Tandem Diabetes Care, Inc. (TNDM)

Over the past six months, Tandem Diabetes Care's stock price has declined. In Q3 2025, the company reported an EPS of -$0.31, meeting analyst consensus estimates, and quarterly revenue rose 2.2% year-over-year to $249.25 million, surpassing analysts' expectations. Analysts have a "Hold" rating on average for TNDM, with an average target price of $21.25. Tandem Mobi received FDA clearance for use with Android smartphones. Sandra Beaver was appointed to the Board of Directors. In Q2 2025, Tandem Diabetes Care achieved record sales of $241 million. In February 2025, Tandem's Control-IQ+ was approved for type 2 diabetes.

Demand for Tandem Diabetes Care's products can be affected by seasonality and other factors influencing the timing of purchases. The company's ability to meet increasing demand for its products and expand its commercial offerings requires additional investment in components, employees, and manufacturing processes. The actual incidence of diabetes and the demand for its products could differ from projections if underlying assumptions are incorrect.

Tandem Diabetes Care, Inc. is an American medical device company focused on improving the lives of individuals with diabetes through innovative insulin delivery technology. The company designs, develops, and commercializes advanced automated insulin delivery systems, including the t:slim X2 insulin pump featuring Control-IQ technology, the Tandem Mobi insulin pump, disposable products like cartridges and infusion sets, and software solutions such as the t:connect cloud-based diabetes management application.

Tandem Diabetes Care has a significant global presence, operating directly and through distributors in numerous countries, including the United States, Canada, Australia, New Zealand, South Africa, and an expanding list of European countries. The company's headquarters is located in San Diego, California, U.S. Nearly three-quarters of its total revenue is derived from the U.S., with the remainder primarily from other developed nations.

Tandem Diabetes Care focuses on creating user-friendly products that offer flexibility, choice, and control in diabetes management. The company emphasizes relentless innovation and a revolutionary customer experience. The launch of Tandem Mobi, FDA clearances, expanded market for Control-IQ+, and strategic partnerships have positively impacted its reputation. However, its financial performance, including ongoing losses and negative EPS forecasts, could impact investor perception and overall brand strength in the financial community.

Tandem Diabetes Care has a diverse ownership structure. Institutional shareholders hold approximately 67.39% to 91.66% of the company's stock, individual insiders own about 0.98% to 55.26%, and retail investors hold around 0.00% to 7.36%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Sessa Capital IM LP, Arrowmark Colorado Holdings LLC, State Street Corp, Eminence Capital LP, and Hood River Capital Management LLC. Douglas A. Roeder is the largest individual shareholder, owning 3.69 million shares, representing 5.44% of the company.