Jefferies cuts Insulet target from USD 275 to USD 190 for Insulet stock

Published on 10/15/2026 at 19:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Insulet will report third-quarter results on November 4, 2026. Insulet stock costs EUR 123.80 on October 15, 2026 at 7:42 p.m. CEST.

Analyst target before results

Jefferies analyst Matthew Taylor reduced the Insulet target from USD 275.00 to USD 190.00 on October 12, 2026.
Insulet will publish third-quarter 2026 results on November 4, 2026.
Insulet stock costs EUR 123.80 at Lang & Schwarz on October 15, 2026 at 7:42 p.m. CEST.
Insulet trades at a P/E ratio of 25.95 and has a USD 9.6 billion market capitalization.

Architektur-Render Insulet-Firmensitz – weißes Glasgebäude mit Grünanlage im Sonnenuntergang — Insulet Medizintechnik Architektur-Render: moderner Firmensitz mit Glasfassade und Grünanlage im goldenen Sonnenuntergang, US45784P1012, Illustration mit AI erstellt.

Jefferies analyst Matthew Taylor lowered the price target for Insulet Corporation (ISIN US45784P1012) from USD 275.00 to USD 190.00 on October 12, 2026, while keeping a Buy rating, according to Markets Insider. Against Insulet's USD 138.76 Nasdaq price at 1:49 p.m. ET on October 15, 2026, the revised target implies 36.95 percent upside. The stock was trading at EUR 123.80 at Lang & Schwarz on October 15, 2026 at 7:42 p.m. CEST.

Target cut sharpens the debate

The change leaves Jefferies' target well below its previous USD 275.00 level. The analyst cited expected share loss from multiple competitive launches in diabetes care over the next twelve months, making product execution a central valuation variable.

Insulet's latest reported quarter still showed substantial scale. Revenue reached USD 801.70 million in the second quarter of 2026, while net income attributable to common shareholders was USD 95.00 million and diluted earnings per share were USD 1.37. These figures are from the standardized second-quarter financial statements for the period ended June 30, 2026.

Results date brings the next test

Insulet will report third-quarter 2026 results before the U.S. market opens on November 4, 2026, and will host its earnings call at 8:00 a.m. ET, according to Insulet. The date gives investors a defined checkpoint for demand, retention and the competitive response highlighted in the Jefferies note.

Price position and valuation

Insulet's Nasdaq quote stood at USD 138.76 on October 15, 2026 at 1:49 p.m. ET. The same quote showed a USD 126.40 to USD 354.88 52-week range, a USD 9.6 billion market capitalization, a P/E ratio of 25.95 and volume of 480,187 shares against an average of 1,689,128 shares. The share price therefore remained 9.79 percent above its 52-week low and 60.87 percent below its 52-week high.

Comparison with peers

Insulet (Nasdaq, USD): P/E 25.95, market capitalization USD 9.6 billion

DexCom (Nasdaq, USD): plus 3.52 percent, P/E 34.15, market capitalization USD 32.6 billion

Tandem Diabetes Care (Nasdaq, USD): minus 0.66 percent, P/E minus 17.17, market capitalization USD 1.1 billion

Market view into November

Insulet develops the Omnipod platform, a tubeless insulin delivery system, and reported 2025 revenue of USD 2.7 billion on its company website. The next earnings date is the clearest scheduled event, while the Jefferies target reset supplies the most recent named valuation signal.

The stock was trading at EUR 123.80 at Lang & Schwarz on October 15, 2026 at 7:42 p.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Insulet stock.