Why Tandem Diabetes Care Stock Popped Today
Tandem Diabetes Care (NASDAQ: TNDM) experienced a significant stock increase of over 32% after reporting substantial gains in profitability for the fourth quarter. The company's new pay-as-you-go pharmacy structure is driving margin expansion and recurring revenue, with gross margin improving to 58%. Management anticipates continued profitable growth and expects full-year sales for 2026 to be between $1.065 billion and $1.085 billion.
Tandem Diabetes Shares Rise 33% On Earnings Beat, Margin Expansion, Growth Outlook
Tandem Diabetes Care (NASDAQ: TNDM) saw its shares surge by 33% after reporting a smaller-than-expected adjusted loss and sales that beat consensus in the fourth quarter. The company also announced an improved adjusted gross profit and operating profit, along with strategic plans for future growth including a "pay-as-you-go" model in the U.S. and a commitment to expand pump shipment growth in 2026. Despite a sales forecast slightly below consensus for fiscal 2026, management expects accelerated growth in 2027 and beyond, leading to positive analyst actions.
Why Are Tandem Diabetes (TNDM) Shares Soaring Today
Tandem Diabetes Care (NASDAQ:TNDM) shares surged over 30% after the company announced stronger-than-expected fourth-quarter financial results, including a 15% increase in sales to $290.4 million and a much smaller loss per share than forecast. This performance, coupled with improved operating margins, drove the stock higher despite a 2026 sales forecast that slightly missed market expectations. The company had also previously exceeded analyst expectations in the third quarter.
Mizuho Maintains Neutral Rating, Raises Price Target for Tandem Diabetes Care (TNDM) to $22 | TNDM Stock News
Mizuho analyst Anthony Petrone has maintained a Neutral rating on Tandem Diabetes Care (TNDM) but raised the price target from $21.00 to $22.00, reflecting a 4.76% increase. This adjustment comes amidst other analyst updates, with an average target price of $25.50 from 22 analysts, suggesting a 1.19% upside from the current price, and a consensus "Outperform" brokerage recommendation. Tandem Diabetes designs and manufactures insulin pumps, including the t:slim X2 and the recently launched Mobi pump.
Tandem Diabetes Care Inc (TNDM) Shares Up 32.47% on Feb 20
Shares of Tandem Diabetes Care Inc (TNDM) surged 32.47% in mid-day trading on February 20, reaching an intraday high of $25.05. The stock closed at $24.44, significantly above its previous close and 144.89% above its 52-week low. Analyst forecasts suggest an average target price of $25.50, with GuruFocus estimating a fair value of $39.74.
Truist Securities Adjusts Tandem Diabetes Care Price Target to $27 From $24, Maintains Hold Rating
Truist Securities has increased its price target for Tandem Diabetes Care (TNDM) from $24 to $27, while reiterating a Hold rating on the stock. This adjustment comes amidst other analyst actions for the company, including UBS maintaining a Neutral rating with an adjusted price target of $22 from $17. The article also provides recent news on Tandem Diabetes Care's financial performance, including a Q4 loss and increased sales, and operational updates.
TNDM Q4 Earnings & Revenues Beat Estimates, Gross Margin & Stock Up
Tandem Diabetes Care (TNDM) reported better-than-expected fourth-quarter 2025 results, with both earnings and revenues surpassing estimates. The company achieved record quarterly sales, driven by an expanding product portfolio and improved gross margin. Following the announcement, TNDM stock increased by 6.7% in after-market trading.
Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Q4 2025 Earnings Call Transcript
Tandem Diabetes Care (NASDAQ: TNDM) reported a record-setting Q4 and full-year 2025, surpassing $1 billion in sales and achieving double-digit growth with improved profitability. The company is actively modernizing commercial operations, expanding internationally, and introducing new technologies like Control-IQ+ and Mobi Tubeless. A significant strategic shift involves transitioning to a "pay-as-you-go" reimbursement structure in the pharmacy channel for the U.S. market, aiming to boost market expansion and long-term profitability despite facing near-term revenue headwinds in 2026.
B of A Securities Upgrades Tandem Diabetes Care (TNDM)
B of A Securities has upgraded Tandem Diabetes Care (TNDM) from "Underperform" to "Neutral." Analyst price forecasts suggest a 34.43% upside from its last closing price, with an average target of $24.90/share. The report also highlights institutional ownership trends and a bullish put/call ratio for TNDM.
