🔴 Insulet is trading 10.1% down today on lowered FY26 sales outlook and Omnipod guidance

Insulet is trading 10.1% down at $149.98 after the company lowered its long-term sales outlook despite beating Q2 earnings expectations.

• The company cut its full-year 2026 sales outlook and U.S. Omnipod growth guidance, citing a slower-than-expected ramp for its Type 2 diabetes rollout.
• While Q2 revenue and EPS exceeded analyst estimates, investors are focused on the softer forward-looking guidance rather than the headline beat.
• The sharp downside move reflects market concerns regarding the pace of adoption for the company's core diabetes management products.