JPMorgan Chase & Co. Issues Pessimistic Forecast for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its target price dropped by JPMorgan Chase & Co. from $415.00 to $340.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the medical instruments supplier’s stock. JPMorgan Chase & Co.‘s price target points to a potential upside of 40.56% from the stock’s current price.

A number of other equities research analysts have also issued reports on the company. Royal Bank Of Canada increased their price target on Insulet from $370.00 to $380.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Barclays reiterated an “underweight” rating and issued a $286.00 price target on shares of Insulet in a research note on Thursday. Truist Financial lowered their price target on shares of Insulet from $412.00 to $390.00 and set a “buy” rating for the company in a report on Thursday, December 18th. Raymond James Financial raised their price objective on shares of Insulet from $366.00 to $385.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Finally, BTIG Research reiterated a “buy” rating and set a $380.00 target price on shares of Insulet in a research note on Wednesday. Twenty investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Insulet has an average rating of “Moderate Buy” and a consensus target price of $354.57.

Insulet Trading Down 2.9%

NASDAQ PODD opened at $241.89 on Thursday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 2.18 and a current ratio of 2.81. The firm has a market cap of $17.03 billion, a price-to-earnings ratio of 69.11, a PEG ratio of 1.55 and a beta of 1.41. The firm has a 50 day simple moving average of $272.44 and a 200-day simple moving average of $304.79. Insulet has a one year low of $230.05 and a one year high of $354.88.

Insulet (NASDAQ:PODD) last issued its quarterly earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 EPS for the quarter, beating the consensus estimate of $1.48 by $0.07. The company had revenue of $783.80 million during the quarter, compared to analysts’ expectations of $768.31 million. Insulet had a net margin of 9.12% and a return on equity of 24.90%. The firm’s revenue was up 31.2% compared to the same quarter last year. During the same quarter last year, the company posted $1.15 EPS. Equities research analysts anticipate that Insulet will post 3.92 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the stock. Winnow Wealth LLC acquired a new position in Insulet during the 3rd quarter valued at approximately $862,000. Illinois Municipal Retirement Fund boosted its holdings in shares of Insulet by 41.3% during the second quarter. Illinois Municipal Retirement Fund now owns 12,030 shares of the medical instruments supplier’s stock valued at $3,780,000 after acquiring an additional 3,514 shares during the period. Machina Capital S.A.S. bought a new position in shares of Insulet during the third quarter worth about $2,778,000. Campbell & CO Investment Adviser LLC acquired a new stake in shares of Insulet in the 2nd quarter worth about $1,081,000. Finally, Jump Financial LLC lifted its position in Insulet by 12.0% in the 2nd quarter. Jump Financial LLC now owns 66,170 shares of the medical instruments supplier’s stock valued at $20,789,000 after purchasing an additional 7,070 shares during the last quarter.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported a strong Q4: revenue and EPS beats, margin expansion, record Omnipod growth and a bullish 2026 outlook; management also expanded the share‑repurchase program — these operational wins drove the initial post‑earnings rally. Insulet Posts Strong Q4 Results, Expands Share Repurchase Program
• Positive Sentiment: Street reaction includes buy/overweight/outperform reiterations (BTIG reiterated Buy) and headlines noting a gap‑up after the earnings beat, which supported intraday upside earlier this week. BTIG Research Reiterates “Buy” Rating for Insulet Insulet Shares Gap Up Following Earnings Beat
• Neutral Sentiment: Reported short‑interest data is effectively zero/erroneous (0 shares), so there’s no clear short‑squeeze dynamic in play based on the available figures.
• Negative Sentiment: Multiple firms trimmed price targets this week (Raymond James to $355, Citigroup to $345, JPMorgan to $340, Leerink to $360). Although these firms mostly kept Buy/Outperform ratings, the lower targets remove some upside expectations and likely contributed to today’s pullback. Raymond James Adjusts Insulet Price Target Benzinga coverage of analyst target changes

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.