Tandem Diabetes CareTNDM
About: Tandem Diabetes designs, manufactures, and markets durable insulin pumps for diabetes patients. The firm first entered this market in 2012 and has since introduced multiple generations of pumps leading to its current t:slim X2 device. The firm recently launched its smaller Mobi pump and continues to work on a tubeless pump. Nearly three-quarters of total revenue is derived from the us, with the remainder primarily from other developed nations. The pumps themselves generate just over half of total sales, and another one third is from disposable infusion sets that need to be changed over every 2 to 3 days.
Employees: 2,650
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,442% more call options, than puts
Call options by funds: $114M | Put options by funds: $7.37M
57% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 88
0% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]
1.84% less ownership
Funds ownership: 111.56% [Q3] → 109.72% (-1.84%) [Q4]
5% less funds holding
Funds holding: 328 [Q3] → 313 (-15) [Q4]
16% less capital invested
Capital invested by funds: $3.1B [Q3] → $2.6B (-$501M) [Q4]
16% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 49
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Mizuho Anthony Petrone 45% 1-year accuracy 10 / 22 met price target | 13%upside $20 | Neutral Initiated | 10 Apr 2025 |
Morgan Stanley Patrick Wood 42% 1-year accuracy 5 / 12 met price target | 25%upside $22 | Equal-Weight Downgraded | 5 Mar 2025 |
Citigroup Joanne Wuensch 39% 1-year accuracy 16 / 41 met price target | 36%upside $24 | Neutral Downgraded | 4 Mar 2025 |
Goldman Sachs David Roman 25% 1-year accuracy 5 / 20 met price target | 36%upside $24 | Neutral Maintained | 3 Mar 2025 |
Wells Fargo Larry Biegelsen 21% 1-year accuracy 10 / 47 met price target | 25%upside $22 | Equal-Weight Downgraded | 3 Mar 2025 |
Financial journalist opinion
Based on 5 articles about TNDM published over the past 30 days
