$PODD

Insulet (PODD) shares fell 2.3% to $132.96 amid a broader market decline, extending losses since its Q2 2026 earnings. The company lowered its full-year revenue outlook due to weaker Type 2 diabetes patient retention, despite beating estimates. Analysts have cut price targets, with the consensus now at $144. Two board directors also resigned, adding to investor concerns.

INSULET CORP (PODD) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On September 21, 2026, Insulet Corporation (the “ Company ”) entered into the Ninth Amendment to Credit Agreement (the “ Amendment ”) with the lenders and other parties thereto and Morgan Stanley Senior Funding, Inc., as admin

INSULET CORP (PODD) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Adoption of Nonqualified Deferred Compensation Plan On September 14, 2026, the Talent and Compensation Committee (the "Comm

ResMed (RMD) and peers reported Q2 earnings, with revenues beating estimates by 1.4% but next quarter's guidance below. RMD's revenue grew 8.6% YoY, meeting expectations, while iRhythm (IRTC) saw 20.1% growth, exceeding estimates. Insulet (PODD) and DexCom (DXCM) also reported, with mixed results. Stocks have declined since earnings, with RMD down 2.3% and IRTC down 13%.

INSULET CORP (PODD) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 3, 2026, Timothy J. Scannell, a member of the Board of Directors (the "Board") of Insulet Corporation (the "Co

Insulet PODD reports strong growth in Omnipod 5 AID system adoption, with Q2 2026 revenues up 23.8%. The company faces competition and macroeconomic pressures but has raised international growth guidance. PODD's earnings beat estimates for four straight quarters, with a 22.2% long-term growth rate. Management expects continued expansion and product development, including Omnipod 6 and a Type 2 system launch in 2027.

Insulet (PODD) reported Q2 revenue of $801.7M, up 23.5% YoY, beating estimates by 1.9% but missing next quarter's guidance. Peers iRhythm (IRTC), ResMed (RMD), and DexCom (DXCM) also reported earnings, with mixed market reactions. PODD is down 11.6% since reporting, while DXCM is up 20.6%.

iRhythm (IRTC) reported Q2 revenue of $224.2M, up 20.1% YoY, beating estimates. ResMed (RMD) reported $1.46B in revenue, up 8.6% YoY, in line with expectations. Insulet (PODD) reported $801.7M in revenue, up 23.5% YoY, beating estimates but missing guidance. IRTC stock is down 4.4%, RMD up 3.4%, and PODD down 11.6% since reporting.

Insulet (PODD) faces class action lawsuits alleging false statements about manufacturing controls and safety risks in its insulin delivery products. The lawsuits, filed by Robbins Geller and Rosen Law Firm, cover shares bought between February 2025 and May 2026. Insulet maintains revenue growth guidance of 21-23% for 2026 despite recent recalls affecting 7 million units. Analysts project varying revenue and earnings estimates for 2029, with growth potential but increased risks due to manufacturi

Analysts' consensus for Insulet (PODD) is 'Moderate Buy' with 13 'Strong Buy' ratings, 2 'Moderate Buy', 11 'Hold', and 1 'Strong Sell'. Citigroup analyst Joanne Wuensch maintained a 'Hold' rating with a $150 price target, a 3.1% upside. The mean price target is $172.46, an 18.6% premium, while the highest target is $275, an 89.1% upside.