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Tandem Diabetes Care (TNDM)
NASDAQ:TNDM
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Tandem Diabetes Care (TNDM) Price & Analysis

1,474 Followers

TNDM Stock Chart & Stats

$17.12
$0.05(0.29%)
At close: 4:00 PM EDT
$17.12
$0.05(0.29%)

Bulls Say, Bears Say

Bulls Say
Gross Margin ExpansionTandem's 57% gross margin reflects structurally strong product-level profitability from device hardware plus recurring consumables. High gross margins provide a lasting cushion to absorb commercial investment and support sustainable progress toward overall profitability and cash generation.
Installed Base & Recurring RevenueRecord quarterly shipments and rising placements expand Tandem's installed base, which structurally drives recurring consumable demand. A growing installed base increases predictable repeat revenue and customer lifetime value, underpinning longer-term revenue stability as pumps remain in-use for multiple years.
Product & Regulatory ProgressRegulatory submissions, IDE approval, and broader CGM integrations materially de-risk the product roadmap. Delivering Mobi tubeless and next-gen AID features would extend Tandem's addressable market and reinforce platform differentiation versus legacy pumps over the medium term.
Bears Say
High Financial LeverageA ~$739M debt load with a ~5.7x debt-to-equity ratio materially constrains financial flexibility. Elevated leverage increases refinancing and interest-rate risk, limiting the firm's ability to fund commercialization, supply diversification, or M&A without imposing further balance-sheet strain if growth or margins weaken.
Weak Free Cash FlowPositive but tiny operating cash flow alongside negative free cash flow indicates the business still consumes cash after investments. Persistent negative FCF forces reliance on external financing, which is riskier given high leverage, and constrains durable self-funding of R&D and commercial scale-up.
Rising Competition In Tubeless SegmentNew tubeless and patch entrants represent structural competitive pressure in Tandem's fastest-growing segment. Even with Mobi pending clearance, faster competitor launches or better commercial execution elsewhere could erode market share, pricing power, and projected growth in the tubeless category over the medium term.

Tandem Diabetes Care News

TNDM FAQ

What was Tandem Diabetes Care’s price range in the past 12 months?
Tandem Diabetes Care lowest stock price was $11.16 and its highest was $29.65 in the past 12 months.
    What is Tandem Diabetes Care’s market cap?
    Tandem Diabetes Care’s market cap is $1.55B.
      When is Tandem Diabetes Care’s upcoming earnings report date?
      Tandem Diabetes Care’s upcoming earnings report date is Nov 04, 2026 which is in 72 days.
        How were Tandem Diabetes Care’s earnings last quarter?
        Tandem Diabetes Care released its earnings results on Aug 06, 2026. The company reported -$0.307 earnings per share for the quarter, beating the consensus estimate of -$0.321 by $0.014.
          Is Tandem Diabetes Care overvalued?
          According to Wall Street analysts Tandem Diabetes Care’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Tandem Diabetes Care pay dividends?
            Tandem Diabetes Care does not currently pay dividends.
            What is Tandem Diabetes Care’s EPS estimate?
            Tandem Diabetes Care’s EPS estimate is -0.24.
              How many shares outstanding does Tandem Diabetes Care have?
              Tandem Diabetes Care has 69,578,705 shares outstanding.
                What happened to Tandem Diabetes Care’s price movement after its last earnings report?
                Tandem Diabetes Care reported an EPS of -$0.307 in its last earnings report, beating expectations of -$0.321. Following the earnings report the stock price went up 19.106%.
                  Which hedge fund is a major shareholder of Tandem Diabetes Care?
                  Currently, no hedge funds are holding shares in TNDM
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Tandem Diabetes Care

                    Tandem Diabetes Care, Inc., a medical technology firm, specializes in creating, developing, and marketing solutions for individuals globally who manage insulin-dependent diabetes. At the core of its offerings is the t:slim X2 insulin delivery system, an advanced pump platform that integrates the t:slim X2 pump, a disposable 300-unit insulin cartridge, and an infusion set. Tandem further enhances this platform with innovative features like Basal-IQ and Control-IQ technology, as well as G5 Integration capabilities. The company also provides the Tandem Device Updater, enabling users to easily update their pump's software. To facilitate therapy management, Tandem offers t:connect, a web-based application that visually presents diabetes data from the pump, continuous glucose monitoring (CGM) devices, and supported blood glucose meters to patients, their caregivers, and healthcare professionals. Additionally, the Sugarmate mobile application caters specifically to insulin users with diabetes. Tandem has strategic development and commercialization partnerships with leading companies such as Dexcom, Inc. and Abbott Laboratories. Established in 2006 and headquartered in San Diego, California, the company was initially known as Phluid Inc. before rebranding as Tandem Diabetes Care, Inc. in January 2008.

                    Tandem Diabetes Care (TNDM) Earnings & Revenues

                    TNDM Company Deck

                    TNDM Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed meaningful operational and financial progress: record quarterly sales and shipments, strong international growth, notable gross margin expansion, improving profitability, and clear product and pipeline milestones (Mobi tubeless filing, AdaNet IDE). Near-term challenges include infusion set supplier constraints, a temporary revenue headwind and margin variability from the pharmacy PayGo transition, distributor destocking, and the need to accelerate U.S. new-starts in H2 to meet guidance. On balance, the positives — sizable revenue and margin improvements, product launches, and early PayGo traction — outweigh the near-term operational headwinds, with the company reiterating full-year guidance.View all TNDM earnings summaries

                    TNDM Revenue Breakdown

                    74.21%74.21%25.79%
                    74.21% U.S.
                    25.79% International
                    tipranks

                    TNDM Stock 12 Month Forecast

                    Average Price Target

                    $26.50
                    ▲(54.79% Upside)
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