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Investing.com - Stifel resumed coverage on Tandem Diabetes Care (NASDAQ:TNDM) with a Hold rating and a price target of $15.00 on Monday. The medical device company, currently trading at $15.53 with a market capitalization of $1.05 billion, has seen its stock decline nearly 59% year-to-date according to InvestingPro data.
The research firm expressed concern about the sequential revenue growth from the third quarter to fourth quarter of 2025, noting its fourth-quarter revenue estimate falls slightly below management’s implied guidance. While the company maintains a healthy gross profit margin of 52.5%, InvestingPro analysis shows 15 analysts have recently revised their earnings expectations downward.
Stifel highlighted increasing competition in the durable pump market heading into 2026, warning that the company’s twiist product may face headwinds in coming quarters. The firm also noted that U.S. renewal opportunities will likely become more challenging beginning in mid-2026.
Despite near-term concerns, Stifel identified several potential long-term catalysts, including Tandem’s strengthening competitive position with the planned introduction of Tubeless Mobi in the second half of 2026 and the semi-durable patch pump Sigi, potentially in 2027.
The firm also expects Tandem’s pharmacy initiative to gain traction over time, while international renewals should provide an increasing tailwind in coming years, with the move to direct sales in select markets potentially improving commercial execution and average selling price.
In other recent news, Tandem Diabetes Care announced that its t:slim X2 insulin pump with Control-IQ+ technology has received clearance for use with Eli Lilly’s Lyumjev ultra-rapid acting insulin in the United States. This clearance applies to individuals with type 1 diabetes aged 2 and above, as well as all adults with type 2 diabetes, broadening the insulin options available for pump users. Meanwhile, several analyst firms have revised their price targets for Tandem Diabetes Care. Oppenheimer maintained an Outperform rating but lowered the price target to $22.00 from $44.00 due to a change in analyst coverage. CFRA also reduced its price target to $22.00 from $33.00, citing concerns over GLP-1 risks and expanded net loss forecasts for 2025 and 2026. TD Cowen adjusted its price target to $20.00 from $27.00, maintaining a Buy rating following Tandem’s revised 2025 U.S. sales guidance. Barclays decreased its price target to $51.00 from $53.00, noting that while international sales exceeded expectations, U.S. sales were below projections. These developments reflect ongoing adjustments in analyst expectations and market conditions for Tandem Diabetes Care.
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