Tandem Diabetes Reports Smaller Loss, Beats Sales Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy TNDM?
Source: Benzinga
- Earnings Highlights: Tandem Diabetes reported a smaller-than-expected adjusted loss of one cent in Q4, significantly better than the consensus loss of eight cents, with sales rising 3% year-over-year to $290.4 million, surpassing the expected $277.03 million, indicating enhanced competitive strength in the market.
- Margin Improvement: The adjusted gross profit margin increased from 51% to 58%, and the adjusted operating profit of $8.3 million contrasts sharply with a loss of $30.2 million a year ago, showcasing significant progress in cost control and profitability.
- Future Guidance: The company forecasts fiscal 2026 sales between $1.065 billion and $1.085 billion, below the consensus of $1.103 billion; however, it remains committed to sustainable revenue growth through a pay-as-you-go model aimed at improving customer access.
- Market Performance: Tandem Diabetes shares surged 37.53% to $25.47, reflecting positive investor sentiment towards the company's performance, while technical analysis indicates strong short-term momentum, trading well above both the 20-day and 100-day simple moving averages.
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Analyst Views on TNDM
Wall Street analysts forecast TNDM stock price to rise
18 Analyst Rating
8 Buy
10 Hold
0 Sell
Moderate Buy
Current: 18.520
Low
14.00
Averages
26.33
High
55.00
Current: 18.520
Low
14.00
Averages
26.33
High
55.00
About TNDM
Tandem Diabetes Care, Inc. is a global insulin delivery and diabetes technology company that manufactures and sells advanced automated insulin delivery systems. Its pump portfolio features the Tandem Mobi system and the t:slim X2 insulin pump, both of which feature Control-IQ advanced hybrid closed-loop technology. Its t:slim X2 and Tandem Mobi pumps can be used with a variety of infusion sets to offer patients choice in how and where their pump is worn. In addition, they are software updatable from a personal computer and compatible with its Web-based data management application. Both pumps feature its Control-IQ advanced hybrid closed loop technology, with an automated insulin delivery (AID) feature designed to help increase a user's time in the targeted glycemic range. There are two primary therapies used by people with insulin-dependent diabetes, Multiple Daily Injection (MDI) and insulin pumps. As part of its AID systems, it offers pump integration with multiple CGM sensors.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Highlights: Tandem Diabetes reported a smaller-than-expected adjusted loss of one cent in Q4, significantly better than the consensus loss of eight cents, with sales rising 3% year-over-year to $290.4 million, surpassing the expected $277.03 million, indicating enhanced competitive strength in the market.
- Margin Improvement: The adjusted gross profit margin increased from 51% to 58%, and the adjusted operating profit of $8.3 million contrasts sharply with a loss of $30.2 million a year ago, showcasing significant progress in cost control and profitability.
- Future Guidance: The company forecasts fiscal 2026 sales between $1.065 billion and $1.085 billion, below the consensus of $1.103 billion; however, it remains committed to sustainable revenue growth through a pay-as-you-go model aimed at improving customer access.
- Market Performance: Tandem Diabetes shares surged 37.53% to $25.47, reflecting positive investor sentiment towards the company's performance, while technical analysis indicates strong short-term momentum, trading well above both the 20-day and 100-day simple moving averages.
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- Sales Milestone: Tandem Diabetes achieved over $1 billion in global sales for 2025, with Q4 sales reaching $290 million, representing a 15% year-over-year growth, marking the company's second consecutive year of double-digit growth, indicating strong market demand and enhanced brand influence.
- Margin Improvement: In 2025, Tandem's gross margin increased to 54%, with Q4 gross margin hitting a historic high of 58%, demonstrating significant progress in cost control and operational efficiency, thereby strengthening the foundation for future profitability.
- Strategic Shift: The company announced the adoption of a pay-as-you-go reimbursement structure, which is expected to impact short-term sales but will significantly enhance the sustainability of its business model in the long term, reflecting Tandem's proactive response to market changes and forward-looking strategy.
- Future Outlook: U.S. sales for 2026 are projected to be between $730 million and $745 million, with pump shipment growth expected at 10% to 11% year-over-year, while international sales are anticipated to reach $335 million to $340 million, showcasing the company's expansion potential and growth confidence in global markets.
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- Revenue Beat: Tandem's Q4 revenue reached $290.4 million, exceeding market expectations of $277.2 million, marking the strongest quarter in the company's history and highlighting robust market demand and growth potential.
- Strategic Shift: The company guided for 2026 revenue between $1.065 billion and $1.085 billion, although below the consensus of $1.10 billion, this outlook reflects a strategic intent to transition to a pay-as-you-go model, aimed at improving patient access and revenue predictability.
- Margin Improvement: Tandem forecasts a gross margin of 56% to 57% and an adjusted EBITDA margin of 5% to 6% for 2026, indicating proactive efforts in optimizing cost structures and enhancing profitability.
- Optimistic Market Sentiment: On Stocktwits, retail sentiment for TNDM is deemed 'extremely bullish' amid a 1,050% surge in message volume over 24 hours, reflecting strong investor confidence in the company's future growth potential.
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