TNDM Initiated Coverage On by William Blair -- Rating Set to Outperform
William Blair initiated coverage on Tandem Diabetes Care (TNDM) with an 'Outperform' rating. The stock is considered 7.1% undervalued according to GF Value™, despite the company currently being unprofitable. Tandem Diabetes Care's GF Score™ is 71/100, reflecting strong growth and momentum but weaknesses in financial strength and profitability, warranting careful consideration from investors.
How Tandem’s Q2 Loss and Pharmacy Pivot Will Impact Tandem Diabetes Care (TNDM) Investors
Tandem Diabetes Care (TNDM) reported a Q2 2026 net loss of US$21.17 million despite sales of US$254.56 million, while reaffirming full-year sales guidance of US$1.07 billion to US$1.09 billion. The company is pivoting towards pharmacy-based pump distribution and new insulin delivery technologies, a strategic shift that could impact its revenue generation and long-term earnings profile. Investors are advised to consider the potential of this pharmacy expansion against competitive risks and shifting reimbursement terms.
Tandem Diabetes (NASDAQ: TNDM) exec nets 475 shares after RSU vesting
Tandem Diabetes Care Inc.'s EVP & Chief Operating Officer, Jean-Claude Kyrillos, reported the vesting of 1,010 restricted stock units (RSUs) on August 15, 2026. Of these, 535 shares were withheld by the company at $22.72 each to cover tax obligations, resulting in a net issuance of 475 shares. Following this transaction, Kyrillos now holds 7,067 RSUs that are set to vest in future quarterly installments.
Tandem Diabetes (NASDAQ: TNDM) CLO RSUs vest, with shares withheld for taxes
Tandem Diabetes Care Inc.'s EVP & Chief Legal Officer, Shannon Marie Hansen, had 3,014 Restricted Stock Units (RSUs) vest on August 15, 2026. Of these, 1,535 shares were withheld at $22.72 per share to cover tax obligations, with no open-market sales. The filing also reports an indirect holding of 1,935 common shares in the Shannon M. Hansen Trust.
Tandem Diabetes Care CFO Leigh Vosseller Reports RSU Vesting Transactions on August 15, 2026
Leigh Vosseller, CFO of Tandem Diabetes Care (NASDAQ:TNDM), reported RSU vesting transactions on August 15, 2026. These included the vesting of 1,496 shares from a May 2024 grant and 2,624 shares from a May 2025 grant, with shares withheld for tax obligations at $22.72 per share. Following these transactions, Vosseller directly owns 52,040 shares and indirectly holds 25,580 shares.
Tandem Diabetes (NASDAQ: TNDM) EVP issued 2,827 shares, 809 withheld
Tandem Diabetes Care Inc.'s EVP & Chief Admin. Officer, Susan Morrison, acquired 2,827 shares of common stock through the vesting of restricted stock units (RSUs) on August 15, 2026. The company withheld 809 shares at $22.72 each to cover tax obligations, resulting in a net acquisition of 2,018 shares. This transaction reflects equity compensation vesting and not open-market trading.
Is Tandem Diabetes Care (TNDM) Undervalued Following Q2 Earnings And Reaffirmed Guidance?
Tandem Diabetes Care (TNDM) is under fresh scrutiny after its Q2 2026 earnings, which showed increased sales, a narrower net loss, and reaffirmed full-year revenue guidance near $1 billion. Despite meeting Wall Street expectations, the stock sold off due to investor caution regarding U.S. pump shipments and a business model transition. While the stock has seen recent momentum with a 30% gain over the last month and 105% over the past year, its long-term performance has been mixed, leading to questions about whether its improving story is fully reflected in its current valuation, which Simply Wall St estimates to be undervalued by 23.8%.
Is Tandem Diabetes Care (TNDM) Undervalued Following Q2 Earnings And Reaffirmed Guidance?
