[Form 4] TANDEM DIABETES CARE INC Insider Trading Activity
Tandem Diabetes Care director Joao Paulo Falcao Malagueira increased his equity stake through stock-based compensation, with 8,759 restricted stock units vesting on May 21, 2026, converting into common shares. He now directly holds 22,458 common shares. Additionally, on May 20, 2026, he received a new grant of 10,220 restricted stock units set to vest one year from the grant date under the company’s 2023 Long-Term Incentive Plan.
Tandem Diabetes (TNDM) director reports 10,220 RSU grant and 8,759-share vesting
Peyton R. Howell, a director at Tandem Diabetes Care (TNDM), reported significant equity award activity. This included the vesting and exercise of 8,759 restricted stock units into common shares on May 21, 2026, increasing her direct holdings to 29,836 shares. Additionally, Howell received a new grant of 10,220 restricted stock units on May 20, 2026, which are set to vest one year from the grant date under the company’s 2023 Long-Term Incentive Plan.
Tandem Diabetes Care (TNDM) director receives 5,110 restricted stock units grant
Tandem Diabetes Care (TNDM) director Sandra Beaver was granted 5,110 restricted stock units (RSUs) on May 20, 2026, as reported in a Form 4 SEC filing. These RSUs represent a contingent right to receive either common stock or cash and will fully vest on the one-year anniversary of the grant date, in accordance with the company's 2023 Long-Term Incentive Plan. This equity award serves to align the director's interests with those of shareholders.
Tandem Diabetes (TNDM) director gets 10,220 RSUs as 8,759 vest
Tandem Diabetes Care director Rebecca B. Robertson was granted 10,220 restricted stock units (RSUs) on May 20, 2026, under the company’s 2023 Long-Term Incentive Plan. Concurrently, 8,759 RSUs granted to her on May 21, 2025, vested and converted into common shares, bringing her direct holdings to 22,542 shares. This transaction, categorized as neutral in filing impact and sentiment, details the new RSU award and the conversion of previous units.
Tandem Diabetes (TNDM) director adds shares through RSU grant and vesting
Tandem Diabetes Care director Rajwant Sodhi reported receiving a grant of 10,220 restricted stock units (RSUs) on May 20, 2026, which will vest in one year. Additionally, 8,759 previously granted RSUs vested and converted into common shares, increasing his direct holdings to 24,280 shares. These transactions were related to stock-based compensation and not open-market trades.
Director at Tandem Diabetes (NASDAQ: TNDM) adds RSUs and shares
Tandem Diabetes Care director Kathleen McGroddy-Goetz reported new equity activity, including a grant of 10,220 Restricted Stock Units (RSUs) that will vest in one year. Additionally, 8,759 previously granted RSUs from May 2025 vested and converted into common shares. Following these transactions, she directly holds 26,612 shares, with no open-market buying or selling reported.
Tandem Diabetes (TNDM) director Twomey reports RSU grant and 8,759-unit vesting
Tandem Diabetes Care director Christopher J. Twomey reported equity compensation activity, including the grant of 10,220 Restricted Stock Units (RSUs) on May 20, 2026. Additionally, 8,759 RSUs previously granted on May 21, 2025, fully vested and converted into common shares on May 21, 2026, increasing his direct common stock holdings to 24,434 shares. The report also details indirect holdings through family trusts and LLCs, and clarifies terms around RSUs and beneficial ownership.
Tandem Diabetes (TNDM) director receives 10,220 RSU grant as prior award vests
Tandem Diabetes Care director Myoungil Cha received a grant of 10,220 Restricted Stock Units (RSUs) which will vest in one year, following the vesting and conversion of 8,759 previously granted RSUs into common shares. After these transactions, Cha directly owns 22,458 shares of Tandem Diabetes Care common stock. This update on insider trading activity highlights changes in the director's equity exposure.
