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

1,469 Followers

TNDM Stock Chart & Stats

$20.61
-$0.45(-1.21%)
At close: 4:00 PM EST
$20.61
-$0.45(-1.21%)

Bulls Say, Bears Say

Bulls Say
Installed Base & Recurring DemandRecord shipments and >50% renewals indicate a growing installed base that drives recurring consumable purchases. Durable installed‑base growth increases predictable revenue, raises lifetime customer value, and supports long‑term refill demand even if new‑start seasonality fluctuates.
Margin Expansion And Product EconomicsSustained gross‑margin improvement to mid‑50s reflects better product economics or mix and underpins long‑term profitability potential. Higher margins provide buffer against price/reimbursement pressure and support future R&D and commercialization without relying solely on volume growth.
Improved Liquidity And FinancingA strong cash balance plus recent convertible financing materially improves runway and reduces near‑term refinancing risk. Combined with operating cash flow turning positive TTM, the company is better positioned to fund international expansion, product launches, and working capital needs over the medium term.
Bears Say
Elevated LeverageA sharply higher debt load versus a thin equity base reduces financial flexibility and increases solvency risk if operating trends weaken. Heavy leverage limits strategic optionality, raises interest/refinancing exposure, and makes the company more vulnerable to adverse reimbursement or demand shocks.
Infusion‑set Supplier ConstraintsSupplier capacity problems directly hit consumable sales and customer experience, potentially reducing reorder rates and retention. Even transitory shortages can weaken the predictable recurring revenue base and force costly mitigation actions that pressure margins and customer loyalty over multiple quarters.
Pharmacy (PayGo) Conversion FrictionShifting supplies to pharmacy requires new prescriptions and physician outreach, creating structural friction that slows recurring‑revenue migration. Prolonged conversion delays could postpone expected cost or access benefits from the channel change and temporarily depress consumable unit growth.

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 $9.98 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 $1.04B.
      When is Tandem Diabetes Care’s upcoming earnings report date?
      Tandem Diabetes Care’s upcoming earnings report date is Aug 06, 2026 which is in 26 days.
        How were Tandem Diabetes Care’s earnings last quarter?
        Tandem Diabetes Care released its earnings results on May 07, 2026. The company reported -$0.298 earnings per share for the quarter, beating the consensus estimate of -$0.444 by $0.146.
          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 -0.33.
              How many shares outstanding does Tandem Diabetes Care have?
              Tandem Diabetes Care has 68,529,090 shares outstanding.
                What happened to Tandem Diabetes Care’s price movement after its last earnings report?
                Tandem Diabetes Care reported an EPS of -$0.298 in its last earnings report, beating expectations of -$0.444. Following the earnings report the stock price went down -16.188%.
                  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

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong operational and financial momentum—record shipments and sales, meaningful margin expansion, positive cash generation, a strengthened balance sheet, international go‑direct progress, and multiple product and integration milestones (Android Mobi, pregnancy clearance, FreeStyle Libre 3+ and G7 compatibility, Mobi Tubeless filing). Management acknowledged manageable near‑term headwinds from infusion set supplier shortages and the early operational friction of the PayGo pharmacy transition, plus some international timing and one‑time effects. Overall, the positive results, clear roadmap for product launches, and reaffirmed FY guidance outweigh the disclosed challenges.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

                    $30.57
                    ▲(48.31% Upside)
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                    Ownership Overview

                    0.99%21.85%0.10%51.68%
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