Tandem Diabetes Care Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Financial Guidance
Tandem Diabetes Care reported record financial results for Q4 and full-year 2025, surpassing $1 billion in worldwide sales. The company achieved significant operational improvements, including a 58% gross margin in Q4, and introduced new technologies like the Android mobile control for Tandem Mobi. Looking ahead to 2026, Tandem Diabetes Care expects continued sales growth with new pay-as-you-go pharmacy structures in the U.S. and further international expansion.
Tandem Diabetes Care Q4 2025 Financial Report & Revenue Growth | 2026 - News and Statistics
Tandem Diabetes Care exceeded revenue expectations in Q4 2025, reporting sales of $290.4 million, a 15% increase year-over-year, and a GAAP EPS loss of $0.01, significantly better than projected. The company achieved over $1 billion in worldwide sales for 2025 and improved its operating margin to 2.9%. Analysts project an 8.4% revenue growth for the company over the next 12 months.
Tandem Diabetes Care Inc (NASDAQ:TNDM) Reports Strong Q4 Beat but Issues Cautious 2026 Sales Guidance
Tandem Diabetes Care Inc (TNDM) reported strong Q4 2025 results, beating revenue and EPS estimates, driven by record gross margin and operating profitability. However, the company issued cautious 2026 sales guidance, projecting $1.065 billion to $1.085 billion, below analyst expectations, due to transitional headwinds from new business models. Despite the conservative outlook, the stock rose in after-hours trading, suggesting investors are optimistic about management's long-term strategic repositioning and improved profitability metrics projected for 2027 and beyond.
Tandem Diabetes Care, Inc. (TNDM) Reports Q4 Loss, Tops Revenue Estimates
Tandem Diabetes Care, Inc. (TNDM) reported a Q4 loss of $0.01 per share, significantly better than the Zacks Consensus Estimate of a $0.05 loss, and an improvement from a $0.44 loss a year ago. The company also exceeded revenue estimates with $290.38 million for the quarter, surpassing the consensus by 5.21%. Despite underperforming the S&P 500 year-to-date, TNDM currently holds a Zacks Rank #3 (Hold).
Earnings Flash (TNDM) Tandem Diabetes Care, Inc. Reports Q4 Revenue $290.4M, vs. FactSet Est of $277.0M
Tandem Diabetes Care, Inc. announced its Q4 revenue reached $290.4 million, surpassing FactSet's estimate of $277.0 million. The company, which specializes in advanced automated insulin delivery systems, also reported a Q4 loss of $0.01 per share, smaller than FactSet's estimated loss of $0.07. Additionally, Tandem Diabetes Care provided earnings guidance for the year ending December 31, 2026.
Tandem Diabetes Care earnings beat by $0.08, revenue topped estimates
Tandem Diabetes Care (NASDAQ: TNDM) reported strong Q4 results, with EPS of $-0.01, exceeding analyst estimates by $0.08, and revenue of $290.4 million, beating the consensus of $276.75 million. Despite the earnings beat, the company's FY 2026 revenue guidance of $1.07B-$1.09B fell slightly short of analyst expectations. The stock has seen a significant decline over the past year, though its financial health is rated as "fair performance" by InvestingPro.
Tandem Diabetes Care has officially released its financial results for the fourth quarter and full year of 2025, while also announcing its financial outlook for 2026.
Tandem Diabetes Care announced its financial results for the fourth quarter and full year of 2025, along with its financial outlook for 2026. This release details the company's operating performance over the past year and its future development plans and expectations. The announcement covers both past achievements and future projections.
Insulin pump maker shifts to pay‑as‑you‑go after $1B sales year
Tandem Diabetes Care reported its Q4 and full-year 2025 financial results, achieving over $1 billion in worldwide sales for the year. The company announced a strategic shift to a pay-as-you-go pharmacy structure in the U.S. and direct commercial operations in select European countries, aiming for double-digit pump shipment growth in 2026 despite anticipated revenue headwinds from these transitions.
