Stifel Nicolaus Raises Tandem Diabetes Care (NASDAQ:TNDM) Price Target to $22.00

Tandem Diabetes Care (NASDAQ:TNDM) had its price target upped by stock analysts at Stifel Nicolaus from $20.00 to $22.00 in a research note issued to investors on Friday, Marketbeat Ratings reports. The firm presently has a “hold” rating on the medical device company’s stock. Stifel Nicolaus’ target price would suggest a potential downside of 10.46% from the stock’s previous close.

A number of other equities research analysts also recently issued reports on TNDM. Wall Street Zen upgraded Tandem Diabetes Care from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Robert W. Baird set a $30.00 target price on Tandem Diabetes Care and gave the company an “outperform” rating in a research report on Tuesday, December 16th. UBS Group restated a “neutral” rating and issued a $22.00 price target (up from $17.00) on shares of Tandem Diabetes Care in a research report on Friday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $30.00 price objective on shares of Tandem Diabetes Care in a research note on Wednesday, December 17th. Finally, Barclays lifted their price target on shares of Tandem Diabetes Care from $51.00 to $55.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Tandem Diabetes Care currently has a consensus rating of “Hold” and a consensus target price of $25.50.

Tandem Diabetes Care Price Performance

Tandem Diabetes Care stock opened at $24.57 on Friday. Tandem Diabetes Care has a 52-week low of $9.98 and a 52-week high of $35.12. The company has a quick ratio of 1.90, a current ratio of 2.44 and a debt-to-equity ratio of 2.33. The firm’s fifty day moving average is $20.91 and its 200 day moving average is $17.02. The company has a market cap of $1.67 billion, a price-to-earnings ratio of -8.00 and a beta of 1.68.

Tandem Diabetes Care (NASDAQ:TNDM) last posted its earnings results on Thursday, February 19th. The medical device company reported ($0.01) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.05) by $0.04. The firm had revenue of $290.38 million for the quarter, compared to the consensus estimate of $277.14 million. Tandem Diabetes Care had a negative net margin of 20.17% and a negative return on equity of 70.01%. The business’s quarterly revenue was up 15.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.01 EPS. Sell-side analysts forecast that Tandem Diabetes Care will post -1.68 EPS for the current fiscal year.

Institutional Investors Weigh In On Tandem Diabetes Care

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Corient Private Wealth LLC purchased a new stake in Tandem Diabetes Care in the 4th quarter valued at about $346,000. Mercer Global Advisors Inc. ADV bought a new stake in shares of Tandem Diabetes Care during the fourth quarter valued at approximately $248,000. EP Wealth Advisors LLC purchased a new stake in shares of Tandem Diabetes Care in the fourth quarter valued at approximately $219,000. Wellington Management Group LLP purchased a new stake in shares of Tandem Diabetes Care in the fourth quarter valued at approximately $2,161,000. Finally, Man Group plc bought a new position in Tandem Diabetes Care in the fourth quarter worth approximately $281,000.

Key Stories Impacting Tandem Diabetes Care

Here are the key news stories impacting Tandem Diabetes Care this week:

• Positive Sentiment: Q4 beat on top- and bottom-line metrics — revenue of $290.4M (vs. consensus ~$277M), EPS loss narrower than expected and record quarterly sales and pump shipments; management highlighted margin expansion. Tandem Diabetes Care Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Financial Guidance
• Positive Sentiment: Market reaction: shares surged intraday after the results and outlook, reflecting investor enthusiasm for the beat, margin momentum and sales growth. Tandem Diabetes Shares Rise 33% On Earnings Beat, Margin Expansion, Growth Outlook
• Positive Sentiment: Analyst upgrades/raise: BofA moved TNDM from Underperform to Neutral and raised its target to $30, and several analysts raised forecasts or price targets after the upbeat quarter. These upgrades support further upside momentum. B of A Securities upgrades Tandem Diabetes Care (TNDM)
• Neutral Sentiment: FY‑2026 revenue guidance (~$1.1B) was reiterated/issued and generally in line with consensus — provides visibility but isn’t a clear upside surprise. Tandem Diabetes Care Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Financial Guidance
• Neutral Sentiment: New pay-as-you-go (subscription) model announced — could expand long-term addressable market and recurring revenue but timing and transition impact are unclear. Tandem stock rises on Q4 beats, new pay-as-you-go model
• Negative Sentiment: Analyst caution: UBS and other analysts maintained Hold ratings, flagging pay‑go transition uncertainty and competitive headwinds that could limit near-term upside — supporting more conservative views. Tandem Diabetes Care: Solid Q4 Beat Offset by PayGo Transition Uncertainty and Competitive Headwinds Supporting Hold Rating
• Negative Sentiment: Mixed price-target moves: some firms raised targets but others (e.g., Stifel’s $22 target) still imply limited near-term upside versus the current price, underscoring divergent analyst views. Tandem Diabetes price target raised by Stifel

About Tandem Diabetes Care

Tandem Diabetes Care, Inc (NASDAQ: TNDM), headquartered in San Diego, California, is a medical device company focused on the design, development and commercialization of innovative insulin delivery systems for people with insulin-dependent diabetes. Founded in 2006, the company introduced its first product, the t:slim® Insulin Pump, in 2011 and has since built a portfolio of next-generation pumps featuring touchscreen interfaces, remote software updates and integrated continuous glucose monitoring (CGM) capabilities.

The company’s flagship offering, the t:slim X2® Insulin Pump, is engineered to work with leading CGM sensors and features automated insulin delivery algorithms that adjust basal insulin rates based on real-time glucose trends.