Insulet Corporation detracted from performance in the second quarter of 2026 amid broad medtech weakness, a minor product recall, quality issues, and rising concerns around potential future competition, according to ClearBridge Investments' SMID Cap Growth Strategy. The strategy noted that weakness in provider and select medical technology holdings offset otherwise solid contributions from biotechnology and life sciences tools. Insulet, known for its Omnipod insulin delivery system, saw its shares lose 44.77% over the past 52 weeks, closing at $161.28 on July 10, 2026. The company generated revenue of $762 million in the first quarter of 2026, an increase of 34% on a reported basis.
Insulet CorporationRising concerns around potential future competition
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