Shareholders back charter changes and equity plan at Tandem Diabetes (NASDAQ: TNDM)
Tandem Diabetes Care, Inc. (NASDAQ: TNDM) stockholders approved significant governance changes and an expansion of its long-term incentive plan at the 2026 annual meeting. Shareholders voted to amend the company's charter to allow director removal with or without cause and to limit officer liability, while also increasing authorized shares for the 2023 Long-Term Incentive Plan by 3,260,000. All nine director nominees were elected, executive compensation was approved on an advisory basis, and Ernst & Young LLP was ratified as the independent registered public accounting firm for 2026.
Tandem Diabetes Care (TNDM) legal chief reports RSU vesting, tax withholding and ESPP purchase
Shannon M. Hansen, EVP & Chief Legal Officer at Tandem Diabetes Care (TNDM), reported routine equity compensation activities. These included the exercise of 10,201 restricted stock units (RSUs), with 5,192 shares withheld for tax obligations, and the purchase of 1,886 shares through the Employee Stock Purchase Plan (ESPP) at $10.90 per share. Following these transactions, Hansen directly holds 28,285 shares and indirectly holds 1,935 shares.
Tandem Diabetes (TNDM) CTO reports RSU vesting, ESPP share purchase and tax withholding
Tandem Diabetes Care's EVP & CTO, Rick Carpenter, reported routine equity compensation activity, including the vesting of restricted stock units (RSUs) and an employee stock purchase plan (ESPP) acquisition. On May 15, 2026, he acquired 1,336 shares at $10.90 via ESPP and had 4,466 shares withheld at $12.82 for tax obligations related to RSU vestings, with no actual shares sold. Carpenter directly held 25,979 shares of Tandem Diabetes Care common stock after these transactions.
Tandem Diabetes (TNDM) EVP reports RSU exercises, tax share withholding and trust holdings
Tandem Diabetes Care EVP Elizabeth Anne Gasser reported several compensation-related stock transactions on May 15, 2026, including the exercise of 10,267 restricted stock units and the receipt of an additional 1,337 shares. The company withheld 5,510 shares to cover tax obligations, with no shares sold by Gasser. Following these transactions, she directly holds 1,762 shares and indirectly holds 25,949 shares through The Gasser Family Trust.
Silver Economy Investing: Why the Healthcare Giants Are in Focus
The article discusses the "Silver Economy," highlighting how the rapidly aging global population is creating significant growth opportunities in the healthcare sector. It emphasizes how major healthcare companies like Eli Lilly, Tandem Diabetes Care, Intuitive Surgical, and ResMed are capitalizing on this demographic shift through innovation in areas such as obesity, diabetes, robotic surgery, and sleep health. The piece also details specific initiatives by these companies and outlines the financial resilience of the healthcare sector as an investment.
Tandem Diabetes Care Price Target Cut to $25.00/Share From $35.00 by B of A Securities
B of A Securities has lowered its price target for Tandem Diabetes Care (TNDM) from $35.00 to $25.00 per share. This adjustment reflects an updated outlook on the company's financial prospects, though the firm maintained a "Neutral" rating on the stock. The change indicates a revised valuation by B of A Securities for Tandem Diabetes Care.
Tandem Diabetes Care, Inc. Stock 12‑Month Price Target Cut to $30.8, Implies 140% Upside
Tandem Diabetes Care, Inc.'s average 12-month stock price target has been lowered from $31.3 to $30.8 by 20 analysts, with a range of $20 to $55 per share. This updated target suggests a potential upside of approximately 140% from the May 15 closing price. The consensus rating for TNDM remains "Buy" among 24 analysts.
Tandem Diabetes Care (TNDM) loses 26.5% in 4 weeks, here's why a trend reversal may be around the corner
Tandem Diabetes Care (TNDM) has seen a significant 26.5% decline in its stock price over the past four weeks, underperforming the broader medical sector. This downturn is attributed to supply chain disruptions and competition. However, a potential trend reversal is anticipated, supported by a positive change in analyst consensus earnings estimates for the upcoming quarter.
