Latest news with #TandemDiabetesCare
Business Insider
6 days ago
- Business
- Business Insider
Goldman Sachs Sticks to Their Hold Rating for Tandem Diabetes Care (TNDM)
In a report released yesterday, from Goldman Sachs maintained a Hold rating on Tandem Diabetes Care (TNDM – Research Report). The company's shares closed yesterday at $21.28. Confident Investing Starts Here: In addition to Goldman Sachs, Tandem Diabetes Care also received a Hold from Wells Fargo's Larry Biegelsen in a report issued on May 28. However, on May 20, Lake Street maintained a Buy rating on Tandem Diabetes Care (NASDAQ: TNDM). TNDM market cap is currently $1.43B and has a P/E ratio of -7.60. Based on the recent corporate insider activity of 56 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of TNDM in relation to earlier this year. Most recently, in March 2025, Jean-Claude Kyrillos, the EVP & COO of TNDM bought 10,538.00 shares for a total of $190,948.56.
Yahoo
25-05-2025
- Business
- Yahoo
Tandem Diabetes and Roche Reach a Patent Settlement
Tandem Diabetes Care, Inc. (NASDAQ:TNDM) has agreed to pay Roche $36 million to resolve a patent infringement lawsuit over Tandem's t:slim X2 insulin pump. A hospital room with a patient using a medical device to administer insulin. The deal settles all pending and prospective litigation about two European patents that Roche filed in December 2023, EP 2 196 231 B1 and EP 1 970 677 B1. Over the next four years, Tandem Diabetes Care, Inc. (NASDAQ:TNDM) will pay the remaining $28 million in four equal annual installments after making an initial payment of $8 million. Both businesses have signed a cross-license agreement as part of the settlement, which will be in place for ten years and grant each other non-exclusive, non-sublicensable, non-royalty-bearing, and irrevocable rights for patents of insulin delivery systems. This action ends all ongoing legal proceedings under the Unified Patent Court in France and Germany, including infringement, revocation, and non-infringement declarations. Tandem Diabetes Care, Inc. (NASDAQ:TNDM)'s t:slim X2 pump will remain commercially available due to the agreement, which also lowers both companies' future legal risk. While we acknowledge the potential of TNDM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TNDM and that has 100x upside potential, check out our report about this READ NEXT: and . Disclosure. None.
Yahoo
02-05-2025
- Business
- Yahoo
Tandem Diabetes Care First Quarter 2025 Earnings: Revenues Beat Expectations, EPS Lags
Revenue: US$234.4m (up 22% from 1Q 2024). Net loss: US$130.6m (loss widened by 206% from 1Q 2024). US$1.97 loss per share (further deteriorated from US$0.65 loss in 1Q 2024). Our free stock report includes 1 warning sign investors should be aware of before investing in Tandem Diabetes Care. Read for free now. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) missed analyst estimates significantly. Looking ahead, revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Performance of the American Medical Equipment industry. The company's shares are up 13% from a week ago. Before we wrap up, we've discovered 1 warning sign for Tandem Diabetes Care that you should be aware of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Sign in to access your portfolio
Yahoo
01-05-2025
- Business
- Yahoo
Tandem Diabetes's (NASDAQ:TNDM) Q1: Beats On Revenue, Stock Soars
Diabetes technology company Tandem Diabetes Care (NASDAQ:TNDM) beat Wall Street's revenue expectations in Q1 CY2025, with sales up 22.3% year on year to $234.4 million. The company expects the full year's revenue to be around $1 billion, close to analysts' estimates. Its GAAP loss of $1.97 per share was significantly below analysts' consensus estimates. Is now the time to buy Tandem Diabetes? Find out in our full research report. Revenue: $234.4 million vs analyst estimates of $219.4 million (22.3% year-on-year growth, 6.8% beat) EPS (GAAP): -$1.97 vs analyst estimates of -$0.59 (significant miss) Adjusted EBITDA: -$4.69 million vs analyst estimates of -$14.43 million (-2% margin, 67.5% beat) The company reconfirmed its revenue guidance for the full year of $1 billion at the midpoint Operating Margin: -51.6%, down from -21.7% in the same quarter last year Sales Volumes rose 13.3% year on year (-11.8% in the same quarter last year) Market Capitalization: $1.12 billion 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. A company's long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Thankfully, Tandem Diabetes's 20% annualized revenue growth over the last five years was impressive. Its growth beat the average healthcare company and shows its offerings resonate with customers. Long-term growth is the most important, but within healthcare, a half-decade historical view may miss new innovations or demand cycles. Tandem Diabetes's annualized revenue growth of 10.8% over the last two years is below its five-year trend, but we still think the results were respectable. Tandem Diabetes also reports its number of pump shipments, which reached 17,000 in the latest quarter. Over the last two years, Tandem Diabetes's pump shipments averaged 1% year-on-year growth. Because this number is lower than its revenue growth, we can see the company benefited from price increases. This quarter, Tandem Diabetes reported robust year-on-year revenue growth of 22.3%, and its $234.4 million of revenue topped Wall Street estimates by 6.8%. Looking ahead, sell-side analysts expect revenue to grow 3.9% over the next 12 months, a deceleration versus the last two years. This projection doesn't excite us and suggests its products and services will face some demand challenges. