street estimates (company set FY EPS around ~6.21 vs. ~6.33 consensus cited by analysts), which likely disappointed investors despite the revenue upgrade. Earnings and guidance details
Negative Sentiment: BTIG cut its price target from $320 to $260 (still a Buy rating); the PT reduction signals some analyst re‑valuation and may have amplified selling pressure. BTIG price target cut

About Insulet

(Get Free Report)

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.