Tandem Diabetes Care (TNDM) reported higher Q2 2026 sales and a narrowed net loss, reaffirming full-year revenue guidance. Despite meeting Wall Street expectations, the stock saw a post-earnings sell-off due to investor caution regarding U.S. pump shipments and a business model transition. However, the company's stock has shown strong recent performance, and a popular valuation narrative suggests it is currently undervalued with a fair value near $29.20.
Renaissance Technologies LLC Purchases New Position in Tandem Diabetes Care, Inc. $TNDM
Renaissance Technologies LLC has acquired a new position in Tandem Diabetes Care, Inc. (NASDAQ:TNDM), purchasing 58,227 shares valued at approximately $1.12 million. Other institutional investors like Vanguard Group and Jennison Associates also increased their holdings. Tandem Diabetes Care reported mixed quarterly results with revenue up 5.8% year-over-year but still posted a loss per share, narrowly beating analyst estimates.
TNDM Q2 Loss Narrower Than Expected, Revenues Miss, Stock Up
Tandem Diabetes Care (TNDM) reported a narrower-than-expected loss of 31 cents per share in Q2 2026, beating the Zacks Consensus Estimate. However, worldwide revenues of $254.6 million missed expectations. Despite the revenue miss, the stock gained 19.1% following the announcement, driven by increased pump shipments, favorable pricing, and improved product costs.
TNDM Q2 Loss Narrower Than Expected, Revenues Miss, Stock Up
Tandem Diabetes Care (TNDM) reported a Q2 2026 loss of 31 cents per share, which was narrower than expected, though worldwide revenues of $254.6 million missed consensus estimates. Despite the revenue miss, the company's shares rose 19.1% after the announcement, driven by increased pump shipments, favorable pharmacy-channel pricing, and improved product costs, leading to a significant expansion in gross margin. TNDM reaffirmed its 2026 sales guidance and maintains a solid cash position.
Tandem Diabetes Care, Inc. (TNDM) Investor Outlook: Analyzing 25% Potential Upside with No Sell Ratings
Tandem Diabetes Care, Inc. (TNDM) presents a high-risk, high-reward investment opportunity in the medical devices industry, with analysts projecting a 25% potential upside and no sell ratings. Despite current financial challenges like negative EPS and free cash flow, the company is bullishly positioned above moving averages, thanks to its innovative diabetes management solutions and strong R&D investments. Tandem's strategic collaborations and focus on advanced insulin delivery systems underscore its long-term growth potential in the competitive healthcare market.
Why Tandem Diabetes Care (TNDM) Is Up 14.8% After Reaffirming 2026 Outlook And Highlighting Mobi Momentum
Tandem Diabetes Care (TNDM) saw its stock rise 14.8% after reaffirming its full-year 2026 sales outlook of US$1.07–1.09 billion and highlighting early success with its Pay-As-You-Go pharmacy model and growing adoption of its Mobi platform. The company reported second-quarter sales of US$254.56 million and a reduced net loss, while also making progress towards FDA clearance for new tubeless capabilities. This positive news helps frame how these catalysts might impact revenue this year, though competitive pressures remain a key risk.
Why Tandem Diabetes Care (TNDM) Is Up 14.8% After Record Q2 Sales And PayGo Momentum
Tandem Diabetes Care (TNDM) saw its stock rise 14.8% after reporting record Q2 2026 worldwide sales of US$254.56 million, a higher gross margin, and a reduced net loss, while reaffirming its full-year sales guidance of US$1.07 billion. The company's new PayGo pharmacy model, which accounts for about 10% of U.S. shipments and 45% formulary coverage, is gaining momentum, signaling a shift towards more recurring revenue streams. This positive performance reinforces the company's investment narrative, although competitive risks persist.
Tandem Diabetes Care (TNDM) Could Be 23% Below Fair Value After Q2 Results
Tandem Diabetes Care (TNDM) reported strong Q2 2026 results with record worldwide sales and reaffirmed full-year guidance, leading to a significant rally in its share price. Despite the recent gains, Simply Wall St. suggests that TNDM is still undervalued by 23.4%, with a fair value estimated at $29.20. The positive outlook is attributed to expected pharmacy channel expansion, increased pump adoption, and improved margins, though the company faces competition and reimbursement uncertainties.