Tandem Diabetes Care to end employment of chief commercial officer
Tandem Diabetes Care (NASDAQ: TNDM) announced the termination of employment for Mark Novara, its Executive Vice President and Chief Commercial Officer, effective May 18. This leadership change will not alter the company's strategy or 2026 goals. The news follows a strong Q1 2026 earnings report and an ongoing shift in the company's sales strategy towards the pharmacy channel.
Tandem Diabetes Care Stock Down 23% But Insiders Still In US$84k Profit
Despite a 23% drop in Tandem Diabetes Care (NASDAQ:TNDM) stock over the past year, insiders who purchased shares at an average price of US$37.05 are still showing an US$84k profit, with the current stock price at US$38.00. This indicates that insider buying has been a timely decision, suggesting a belief in the company's long-term prospects even amidst recent market volatility. However, it's important for potential investors to consider if the buying trend is isolated or part of a broader pattern, and to evaluate the company's fundamentals beyond just insider activity.
Mark Novara to Exit Tandem Diabetes Care as EVP & Chief Commercial Officer
Tandem Diabetes Care announced that Mark Novara, EVP and Chief Commercial Officer, will be terminated without cause, with his last day scheduled for May 18, 2026. This information was disclosed in an SEC filing by the company. The company has not yet disclosed information regarding his replacement.
Tandem Diabetes (NASDAQ: TNDM) to terminate EVP & Chief Commercial Officer
Tandem Diabetes Care, Inc. (NASDAQ: TNDM) announced that its Executive Vice President and Chief Commercial Officer, Mark Novara, was notified on May 11, 2026, that his employment is being terminated without cause, with his last day scheduled for May 18, 2026. Despite this leadership change, the company affirmed that its strategy and 2026 goals remain unchanged. This termination is classified under Item 5.02 of Form 8-K, concerning changes in directors or certain officers.
Tandem Diabetes Care (TNDM) loses 26.5% in 4 weeks, here's why a trend reversal may be around the corner
Tandem Diabetes Care (TNDM) has experienced a significant 26.5% stock price decline over the past four weeks, underperforming the broader Medical sector. Despite this recent downturn, the company's strong brand recognition, innovative product pipeline, and growth in recurring revenues suggest that a trend reversal could be imminent. Investors might find the current share price an attractive entry point, given the company's solid fundamentals and future prospects.
Tandem Diabetes Care Inc - Mark Novara, evp and chief commercial officer, to be terminated without cause - SEC filing
Tandem Diabetes Care Inc. announced that Mark Novara, its Executive Vice President and Chief Commercial Officer, will be terminated without cause, according to an SEC filing. This news was published on May 15, 2026. The article notes that this information is reserved for members and requires registration to unlock.
TNDM Stock Down Following Q1 Earnings & Revenue Beat, Gross Margin Up
Tandem Diabetes Care (TNDM) reported a narrower loss and revenue beat for Q1 2026, with a significant 482 basis point expansion in gross margin to 55.3%. Despite these positive financial results and achieving new pump shipment records, TNDM shares dropped 23.6% following the earnings announcement. The company also reaffirmed its full-year 2026 sales guidance and Zacks maintains a "Buy" rank for TNDM.
Tandem Diabetes Care (TNDM) loses 26.5% in 4 weeks, here's why a trend reversal may be around the corner
This article discusses the recent 26.5% drop in Tandem Diabetes Care's (TNDM) stock price over the last four weeks. It suggests that despite the significant decline, a trend reversal could be imminent. The analysis likely highlights underlying factors that might contribute to a potential rebound for the company's stock.
TNDM Initiated Coverage by Benchmark -- Rating Set to Hold
Benchmark has initiated coverage on Tandem Diabetes Care (TNDM) with a 'Hold' rating, citing a mixed landscape of analyst opinions and potential volatility. Despite the GF Value™ indicating the stock is 50.4% undervalued, its GF Score™ of 69/100 suggests fair long-term return potential with strong growth prospects but caution on valuation. Insider activity shows minimal selling and no buying in the last three months, prompting investors to monitor TNDM closely.
