Insulet Q4 EPS Beats Estimates, Targets Lowered to $326–$360
Insulet delivered Q4 adjusted EPS of $1.55 and revenue of $783.8 million, surpassing $1.46 EPS and $768.7 million consensus estimates. Truist lowered its price target to $360 from $390 and Goldman Sachs cut it to $326 from $363 while both firms kept Buy ratings.
1. Analyst Price Target Revisions
Truist reduced its 2026 price target to $360 from $390 and maintained a Buy rating, while Goldman Sachs lowered its target to $326 from $363 and reaffirmed a Buy stance, noting that current valuations remain cautious relative to underlying fundamentals.
2. Q4 Financial Results
Insulet reported adjusted EPS of $1.55 versus a $1.46 consensus and revenue of $783.8 million compared with $768.7 million expected, marking another quarterly beat driven by innovation, scale and disciplined execution.
3. Growth Drivers and Market Expansion
Global adoption of Omnipod 5 surged, supported by direct-to-consumer marketing driving new patient starts in Type 2 diabetes, and overseas markets delivered mid-20s FX-neutral growth, reinforcing Insulet’s first-mover advantage in insulin delivery.