Insulet Corp.

Baron SMID Cap ETF sold its stake in Insulet to re-evaluate an accelerating competitive landscape and a series of safety issues that have affected Insulet's automated insulin delivery production. The fund said it still admires Insulet and will keep the company on its watchlist. Insulet's shares have fallen sharply year‑over‑year and 54 hedge funds held the stock at the end of Q2 2026, down from 55 the prior quarter. » Plus sur finance.yahoo.com

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. » Plus sur 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. » Plus sur de.investing.com