Tandem Diabetes faces earnings test as profitability questions loom By Investing.com
Tandem Diabetes Care (NASDAQ: TNDM) is preparing to release its fourth-quarter results, with market observers keen on its path to sustained momentum and eventual profitability. Analysts anticipate a narrower loss and increased revenue compared to the previous quarter, with EPS estimates rising 4.3% over the past 60 days. Despite a bullish stance from Wall Street analysts with a consensus "Buy" rating, the company's shares have declined significantly over the past year.
Did t:slim X2 Legal Probe Just Shift Tandem Diabetes Care's (TNDM) Disclosure and Risk Narrative?
Tandem Diabetes Care (TNDM) is facing increased scrutiny and a potential legal overhang due to a shareholder lawsuit investigation related to a voluntary medical device correction for its t:slim X2 insulin pumps. This event could significantly impact the company's investment narrative, particularly concerning product reliability, patient trust, and disclosure practices. Investors are keenly awaiting the Q4 2025 earnings release for updates on the financial implications and effects on pump replacements, warranty exposure, and new pump starts.
Tandem Diabetes Care Announces Upcoming Conference Presentations
Tandem Diabetes Care, Inc. (Nasdaq: TNDM) announced that its management will present company updates at three upcoming investor conferences in February and March 2026. The presentations will be webcast live and archived for 30 days on the company's Investor Center website. Tandem Diabetes Care is a global insulin delivery and diabetes technology company based in San Diego, California.
Tandem Diabetes Care Announces Upcoming Conference Presentations - February 12, 2026
Tandem Diabetes Care, Inc. announced that its management will be presenting company updates at three upcoming investor conferences in February and March 2026. These presentations include Citi's 2026 Unplugged MedTech and Life Sciences Access Day, TD Cowen 46th Annual Health Care Conference, and Oppenheimer 36th Annual Healthcare MedTech & Services Conference. Live webcasts and archived recordings of these presentations will be available on the company's Investor Center website.
Tandem Diabetes Care Announces Upcoming Conference Presentations
Tandem Diabetes Care, Inc. is scheduled to present company updates at three upcoming investor conferences in February and March 2026: Citi’s 2026 Unplugged MedTech and Life Sciences Access Day, TD Cowen 46th Annual Health Care Conference, and Oppenheimer 36th Annual Healthcare MedTech & Services Conference. The presentations will be webcast live and available for archive on the company's Investor Center website. Tandem Diabetes Care specializes in advanced automated insulin delivery systems like the Tandem Mobi system and the t:slim X2 insulin pump.
Tandem Diabetes Care (TNDM) to Release Earnings on Thursday
Tandem Diabetes Care (TNDM) is scheduled to release its Q4 2025 earnings after the market closes on Thursday, February 19th. Analysts anticipate a loss of ($0.06) per share and revenue of $277.144 million. The stock opened at $19.66 with a market cap of $1.33 billion and currently holds a consensus "Hold" rating from analysts with a target price of $24.35.
TNDM Investor News: If You Have Suffered Losses in Tandem
The Rosen Law Firm is investigating potential securities claims against Tandem Diabetes Care, Inc. (NASDAQ: TNDM) on behalf of investors who suffered losses. This investigation follows a significant stock drop after the company announced a voluntary medical device correction for its t:slim X2 insulin pumps due to a potential speaker-related issue. Investors encouraged to contact the law firm to join a prospective class action.
Tandem Diabetes Care Announces Upcoming Conference Presentations
Tandem Diabetes Care, Inc. (Nasdaq: TNDM) announced its management will present company updates at three upcoming investor conferences in February and March 2026: Citi's Unplugged MedTech and Life Sciences Access Day, TD Cowen's Annual Health Care Conference, and Oppenheimer's Healthcare MedTech & Services Conference. The presentations will be webcast live and archived on the company's Investor Center website. Tandem Diabetes Care is a global company specializing in advanced automated insulin delivery systems like the Tandem Mobi and t:slim X2 insulin pump.
TNDM Investor News: If You Have Suffered Losses in Tandem Diabetes Care, Inc. (NASDAQ: TNDM), ...
The Rosen Law Firm is investigating potential securities claims against Tandem Diabetes Care, Inc. (NASDAQ: TNDM) following allegations of materially misleading business information. This investigation stems from the company's August 7, 2023, announcement of a voluntary medical device correction for select t:slim X2 insulin pumps due to a potential error causing insulin delivery discontinuation, which led to a nearly 20% stock drop. Shareholders who suffered losses are encouraged to contact the firm for potential class action recovery.
