TNDM

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how healthcare technology stocks fared in Q1, starting with Tandem Diabetes (NASDAQ:TNDM). Healthcare technology companies develop software, data analytics, and digital platforms supporting clinical operations, administrative functions, and patient engagement across healthcare systems. Tailwinds include healthcare digitization driving demand for electronic health records, telehealth platforms, and AI-powered diagnostic tools. Regulatory incentives promote interoperability and data sharing, while labor shortages increase automation demand. Headwinds include lengthy sales cycles with risk-averse healthcare buyers, complex regulatory requirements including data privacy compliance, and integration challenges with legacy systems. Competition from established technology giants entering healthcare and reimbursement uncertainties for digital health solutions add market complexity. The 7 healthcare technology stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was 2.8% above. Luckily, healthcare technology stocks have performed well with share prices up 21.9% on average since the latest earnings results. With technology that automatically adjusts insulin delivery based on continuous glucose monitoring data, Tandem Diabetes Care (NASDAQ:TNDM) develops and manufactures automated insulin delivery systems that help people with diabetes manage their blood glucose levels. Tandem Diabetes reported revenues of $247.2 million, up 5.5% year on year. This print exceeded analysts’ expectations by 3.2%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS estimates and full-year revenue guidance meeting analysts’ expectations. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 16.1% since reporting and currently trades at $15.50. Is now the time to buy Tandem Diabetes? Access our full analysis of the earnings results here, it’s free. Driven by the vision of an "Autonomous Pharmacy" with zero medicat...

SAN DIEGO, June 30, 2026--(BUSINESS WIRE)--Tandem Diabetes Care, Inc. (Nasdaq: TNDM), a leading insulin delivery and diabetes technology company, plans to release its second quarter 2026 results after the financial markets close on Thursday, August 6, 2026. The Company will hold a conference call and simultaneous webcast on the same day at 4:30 pm Eastern Time (1:30 pm Pacific Time), to discuss its second quarter 2026 financial and operating results. A live webcast of the call will be available on Tandem Diabetes Care’s Investor Center website located at http://investor.tandemdiabetes.com in the "Events & Presentations" section. To access the call by phone, please use this link (https://register-conf.media-server.com/register/BI09573d6a4f904373b71317b8eab87d1b) and you will be provided with dial-in details, including a personal pin. An archive of the webcast will be available for 30 days following the event on Tandem Diabetes Care’s Investor Center website located at http://investor.tandemdiabetes.com in the "Events & Presentations" section. About Tandem Diabetes Care, Inc. Tandem Diabetes Care, a global insulin delivery and diabetes technology company, manufactures and sells advanced automated insulin delivery systems that reduce the burden of diabetes management, while creating new possibilities for patients, their loved ones, and healthcare providers. The Company’s 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. Tandem Diabetes Care is based in San Diego, California. For more information, visit tandemdiabetes.com. Tandem Diabetes Care, the Tandem logo, Control-IQ+, Tandem Mobi and t:slim X2 are either registered trademarks or trademarks of Tandem Diabetes Care, Inc. in the United States and/or other countries. View source version on businesswire.com: https://www.businesswire.com/news/home/20260630851425/en/ Contacts Media Contact:[email protected] Investor Contact:[email protected]

Tandem Diabetes has gotten torched over the last six months - since December 2025, its stock price has dropped 25.8% to $16.77 per share. This may have investors wondering how to approach the situation. Is now the time to buy Tandem Diabetes, or should you be careful about including it in your portfolio? Get the full breakdown from our expert analysts, it’s free. Even though the stock has become cheaper, we’re swiping left on Tandem Diabetes for now. Here are three reasons you should be careful with TNDM, plus one stock we’d rather own. We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable. Tandem Diabetes’s earnings losses deepened over the last five years as its EPS dropped 19.1% annually. We tend to steer our readers away from companies with falling EPS, where diminishing earnings could imply changing secular trends and preferences. If the tide turns unexpectedly, Tandem Diabetes’s low margin of safety could leave its stock price susceptible to large downswings. Growth gives us insight into a company’s long-term potential, but how capital-efficient was that growth? A company’s ROIC explains this by showing how much operating profit it makes compared to the money it has raised (debt and equity). Tandem Diabetes’s five-year average ROIC was negative 47.5%, meaning management lost money while trying to expand the business. Its returns were among the worst in the healthcare sector. We like to invest in businesses with high returns, but the trend in a company’s ROIC can also be an early indicator of future business quality. Over the last few years, Tandem Diabetes’s ROIC has unfortunately decreased significantly. Paired with its already low returns, these declines suggest its profitable growth opportunities are few and far between. We see the value of companies making people healthier, but in the case of Tandem Diabetes, we’re out. Following the recent decline, the stock trades at 18.9× forward EV-to-EBITDA (or $16.77 per share). This multiple tells us a lot of good news is priced in - we think there are better stocks to buy right now. We’d recommend looking at one of Charlie Munger’s all-time favorite businesses. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happe...

