Insulet (NASDAQ:PODD) Issues FY 2026 Earnings Guidance

Insulet (NASDAQ:PODD) 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 Down 2.3%

Shares of NASDAQ:PODD opened at $167.53 on Wednesday. The firm has a market cap of $11.60 billion, a P/E ratio of 47.87, a P/E/G ratio of 1.01 and a beta of 1.20. 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 has a 12-month low of $158.35 and a 12-month high of $354.88. The business has a fifty day simple moving average of $214.88 and a 200 day simple moving average of $266.12.

Insulet (NASDAQ:PODD) last announced its earnings results on Wednesday, May 6th. The medical instruments supplier reported $1.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.19 by $0.23. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The business had revenue of $761.70 million during the quarter, compared to analyst estimates of $729.89 million. Insulet has set its FY 2026 guidance at 6.210- EPS. Analysts predict that Insulet will post 6.27 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on PODD shares. Truist Financial decreased their price target on Insulet from $360.00 to $315.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. Citigroup downgraded shares of Insulet from a “buy” rating to a “neutral” rating and reduced their price objective for the stock from $338.00 to $230.00 in a research report on Tuesday, April 7th. Oppenheimer reduced their price objective on shares of Insulet from $365.00 to $300.00 and set an “outperform” rating for the company in a research report on Thursday, February 19th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $325.00 price objective on shares of Insulet in a research report on Tuesday, April 14th. Finally, Sanford C. Bernstein reduced their price objective on shares of Insulet from $380.00 to $330.00 and set an “outperform” rating for the company in a research report on Thursday, February 19th. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Insulet presently has a consensus rating of “Moderate Buy” and a consensus target price of $327.24.

Insider Activity at Insulet

In other news, Director Michael R. Minogue bought 2,030 shares of Insulet stock in a transaction dated Wednesday, February 25th. The stock was bought 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 in the company, valued at approximately $4,304,839.09. This represents a 13.14% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.36% of the stock is currently owned by corporate insiders.

Institutional Trading of Insulet

Large investors have recently made changes to their positions in the company. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Insulet in the 4th quarter valued at about $26,000. DV Equities LLC acquired a new stake in shares of Insulet in the 4th quarter valued at about $28,000. Mcguire Capital Advisors Inc. acquired a new stake in shares of Insulet in the 4th quarter valued at about $29,000. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its stake in shares of Insulet by 68.8% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 135 shares of the medical instruments supplier’s stock valued at $38,000 after buying an additional 55 shares during the period. Finally, Measured Wealth Private Client Group LLC acquired a new stake in shares of Insulet in the 3rd quarter valued at about $49,000.

Insulet Company Profile

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.