Tandem Diabetes Care(US:TNDM) Yahoo Finance·2026-01-27 12:49Market Overview - U.S. equity markets in Q4 2025 were influenced by optimism regarding potential monetary easing and caution related to economic growth and valuations [1] - Early gains were attributed to strong AI-related earnings and a rate cut by the US Federal Reserve in October, but sentiment cooled later due to mixed signals from the Fed [1] - Large caps rose 17.4% for the year and 2.4% in the quarter, while small caps gained 12.8% for the year and 2.2% in the quarter [1] - Value stocks outperformed growth stocks, returning 3.3% versus 1.2% for the quarter [1] Fund Performance - Meridian Growth Fund delivered a return of -0.39% (net) in Q4 2025, underperforming the Russell 2500 Growth Index's return of 0.33% [1] - The firm is monitoring factors that may impact market returns, including changes in monetary policy and the sustainability of AI investments due to high valuations among hyperscalers [1] Company Spotlight: Tandem Diabetes Care, Inc. - Tandem Diabetes Care, Inc. (NASDAQ:TNDM) was highlighted as a leading contributor in the Meridian Growth Fund's Q4 2025 investor letter [2] - The company specializes in technology solutions for diabetes management, particularly advanced insulin delivery systems [3] - Tandem's stock traded between $9.98 and $37.93 over the past 52 weeks, closing at $20.20 on January 26, 2026, with a market capitalization of $1.37 billion [2] - The stock experienced a one-month return of -10.26% but gained 33.77% over the last three months [2] - The company is well-positioned to capture market share in a growing addressable market, as many Type 1 diabetes patients still manage insulin manually [3]