It has been about a month since the last earnings report for NeuroPace, Inc. (NPCE). Shares have lost about 0.6% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is NeuroPace due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for NeuroPace, Inc. before we dive into how investors and analysts have reacted as of late. NPCE Q1 Earnings & Revenues Beat Estimates, 2026 Outlook Raised NeuroPace delivered a first-quarter 2026 adjusted loss per share of 13 cents compared with an adjusted loss of 18 cents in the year-ago period. The figure was 31.6% narrower than the Zacks Consensus Estimate. GAAP loss per share for the quarter was 20 cents compared with 21 cents in the year-ago period. NPCE’s Q1 Revenues in Detail NeuroPace registered revenues of $22.1 million in the first quarter, down 2% year over year, reflecting strong RNS System sales of $21.7 million (up 19.5% year over year) alongside $314,000 in service revenues and $0.1 million from DIXI Medical wind-down. The figure surpassed the Zacks Consensus Estimate by 2.07%. NPCE’s Margin Analysis In the quarter under review, NeuroPace’s adjusted gross profit increased 18.6% year over year to $18.1 million. Adjusted gross margin contracted 110 basis points (bps) to 82.5%. Sales and marketing expenses increased 5.3% year over year to $11.6 million, research and development expenses decreased 3.4% to $7.2 million and general and administrative expenses increased 19.7% to $4.8 million. Adjusted operating expenses of $21.5 million rose 10.5% year over year. The adjusted operating loss totaled $3.3 million, down from $4.1 million in the prior-year quarter. NPCE’s Financial Position NeuroPace ended first-quarter 2026 with total cash, cash equivalents and short-term investments of $53.9 million, compared with $61.1 million at the end of fourth-quarter 2025. Cumulative net cash used in operating activities at the end of first-quarter 2026 was $5.9 million compared with $7.5 million a year ago. NPCE’s Guidance for 2026 NeuroPace has raised its outlook for the full year 2026. For 2026, management provided total revenue guidance of $99 million-$101 million (up from $98 million to $100 million previously) on a continuing-op...

Tandem Diabetes Care’s first quarter results were met with a positive market reaction, reflecting the company’s ability to exceed Wall Street’s revenue and GAAP loss expectations. Management pointed to the successful ramp of new product launches, the initial rollout of its pay-as-you-go (PayGo) pharmacy model, and early international direct channel expansion as key drivers. CEO John F. Sheridan emphasized, “We are bringing a great deal of new technology and business model changes that we believe will really help us grow new starts from MDI [multiple daily injection] patients.” The quarter also saw improvements in operational efficiency, supported by cost discipline and enhanced sales infrastructure. Is now the time to buy TNDM? Find out in our full research report (it’s free). Revenue: $247.2 million vs analyst estimates of $239.6 million (5.5% year-on-year growth, 3.2% beat) Adjusted EPS: -$0.30 vs analyst estimates of -$0.44 (32.1% beat) Adjusted EBITDA: $2.73 million (1.1% margin, 103% year-on-year growth) The company reconfirmed its revenue guidance for the full year of $1.08 billion at the midpoint Operating Margin: -7.1%, up from -51.6% in the same quarter last year Market Capitalization: $966.9 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Matthew Stephan Miksic (Barclays) asked about drivers of quarterly growth—including type 2 adoption, pharmacy uptake, and sensor integration. CEO John F. Sheridan said growth was “a little bit of all of the above,” with new technologies and business model changes supporting broader momentum. Christopher Thomas Pasquale (Nephron Research) probed the international segment’s revenue growth despite lower shipment volumes, inquiring about one-time items. CFO Leigh A. Vosseller explained that favorable currency and a one-time Swiss accounting benefit offset some expected headwinds from the direct channel transition. Michael Holden Kratky (Leerink Partners) questioned the dip in pharmacy channel sales mix and the pathway to full-year targets. Vosseller emphasized the early-stage nature of the transition, highlighting rapid increases in formulary coverage and ongoing proc...