Benchmark Co. Initiates Tandem Diabetes Care(TNDM.US) With Hold Rating
Benchmark Co. has initiated coverage on Tandem Diabetes Care (TNDM.US) with a "Hold" rating. This indicates that the analyst firm recommends investors maintain their current position in the stock rather than buying or selling. The initiation suggests the company's valuation or future prospects are currently balanced according to Benchmark's analysis.
Tandem Diabetes Care (TNDM) Loses 26.5% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
Tandem Diabetes Care (TNDM) stock has experienced a significant 26.5% drop over the past four weeks, but indicators suggest a potential trend reversal. The stock is now oversold, as indicated by its Relative Strength Index (RSI) of 29.45. Additionally, a strong consensus among Wall Street analysts, leading to a 10% increase in the current year's EPS estimate over 30 days, coupled with a Zacks Rank #2 (Buy), points to a likely rebound.
Tandem Diabetes Care, Inc. $TNDM Shares Acquired by Vanguard Group Inc.
Vanguard Group Inc. increased its holdings in Tandem Diabetes Care, Inc. (NASDAQ:TNDM) by 3.9% in the fourth quarter, now owning 7.34 million shares valued at about $161.4 million. The company reported better-than-expected first-quarter results, beating earnings and revenue estimates, but still posted a quarterly loss. Analysts have a "Moderate Buy" consensus rating for TNDM with an average price target of $30.16.
Tandem Diabetes Care, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:TNDM)
Tandem Diabetes Care, Inc. (TNDM) reported its Q1 2026 earnings, with an EPS of -$0.30, beating estimates by $0.14, and revenue of $247.22M, surpassing expectations by $6.68M and showing a 5.46% year-over-year increase. This article presents the slide deck from the company's earnings call, published on May 11, 2026.
Tandem Diabetes (TNDM) Research Report
StockStory's research report on Tandem Diabetes (TNDM) assigns an "Underperform" rating, citing concerns over soft sales growth, negative returns on capital, and poor expense management despite exceeding Q1 2026 revenue and EPS estimates. The report highlights the company's high valuation relative to its business quality and declining long-term EPS and ROIC trends, suggesting better opportunities exist in the market. Tandem Diabetes specializes in automated insulin delivery systems, with its revenue primarily from pump sales and disposable supplies.
Earnings call transcript: Tandem Diabetes Care Q1 2026 sees record sales, stock drops
Tandem Diabetes Care reported record revenue of $247.22 million and an EPS of -0.3 for Q1 2026, surpassing analyst expectations. Despite strong financial performance and positive operational progress, including new product launches and market expansion, the company's stock dropped significantly by 14.14% in after-hours trading due to investor concerns. The company reaffirmed its full-year 2026 guidance, expecting continued growth driven by new technologies and a multi-channel business model.
Truist Financial Maintains Tandem Diabetes Care(TNDM.US) With Buy Rating, Cuts Target Price to $31
Truist Financial has reiterated its Buy rating for Tandem Diabetes Care (TNDM.US) but has lowered its price target for the stock to $31. This indicates a continued positive outlook on the company despite a revised, slightly more conservative valuation. Investors will be watching for further developments impacting Tandem Diabetes Care's stock performance.
Earnings call transcript: Tandem Diabetes Care Q1 2026 sees record sales, stock drops
Tandem Diabetes Care reported record-setting revenue and sales in Q1 2026, exceeding EPS and revenue forecasts, but its stock dropped significantly due to investor concerns. Despite strong performance and an upbeat outlook with new product launches and market expansion plans, the market reacted negatively. The company reaffirmed its 2026 financial guidance, anticipating continued growth and margin improvement, while also addressing challenges like infusion set shortages.
Tandem Diabetes Care Q1 Earnings Call Highlights
Tandem Diabetes Care reported record first-quarter pump shipments and sales for 2026, driven by strong growth in the U.S. and international markets, while reaffirming its full-year guidance. The company is advancing its PayGo pharmacy reimbursement model, preparing for new product launches like Tandem Mobi outside the U.S. and Mobi Tubeless, and received FDA clearance for Control-IQ+ for pregnant women. Despite facing infusion set shortages, Tandem improved its gross margin and generated positive free cash flow.
