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

Simply Wall St.12-18

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 ...

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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 RecapTo 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 PerspectivesTNDM 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 NarrativeDisagree 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:We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechValuation is complex, but we're here to simplify it.Discover if Tandem Diabetes Care might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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