Tandem Diabetes Care, Inc. (TNDM)

Tandem Diabetes Care's stock price has declined by 54.40% over the last 12 months. On August 7, 2025, the company announced a voluntary medical device correction for select t:slim X2 insulin pumps, resulting in a 19.9% stock drop. The company also reported missing analysts' consensus earnings estimates for the second quarter of 2025, with a reported loss of ($0.48) earnings per share. Following these developments, several investment analysts downgraded their ratings and reduced price targets for TNDM around August and October 2025.

Information explicitly detailing demand seasonality for Tandem Diabetes Care's products and services was not found. The company anticipates a general increase in insulin pump use and projects significant growth in worldwide pump adoption among both Type 1 and Type 2 diabetes patients in the coming years, suggesting a trend of consistent or growing demand.

Tandem Diabetes Care, Inc. operates in the medical device sector, focusing on diabetes technology and insulin delivery. The company designs, develops, and commercializes advanced automated insulin delivery systems, including the Tandem Mobi system and the t:slim X2 insulin pump. These pumps feature Control-IQ technology to help increase time in the targeted glycemic range and Basal-IQ technology to reduce hypoglycemic events. Tandem's pumps are software-updatable and compatible with the t:connect data management application. The company also offers various infusion sets.

Tandem Diabetes Care markets its medical devices in the U.S. and is recognized as a global insulin delivery and diabetes technology company. The company has secured a CE Mark for its Tandem Mobi system with Control-IQ+ technology, indicating its presence or planned expansion in European markets. Direct commercial operations in select international countries are anticipated to begin in 2026, aiming to further diversify its revenue streams. Tandem projects a significant increase in its worldwide customer base by 2027.

Tandem Diabetes Care's brand reputation has been negatively affected by a voluntary medical device correction for certain t:slim X2 insulin pumps, announced on August 7, 2025, due to a potential speaker issue. The company is also facing securities class action investigations by law firms, stemming from allegations that Tandem Diabetes Care may have issued materially misleading business information to the investing public.

Tandem Diabetes Care's stock ownership is primarily held by institutional investors, including BlackRock, Inc., Vanguard Group Inc, Sessa Capital IM, L.P., iShares Core S&P Small-Cap ETF, GW&K Investment Management, LLC, UBS Group AG, ArrowMark Colorado Holdings LLC, State Street Corp, Hood River Capital Management LLC, and Paradice Investment Management LLC. Individual insiders have also engaged in both buying and selling activities of the company's stock.