We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Reasons to Hold Tandem Diabetes Stock in Your Portfolio for Now
Read MoreHide Full Article
Key Takeaways
Revenues outside the United States rose 1.8% as TNDM shipped about 9,000 pumps across 25 markets.
TNDM's strategic moves include CGM integrations, new pharmacy coverage gains and an ABT sensor agreement.
TNDM plans direct sales in the U.K., Switzerland and Austria in early 2026 to tap global demand.
Tandem Diabetes Care, Inc.’s (TNDM - Free Report) impressive international expansion is expected to bolster growth in the upcoming quarters. The company’s impressive strategic initiatives provide a favorable opportunity for growth. However, concerns loom over heavy dependency on pumps and the adverse impact of macroeconomic challenges.
In the past year, this Zacks Rank #3 (Hold) company’s shares have lost 38.7% compared with an 0.3% decline in the industry. The S&P 500 composite has risen 16.4% in the said time frame.
The renowned medical device company has a market capitalization of $1.15 billion. Tandem Diabetes projects a growth rate of 59.2% for 2026 earnings compared with 14.7% for the S&P 500.
Let’s delve deeper.
TNDM’s Key Tailwinds
Strategic Developments Bode Well: Tandem Diabetes seeks to grow its business through the acquisition of products or technologies or investments in businesses. The company’s speed-to-market with CGM integrations gives it a competitive advantage, as its CGM partners advance and drive adoption of sensor technology. Both Dexcom and Abbott have helped promote the power of AID. Further, t:slim X2 became compatible with Eli Lilly and the company’s Lyumjev – an ultra-rapid-acting insulin.
The company has been identifying and implementing a series of operational improvements —streamlining processes, increasing automation and adopting new systems — to enhance efficiency across the organization. In the third quarter, Tandem Diabetes achieved two important pharmacy-related milestones. First, it expanded pharmacy benefit coverage for Tandem Mobi to more than 40% of U.S. covered lives. Second, in September, it began selling t:slim supplies to its large existing customer base through the pharmacy benefit, marking another significant step forward.
Meanwhile, Tandem Diabetes entered into an agreement with Abbott for the integration of automated insulin delivery systems with Abbott’s future glucose-ketone sensor.
Focus on International Markets: The International Diabetes Federation estimates that by 2030, approximately 643 million people worldwide will be living with diabetes. Given this upward trend, Tandem Diabetes’ decision to expand globally aligns well and should help it take advantage of the significant market opportunities.
During the third quarter, revenues outside the United States increased 1.8% year over year, benefiting from the demand for the t:slim pump platform and early positive momentum for renewals. Tandem shipped approximately 9,000 pumps in 25 markets outside the United States. The company’s direct sales initiatives will begin in the U.K., Switzerland and Austria in early 2026, with additional countries to follow later in the year.
Image Source: Zacks Investment Research
Concerns for TNDM
Macroeconomic Headwinds Persist: The uncertainties related to the current global economic and political conditions could be challenging for the company to accurately predict the demand for its products. These conditions could increase TNDM’s expenses and negatively impact its overall financial performance. In the third quarter, the company incurred a net loss of $21.2 million.
Heavy Dependence on Insulin Pumps: Tandem Diabetes generates a large portion of its revenues from the sale of insulin pumps, which accounted for 44.2% of worldwide sales in the third quarter of 2025. Various factors could adversely impact the market acceptance of the company’s products, such as challenges in gaining widespread acceptance among people with insulin-dependent diabetes, their caregivers, healthcare providers and key opinion leaders in the diabetes treatment community. These can potentially hamper the company’s business, financial condition and operating results as well.
Estimate Trend
The Zacks Consensus Estimate for 2025 loss per share has narrowed 5 cents to $2.35 in the past 30 days.
The Zacks Consensus Estimate for 2025 revenues is pegged at $1.00 billion, which suggests an increase of 9.9% from the year-ago reported number.
Estimates for BrightSpring Health Services’ 2025 EPS have increased 5.7% in the past 30 days. Shares of the company have surged 92.3% in the past year compared with the industry’s 1.1% growth. BTSG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 45.1%.
Illumina, carrying a Zacks Rank #1 at present, has lost 9.4% over the past year. Estimates for the company’s 2025 EPS have increased 0.9% to $4.71 in the past 30 days. ILMN’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, delivering an average surprise of 6.7%.