Tandem Diabetes Care, Inc. TNDM posted a first-quarter 2026 loss of 30 cents per share compared with a loss of $1.97 year ago. The figure was narrower than the Zacks Consensus Estimate of a loss of 67 cents. First-quarter worldwide revenues amounted to $247.2 million, up 5.5% year over year and 2% in constant currency. The figure surpassed the Zacks Consensus Estimate by 3.46%. Since the earnings announcement on May 7, TNDM shares have dropped 23.6% to close at $14.11 yesterday. Tandem Diabetes reports under two primary markets based on the geographic location to which its products are shipped. Sales in the United States totaled $160.8 million compared with $150.6 million in the prior-year period. The company shipped more than 19,000 pumps in the quarter. Tandem Diabetes Care, Inc. price-consensus-eps-surprise-chart | Tandem Diabetes Care, Inc. Quote International sales increased 3% to $86.4 million compared with $83.8 million. Sales decreased 5% in constant currency. International shipments were more than 10,000 pumps. The gross profit in the reported quarter was $136.8 million, up 15.5% year over year. The gross margin expanded 482 basis points (bps) to 55.3% due to a 4.8% decrease in the cost of sales. SG&A expenses fell 5% to $108.2 million. R&D expenses increased 27.9% to $42.9 million. The company registered an adjusted operating loss of $14.3 million compared with a loss of $29 million in the year-ago period. Tandem Diabetes exited the first quarter of 2026 with cash, cash equivalents and short-term investments of $570.3 million compared with $292.7 million at the end of 2025. Cumulative cash provided by operating activities was $11.1 million compared with cash outflow of $21.2 million a year ago. The company continues to expect full-year sales to be approximately $1.065 billion to $1.085 billion. Within this, United States sales are projected to be roughly $730 million to $745 million, while International sales are expected between $335 million and $340 million. The Zacks Consensus Estimate for full-year revenues is projected at $1.07 billion. Gross margin is estimated to be approximately 56% to 57% of sales. TNDM projects Adjusted EBITDA margin to be approximately 5% to 6% of sales. Tandem Diabetes delivered a narrower loss and revenue beat in the first quarter of 2026. Building on last year, the company achieved new first-quarter records for pump s...

A week ago, Tandem Diabetes Care, Inc. (NASDAQ:TNDM) came out with a strong set of first-quarter numbers that could potentially lead to a re-rate of the stock. Revenues and losses per share were both better than expected, with revenues of US$247m leading estimates by 2.8%. Statutory losses were smaller than the analystsexpected, coming in at US$0.30 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Tandem Diabetes Care after the latest results. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Taking into account the latest results, the consensus forecast from Tandem Diabetes Care's 22 analysts is for revenues of US$1.07b in 2026. This reflects a reasonable 4.5% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 53% to US$0.65. Before this latest report, the consensus had been expecting revenues of US$1.07b and US$0.81 per share in losses. Although the revenue estimates have not really changed Tandem Diabetes Care'sfuture looks a little different to the past, with a cut to the loss per share forecasts in particular. See our latest analysis for Tandem Diabetes Care There's been no major changes to the consensus price target of US$31.00, suggesting that reduced loss estimates are not enough to have a long-term positive impact on the stock's valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Tandem Diabetes Care analyst has a price target of US$55.00 per share, while the most pessimistic values it at US$20.00. We would probably assign less value to the analyst forecasts in this situation, because such a wide range of estimates could imply that the future of this business is difficult to value accurately. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all...