Tandem Diabetes Care Q2 Earnings Call Highlights
Tandem Diabetes Care reported strong Q2 results with record sales, pump shipments, and gross margin, driven by its transition to pharmacy-channel reimbursement and new insulin-delivery technologies. The company saw a 6% year-over-year increase in worldwide sales to $255 million and shipped approximately 33,000 insulin pumps globally. Despite near-term revenue headwinds from the pharmacy channel transition, Tandem reaffirmed its 2026 outlook and highlighted pipeline developments for new pump features and infusion technologies.
Tandem Diabetes Care (TNDM) Stock Jumps As Margin Recovery Steals The Spotlight
Tandem Diabetes Care's stock surged 19% after its Q2 earnings report, despite a net loss, due to a significant recovery in gross margin to 57%. Revenue grew 6%, and the net loss narrowed by 60%, with strong performance in international pump shipments and an increasing presence in Pharmacy PayGo. While the margin improvement is positive, concerns remain regarding continued losses and capital allocation risks.
Tandem Diabetes Care, Inc. Stock 12‑Month Price Target Raised to $29.5, Implies 57% Upside
Analysts have raised the average 12-month price target for Tandem Diabetes Care, Inc. (TNDM) stock to $29.5, up from $29.19. This new target suggests a potential upside of approximately 57% from its August 6th closing price. The consensus rating among 22 analysts remains a "Buy," with 12 recommending a Buy and 10 a Hold.
Tandem Diabetes Care Inc (TNDM) News, Articles, Events & Latest Updates
Tandem Diabetes Care Inc (TNDM) reported Q2 2026 financial results, including a loss and lagging revenue estimates, despite some key metrics showing positive movement. The company announced upcoming conference presentations, product compatibility expansions, and plans to release Q2 results in August 2026. This news comes as next-generation diabetes therapies are reshaping healthcare, presenting multi-billion-dollar revenue opportunities in the market.
Tandem Diabetes Care Announces Second Quarter 2026 Financial Results
Tandem Diabetes Care, Inc. reported strong financial results for Q2 2026, with worldwide sales increasing 6% to $254.6 million and gross margin up 460 basis points to 57%. The company also highlighted strategic achievements, including FDA submissions for Tandem Mobi, expanded global technology solutions, and reaffirmed its full-year 2026 financial guidance for sales between $1.065 billion and $1.085 billion.
Tandem Diabetes Care Q2 Earnings Call Highlights
Tandem Diabetes Care reported strong second-quarter results with record sales, pump shipments, and gross margin, driven by progress in pharmacy-channel reimbursement and new insulin-delivery technologies. The company saw increased U.S. and international sales, though pharmacy-channel transition created a near-term revenue headwind. Tandem reaffirmed its 2026 financial outlook and provided updates on pipeline developments, including a tubeless feature for the Mobi pump and a new infusion technology.
Tandem Diabetes Care, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:TNDM)
Tandem Diabetes Care, Inc. published its Q2 2026 earnings call presentation, reporting an EPS of -$0.31, which beat estimates by $0.01. The company's revenue for the quarter was $254.56M, representing a 5.77% year-over-year increase, though it missed revenue expectations by $510.18K. The slide deck accompanies their earnings call from August 7, 2026.
Tandem Diabetes Care (NASDAQ:TNDM) Shares Gap Down - What's Next?
Tandem Diabetes Care (NASDAQ:TNDM) shares gapped down but later rose by 13.8%. Analyst ratings are mixed, with a consensus "Hold" and an average price target of $28.77, though Mizuho lowered its target to $20. The company reported an adjusted loss of $0.31 per share, beating estimates, with revenue up 5.8% year-over-year, but remains unprofitable.
Tandem Diabetes Care (NASDAQ: TNDM) lifts Q2 sales to $254.6M, trims loss
Tandem Diabetes Care reported strong second-quarter 2026 results, with worldwide sales increasing by 6% to $254.6 million and a significant improvement in gross margin to 57%. The company also narrowed its GAAP net loss to $21.2 million and achieved positive Adjusted EBITDA of $6.4 million. Tandem reaffirmed its full-year 2026 sales guidance and highlighted strategic milestones including new FDA clearances and the international rollout of Tandem Mobi.