Tandem Diabetes Care Q1 Earnings Call Highlights
Tandem Diabetes Care reported record first-quarter pump shipments and sales for 2026, driven by growth in both U.S. and international markets, and reaffirmed its full-year outlook. The company is advancing its PayGo pharmacy channel strategy, expanding international operations, and preparing for several new product launches, including FDA-cleared Control-IQ+ for pregnant women and future integration with Abbott FreeStyle Libre 3 Plus. Despite ongoing infusion set shortages affecting a small number of SKUs, Tandem saw improved gross margins and generated free cash flow, ending the quarter with a strong cash position.
Tandem Diabetes Care (TNDM) Nears Break Even In Q4 Losses Challenging Bearish Narratives
Tandem Diabetes Care (TNDM) reported Q4 2025 revenue of US$290.4 million and a basic EPS loss of US$0.01, indicating a narrowing of losses throughout FY 2025. This performance challenges bearish narratives, as profit margins are projected to improve significantly over the next three years, with a low P/S ratio and a large DCF gap suggesting potential undervaluation. However, historical losses and share price volatility remain points of concern for skeptical investors.
Mizuho Securities Maintains Tandem Diabetes Care(TNDM.US) With Hold Rating, Raises Target Price to $24
Mizuho Securities has reiterated its Hold rating on Tandem Diabetes Care (TNDM.US) and increased its price target for the stock to $24. This adjustment reflects the firm's ongoing assessment of the company's financial prospects and market position.
A Look At Tandem Diabetes Care (TNDM) Valuation After FDA Clearance For Pregnancy Use Of Control IQ Plus
Tandem Diabetes Care (TNDM) recently received FDA clearance for its Control-IQ+ technology for use in pregnancies complicated by type 1 diabetes, making its t:slim X2 and Tandem Mobi systems the only approved automated insulin delivery options for this use in the US. Despite a year-to-date share price decline of 9.88%, the stock is considered undervalued by some models, with a narrative fair value of $30.76 against its current price of $19.42. The company's future growth hinges on successful expansion through pharmacy channels and managing competition, which could lead to improved revenue growth and earnings.
Tandem Diabetes Care Announces First Quarter 2026 Financial Results
Tandem Diabetes Care (Nasdaq: TNDM) reported strong Q1 2026 financial results, achieving record pump shipments and sales, along with a significant increase in gross margin. The company reaffirmed its full-year 2026 financial guidance and highlighted strategic advancements like the launch of a new reimbursement model and expanded Android compatibility for its Tandem Mobi system. These results demonstrate Tandem's commitment to innovation and growth in the diabetes technology market.
TD Cowen Maintains Tandem Diabetes Care(TNDM.US) With Buy Rating, Maintains Target Price $28
TD Cowen has reiterated its Buy rating on Tandem Diabetes Care (TNDM.US) and maintained its price target of $28. This indicates the firm's continued confidence in the company's stock performance and future prospects.
Tandem Diabetes Care Announces First Quarter 2026 Financial Results
Tandem Diabetes Care, Inc. (Nasdaq: TNDM) reported its financial results for the first quarter ended March 31, 2026, achieving record pump shipments and sales, and reaffirming its financial guidance for the full year 2026. The company saw worldwide sales increase by 5% to $247.2 million, with a gross margin of 55%. Strategic highlights included the launch of a pay-as-you-go reimbursement model in the U.S. and expanded Android compatibility for its Tandem Mobi connected care ecosystem.
Tandem Diabetes shipped 29,000 insulin pumps and kept 2026 targets
Tandem Diabetes Care reported record first-quarter 2026 results, including global pump shipments of over 29,000 and sales of $247.2 million, representing a 5% increase year-over-year. The company reaffirmed its full-year 2026 financial guidance, anticipating sales between $1.065 billion and $1.085 billion and a gross margin of 56% to 57%. Key achievements include the launch of a pay-as-you-go reimbursement model in the U.S. and Android compatibility for its Tandem Mobi connected care ecosystem.
