Tandem Diabetes Care stock analysis
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Tandem Diabetes Care (TNDM) Stock Price & Analysis
TNDM Stock Chart & Stats
- Day’s Range
- $18.46 - $19.76
- 52-Week Range
- $12.26 - $29.65
- Previous Close
- $18.71
- Volume
- N/A
- Average Volume (3M)
- 2.47M
- Market Cap
- $1.31B
- Enterprise Value
- $1.43B
- Total Cash (Recent Filing)
- $443.08M
- Total Debt (Recent Filing)
- $736.54M
- Price to Earnings (P/E)
- ―
- Beta
- 0.69
- Next Earnings
- Feb 24, 2027 (Est.)
- EPS Estimate
- 0.1
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Supply Economics
Consumable supplies create recurring revenue after each pump placement, supporting customer lifetime value beyond the initial hardware sale. Higher-than-expected monthly supply ASPs and expanding pharmacy access can strengthen monetization as the installed base grows and renews.
Improving Growth And Margins
Revenue growth combined with expanding gross and adjusted EBITDA margins indicates improving operating leverage rather than growth purchased solely through higher costs. Sustained margin progression would increase internal funding capacity and support more durable earnings improvement.
Product Pipeline And Innovation
A potential tubeless automated insulin delivery product broadens Tandem’s product architecture and may address users seeking greater convenience. Additional wear locations, infusion-set advances, and future closed-loop development provide multiple avenues for product-led adoption over the next several years.
Bears Say
High Leverage
The sharply more leveraged capital structure reduces financial flexibility and makes results more sensitive to operating volatility. With a thinner equity base and materially higher debt relative to equity, Tandem has less capacity to absorb setbacks or fund expansion without added financing pressure.
Unprofitable And Cash-consuming
Although losses have narrowed, Tandem has not yet established consistent profitability or positive cash generation. Continued operating and free-cash-flow deficits can constrain investment flexibility, increase reliance on its balance sheet, and delay the conversion of revenue growth into durable shareholder returns.
Pharmacy Transition Headwinds
The slower pharmacy transition is a structural channel change that is already creating revenue headwinds because pump adoption is outpacing supply conversions. This can disrupt near-term revenue mix and delay recurring supply economics while prescription workflows and customer behavior continue to adjust.
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Tandem Diabetes Care Stock Smart Score
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.
- Sector
- Healthcare
- Industry
- Medical - Devices
- CEO
- John F. Sheridan
- Employees
- 2,500
- Website
- www.tandemdiabetes.com
- Address
- 12400 High Bluff Drive, San Diego, CA, 92130, US
Tandem Diabetes Care (TNDM) Earnings & Revenues
TNDM Company Deck
TNDM Earnings Call
Earnings Call SentimentPositive
The call was broadly positive, supported by record third-quarter revenue and pump shipments, improving U.S. customer starts, international growth, gross-margin expansion, positive adjusted EBITDA for the fifth consecutive quarter, reaffirmed 2026 guidance and progress across the Mobi Tubeless and fully closed-loop pipelines. The main cautions were slower-than-expected pharmacy adoption, related revenue headwinds extending into 2027, infusion-set supply constraints, direct-market transition costs and the unresolved C-peptide requirement for type 2 access.
View all TNDM earnings summariesTNDM Net sales Breakdown
- 74.21% U.S.
- 25.79% International
TNDM Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 5 | 3 |
| Technical Analysis | 4 | 5 | 1 |
| Moving Averages | 10 | 0 | 2 |













