Raymond James Financial Has Lowered Expectations for Insulet (NASDAQ:PODD) Stock Price

Insulet (NASDAQ:PODD) had its target price cut by equities researchers at Raymond James Financial from $385.00 to $355.00 in a note issued to investors on Thursday,MarketScreener reports. The firm presently has an “outperform” rating on the medical instruments supplier’s stock. Raymond James Financial’s target price would indicate a potential upside of 46.76% from the stock’s previous close.

Other equities research analysts have also recently issued reports about the stock. The Goldman Sachs Group dropped their target price on shares of Insulet from $363.00 to $326.00 and set a “buy” rating on the stock in a report on Thursday. Stifel Nicolaus dropped their price objective on Insulet from $370.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Citigroup reduced their target price on Insulet from $380.00 to $345.00 and set a “buy” rating for the company in a research note on Thursday. Wells Fargo & Company boosted their target price on Insulet from $350.00 to $360.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Finally, Canaccord Genuity Group cut their price target on Insulet from $450.00 to $435.00 and set a “buy” rating for the company in a report on Wednesday. Twenty equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $354.57.

Insulet Stock Performance

Shares of 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 stock has a 50 day moving average price of $272.44 and a 200 day moving average price of $304.79. The stock has a market capitalization of $17.03 billion, a PE ratio of 69.11, a price-to-earnings-growth ratio of 1.55 and a beta of 1.41. Insulet has a 52 week low of $230.05 and a 52 week high of $354.88.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 earnings per share for the quarter, topping the consensus estimate of $1.48 by $0.07. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The firm had revenue of $783.80 million for the quarter, compared to analyst estimates of $768.31 million. During the same quarter in the previous year, the firm earned $1.15 EPS. The business’s quarterly revenue was up 31.2% on a year-over-year basis. Analysts predict that Insulet will post 3.92 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Insulet

Several institutional investors and hedge funds have recently modified their holdings of PODD. Mcguire Capital Advisors Inc. bought a new position in Insulet in the fourth quarter valued at approximately $29,000. T. Rowe Price Investment Management Inc. increased its stake in shares of Insulet by 275.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 338 shares of the medical instruments supplier’s stock valued at $97,000 after purchasing an additional 248 shares during the last quarter. Claris Financial LLC bought a new position in shares of Insulet in the 4th quarter valued at $568,000. Invesco Ltd. raised its holdings in shares of Insulet by 10.5% during the 4th quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock worth $420,835,000 after buying an additional 141,167 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its position in shares of Insulet by 938.1% during the 4th quarter. Corient Private Wealth LLC now owns 112,245 shares of the medical instruments supplier’s stock worth $31,905,000 after buying an additional 101,432 shares during the last quarter.

Insulet News Summary

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.