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Tandem Diabetes's high expenses have contributed to an average adjusted operating margin of negative 7.6% over the last five years. Unprofitable healthcare companies require extra attention because they could get caught swimming naked when the tide goes out. It's hard to trust that the business can endure a full cycle. Analyzing the trend in its profitability, Tandem Diabetes's adjusted operating margin decreased by 12.9 percentage points over the last five years. The company's two-year trajectory also shows it failed to get its profitability back to the peak as its margin fell by 3.1 percentage points. This performance was poor no matter how you look at it - it shows its expenses were rising and it couldn't pass those costs onto its customers. In Q1, Tandem Diabetes generated a negative 14.7% adjusted operating margin. The company's consistent lack of profits raise a flag. We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. Tandem Diabetes's earnings losses deepened over the last five years as its EPS dropped 57.3% 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. In Q1, Tandem Diabetes reported EPS at negative $1.97, down from negative $0.65 in the same quarter last year. This print missed analysts' estimates. Over the next 12 months, Wall Street expects Tandem Diabetes to improve its earnings losses. Analysts forecast its full-year EPS of negative $2.78 will advance to negative $1.04. We were impressed by how significantly Tandem Diabetes blew past analysts' revenue, sales volume, and EBITDA expectations this quarter. On the other hand, its EPS missed significantly due to a non-recurring facility impairment charge. Overall, this quarter had some key positives. The stock traded up 5.5% to $17.75 immediately following the results. So do we think Tandem Diabetes is an attractive buy at the current price? If you're making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
Yahoo
30-04-2025
- Business
- Yahoo
Tandem Diabetes (NASDAQ:TNDM) Posts Better-Than-Expected Sales In Q1, Stock Soars
Diabetes technology company Tandem Diabetes Care (NASDAQ:TNDM) reported revenue ahead of Wall Street's expectations in Q1 CY2025, with sales up 22.3% year on year to $234.4 million. The company expects the full year's revenue to be around $1 billion, close to analysts' estimates. Its GAAP loss of $1.97 per share was significantly below analysts' consensus estimates. Is now the time to buy Tandem Diabetes? Find out in our full research report. Revenue: $234.4 million vs analyst estimates of $219.4 million (22.3% year-on-year growth, 6.8% beat) EPS (GAAP): -$1.97 vs analyst estimates of -$0.59 (significant miss) Adjusted EBITDA: -$4.69 million vs analyst estimates of -$14.43 million (-2% margin, 67.5% beat) The company reconfirmed its revenue guidance for the full year of $1 billion at the midpoint Operating Margin: -51.6%, down from -21.7% in the same quarter last year Sales Volumes rose 13.3% year on year (-11.8% in the same quarter last year) Market Capitalization: $1.12 billion 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. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Thankfully, Tandem Diabetes's 20% annualized revenue growth over the last five years was impressive. Its growth beat the average healthcare company and shows its offerings resonate with customers. We at StockStory place the most emphasis on long-term growth, but within healthcare, a half-decade historical view may miss recent innovations or disruptive industry trends. Tandem Diabetes's annualized revenue growth of 10.8% over the last two years is below its five-year trend, but we still think the results were respectable. We can dig further into the company's revenue dynamics by analyzing its number of pump shipments, which reached 17,000 in the latest quarter. Over the last two years, Tandem Diabetes's pump shipments averaged 1% year-on-year growth. Because this number is lower than its revenue growth, we can see the company benefited from price increases. This quarter, Tandem Diabetes reported robust year-on-year revenue growth of 22.3%, and its $234.4 million of revenue topped Wall Street estimates by 6.8%. Looking ahead, sell-side analysts expect revenue to grow 3.9% over the next 12 months, a deceleration versus the last two years. This projection is underwhelming and suggests its products and services will see some demand headwinds. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Adjusted operating margin is one of the best measures of profitability because it tells us how much money a company takes home after subtracting all core expenses, like marketing and R&D. It also removes various one-time costs to paint a better picture of normalized profits. Tandem Diabetes's high expenses have contributed to an average adjusted operating margin of negative 7.6% over the last five years. Unprofitable healthcare companies require extra attention because they could get caught swimming naked when the tide goes out. It's hard to trust that the business can endure a full cycle. Analyzing the trend in its profitability, Tandem Diabetes's adjusted operating margin decreased by 12.9 percentage points over the last five years. The company's two-year trajectory also shows it failed to get its profitability back to the peak as its margin fell by 3.1 percentage points. This performance was poor no matter how you look at it - it shows its expenses were rising and it couldn't pass those costs onto its customers. This quarter, Tandem Diabetes generated a negative 14.7% adjusted operating margin. The company's consistent lack of profits raise a flag. Revenue trends explain a company's historical growth, but the long-term change in earnings per share (EPS) points to the profitability of that growth – for example, a company could inflate its sales through excessive spending on advertising and promotions. Tandem Diabetes's earnings losses deepened over the last five years as its EPS dropped 57.3% 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. In Q1, Tandem Diabetes reported EPS at negative $1.97, down from negative $0.65 in the same quarter last year. This print missed analysts' estimates. Over the next 12 months, Wall Street expects Tandem Diabetes to improve its earnings losses. Analysts forecast its full-year EPS of negative $2.78 will advance to negative $1.04. We were impressed by how significantly Tandem Diabetes blew past analysts' revenue expectations this quarter. We were also happy its sales volume narrowly outperformed Wall Street's estimates. On the other hand, its EPS missed significantly. Overall, this quarter had some key positives. The stock traded up 5.5% to $17.75 immediately following the results. Is Tandem Diabetes an attractive investment opportunity at the current price? The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. 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