BTIG Research Reiterates “Buy” Rating for Insulet (NASDAQ:PODD)

Insulet (NASDAQ:PODD)‘s stock had its “buy” rating reiterated by equities researchers at BTIG Research in a research report issued on Wednesday, MarketBeat Ratings reports. They currently have a $380.00 price target on the medical instruments supplier’s stock. BTIG Research’s price objective points to a potential upside of 52.55% from the stock’s previous close.

Several other analysts have also recently commented on PODD. TD Cowen lowered shares of Insulet from a “buy” rating to a “hold” rating and set a $294.00 target price on the stock. in a research report on Monday, January 26th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $365.00 price objective on shares of Insulet in a report on Friday, January 9th. Evercore assumed coverage on Insulet in a research report on Tuesday, December 16th. They issued an “outperform” rating and a $370.00 price objective on the stock. Jefferies Financial Group boosted their target price on Insulet from $375.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Finally, UBS Group reiterated a “buy” rating on shares of Insulet in a report on Thursday, December 18th. Twenty analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $356.00.

Insulet Stock Performance

Shares of NASDAQ:PODD opened at $249.10 on Wednesday. Insulet has a one year low of $230.05 and a one year high of $354.88. The firm has a market cap of $17.52 billion, a PE ratio of 71.17, a price-to-earnings-growth ratio of 1.46 and a beta of 1.41. The firm’s 50 day simple moving average is $273.52 and its 200-day simple moving average is $305.11. The company has a debt-to-equity ratio of 0.61, a quick ratio of 2.18 and a current ratio of 2.81.

Insulet (NASDAQ:PODD) last issued its quarterly earnings data 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. Insulet had a return on equity of 24.90% and a net margin of 9.12%.The company had revenue of $783.80 million for the quarter, compared to analysts’ expectations of $768.31 million. During the same quarter in the previous year, the firm posted $1.15 earnings per share. The firm’s quarterly revenue was up 31.2% on a year-over-year basis. As a group, equities analysts predict that Insulet will post 3.92 EPS for the current year.

Institutional Investors Weigh In On Insulet

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Winnow Wealth LLC bought a new position in Insulet in the third quarter worth $862,000. Illinois Municipal Retirement Fund grew its position in 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 buying an additional 3,514 shares during the period. Machina Capital S.A.S. bought a new position in shares of Insulet in the third quarter worth about $2,778,000. Campbell & CO Investment Adviser LLC bought a new position in shares of Insulet in the second quarter worth approximately $1,081,000. Finally, Jump Financial LLC increased its stake in Insulet by 12.0% in the 2nd quarter. Jump Financial LLC now owns 66,170 shares of the medical instruments supplier’s stock worth $20,789,000 after buying an additional 7,070 shares in the last quarter.

Key Stories Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat expectations — Insulet reported $1.55 EPS vs. ~$1.48 consensus and revenue of $783.8M (up ~31% year/year), with margin expansion and record Omnipod growth, which underpinned the strong post‑earnings move. Reuters: Insulet beats quarterly estimates
• Positive Sentiment: Management gave an upbeat outlook for FY‑2026 (revenue commentary in multiple releases) and expanded the share repurchase program — both support longer‑term upside and were positive catalysts immediately after the print. Globe and Mail: Q4 results & buyback
• Positive Sentiment: Several sell‑side analysts reaffirmed bullish views — BTIG reiterated a Buy with a $380 target and other firms (William Blair/TipRanks coverage) continue to highlight long‑term growth, supporting buy interest into weakness. Street Insider: BTIG reiteration
• Neutral Sentiment: Widespread coverage and analysis — earnings call transcript, deep dives and multiple outlets summarized the print (Seeking Alpha, Zacks, MarketBeat), increasing information flow and short‑term churn but not necessarily changing fundamentals. Seeking Alpha: Earnings call transcript
• Negative Sentiment: Analysts trimmed price targets the same day — Citigroup cut its target to $345, JPMorgan to $340 and Leerink to $360 (ratings mostly remain Buy/Overweight). Those downward target revisions, despite positive ratings, likely prompted profit‑taking and pressured the stock. Benzinga: Price target changes
• Negative Sentiment: Technical/valuation headwinds — shares are trading below the 50‑ and 200‑day moving averages and the stock carries a high NTM P/E (~72), which can amplify downside when targets are trimmed or investors rotate out after a strong run. Barchart: Analyst target overview
• Neutral Sentiment: Reported short interest data in the feed is inconsistent/zero and unlikely to explain today’s move — no clear evidence of a short squeeze or covering driving price action. (Entry notes show 0 shares reported.)

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.