Insulet (NASDAQ:PODD) Updates FY 2026 Earnings Guidance

07 May 2026, 13:24 by Teresa Graham · The Cerbat Gem

Insulet (NASDAQ:PODD – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 6.210- for the period, compared to the consensus EPS estimate of 6.330. The company issued revenue guidance of $3.3 billion-$3.3 billion, compared to the consensus revenue estimate of $3.3 billion. Insulet also updated its Q2 2026 guidance to EPS.

Insulet Stock Performance

PODD traded up $9.69 on Thursday, hitting $160.97. The company’s stock had a trading volume of 1,279,242 shares, compared to its average volume of 1,083,234. The company’s 50 day simple moving average is $212.92 and its 200-day simple moving average is $264.96. The firm has a market cap of $11.15 billion, a P/E ratio of 46.02, a price-to-earnings-growth ratio of 0.99 and a beta of 1.20. Insulet has a 12 month low of $148.30 and a 12 month high of $354.88. The company has a quick ratio of 2.15, a current ratio of 2.81 and a debt-to-equity ratio of 0.61.

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

Analysts Set New Price Targets

Several research analysts recently commented on PODD shares. Jefferies Financial Group cut their price objective on shares of Insulet from $400.00 to $360.00 in a report on Thursday. Sanford C. Bernstein cut their price objective on shares of Insulet from $330.00 to $200.00 and set an “outperform” rating for the company in a report on Thursday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $280.00 price objective on shares of Insulet in a report on Thursday. Oppenheimer cut their price objective on shares of Insulet from $300.00 to $210.00 and set an “outperform” rating for the company in a report on Thursday. Finally, Barclays reaffirmed an “underweight” rating and issued a $198.00 price objective on shares of Insulet in a report on Thursday. Eighteen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Insulet has a consensus rating of “Moderate Buy” and a consensus price target of $258.91.

Read Our Latest Report on Insulet

Insider Transactions at Insulet

In other news, Director Michael R. Minogue bought 2,030 shares of the stock in a transaction on Wednesday, February 25th. The shares were acquired at an average cost of $246.23 per share, for a total transaction of $499,846.90. Following the purchase, the director directly owned 17,483 shares of the company’s stock, valued at $4,304,839.09. This trade represents a 13.14% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.36% of the stock is owned by corporate insiders.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

Positive Sentiment: Q1 beat and outlook lift — Insulet reported $1.42 EPS (above the $1.19 estimate) and $761.7M revenue, driven by strong Omnipod demand; management raised the annual revenue outlook, which is the main bullish catalyst. Reuters: Insulet lifts annual revenue forecast
Positive Sentiment: Company release/slide deck and call highlight growth — Insulet’s Business Wire filing and earnings deck show revenue up ~34% YoY and management reiterated a raised growth tone on the Q1 call, supporting near‑term investor confidence. Business Wire: Insulet Reports First Quarter 2026 Results
Neutral Sentiment: Some firms keep bullish ratings — a number of brokers that cut targets simultaneously maintained Buy/Outperform ratings (e.g., Oppenheimer kept an outperform), so the analyst community is recalibrating but not uniformly turning negative. Benzinga coverage
Neutral Sentiment: Technicals/market commentary: analysts note PODD has been oversold in recent weeks, suggesting the post‑beat rally may be a technical bounce as well as a fundamentals response. Zacks: PODD technical note
Neutral Sentiment: Earnings call transcript available — read the call transcript for management detail on unit trends, margin drivers and the guidance bridge that traders are pricing in. InsiderMonkey: Q1 2026 earnings call transcript
Negative Sentiment: Widespread price‑target cuts — several firms sharply lowered targets after the print (example: Piper Sandler cut its PT to $210 from $360), which reduces analyst‑driven upside and can weigh on sentiment despite the beat. MarketScreener: Piper Sandler cuts PT
Negative Sentiment: Multiple blue‑chip analysts trimmed targets (JPMorgan, Canaccord, Baird, Raymond James, Wells Fargo, Stifel, etc.), signaling more conservative forward assumptions — this creates mixed analyst signals and could limit further upside until forecasts settle. MarketScreener: JPMorgan adjusts PT

Institutional Trading of Insulet

A number of hedge funds have recently made changes to their positions in PODD. NewEdge Advisors LLC lifted its holdings in shares of Insulet by 44.8% during the 1st quarter. NewEdge Advisors LLC now owns 207 shares of the medical instruments supplier’s stock worth $54,000 after acquiring an additional 64 shares during the last quarter. Cresset Asset Management LLC lifted its holdings in shares of Insulet by 7.3% during the 2nd quarter. Cresset Asset Management LLC now owns 2,587 shares of the medical instruments supplier’s stock worth $813,000 after acquiring an additional 177 shares during the last quarter. Cerity Partners LLC lifted its holdings in shares of Insulet by 68.7% during the 2nd quarter. Cerity Partners LLC now owns 17,262 shares of the medical instruments supplier’s stock worth $5,423,000 after acquiring an additional 7,030 shares during the last quarter. Sei Investments Co. lifted its holdings in shares of Insulet by 27.4% during the 2nd quarter. Sei Investments Co. now owns 137,643 shares of the medical instruments supplier’s stock worth $43,245,000 after acquiring an additional 29,584 shares during the last quarter. Finally, Treasurer of the State of North Carolina lifted its holdings in shares of Insulet by 2.5% during the 2nd quarter. Treasurer of the State of North Carolina now owns 32,752 shares of the medical instruments supplier’s stock worth $10,290,000 after acquiring an additional 791 shares during the last quarter.

Insulet Company Profile

(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.

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.