Insulet jumps as Q1 results top guidance and full-year outlook rises

Insulet Corporation (PODD) is up 6.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears tied to Insulet’s Q1 results coming in ahead of its own outlook and management raising full-year total revenue growth guidance. Investors also seemed to focus on strong international Omnipod momentum and improving profitability metrics.

Details:

Insulet reported Q1 revenue of $761.7 million, up 33.9% year over year (30.1% in constant currency), exceeding the high end of its prior constant-currency growth guidance range.

Total Omnipod revenue rose to $758.4 million, with international Omnipod revenue growing sharply year over year and the company highlighting continued geographic expansion (including additional Middle East launches for Omnipod 5).

Profitability improved, with adjusted operating margin reported at 17.5% and adjusted diluted EPS reported at $1.42 for the quarter.

The company raised its FY2026 total revenue growth outlook (constant currency) to 21%–23% from its prior 20%–22% range, while reiterating expectations for roughly 100 bps of adjusted operating margin expansion.

Sources:

SEC, Insulet Investor Relations, MedTech Dive

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$PODD Insider Trading Activity

$PODD insiders have traded $PODD stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $PODD stock by insiders over the last 6 months:

ASHLEY MCEVOY (President and CEO) purchased 4,300 shares for an estimated $1,029,205
WAYNE A.I. FREDERICK sold 1,851 shares for an estimated $542,509
MICHAEL R MINOGUE purchased 2,030 shares for an estimated $499,846
TIMOTHY C. STONESIFER purchased 962 shares for an estimated $299,884

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$PODD Hedge Fund Activity

We have seen 396 institutional investors add shares of $PODD stock to their portfolio, and 395 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,299,597 shares (-74.0%) from their portfolio in Q4 2025, for an estimated $653,637,451
FMR LLC removed 1,244,468 shares (-16.4%) from their portfolio in Q4 2025, for an estimated $353,727,584
MACQUARIE GROUP LTD removed 474,325 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $134,822,138
VOYA INVESTMENT MANAGEMENT LLC added 337,421 shares (+531.8%) to their portfolio in Q4 2025, for an estimated $95,908,545
RTW INVESTMENTS, LP added 324,600 shares (+inf%) to their portfolio in Q4 2025, for an estimated $92,264,304
AQR CAPITAL MANAGEMENT LLC added 283,643 shares (+161.6%) to their portfolio in Q4 2025, for an estimated $80,622,686
SG AMERICAS SECURITIES, LLC added 279,587 shares (+712.1%) to their portfolio in Q1 2026, for an estimated $58,668,536

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$PODD Analyst Ratings

Wall Street analysts have issued reports on $PODD in the last several months. We have seen 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Underweight" rating on 01/12/2026
Truist Securities issued a "Buy" rating on 12/18/2025
Canaccord Genuity issued a "Buy" rating on 11/24/2025
BTIG issued a "Buy" rating on 11/21/2025
RBC Capital issued a "Outperform" rating on 11/21/2025
UBS issued a "Buy" rating on 11/19/2025

To track analyst ratings and price targets for $PODD, check out Quiver Quantitative's $PODD forecast page.

$PODD Price Targets

Multiple analysts have issued price targets for $PODD recently. We have seen 17 analysts offer price targets for $PODD in the last 6 months, with a median target of $274.0.

Here are some recent targets:

Lee Hambright from Bernstein set a target price of $200.0 on 05/07/2026
Richard Newitter from Truist Securities set a target price of $250.0 on 05/07/2026
Daniel Markowitz from Evercore ISI Group set a target price of $200.0 on 05/07/2026
Lawrence Biegelsen from Wells Fargo set a target price of $255.0 on 05/07/2026
Suraj Kalia from Oppenheimer set a target price of $210.0 on 05/07/2026
Marie Thibault from BTIG set a target price of $260.0 on 05/06/2026
Issie Kirby from Rothschild & Co set a target price of $220.0 on 04/24/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.