Insulet’s (PODD) “Buy” Rating Reaffirmed at BTIG Research

BTIG Research reissued their buy rating on shares of Insulet (NASDAQ:PODD) in a research note released on Wednesday morning, Marketbeat.com reports. The firm currently has a $380.00 target price on the medical instruments supplier’s stock.

Other equities research analysts have also issued reports about the stock. Leerink Partners increased their target price on shares of Insulet from $385.00 to $386.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Stifel Nicolaus decreased their price target on shares of Insulet from $370.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Raymond James Financial lifted their target price on Insulet from $366.00 to $385.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Wolfe Research upped their price target on shares of Insulet from $350.00 to $375.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. Finally, Barclays increased their price target on shares of Insulet from $300.00 to $301.00 and gave the company an “equal weight” rating in a report on Wednesday, November 5th. Twenty research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $373.38.

Insulet Price Performance

PODD opened at $258.07 on Wednesday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.18 and a current ratio of 2.87. The company’s 50-day simple moving average is $274.42 and its two-hundred day simple moving average is $305.50. Insulet has a 52-week low of $230.05 and a 52-week high of $354.88. The stock has a market capitalization of $18.16 billion, a P/E ratio of 74.80, a P/E/G ratio of 1.39 and a beta of 1.41.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, February 18th. The medical instruments supplier reported $1.55 EPS for the quarter, topping analysts’ consensus estimates of $1.48 by $0.07. The business had revenue of $783.80 million during the quarter, compared to the consensus estimate of $768.31 million. Insulet had a net margin of 9.76% and a return on equity of 24.36%. The firm’s revenue was up 31.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.15 EPS. As a group, analysts predict that Insulet will post 3.92 EPS for the current year.

Hedge Funds Weigh In On Insulet

Several hedge funds have recently bought and sold shares of the business. Larson Financial Group LLC grew its holdings in shares of Insulet by 114.6% in the fourth quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock worth $25,000 after purchasing an additional 47 shares during the last quarter. University of Texas Texas AM Investment Management Co. bought a new position in Insulet in the 4th quarter worth about $26,000. Elyxium Wealth LLC bought a new position in Insulet in the 4th quarter worth about $28,000. DV Equities LLC purchased a new position in shares of Insulet during the fourth quarter worth approximately $28,000. Finally, True Wealth Design LLC raised its stake in shares of Insulet by 288.0% during the third quarter. True Wealth Design LLC now owns 97 shares of the medical instruments supplier’s stock valued at $30,000 after acquiring an additional 72 shares in the last quarter.

Insulet News Summary

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 beat: Insulet reported $1.55 EPS versus ~$1.48 expected and revenue of $783.8M (vs. ~$768M), with revenue up ~31% year‑over‑year — the core reason the stock rallied after the print. Insulet: Q4 Earnings Snapshot
• Positive Sentiment: Strong product demand: Management cited robust demand for its Omnipod tubeless pumps as a key growth driver, supporting the beat and underpinning medium‑term growth expectations. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Raised full‑year revenue outlook: Insulet set FY‑2026 revenue guidance around $3.3B, above consensus (~$3.0B), signaling stronger secular growth for the year even as quarterly variability may occur. Insulet Corp (PODD) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst support: Several firms reiterated bullish views (BTIG reiterated a Buy with a $380 target; William Blair maintained a Buy), which can sustain investor interest and buying momentum. Insulet: Sustained Growth Runway and Underappreciated Long‑Term Upside Support Buy Rating
• Neutral Sentiment: Earnings materials and call available: The full earnings call transcript, slide deck and press release provide detail on unit growth, cadence and margin dynamics — useful for modeling but not new directional news. Insulet Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market coverage & analysis: Multiple outlets and analysts are parsing the quarter (Zacks, Seeking Alpha summaries) — expect further nuance on margin trajectory, supply chain and adoption metrics over the next days. Insulet (PODD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Near‑term caution: Q1 revenue guidance ($705.6M–$716.9M) came in below some Street estimates (~$768M), indicating possible near‑term cadence pressure despite a stronger full‑year view — this explains the mixed reception under the surface. Insulet Q4 earnings and guidance (press release & slide deck)

About Insulet

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.