TNDM Stock Forecast & Price Target

Tandem Diabetes Care has demonstrated a strong revenue stream, with nearly three-quarters of its total revenue generated from the U.S. market, indicating a solid customer base that underpins future growth potential. Approximately 50% of sales come from the company's advanced insulin pumps, while about one-third of revenue is derived from disposable infusion sets, illustrating a robust and recurring revenue model vital for sustaining profitability. As the company continues to innovate with new product launches like the smaller Mobi pump and upcoming tubeless options, it positions itself favorably against increasing market competition, thus supporting a positive long-term outlook.

Tandem Diabetes Care has faced substantial operating losses since its inception, which raises concerns about the company’s ability to achieve sustained profitability in the future. Additionally, uncertainties in global economic and political conditions could negatively affect product demand, thereby impacting financial performance. While there is an expectation of positive adjusted EBITDA starting in Q3 2025, the anticipated ramp towards profitability is now expected to be slower due to ongoing investments in commercial infrastructure both in the United States and internationally.