WEBULL

The Bull Case For Tandem Diabetes Care (TNDM) Could Change Following Mobi-T Pump And App Milestones - Learn Why

Simply Wall St · 2d ago
  • Baird recently upgraded Tandem Diabetes Care to Outperform after the company reported third-quarter 2025 revenues above forecasts, maintained its full-year US$1.00 billion guidance, and advanced its product ecosystem with FDA clearance for the Android version of its Tandem Mobi app and plans for a mid-2026 Mobi-T insulin pump launch.
  • These developments highlight how Tandem is leaning on product innovation and expanding digital accessibility to support its insulin pump platform and recurring software-enabled revenues.
  • Next, we’ll look at how the planned Mobi-T pump launch and mobile app clearance may reshape Tandem’s existing investment narrative.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

Tandem Diabetes Care Investment Narrative Recap

To own Tandem Diabetes Care, you need to believe its insulin pump ecosystem can grow through product innovation and a larger, digitally connected user base, despite ongoing losses and rising competition. The Baird upgrade, better than expected third quarter 2025 revenue, and maintained US$1.00 billion full year guidance all support near term confidence in execution, while the voluntary t:slim X2 device correction and related class action investigation remain a key operational and legal risk that could affect sentiment more than fundamentals in the short term.

Among the recent announcements, the FDA clearance of the Android Tandem Mobi app looks especially important because it extends access to Tandem’s automated insulin delivery system to a much wider pool of smartphone users. That broader compatibility could matter for the planned mid 2026 Mobi T pump launch, since a larger potential app user base may support new pump starts and recurring software enabled revenues if Tandem can manage product quality concerns following the t:slim X2 correction.

Yet alongside this expanding digital reach, investors should also be aware that the device correction and class action review could still...

Read the full narrative on Tandem Diabetes Care (it's free!)

Tandem Diabetes Care's narrative projects $1.2 billion revenue and $14.4 million earnings by 2028. This requires 7.5% yearly revenue growth and about a $220 million earnings increase from -$205.5 million today.

Uncover how Tandem Diabetes Care's forecasts yield a $20.64 fair value, a 8% downside to its current price.

Exploring Other Perspectives

TNDM 1-Year Stock Price Chart
TNDM 1-Year Stock Price Chart

Five members of the Simply Wall St Community currently see Tandem’s fair value between US$20.64 and US$51.58, underlining how far opinions can spread. You should weigh that wide range against Tandem’s dependence on new pump adoption to offset flat renewals and consider how differently that risk might affect the company’s long term performance.

Explore 5 other fair value estimates on Tandem Diabetes Care - why the stock might be worth 8% less than the current price!

Build Your Own Tandem Diabetes Care Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Tandem Diabetes Care research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Tandem Diabetes Care research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tandem Diabetes Care's overall financial health at a glance.

Want Some Alternatives?

Our top stock finds are flying under the radar-for now. Get in early:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.