Insulet Corp.

Insulet is highlighted by Insiders Fund amid strong product fundamentals for its Omnipod insulin system, but the stock has fallen sharply after a voluntary device correction for certain Omnipod lots due to cannula tears and rising manufacturing and legal challenges. Shares are down significantly year‑over‑year and declined in the past month, while insiders including the CEO and board members made notable purchases earlier in 2026. The fund cited Insulet among holdings despite underperformance versus major indices and noted declining hedge fund ownership. » Mere på finance.yahoo.com

JPMorgan has downgraded Insulet from "Overweight" to "Neutral" and reduced the price target from $275 to $152. Analysts cite slowing U.S. revenue growth, higher churn among type‑2 patients, and increasing competition in the patch‑pump market as reasons. JPMorgan sharply lowered its 2027 revenue and EPS forecasts and expects investors to remain cautious until management demonstrates a stabilization of growth. » Mere på de.investing.com

ClearBridge's SMID Cap Growth Strategy said Insulet detracted in Q2 as broad medtech weakness, a minor product recall and quality issues and rising worries about potential future competition weighed on the stock. Insulet closed at $161.28 on July 10, with a one-month gain of 8.87% but a 52-week decline of 44.77% and a market cap of $11.17 billion. The company reported Q1 2026 revenue of $762 million, up 34% year-over-year on a reported basis. » Mere på finance.yahoo.com