Tandem Diabetes Care (NASDAQ:TNDM) reported record first-quarter pump shipments and sales for 2026, while reaffirming its full-year outlook as the diabetes technology company advances a shift toward pharmacy-channel reimbursement, expands direct international operations and prepares several product launches. President and CEO John Sheridan said the company delivered “strong financial and operational performance” in the quarter and is focused on modernizing its commercial operations, reshaping its U.S. business model and introducing new technologies. Chief Financial Officer Leigh Vosseller said Tandem achieved new first-quarter records with more than 29,000 pump shipments worldwide and $247 million in sales. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Vosseller said U.S. pump shipments exceeded 19,000, representing approximately 10% year-over-year growth. Renewals accounted for more than 50% of shipments, while new starts were primarily multiple daily injection patients, representing about two-thirds of new customers. U.S. sales totaled $161 million, up 7% year over year and the company’s highest first-quarter U.S. sales total. Vosseller said U.S. results included an approximately $1 million headwind from adoption of the company’s PayGo pharmacy model and slight pressure in infusion set sales related to shortages from a key supplier. → Light Speed Returns: Corning Cashes In on NVIDIA Growth International sales totaled $86 million, up 3% year over year and the highest international sales quarter in company history, aided in part by favorable currency dynamics. Tandem shipped more than 10,000 pumps internationally. Vosseller noted that the prior-year first quarter benefited by about $5 million from the timing of distributor orders, creating a tougher comparison. Tandem began executing contracts in March for its pay-as-you-go, or PayGo, model in the pharmacy channel, covering both t:slim and Mobi pump supplies. Sheridan said the transition changes how healthcare providers prescribe Tandem products, how the company services customers and how orders are processed and fulfilled. → Years in the Making, AMD’s Upside Movement Has Just Begun The company said formulary coverage has increased to approximately 40%. Vosseller said fewer than 5% of customers ordered a pump through their pharmacy benefit in the first few weeks of the rollout, and less...

This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. By the numbers Q1 sales: $247.2 million 5% increase year over year Net loss: $20.4 million Compared with net loss of $130.6 million in Q1 2025 Tandem Diabetes Care plans to file a 510(k) submission with the Food and Drug Administration this quarter for its first tubeless insulin pump. The device, a version of the company’s small, durable Mobi pump, would be the first tubeless insulin pump with the ability for extended wear, CEO John Sheridan told investors in a Thursday earnings call. Users would be able to switch between a traditional tubed insulin pump and tubeless wear. Sheridan said the company expects to receive FDA clearance in the second half of the year. “There's some uncertainty with the FDA, but you know, they've been doing a really nice job lately to get things done quickly,” Sheridan said. The company did not include any sales from the tubeless device in its forecast for the year because Tandem does not include new products until they’re in the market, the CEO said. Tandem would introduce the new device through a phased process, starting with small groups, before a full commercial launch. Sheridan sees the tubeless option as giving Tandem a competitive advantage in a market he estimates is growing by roughly 20%. Currently, the market is dominated by insulin patch pump maker Insulet. Tandem is also working on a fully closed loop system, as its competitors develop their own closed loop devices. Unlike the automated insulin delivery systems currently on the market today, fully closed loop systems would not require user input for bolusing or carb-counting. Tandem is making progress toward a pivotal study of that system, which it plans to start this year, Sheridan said. Tandem shipped a record 29,000 pumps worldwide in the first quarter, including 19,000 in the U.S. Tandem also launched a pay-as-you-go model in U.S. pharmacies during the quarter. The company said it is grappling with infusion set supply constraints due to a supplier’s capacity challenges. The problem started in the fourth quarter of 2025, and Sheridan expects it will take another quarter or two to resolve. While just a few products were affected, the impact has been significant for patients and healthcare providers. “We are doing everything we...

