Insulet's Upgrade: Insulet Corporation (PODD) has been upgraded to a Zacks Rank #1 (Strong Buy) due to an upward trend in earnings estimates, indicating a positive outlook for its stock price.
Earnings Estimates Impact: The Zacks rating system, which correlates earnings estimate revisions with stock price movements, suggests that rising earnings estimates for Insulet could lead to higher stock valuations and favorable investor sentiment.
Zacks Rank System: The Zacks Rank system classifies stocks based on earnings estimates, with only the top 5% receiving a "Strong Buy" rating, highlighting Insulet's strong position among its peers.
Future Earnings Projections: For the fiscal year ending December 2025, Insulet is expected to earn $4.83 per share, with analysts raising their estimates by 5.2% over the past three months, reflecting confidence in the company's growth potential.
Wall Street analysts forecast PODD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PODD is 375.83 USD with a low forecast of 316.00 USD and a high forecast of 450.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
Wall Street analysts forecast PODD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PODD is 375.83 USD with a low forecast of 316.00 USD and a high forecast of 450.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 280.000
Low
316.00
Averages
375.83
High
450.00
Current: 280.000
Low
316.00
Averages
375.83
High
450.00
Goldman Sachs
David Roman
Buy
downgrade
$388 -> $365
2026-01-09
Reason
Goldman Sachs
David Roman
Price Target
$388 -> $365
AI Analysis
2026-01-09
downgrade
Buy
Reason
Goldman Sachs analyst David Roman lowered the firm's price target on Insulet to $365 from $388 and keeps a Buy rating on the shares. After a year when fundamentals diverged from stock performance, 2026 should represent a return to normalized patterns where organic growth defines relative valuation, the analyst tells investors in a research note.
Bernstein
Lee Hambright
Outperform
downgrade
$410 -> $380
2026-01-09
Reason
Bernstein
Lee Hambright
Price Target
$410 -> $380
2026-01-09
downgrade
Outperform
Reason
Bernstein analyst Lee Hambright lowered the firm's price target on Insulet to $380 from $410 and keeps an Outperform rating on the shares. After a low point in September 2025, U.S. healthcare stocks have begun to perform better over the past several months, the firm notes. As the market gets more clarity on many of the macro / policy uncertainties that weighed on healthcare stocks during the course of 2025, Bernstein anticipates better days ahead for healthcare stocks in 2026.
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Truist
Buy
downgrade
$412 -> $390
2025-12-18
Reason
Truist
Price Target
$412 -> $390
2025-12-18
downgrade
Buy
Reason
Truist lowered the firm's price target on Insulet to $390 from $412 and keeps a Buy rating on the shares as part of a broader research note previewing 2026 for MedTech. The firm is more positive on the industry heading into next year given a more attractive relative sector valuation, though it also sees the possibility of it being a "source" vs. a destination of new healthcare investment flows, the analyst tells investors in a research note. Truist adds it prefers names with 2026 catalysts fueling durable revenue acceleration or out-of-favor near-term narratives.
Canaccord
Buy
maintain
$432 -> $450
2025-12-17
Reason
Canaccord
Price Target
$432 -> $450
2025-12-17
maintain
Buy
Reason
Canaccord raised the firm's price target on Insulet to $450 from $432 and keeps a Buy rating on the shares. The firm said they continue to be bullish on the Med-Tech sector heading into 2026. They point to strong underlying demand from an aging population, a focus on acute healthcare needs, the healthy pace of M&A, and a market that is receptive to IPOs as the foundation for our belief in our positive outlook in the upcoming year. Canaccord believs Insulet is positioned for a multi-year cycle of outperformance supported by the recent label expansion and commercialization of AID systems into the T2D patient population.
About PODD
Insulet Corporation is a medical device company. It is primarily engaged in the development, manufacture and sale of its continuous insulin delivery systems for people with insulin-dependent diabetes. The Omnipod System includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5), the Omnipod DASH Insulin Management System, and the Omnipod Insulin Management System. The Omnipod platform offers continuous insulin delivery that provides various benefits of insulin pump therapy in a way without the need for external tubing required with conventional pumps. The small, lightweight, self-adhesive disposable tubeless Omnipod device (Pod), can be worn in multiple locations, including the abdomen, hip, back of upper arm, upper thigh, or lower back, and delivers insulin into the body through a small flexible tube. It also produces pods for Amgen for use in the Neulasta Onpro kit, a delivery system for Amgen’s Neulasta to help reduce the risk of infection after intense chemotherapy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