TNDM Investor News: If You Have Suffered Losses in Tandem
The Rosen Law Firm is investigating potential securities claims against Tandem Diabetes Care, Inc. (NASDAQ: TNDM) following a significant stock drop on August 7, 2025, after the company announced a voluntary medical device correction for its t:slim X2 insulin pumps. The firm encourages investors who purchased Tandem Diabetes securities and suffered losses to contact them to join a prospective class action lawsuit. This investigation aims to recover investor losses due to allegedly misleading business information.
Rosen Law Firm Encourages Tandem Diabetes Care, Inc. Investors to Inquire About Securities Class Action Investigation - TNDM
The Rosen Law Firm is investigating potential securities class action claims against Tandem Diabetes Care, Inc. (TNDM) following a significant stock drop. The investigation stems from a voluntary medical device correction announcement for select t:slim X2 insulin pumps due to a speaker-related issue that could disrupt insulin delivery, causing the stock to fall 19.9% on August 7, 2025. Investors who purchased Tandem Diabetes securities are encouraged to contact the firm to potentially recover losses.
Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Receives Average Recommendation of "Hold" from Brokerages
Tandem Diabetes Care, Inc. (NASDAQ:TNDM) has received a consensus "Hold" rating from eighteen brokerages, with an average 12-month target price of $24.35. The company recently reported earnings per share of ($0.31), matching consensus, and revenue of $249.25 million, beating estimates, though it remains unprofitable with a negative return on equity and net margin. Institutional investors have been actively trading TNDM shares, with several increasing their holdings in recent quarters.
Avoiding Lag: Real-Time Signals in (TNDM) Movement
This article analyzes Tandem Diabetes Care Inc. (NASDAQ: TNDM) using AI models, identifying a near-term neutral sentiment suggesting a pause in mid and long-term weakness. It highlights a significant 115.0:1 risk-reward setup targeting a 34.7% gain against a 0.3% risk. The analysis provides specific trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with entry, target, and stop-loss levels, alongside multi-timeframe signal analysis.
Stifel Nicolaus Issues Positive Forecast for Tandem Diabetes Care (NASDAQ:TNDM) Stock Price
Stifel Nicolaus has increased its price target for Tandem Diabetes Care (NASDAQ:TNDM) from $16.00 to $20.00, maintaining a "hold" rating, though this indicates only a slight upside of 2.32% from the current price. The company reported quarterly EPS of ($0.31), matching estimates, and revenue of $249.3 million, exceeding projections, but remains unprofitable. Various other analysts hold mixed views, with a consensus "Hold" rating and an average target price of $24.35, while hedge funds have recently adjusted their holdings in the stock.
Assessing Tandem Diabetes Care (TNDM) Valuation After Recent Share Price Momentum Shift
Tandem Diabetes Care (TNDM) has garnered renewed investor interest despite a mixed year, showing recent share price momentum after a previous decline. The stock is currently valued below some analyst targets, with a fair value estimate suggesting it is about 10% undervalued at $25.71. This valuation is supported by expectations of future revenue growth and margin expansion, though significant risks from competition and pharmacy channel uncertainty remain.
Assessing Tandem Diabetes Care (TNDM) Valuation After Recent Share Price Momentum Shift
Tandem Diabetes Care (TNDM) has seen renewed investor interest following a mixed year, with a negative one-year return but a recent three-month gain. Despite reporting over $1 billion in revenue and a loss of $203.37 million, the company is considered approximately 21.9% undervalued with a fair value estimate of $25.71, compared to its last close of $20.09. This valuation is supported by expectations of broader pharmacy channel expansion, increased pump adoption, and margin expansion, though risks like competition and margin uncertainty exist.
TNDM Investor News: If You Have Suffered Losses in Tandem
The Rosen Law Firm is investigating potential securities claims against Tandem Diabetes Care, Inc. (NASDAQ: TNDM). This follows allegations that the company issued misleading business information, leading to a 19.9% stock drop on August 7, 2025, after announcing a medical device correction for insulin pumps. The firm encourages investors who purchased Tandem Diabetes securities to contact them regarding a prospective class action.
