
TNDM Stock Forecast & Price Target
TNDM Analyst Ratings
Bulls say
Tandem Diabetes Care's financial outlook is bolstered by a significant increase in pharmacy channel revenue, which represented 7% of US sales and saw a sequential growth of approximately 100%, contributing positively to overall top-line performance. Projections indicate a steady growth in US pump shipments of 10-11% year-over-year, with a noteworthy increase in renewal pump shipments and a anticipated return to positive growth in new patient starts, driven by greater Medication Administration Device (MDI) conversions and enhanced pharmacy access. Additionally, revenue forecasts suggest modest growth for 2026 and 2027, reflecting a confident trajectory as the company continues to expand its presence in the durable insulin pump market.
Bears say
Tandem Diabetes Care's revenue forecast for 2026 has been slightly reduced to $1.07 billion, with expected negative EBITDA ranging from -2% to -1% of revenue, highlighting potential struggles in profitability. US revenue guidance indicates a headwind of approximately $70–$80 million from Pay-Go pump shipments, compounded by anticipated flat to slightly declining new patient starts in the US market. Additional risks include competitive challenges that may impact new patient acquisitions, difficulties in securing favorable pharmacy channel contracts, and the possibility that the expected profit expansion from the newly launched Mobi pump does not materialize.
This aggregate rating is based on analysts' research of Tandem Diabetes Care and is not a guaranteed prediction by Public.com or investment advice.
TNDM Analyst Forecast & Price Prediction
Start investing in TNDM
Order type
Buy in
Order amount
Est. shares
0 shares