
TNDM Stock Forecast & Price Target
TNDM Analyst Ratings
Bulls say
Tandem Diabetes Care has demonstrated a strong outlook, driven by a significant increase in pharmacy channel revenue, which accounted for 7% of US sales, reflecting a substantial sequential growth of approximately twofold. The company anticipates continued growth in US pump shipments at a rate of 10-11% year-over-year, with an optimistic shift towards positive new patient start growth due to enhanced access and conversions from multiple daily injections (MDIs). Additionally, projected revenue increases for 2026 and 2027 to $1.111 million and $1.229 million, respectively, further underscore the firm’s solid financial trajectory and expanding market potential.
Bears say
Tandem Diabetes Care is facing a negative outlook largely due to revised revenue expectations for 2026, which have been adjusted downwards to $1.07 billion, with projected negative EBITDA of -2% to -1% of revenue. The guidance for US revenue indicates a decline in new patient starts by an estimated 3% in 2025, compounded by a significant revenue headwind of $70–$80 million attributed to Pay-Go pump shipments. Additionally, various risks threaten the company’s profitability, including intensified competition, challenges in securing favorable pharmacy channel contracts, and uncertainties surrounding the growth potential of the newly launched Mobi pump.
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
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