Omnicell, carrying a Zacks Rank # 2 (Buy) at present, has lost 13.9% over the past year. Estimates for the company’s 2025 EPS have increased 8.3% to $1.70 in the past 30 days. OMCL’s earnings topped estimates in each of the trailing four quarters, delivering an average surprise of 38.7%.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Reasons to Hold Tandem Diabetes Stock in Your Portfolio for Now
Key Takeaways
Tandem Diabetes Care, Inc.’s (TNDM - Free Report) impressive international expansion is expected to bolster growth in the upcoming quarters. The company’s impressive strategic initiatives provide a favorable opportunity for growth. However, concerns loom over heavy dependency on pumps and the adverse impact of macroeconomic challenges.
In the past year, this Zacks Rank #3 (Hold) company’s shares have lost 38.7% compared with an 0.3% decline in the industry. The S&P 500 composite has risen 16.4% in the said time frame.
The renowned medical device company has a market capitalization of $1.15 billion. Tandem Diabetes projects a growth rate of 59.2% for 2026 earnings compared with 14.7% for the S&P 500.
Let’s delve deeper.
TNDM’s Key Tailwinds
Strategic Developments Bode Well: Tandem Diabetes seeks to grow its business through the acquisition of products or technologies or investments in businesses. The company’s speed-to-market with CGM integrations gives it a competitive advantage, as its CGM partners advance and drive adoption of sensor technology. Both Dexcom and Abbott have helped promote the power of AID. Further, t:slim X2 became compatible with Eli Lilly and the company’s Lyumjev – an ultra-rapid-acting insulin.
The company has been identifying and implementing a series of operational improvements —streamlining processes, increasing automation and adopting new systems — to enhance efficiency across the organization. In the third quarter, Tandem Diabetes achieved two important pharmacy-related milestones. First, it expanded pharmacy benefit coverage for Tandem Mobi to more than 40% of U.S. covered lives. Second, in September, it began selling t:slim supplies to its large existing customer base through the pharmacy benefit, marking another significant step forward.
Meanwhile, Tandem Diabetes entered into an agreement with Abbott for the integration of automated insulin delivery systems with Abbott’s future glucose-ketone sensor.
Focus on International Markets: The International Diabetes Federation estimates that by 2030, approximately 643 million people worldwide will be living with diabetes. Given this upward trend, Tandem Diabetes’ decision to expand globally aligns well and should help it take advantage of the significant market opportunities.
During the third quarter, revenues outside the United States increased 1.8% year over year, benefiting from the demand for the t:slim pump platform and early positive momentum for renewals. Tandem shipped approximately 9,000 pumps in 25 markets outside the United States. The company’s direct sales initiatives will begin in the U.K., Switzerland and Austria in early 2026, with additional countries to follow later in the year.
Image Source: Zacks Investment Research
Concerns for TNDM
Macroeconomic Headwinds Persist: The uncertainties related to the current global economic and political conditions could be challenging for the company to accurately predict the demand for its products. These conditions could increase TNDM’s expenses and negatively impact its overall financial performance. In the third quarter, the company incurred a net loss of $21.2 million.
Heavy Dependence on Insulin Pumps: Tandem Diabetes generates a large portion of its revenues from the sale of insulin pumps, which accounted for 44.2% of worldwide sales in the third quarter of 2025. Various factors could adversely impact the market acceptance of the company’s products, such as challenges in gaining widespread acceptance among people with insulin-dependent diabetes, their caregivers, healthcare providers and key opinion leaders in the diabetes treatment community. These can potentially hamper the company’s business, financial condition and operating results as well.
Estimate Trend
The Zacks Consensus Estimate for 2025 loss per share has narrowed 5 cents to $2.35 in the past 30 days.
The Zacks Consensus Estimate for 2025 revenues is pegged at $1.00 billion, which suggests an increase of 9.9% from the year-ago reported number.
Key Picks
Some better-ranked stocks in the broader medical space are BrightSpring Health Services (BTSG - Free Report) , Illumina (ILMN - Free Report) and Omnicell (OMCL - Free Report) .
Estimates for BrightSpring Health Services’ 2025 EPS have increased 5.7% in the past 30 days. Shares of the company have surged 92.3% in the past year compared with the industry’s 1.1% growth. BTSG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 45.1%.
BTSG sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Illumina, carrying a Zacks Rank #1 at present, has lost 9.4% over the past year. Estimates for the company’s 2025 EPS have increased 0.9% to $4.71 in the past 30 days. ILMN’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, delivering an average surprise of 6.7%.
Omnicell, carrying a Zacks Rank # 2 (Buy) at present, has lost 13.9% over the past year. Estimates for the company’s 2025 EPS have increased 8.3% to $1.70 in the past 30 days. OMCL’s earnings topped estimates in each of the trailing four quarters, delivering an average surprise of 38.7%.