Insulet

PODD · NASDAQ

$142.64+$0.68 (+0.48%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $141.96

PODD analyst rating

BuyConsensus of 25 analysts over the last 12 months. 56% rate it a buy.

Strong buy0
Buy14
Hold10
Underperform1
Sell0

12-month price target · 26 analysts

Average $185.65 (+30.2% upside)

Low: $145.44
Now: $142.64
High: $388.50

Upgrades and downgrades

The latest rating actions, newest first

PODD analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Jefferies	Oct 12, 2026	Maintains	Buy	$275.00 → $190.00	59%
Barclays	Oct 7, 2026	Initiates	Equal-Weight	$150.00	68%
Canaccord Genuity	Aug 6, 2026	Maintains	Buy	$249.00 → $179.00	44%
Leerink Partners	Aug 6, 2026	Downgrade	Outperform → Market Perform	$247.00 → $145.00	41%
TD Cowen	Aug 6, 2026	Maintains	Hold	$294.00 → $144.00	61%
UBS	Aug 6, 2026	Maintains	Neutral	$174.00 → $150.00	43%
RBC Capital	Aug 6, 2026	Maintains	Outperform	$245.00 → $160.00	49%
Bernstein	Aug 6, 2026	Maintains	Outperform	$200.00 → $175.00	51%
Benchmark	Aug 6, 2026	Maintains	Buy	$250.00 → $185.00	59%
Stifel	Aug 6, 2026	Maintains	Buy	$225.00 → $180.00	55%

The case for and against

Updated Oct 14, 2026

Bull case

Insulet is supported by a differentiated tubeless Omnipod platform that has already reached more than 600,000 insulin-dependent patients worldwide, with 2Q revenue rising 23% to $801.7 million and adjusted EPS of $1.66, both ahead of expectations. Its investment case is further strengthened by a durable distribution model, expanding international momentum, and operating leverage, as shown by a 72.9% gross margin and 19.3% operating margin, while management still targets more than 30% adjusted EPS growth in 2026 and over $1 billion of R&D over the next three years. While U.S. growth may slow and newer tubeless entrants could pressure share, the company’s market leadership, product roadmap through 2028, and ability to keep growing in Type 2 diabetes support a constructive long-term outlook.

Bear case

Insulet is facing a weakened fundamental setup because U.S. Omnipod growth is decelerating, with 2Q revenue of $801.7M still accompanied by a cut to full-year U.S. growth guidance to 17%-19% from 20%-22%, reflecting softer utilization and retention in the Type 2 population. Management’s credibility has also been damaged by mixed 2027 messaging, two recalls/field actions, and a softer stance on the Nov. long-range plan, while intensifying tubeless competition in '27+ threatens to weigh on the multiple further. Although the company has more than 600,000 users worldwide and international growth remains a support, nearly 98% of revenue comes from Omnipod, leaving the stock exposed to execution missteps, product concentration risk, and margin pressure.

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