TANDEM DIABETES CARE INC 2026: Revenue $254.56M, EPS ($0.31) — 10-Q Summary
Tandem Diabetes Care Inc. (TNDM) reported its 2026 quarterly results, showing revenue of $254.56 million, an increase from $240.68 million in the previous year. The company significantly reduced its net loss to ($21.17 million) from ($52.4 million) year-over-year, with diluted loss per share narrowing to ($0.31) from ($0.78). Revenue growth was attributed to higher pump volumes and improved pricing, despite supply constraints from an infusion set supplier.
Tandem Diabetes Q2 2026 slides: PayGo model drives margin expansion
Tandem Diabetes Care (NASDAQ:TNDM) reported record Q2 2026 sales of $255 million, despite a slight miss on revenue forecasts, driven by a strategic transition to a "PayGo" pharmacy-based reimbursement model. This new model is expected to more than double lifetime revenue per patient and improve gross margins. The company reaffirmed its full-year 2026 guidance, projecting sales of $1.065 billion to $1.085 billion, and anticipates significant long-term profitability improvements as the transition progresses.
Tandem Diabetes Care, Inc. (TNDM) Reports Q2 Loss, Lags Revenue Estimates
Tandem Diabetes Care, Inc. (TNDM) reported a Q2 loss of $0.31 per share, exceeding the Zacks Consensus Estimate of a $0.34 loss, marking an 8.82% surprise. Despite this, the company's Q2 revenues of $254.56 million missed the consensus estimate by 0.1%, leading to an unfavorable Zacks Rank of #4 (Sell) for the stock. Analysts anticipate a loss of $0.22 per share on $268.05 million in revenues for the coming quarter and a full-year loss of $0.72 per share on $1.08 billion in revenues.
Voya Financial (TNDM holder) discloses 149,088 Tandem Diabetes Care shares in 13G/A
Voya Financial, Inc. has filed an amended Schedule 13G/A, disclosing its beneficial ownership of 149,088 shares of Tandem Diabetes Care, Inc. common stock, which represents a 0.2% stake in the company. Voya Financial asserts sole voting and dispositive power over these shares. The filing indicates this ownership is less than 5% of the class and is held by Voya as the ultimate parent company of its wholly-owned subsidiaries.
Tandem Diabetes Care (TNDM) Rebounds On Growth Hopes, Is The Stock Still Undervalued?
Tandem Diabetes Care (TNDM) has seen a recent rebound in its stock price, trading around $20.20, with a market value near $1.38 billion, despite longer-term declines. Analysts suggest the stock is undervalued with a fair value of $29.20, driven by expectations of future earnings power and margin expansion from pharmacy channel growth. However, the company faces risks from competition and potential complexity from expansion.
Tandem Diabetes Care (TNDM) Rebounds On Growth Hopes, Is The Stock Still Undervalued?
Tandem Diabetes Care (TNDM) has seen a recent rebound in its stock price, with a 31% gain over 30 days, despite longer-term declines. The company is considered 30.8% undervalued with a fair value of $29.20 compared to its current $20.20, driven by expectations of future earnings growth and margin expansion through pharmacy channel expansion. However, risks like competition and operational complexities could impact these projections.
Tandem Diabetes earnings on deck as pharmacy shift tests execution
Tandem Diabetes Care Inc. is preparing to announce its second-quarter results, with analysts expecting a loss of 33 cents per share on revenue of $255.1 million. Investors are keenly focused on the company's transition from a traditional durable medical equipment model to a pay-as-you-go pharmacy model, a shift that could significantly impact future revenue and profitability. The execution of this complex transition, along with managing competition and international expansion, will be critical for Tandem's investment case.
