William Blair Has Optimistic Outlook of Insulet Q3 Earnings

Insulet Co. (NASDAQ:PODD - Free Report) - Stock analysts at William Blair increased their Q3 2025 earnings estimates for Insulet in a research note issued to investors on Monday, November 11th. William Blair analyst M. Andrew now anticipates that the medical instruments supplier will post earnings of $1.04 per share for the quarter, up from their prior estimate of $0.97. The consensus estimate for Insulet's current full-year earnings is $3.17 per share. William Blair also issued estimates for Insulet's Q4 2025 earnings at $1.20 EPS.

Other equities analysts have also recently issued research reports about the stock. Citigroup lifted their target price on shares of Insulet from $250.00 to $275.00 and gave the stock a "buy" rating in a research report on Tuesday, October 1st. Sanford C. Bernstein started coverage on shares of Insulet in a research report on Wednesday, November 6th. They issued an "outperform" rating and a $300.00 price objective for the company. BTIG Research boosted their price objective on shares of Insulet from $260.00 to $270.00 and gave the company a "buy" rating in a research report on Friday, November 8th. Canaccord Genuity Group boosted their price objective on shares of Insulet from $236.00 to $269.00 and gave the company a "buy" rating in a research report on Wednesday, September 25th. Finally, UBS Group boosted their price objective on shares of Insulet from $211.00 to $223.00 and gave the company a "neutral" rating in a research report on Friday, August 9th. Three analysts have rated the stock with a hold rating and twelve have issued a buy rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $253.27.

Insulet Price Performance

PODD traded down $7.90 during midday trading on Thursday, reaching $261.16. 708,175 shares of the company's stock were exchanged, compared to its average volume of 779,907. The company has a debt-to-equity ratio of 1.21, a current ratio of 3.68 and a quick ratio of 2.80. The stock has a market capitalization of $18.32 billion, a PE ratio of 46.07, a P/E/G ratio of 4.26 and a beta of 1.22. The business's 50-day moving average price is $235.96 and its 200 day moving average price is $206.47. Insulet has a 1-year low of $160.19 and a 1-year high of $279.40.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Insulet by 2.1% in the first quarter. Vanguard Group Inc. now owns 8,199,114 shares of the medical instruments supplier's stock valued at $1,405,328,000 after purchasing an additional 169,506 shares during the period. Baillie Gifford & Co. raised its holdings in Insulet by 20.7% in the third quarter. Baillie Gifford & Co. now owns 2,275,701 shares of the medical instruments supplier's stock valued at $529,669,000 after acquiring an additional 389,639 shares in the last quarter. Clearbridge Investments LLC raised its holdings in Insulet by 6.0% in the second quarter. Clearbridge Investments LLC now owns 1,339,763 shares of the medical instruments supplier's stock valued at $270,364,000 after acquiring an additional 75,526 shares in the last quarter. American Century Companies Inc. raised its holdings in Insulet by 18.7% in the second quarter. American Century Companies Inc. now owns 885,669 shares of the medical instruments supplier's stock valued at $178,728,000 after acquiring an additional 139,246 shares in the last quarter. Finally, Westfield Capital Management Co. LP raised its holdings in Insulet by 27.6% in the third quarter. Westfield Capital Management Co. LP now owns 754,872 shares of the medical instruments supplier's stock valued at $175,697,000 after acquiring an additional 163,388 shares in the last quarter.

Insulet Company Profile

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company's Omnipod platform includes the Omnipod 5 Automated Insulin Delivery System (Omnipod 5) which includes a proprietary AID algorithm embedded in the Pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless bluetooth communication; Omnipod DASH that features a bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager with a color touch screen user interface; and Omnipod GO, a standalone, wearable, insulin delivery system that provides a fixed rate of continuous rapid-acting insulin for 72 hours.