1 Small-Cap Stock with Exciting Potential and 2 Facing Headwinds
This article identifies one small-cap stock with exciting potential, iRhythm (IRTC), and two facing headwinds, Tandem Diabetes Care (TNDM) and AdaptHealth (AHCO). It details the reasons for its positive outlook on iRhythm, citing strong revenue growth and improving profits, while outlining concerns about Tandem Diabetes's weak pump shipments and AdaptHealth's low revenue growth and declining returns. The author emphasizes the importance of thorough analysis for small-cap investments.
Y Intercept Hong Kong Ltd Purchases Shares of 56,925 Tandem Diabetes Care, Inc. $TNDM
Y Intercept Hong Kong Ltd has purchased 56,925 shares of Tandem Diabetes Care, Inc. (TNDM) in the third quarter, a new position valued at approximately $691,000, representing 0.08% of the company. Other institutional investors also adjusted their holdings in TNDM. Analysts generally hold a "Hold" consensus for Tandem Diabetes Care with a price target of $24.06, despite mixed earnings showing $249.3 million in revenue but a negative EPS of $0.31.
Rosen Law Firm Encourages Tandem Diabetes Care, Inc. Investors to Inquire About Securities Class Action Investigation - TNDM
The Rosen Law Firm is investigating potential securities claims against Tandem Diabetes Care, Inc. following a significant stock drop. This investigation comes after the company issued a voluntary medical device correction for select t:slim X2 insulin pumps due to a potential speaker-related issue that could stop insulin delivery. Investors who purchased Tandem Diabetes securities are encouraged to contact the firm regarding a potential class action lawsuit to recover losses.
TNDM Investor News: If You Have Suffered Losses in Tandem
The Rosen Law Firm is investigating potential securities claims on behalf of investors in Tandem Diabetes Care, Inc. (NASDAQ: TNDM). This follows a significant stock drop after the company announced a voluntary medical device correction for its t:slim X2 insulin pumps due to a speaker-related issue. Investors who purchased Tandem Diabetes securities are encouraged to contact the firm to join a prospective class action lawsuit.
Sector Gamma AS Has $3.27 Million Holdings in Tandem Diabetes Care, Inc. $TNDM
Sector Gamma AS increased its stake in Tandem Diabetes Care (NASDAQ:TNDM) by 28.0% in Q3, now holding 269,542 shares valued at $3.27 million. Other institutional investors like Acadian Asset Management and Champlain Investment Partners also adjusted their positions. Tandem Diabetes Care's stock currently holds a "Hold" consensus rating from analysts with a target price of $24.00, trading near $19.90 with a market cap of $1.35 billion, and recently beat revenue estimates while reporting an EPS of -$0.31.
Improved Growth Outlook and Better-Than-Expected Results Boosted Tandem Diabetes Care (TNDM) in Q4
Tandem Diabetes Care (TNDM) was a leading contributor to Meridian Growth Fund's strong performance in Q4 2025, according to their investor letter. The company, which specializes in advanced insulin delivery technologies, is well-positioned for growth in the diabetes care market. Despite its potential, the stock is not among the 30 most popular hedge fund holdings, with some investors favoring AI stocks that are perceived to offer greater upside with less risk.
A Look At Tandem Diabetes Care (TNDM) Valuation After Legal Probe Into t:slim X2 Pump Correction
Tandem Diabetes Care (TNDM) is facing a legal investigation regarding allegations of misleading business information tied to a voluntary correction for its t:slim X2 insulin pumps. Despite this, the stock is considered undervalued by Simply Wall St at $25.71, trading at a discount to its intrinsic estimate and analyst targets. The company's future growth is expected to be driven by product pipeline advancements, including new infusion sets and Tubeless Mobi pumps.
3 Reasons to Avoid TNDM and 1 Stock to Buy Instead
This article cautions investors against Tandem Diabetes Care Inc (TNDM) despite its recent stock performance. The author highlights three main concerns: weak sales volumes, declining return on invested capital (ROIC) due to failing investments, and restricted access to capital exacerbated by negative EBITDA and significant debt. The article suggests avoiding TNDM and instead recommends investing in other companies with superior fundamentals, specifically mentioning semiconductor stocks.