First Trust Advisors LP Takes Position in Tandem Diabetes Care, Inc. $TNDM
First Trust Advisors LP has acquired a new stake in Tandem Diabetes Care, Inc. (NASDAQ:TNDM), purchasing 342,707 shares valued at approximately $6.57 million during the first quarter. Other institutional investors also adjusted their holdings in the medical device company. Tandem Diabetes Care reported better-than-expected quarterly revenue of $247.22 million and an adjusted loss of $0.30 per share, surpassing analyst estimates.
Tandem Poised to Launch Tubeless Mobi Pump
Tandem Diabetes, a recent entrant in the insulin pump market, is still working to establish itself as a major competitor, despite launching its original t:slim pump in 2012. The company is poised to launch its new tubeless Mobi pump. Morningstar's analysis suggests it will take several more years for Tandem to achieve consistent positive earnings from operations.
Responsive Playbooks and the TNDM Inflection
This article from Stock Traders Daily discusses an "inflection" point for Tandem Diabetes Care Inc. (NASDAQ: TNDM), indicating strong sentiment and an overweight bias across all time horizons. It provides detailed trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss levels, along with multi-timeframe signal analysis for near-term, mid-term, and long-term outlooks. The analysis highlights an exceptional risk-reward short setup targeting a 24.6% downside.
TNDM6032036 Bond Profile — Key Metrics
This article provides a bond profile for Tandem Diabetes Care, Inc.'s TNDM6032036 bond, detailing its key metrics such as a 1.5% coupon rate, March 15, 2029 maturity date, and an outstanding amount of $316.25 million. It also includes information about the issuer, Tandem Diabetes Care, Inc., which focuses on products for insulin-dependent diabetes.
Tandem Diabetes Care Inc (TNDM) Risk Assessment: Volatility, Financial Risk & Investment Risk
Tandem Diabetes Care Inc (TNDM) has a risk assessment score of 5.08, placing it 84th out of 199 in the Healthcare Equipment & Supplies industry. The company's beta of 1.59 indicates higher volatility compared to the S&P 500, suggesting it may outperform in bull markets but underperform in bear markets. The assessment includes detailed metrics on volatility, drawdowns, and liquidity, providing a comprehensive view of the stock's risk profile.
Tandem Diabetes Care Inc (TNDM) Valuation: PE, PB & Fair Value Analysis
Tandem Diabetes Care Inc (TNDM) currently holds a valuation score of 7.08, placing it 148th out of 199 companies in the Healthcare Equipment & Supplies industry. Its P/E ratio stands at -14.19. The company has not yet disclosed relevant data for P/B, P/S, and P/CF ratios.
TNDM|Tandem Diabetes Care Inc|Price:18.585|Chg%:+0.825
This article provides a comprehensive stock analysis of Tandem Diabetes Care Inc (TNDM) by TradingKey. It highlights the company's strong fundamentals, high growth potential, and fair valuation, despite a sideways trading pattern. The analysis also covers institutional ownership, analyst ratings, and a detailed breakdown of the TradingKey Stock Score across various financial dimensions.
Tandem Diabetes Care Inc (TNDM) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Tandem Diabetes Care Inc (TNDM), focusing on its support and resistance levels, key indicators, and moving averages. TNDM's current price momentum score is 4.96, indicating a range-bound trading opportunity between 16.04 (support) and 20.51 (resistance). While indicators show a mix of buy, neutral, and overbought signals, all moving averages from MA5 to MA200 are currently signaling "Buy."
UBS Maintains Tandem Diabetes Care(TNDM.US) With Hold Rating, Cuts Target Price to $18
UBS has reiterated its Hold rating on Tandem Diabetes Care (TNDM.US) but has lowered its price target for the stock to $18. This adjustment reflects an updated outlook on the company's valuation by the analyst firm.
Tandem Diabetes Care Inc (TNDM) Financial Health: Profitability & Balance Sheet Analysis
Tandem Diabetes Care Inc (TNDM) currently holds a financial score of 6.97, placing it 116th out of 199 companies in the Healthcare Equipment & Supplies industry. The company's financial status is noted as weak, despite high operating efficiency and recent positive growth in revenue and net profit. Its latest quarterly revenue saw a 5.46% year-over-year increase, while net profit grew by 84.38%.
