Insulet reported fourth-quarter and full-year 2025 results with 31% revenue growth and adjusted EPS of $1.55, exceeding analyst estimates. The company provided fiscal 2026 guidance of $3.250 billion to $3.304 billion in sales, slightly above the $3.245 billion consensus estimate. Q1 2026 guidance was $705.560 million to $716.940 million versus $713.405 million estimated. The board approved a $350 million increase to its share repurchase program, bringing the total to $475 million. Following these results, multiple analysts reduced their price targets. JPMorgan Chase lowered its target from $415 to $340. Oppenheimer reduced its target from $365 to $300. Leerink Partners lowered its target to $360. Canaccord Genuity reduced its target from $450 to $435. All maintained positive ratings despite the target reductions. The stock fell approximately 5.6% following the earnings announcement.
Read full analysisInsulet reported fourth-quarter and full-year 2025 results with 31% revenue growth and adjusted EPS of $1.55, exceeding analyst estimates. The company provided fiscal 2026 guidance of $3.250 billion to $3.304 billion in sales, slightly above the $3.245 billion consensus estimate. Q1 2026 guidance was $705.560 million to $716.940 million versus $713.405 million estimated. The board approved a $350 million increase to its share repurchase program, bringing the total to $475 million. Following these results, multiple analysts reduced their price targets. JPMorgan Chase lowered its target from $415 to $340. Oppenheimer reduced its target from $365 to $300. Leerink Partners lowered its target to $360. Canaccord Genuity reduced its target from $450 to $435. All maintained positive ratings despite the target reductions. The stock fell approximately 5.6% following the earnings announcement.
Insulet makes the Omnipod, a tubeless wearable insulin pump that eliminates the need for daily injections, serving people with diabetes globally. The company just reported its 10th consecutive year of 20%+ constant currency revenue growth, with Q4 2025 sales up 31% to $783.8 million, and is expanding aggressively into the Type 2 diabetes market. Today's decline reflects a wave of analyst price target cuts following the earnings report, as cautious near-term guidance tempered enthusiasm despite the strong results.