Discipline and Rules-Based Execution in TNDM Response
This article from Stock Traders Daily discusses Tandem Diabetes Care Inc. (NASDAQ: TNDM), highlighting weak sentiment across all horizons and a significant short bias opportunity. It presents distinct AI-generated trading strategies for different risk profiles, including long, breakout, and short positions, along with multi-timeframe signal analysis to guide traders.
How Device Correction and Securities Probe Will Impact Tandem Diabetes Care (TNDM) Investors
Tandem Diabetes Care (TNDM) is facing challenges after a voluntary medical device correction for its t:slim X2 insulin pumps and a subsequent securities investigation by the Rosen Law Firm. These issues raise concerns about the company's risk controls and disclosure practices, impacting its investment narrative which previously focused on its pump and automated insulin delivery ecosystem. Investors are now closely monitoring Q4 2025 results for clarity on safety, legal exposure, and potential regulatory implications, with fair value estimates for TNDM shares showing significant divergence among private investors.
Rosen Law Firm Encourages Tandem Diabetes Care, Inc. Investors to Inquire About Securities Class Action Investigation - TNDM
The Rosen Law Firm is investigating potential securities claims against Tandem Diabetes Care, Inc. (NASDAQ: TNDM) following allegations that the company issued materially misleading business information. This investigation stems from a voluntary medical device correction announced on August 7, 2025, for select t:slim X2 insulin pumps due to a potential speaker-related issue, which caused Tandem Diabetes' stock to fall 19.9%. Investors who purchased Tandem Diabetes securities are encouraged to contact the firm to inquire about joining a prospective class action to recover losses.
Rosen Law Firm Encourages Tandem Diabetes Care, Inc. Investors to Inquire About Securities Class Action Investigation - TNDM
The Rosen Law Firm is investigating potential securities class action claims against Tandem Diabetes Care, Inc. (TNDM) on behalf of investors. This investigation stems from allegations that the company issued misleading business information, particularly concerning a voluntary medical device correction for its t:slim X2 insulin pumps in August 2025. Following this announcement, Tandem Diabetes' stock reportedly fell by 19.9%.
A Look At Tandem Diabetes Care (TNDM) Valuation After Recent Share Price Recovery
Tandem Diabetes Care (TNDM) has experienced a recent stock price recovery, gaining 36.3% over the past three months despite longer-term declines. The company reported revenue of US$1,007.001m and a net loss of US$203.366m. Analysts currently view TNDM as 21.6% undervalued, with a fair value estimate of US$25.71 per share, based on anticipated growth, profitability, and product advancements.
Rosen Law Firm Encourages Tandem Diabetes Care, Inc. Investors to Inquire About Securities Class Action Investigation - TNDM
The Rosen Law Firm is investigating potential securities claims on behalf of investors in Tandem Diabetes Care, Inc. (TNDM) following allegations that the company issued materially misleading business information. This investigation stems from a voluntary medical device correction announced on August 7, 2025, for certain t:slim X2 insulin pumps, which led to a 19.9% drop in the company's stock. Investors affected are encouraged to contact the firm to inquire about joining a prospective class action lawsuit.
Rosen Law Firm Encourages Tandem Diabetes Care, Inc. Investors to Inquire About Securities Class Action Investigation - TNDM
The Rosen Law Firm is investigating potential securities claims against Tandem Diabetes Care, Inc. (TNDM) following allegations that the company issued misleading business information. This investigation stems from a voluntary medical device correction announced on August 7, 2025, which caused the stock to drop by 19.9% due to a speaker-related issue in t:slim X2 insulin pumps leading to potential insulin delivery discontinuation. Investors who purchased Tandem Diabetes securities are encouraged to contact the law firm to learn about joining a prospective class action to recover losses.
Behavioral Patterns of TNDM and Institutional Flows
The article analyzes Tandem Diabetes Care Inc. (NASDAQ: TNDM) behavior, noting weak near-term sentiment that could lead to a resumption of long-term weakness. It identifies specific resistance and support levels and presents three AI-generated trading strategies—position trading, momentum breakout, and risk hedging—tailored for different risk profiles. The analysis highlights an exceptional risk-reward short setup with a targeted 31.3% downside.
