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Tandem: Upgrading To Hold On A High-Stakes Pivot Story

Source: SeekingAlpha

2026-06-04 09:37:32 ET

Things weren't looking too hot when I last assessed Tandem Diabetes Care, Inc. ( TNDM ). Despite a small headline Q2 2025 revenue beat, the company missed big on EPS and made a downward revision to its full-year 2025 U.S. sales guidance. I also touched on the competitive landscape within the insulin pump market that featured larger and more established players like Insulet ( PODD ) and Medtronic ( MDT )....

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Tandem: Upgrading To Hold On A High-Stakes Pivot Story
Insulet Corporation

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