Image source: The Motley Fool. Thursday, May 7, 2026 at 4:30 p.m. ET President and Chief Executive Officer — John F. Sheridan Executive Vice President and Chief Financial Officer — Leigh A. Vosseller John F. Sheridan, Tandem's President and CEO, will be leading today's call, and he will be joined by Leigh A. Vosseller, Executive Vice President and Chief Financial Officer. Following their prepared remarks, the operator will open up the call for questions. Thanks in advance for limiting yourself to one question before getting back into the queue. With that, I will hand the call over to John. John F. Sheridan: Thanks, Susan, and welcome, everyone. In 2026, we delivered strong financial and operational performance, setting the stage for another successful year. This momentum reflects the dedication of our team and our commitment to our strategic objectives. Building on these results, we actively advanced several key initiatives that position Tandem for both immediate impact and long-term growth. By modernizing our commercial operations, reshaping our business model, and introducing new technologies, we are not only achieving notable short-term gains, but also laying the foundation for sustained growth, profitability, and innovation. I will walk you through updates on each of these initiatives, beginning with the modernization of our commercial organization. Globally, we have assembled a talented and impressive team. The group is deeply committed to bringing the benefits of our technology to people living with diabetes, and we are working to further support them by strengthening our systems, infrastructure, and processes. For example, in the United States, we continue upgrading our sales and customer management infrastructure as part of our multiyear system investment to optimize sales efficiency, enhance effectiveness, and drive deeper customer insights. Internationally, a Q1 highlight was our launch of direct commercial operations in the UK, Switzerland, and Austria. By doing so, we are better positioned to serve our customers, strengthen HCP relationships, and drive continued growth. The transition has been progressing smoothly, and we plan to continue expanding our direct operations later in 2026 and again in 2027. This approach deepens our engagement with the diabetes community while providing Tandem greater ASP and improved margins. The second key initiativ...

Tandem Diabetes Care, Inc. (TNDM) reported $247.22 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 5.5%. EPS of -$0.30 for the same period compares to -$0.67 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $238.95 million, representing a surprise of +3.46%. The company delivered an EPS surprise of +34.78%, with the consensus EPS estimate being -$0.46. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Tandem Diabetes Care performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Sales- United States: $160.84 million compared to the $153.15 million average estimate based on three analysts. The reported number represents a change of +6.8% year over year. Geographic Sales- Outside the United States: $86.38 million compared to the $85.43 million average estimate based on three analysts. The reported number represents a change of +3.1% year over year. Sales- Supplies and Other- Outside the United States: $53.89 million compared to the $54.54 million average estimate based on three analysts. The reported number represents a change of +0.1% year over year. Sales- Pump- Outside the United States: $32.49 million compared to the $30.9 million average estimate based on three analysts. The reported number represents a change of +8.5% year over year. Sales- Supplies and Other- United States: $82.9 million compared to the $84.47 million average estimate based on three analysts. The reported number represents a change of +5.6% year over year. Sales- Pump- United States: $77.94 million versus the three-analyst average estimate of $68.68 million. The reported number represents a year-over-year change of +8%. Revenue- Supplies and Other: $136.8 million versus the three-analyst average estimate of $139.01 million. The reported number represents a year-over-year change of +3.4%. Revenue- Pump: $11...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved record first-quarter pump shipments and sales, driven by strong U.S. performance where renewals accounted for over 50% of shipments. Launched direct commercial operations in the UK, Switzerland, and Austria to deepen customer engagement and capture higher ASPs and margins. Initiated the transition to a multichannel 'Pay-as-you-Go' (PayGo) pharmacy model in the U.S., reaching approximately 40% formulary coverage by March. Expanded the Tandem Mobi platform to Android users, significantly broadening the addressable market for the world's smallest durable AID system. Secured first-of-its-kind FDA clearance for AID use in pregnancy, positioning Control-IQ technology as a unique solution for a critical patient demographic. Attributed record gross margins of 55% to sustained pricing discipline and successful product cost-reduction initiatives across the portfolio. Navigated temporary supply chain headwinds related to a third-party infusion set manufacturer, which impacted a small percentage of customers globally. Reaffirmed annual 2026 guidance and expect second-quarter pump shipment growth to follow a seasonal curve similar to 2025. Plans to file a 510(k) submission for Mobi Tubeless in Q2 2026, introducing the world's first tubeless pump with extended wear technology. Anticipates Q2 2026 U.S. sales of approximately $175 million, factoring in increasing revenue headwinds from the transition to pharmacy-based PayGo pricing. Expects international sales to step down to $80 million in Q2 due to a $3 million to $4 million headwind from the 'go-direct' transition and order phasing. Targets full-year gross margins of 56% to 57%, driven by the scaling of Mobi and the favorable economics of the pharmacy supply model. Identified a one-time accounting benefit in Switzerland related to buying out customer rental contracts, which temporarily inflated international pump ASPs. Noted that the pharmacy transition involves an end-to-end operational overhaul, requiring significant behavioral changes from healthcare providers and patients. Flagged ongoing capacity challenges at an infusion set supplier expected to persist for one to two quarters before resolving in the second half of 2026. Strengthened the balance sheet thro...