Earnings Flash (TNDM) Tandem Diabetes Care, Inc. Reports Q1 Revenue $247.2M, vs. FactSet Est of $240.4M
Tandem Diabetes Care, Inc. reported its Q1 revenue reached $247.2 million, surpassing the FactSet estimate of $240.4 million. The company, which specializes in advanced automated insulin delivery systems like the Tandem Mobi and t:slim X2 insulin pumps, exceeded analyst expectations for its first-quarter performance. This financial update follows recent FDA clearances for their Control-IQ+ technology and several analyst upgrades.
Tandem Diabetes (NASDAQ: TNDM) lifts Q1 2026 margins and reaffirms outlook
Tandem Diabetes Care reported improved Q1 2026 results, with sales increasing 5% to $247.2 million and gross margin reaching 55%. The company significantly narrowed its GAAP operating loss and net loss, while adjusted EBITDA turned positive at $2.7 million. Tandem Diabetes reaffirmed its full-year 2026 financial guidance, anticipating sales between $1.065 billion and $1.085 billion, with continued margin expansion.
Tandem Diabetes faces earnings test as pay-as-you-go shift weighs
Tandem Diabetes Care Inc. is set to report first-quarter earnings, with investors focused on the operational impact of its transition to a pay-as-you-go pharmacy model. Analysts expect a near-term revenue decline and loss per share due to this shift, which is projected to create headwinds in 2026, despite a long-term positive outlook. Key factors investors will monitor include execution speed of the transition, new prescription growth for the Mobi system, and progress towards targeted gross and EBITDA margins.
A Look At Tandem Diabetes Care (TNDM) Valuation After FDA Clearance For Pregnancy Use Of Control IQ Plus
Tandem Diabetes Care (TNDM) has received FDA clearance for its Control-IQ+ technology for pregnant individuals with type 1 diabetes, making it the only approved automated insulin delivery system for this use in the US. Despite recent stock volatility and a year-to-date decline, the company's valuation models suggest it is significantly undervalued. The narrative points to future growth driven by pharmacy channel expansion and improved recurring supply sales.
Tandem Diabetes Care upgraded by Robert W. Baird with a new price target
Tandem Diabetes Care (TNDM) has received an upgrade from Robert W. Baird, including a new price target. This insight, provided by Quantisnow, highlights recent analyst ratings and SEC filings for the company. Quantisnow is a platform that offers real-time market data to retail investors.
Tandem Diabetes Care Prices Upsized Private Placement of $265 Million of Convertible Senior Notes Due 2032
Tandem Diabetes Care (TNDM) has priced an upsized private placement of $265 million in convertible senior notes due 2032. This financial move was announced via a press release highlighted by Quantisnow, a platform that aggregates real-time market data and news for investors. The article also provides recent analyst ratings for TNDM and a list of related SEC filings and company press releases.
Is FDA Pregnancy Clearance For Control-IQ+ Reshaping The Investment Case For Tandem Diabetes Care (TNDM)?
Tandem Diabetes Care (TNDM) recently received FDA clearance for its Control-IQ+ automated insulin delivery technology for use in pregnant individuals with type 1 diabetes. This clearance, supported by strong clinical trial data, expands Tandem's clinical footprint and could strengthen clinician confidence, potentially interacting positively with pharmacy channel adoption and Mobi Tubeless uptake. While it reinforces the company's investment narrative of continued market share gains, investors should also consider execution risks associated with new distribution models and potential regulatory and pricing pressures.
Voya Financial (NYSE: VOYA) discloses 6.3% stake in Tandem Diabetes Care (TNDM)
Voya Financial has disclosed a 6.3% beneficial ownership stake in Tandem Diabetes Care (TNDM), as reported in a Schedule 13G SEC filing. This institutional holding amounts to 4,343,683 shares, with Voya indicating sole voting power over 2,325,854 shares and sole dispositive power over all owned shares. The filing, made by Voya as the ultimate parent company, signifies a passive investment and provides transparency regarding significant ownership.
