Insulet CorporationNasdaq: PODD

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On May 20, 2026, William Blair analyst Steve Lichtman assumed coverage of Insulet (PODD) with an Outperform rating. The same day, Insulet held its 2026 Annual Meeting of Shareholders virtually at 8:00 a.m. ET. Despite the bullish initiation, PODD closed at $314.18 and then dropped to approximately $290 in after-hours trading, extending a sharp pullback — shares are down about 25% over the past month and 38% over three months despite a strong Q1 2026 report (revenue +33.9% y/y to $761.7M, non-GAAP EPS of $1.42 beating by 19.3%). Year-to-date the stock is off 46.1% and trailing 1-year return is -53.2%. Q2 revenue guidance of $785.4M came in 0.8% below consensus, weighing on sentiment.

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Insulet held its 2026 annual shareholder meeting on May 20, 2026, via virtual webcast. Q1 2026 results released May 6 showed revenue up 33.9% YoY to $761.7M, beating estimates, with non-GAAP EPS of $1.42 (19.3% above consensus); management raised 2026 revenue growth and operating margin guidance by 100bps at the midpoint. Despite the beat, stock has been volatile - down about 25% over the past month and 38% over three months. Goldman Sachs cut its price target to $237 from $277 (Buy maintained), and Bank of America cut its PT to $208 from $288 in mid-May. Benchmark issued a Buy with $250 PT amid Riyadh regional HQ opening. Insulet also participated in the BofA Securities Healthcare Conference on May 13.

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Insulet reported Q1 CY2026 revenue of $761.7M, up 33.9% year-over-year and beating Wall Street expectations, with non-GAAP EPS of $1.42, 19.3% above consensus. Management raised its 2026 revenue growth and operating margin outlook by 100 bps at the midpoint. Despite the beat, next-quarter revenue guidance of $785.4M came in 0.8% below consensus and the stock fell 6% on May 13 to $148.84, now down 43.9% YTD and 55% off its 52-week high of $352.82. Benchmark issued a Buy rating with a $250 PT and the company opened a new MENA regional HQ in Riyadh; Goldman Sachs trimmed its PT to $237 while keeping Buy. Insulet's annual shareholder meeting is May 20, 2026, and management presented at the BofA Healthcare Conference on May 13.

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No material news in the last 48 hours.

Insulet reported Q1 2026 revenue of $761.7 million, up 33.9%, with EPS of $1.30. The company raised full-year 2026 guidance to 21-23% sales growth and expects adjusted EPS to exceed $6.25 per share. Operating margins expanded to 17.5%. On May 4, 2026, Insulet enrolled the first participant in its EVOLVE pivotal trial for a fully closed-loop insulin delivery system for type 2 diabetes. The company opened its Middle East and North Africa regional headquarters in Riyadh, Saudi Arabia. On May 12, shares jumped 3.4% after Benchmark initiated coverage with a Buy rating and $250 price target. Despite these positives, the stock is down 43.9% YTD at $158.82, trading 55% below its September 2025 high.

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In early May 2026, several analysts cut price targets on Insulet: Goldman Sachs to $237 from $277, Raymond James to $263 from $355, RBC Capital to $280 from $325, Bernstein to $200 from $330, Canaccord to $249 from $435, and Baird to $248 from $360. The cuts followed Q1 2026 results showing revenue up 33.9% YoY to $762M and adjusted EPS of $1.42 beating $1.18 estimates. Despite raised full-year guidance to 21-23% sales growth and adjusted EPS above $6.25, the stock has fallen sharply year-to-date to $158.92, near its 52-week low of $148.31. The price target cuts reflect concerns about decelerating growth and rising costs even as Omnipod 5 adoption remains strong. Risk: continued multiple compression if growth normalizes faster than expected.

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Insulet Corporation shares jumped 3.4% on May 12, 2026 after Benchmark initiated coverage with a Buy rating and a $250 price target, sending a bullish signal on the insulin delivery leader. The same day, Insulet announced the opening of its Middle East and North Africa regional headquarters in Riyadh, Saudi Arabia, marking a strategic expansion to manage operations and partner development in a high-growth diabetes market. Management is also scheduled to present at the BofA Securities 2026 Health Care Conference on May 13, 2026. The new coverage comes after the company recently raised 2026 revenue guidance to 21%-23% growth following Q1 revenue of $761.7 million (+33.9% YoY). Risk remains around the ongoing Omnipod 5 tubing recall, with 29 serious injuries reported as of April 17, and a 41.1% YTD stock decline despite strong fundamentals.

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Insulet reported Q1 2026 revenue of $761.7 million, up 33.9% (30.1% constant currency), exceeding its guidance range of 25-27%. Adjusted EPS of $1.42 beat consensus by 18.33%, and net income jumped to $91.1M ($1.30 diluted) from $35.4M. The company raised its 2026 revenue growth guidance to 21-23% constant currency from 20-22%, with adjusted EPS growth expected over 25%. Most upside came from international markets including UK, France and Germany while U.S. outlook was unchanged. Insulet began enrolling participants in its EVOLVE pivotal trial for a fully closed-loop insulin delivery system for type 2 diabetes, potentially expanding its addressable market. Management will present at the BofA Securities 2026 Health Care Conference on May 13.

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Insulet reported robust Q1 2026 revenue of $761.7M (+33.9% YoY), Omnipod revenue $758.4M (+36.9% or 33.0% constant currency), U.S. Omnipod $515.6M (+28.3%), International Omnipod $242.9M (+59.4%). Adjusted operating income $133.5M (17.5% margin, +110 bps YoY). Net income $91.1M, EPS $1.42 (beat $1.18 estimate by 20.34%). Raising full-year revenue guidance to 21-23%. Expanding to Type 2 diabetes with EVOLVE trial launch. Stock at $160.62. Bernstein cut PT to $200 from $330 but kept Outperform rating.

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Insulet reported Q1 2026 revenue of $761.7M (+33.9% YoY, +30.1% constant currency), exceeding guidance of 25-27%, with net income of $91.1M ($1.30 per share vs. $0.50 prior year). The company published 2025 Sustainability Report and sharply raised full-year guidance. However, multiple analysts cut price targets on May 7 including Bernstein (to $200 from $330), Canaccord, Baird, Stifel, and JPMorgan.

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Insulet reported Q1 2026 revenue of $761.7M, up 33.9% YoY (30.1% constant currency), with EPS of $1.42 beating consensus of $1.20. The company raised 2026 guidance to $3.277-$3.331B (vs. prior $3.250-$3.304B). CEO Ashley McEvoy highlighted AI integration across the diabetes ecosystem and Omnipod 5 enhancements. Stock trades at $167.74 with strong momentum on execution and expanded outlook.

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