Recent discussions on X about Tandem Diabetes Care (TNDM) have centered around the company’s disappointing Q2 2025 earnings report and a subsequent downgrade by a major analyst firm. Posts on the platform highlight a significant drop in stock price following the earnings miss, with some users pointing to a weakened domestic outlook and flat renewal expectations as key concerns. The voluntary medical device correction for select t:slim X2 insulin pumps has also sparked chatter, raising questions about product reliability.
Despite these challenges, a few voices on X have noted positive developments, such as record sales in Q2 and FDA clearance for a new infusion set designed for extended insulin delivery. However, the overall tone remains cautious, with many expressing frustration over the underperformance of newer products like the Mobi system. The mix of concern and faint optimism keeps the conversation dynamic as investors weigh the long-term implications of these setbacks.
Note: This discussion summary was generated from an AI condensation of post data.
Tandem Diabetes Care Congressional Stock Trading
Members of Congress have traded $TNDM stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TNDM stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 03/19.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Tandem Diabetes Care Insider Trading Activity
Tandem Diabetes Care insiders have traded $TNDM stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TNDM stock by insiders over the last 6 months:
- JEAN-CLAUDE KYRILLOS (EVP & Chief Operating Officer) purchased 10,538 shares for an estimated $190,966
- LEIGH VOSSELLER (EVP & CHIEF FINANCIAL OFFICER) purchased 13,720 shares for an estimated $149,403
- JOHN F SHERIDAN (PRESIDENT & CEO) purchased 10,000 shares for an estimated $102,318
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tandem Diabetes Care Hedge Fund Activity
We have seen 132 institutional investors add shares of Tandem Diabetes Care stock to their portfolio, and 182 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SESSA CAPITAL IM, L.P. added 4,466,307 shares (+inf%) to their portfolio in Q1 2025, for an estimated $85,574,442
- HOOD RIVER CAPITAL MANAGEMENT LLC added 1,033,997 shares (+80.9%) to their portfolio in Q1 2025, for an estimated $19,811,382
- GILDER GAGNON HOWE & CO LLC removed 931,894 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $17,855,089
- MARSHALL WACE, LLP removed 880,549 shares (-92.6%) from their portfolio in Q1 2025, for an estimated $16,871,318
- BELLEVUE GROUP AG removed 782,456 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $14,991,856
- BALYASNY ASSET MANAGEMENT L.P. added 769,743 shares (+inf%) to their portfolio in Q1 2025, for an estimated $14,748,275
- CAPITAL INTERNATIONAL INVESTORS removed 718,038 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $13,757,608
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tandem Diabetes Care Analyst Ratings
Wall Street analysts have issued reports on $TNDM in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 08/08/2025
- RBC Capital issued a "Outperform" rating on 08/07/2025
- Canaccord Genuity issued a "Buy" rating on 08/07/2025
- Stifel issued a "Buy" rating on 05/01/2025
To track analyst ratings and price targets for Tandem Diabetes Care, check out Quiver Quantitative's $TNDM forecast page.
Tandem Diabetes Care Price Targets
Multiple analysts have issued price targets for $TNDM recently. We have seen 14 analysts offer price targets for $TNDM in the last 6 months, with a median target of $23.0.
Here are some recent targets:
- Joanne Wuensch from Citigroup set a target price of $10.35 on 08/12/2025
- Brooks O'Neil from Lake Street set a target price of $12.0 on 08/11/2025
- Matt Miksic from Barclays set a target price of $51.0 on 08/08/2025
- William Plovanic from Canaccord Genuity set a target price of $24.0 on 08/07/2025
- Danielle Antalffy from UBS set a target price of $17.0 on 08/07/2025
- Larry Biegelsen from Wells Fargo set a target price of $13.0 on 08/07/2025
- Shagun Singh from RBC Capital set a target price of $25.0 on 08/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