Tandem Diabetes Care Announces Upcoming Conference Presentation
Tandem Diabetes Care, Inc. announced that its management will present a company update at Canaccord Genuity’s 46th Annual Growth Conference. The presentation is scheduled for Tuesday, August 11, 2026, at 1:30 PM Eastern Time. A live webcast and archived recording will be available on the company's Investor Center website.
Tandem Diabetes Care (TNDM) Could Be 41% Undervalued As Pharmacy Expansion Lifts The Narrative
Tandem Diabetes Care (TNDM) is considered 41% undervalued with a fair value of
UBS Adjusts Price Target on Tandem Diabetes Care to $18 From $22, Maintains Neutral Rating
UBS has lowered its price target for Tandem Diabetes Care (TNDM) from $22 to $18, while reiterating a neutral rating on the stock. This adjustment reflects an updated outlook from the financial firm regarding the company's valuation. Tandem Diabetes Care is a global insulin delivery and diabetes technology company known for its advanced automated insulin delivery systems.
Tandem Diabetes Care (TNDM) Could Be 41% Undervalued As Pharmacy Expansion Lifts The Narrative
Tandem Diabetes Care (TNDM) is considered 41% undervalued with a fair value of $29.20, despite recent share price fluctuations. The positive outlook is attributed to anticipated long-term earnings potential driven by broader pharmacy channel expansion, which is expected to lower patient costs, increase pump adoption, and boost recurring supply sales through premium channels. However, the company faces competitive pressures and flat renewal expectations that could impact future revenue.
Tandem Diabetes Care (TNDM) Could Be 41% Undervalued As Pharmacy Expansion Lifts The Narrative
Tandem Diabetes Care (TNDM) is considered 41% undervalued with a fair value of $29.20 compared to its current price of $17.17. The optimistic outlook is driven by anticipated benefits from broader pharmacy channel expansion, which is expected to lower patient costs, increase pump adoption, and boost high-margin recurring supply sales, thereby supporting future revenue growth and profitability. Despite some positive sentiment, recent share price performance shows a significant decline over the past three years.
Tandem Diabetes Care Inc (TNDM) Institutional Confidence
The institutional shareholding score for Tandem Diabetes Care Inc (TNDM) is 10.00, placing it first in its industry. Institutional shareholding proportion increased by 8.98% quarter-over-quarter to 128.74%. Bill Nygren | OAKMX is the largest institutional shareholder with 900.81K shares, increasing holdings by 209.09%.
Tandem Diabetes Care Inc (TNDM) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the major shareholders and institutional holdings of Tandem Diabetes Care Inc (TNDM). It lists key institutional investors like BlackRock, Sessa Capital, and Vanguard, along with their respective proportions. The report also provides a historical overview of institutional shareholding data from 2023Q4 to 2026Q1 and highlights various ETFs that include TNDM in their portfolios.
What Tandem Diabetes Care (TNDM)'s CGM Expansion and New Tubeless Rival Mean For Shareholders
Tandem Diabetes Care (TNDM) recently expanded the compatibility of its t:slim X2 insulin pump with Abbott's FreeStyle Libre 3 Plus CGM in five European countries, aiming to boost international sales and attract more users. Simultaneously, a new competitor, Modular Medical, founded by Tandem's original pump inventor, introduced its Pivot tubeless insulin patch pump, increasing competitive pressure in the insulin delivery market. This situation presents both opportunities for Tandem through broader integration and risks from emerging tubeless rivals, which could impact its future growth and stock performance.
Understanding the Setup: (TNDM) and Scalable Risk
This article analyzes Tandem Diabetes Care Inc. (NASDAQ: TNDM), highlighting a strong bullish sentiment across all time horizons. It identifies a mid-channel oscillation pattern and points to an exceptional 80.5:1 risk-reward short setup with a 24.3% downside target. The analysis provides specific trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels.
