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Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Stock Analysis
Financial Modeling Prep· 2025-12-17 20:05
Core Viewpoint - Tandem Diabetes Care, Inc. is a prominent player in the insulin pump technology market, showing resilience against competition from major companies like Medtronic and Insulet Corporation [1] Company Performance - RBC Capital maintains an "Outperform" rating for Tandem Diabetes, raising its price target from $25 to $30, reflecting confidence in the company's growth potential [2] - The average twelve-month price target from brokerages is approximately $22.44, slightly below the current stock price of $23.03, indicating a modest increase of 1.90% or $0.43 [3] Analyst Sentiment - Analyst ratings for Tandem Diabetes show mixed sentiment: one "sell," eleven "hold," and five "buy" recommendations [3] - Stifel Nicolaus initiated coverage with a "hold" rating and a target price of $15.00, while Canaccord Genuity reaffirmed a "buy" rating with a price objective of $24.00 [4] Stock Performance - The stock has fluctuated between a low of $22.40 and a high of $23.10 during the day, with a yearly peak of $38.28 and a low of $9.98 [5] - Tandem Diabetes Care has a market capitalization of approximately $1.56 billion and a trading volume of 120,728 shares on the NASDAQ exchange [5]
Insulet Gains 62.9% in a Year: What's Driving the Stock?
ZACKS· 2025-03-24 13:10
Core Viewpoint - Insulet Corporation (PODD) has shown significant growth, with shares increasing by 62.9% over the past year, outperforming the industry growth of 9.9% and the S&P 500's increase of 9.1% [1] Company Overview - Insulet develops and markets the Omnipod System, a continuous insulin delivery system for insulin-dependent diabetes, which includes the Omnipod and the next-generation Omnipod DASH [2] Revenue Segments - The company reports revenues from three segments: U.S. Omnipod, International Omnipod, and Drug Delivery, with the latter involving partnerships with pharmaceutical companies to deliver drugs using the Omnipod System [3] Growth Drivers - The share price growth is driven by the strong performance of the Omnipod 5 system, which is the only FDA-cleared, fully disposable pod-based automated insulin delivery (AID) system, expanding the addressable market to over 5.5 million people in the U.S. [4] - Omnipod 5 has maintained strong momentum in new customer acquisitions in the U.S., showing sequential and year-over-year growth in Q4 2024, contributing to overall revenue increases across all business segments [5] Market Expansion - Insulet has successfully launched Omnipod 5 in multiple countries, including France, the Netherlands, Italy, Denmark, Finland, Norway, Sweden, and Australia, with plans for further expansion into Belgium, Switzerland, Canada, and five additional markets in 2025 [6][7] Innovation Focus - The company is committed to consumer-focused innovation, recently announcing the limited market release of Omnipod Discover, a digital platform aimed at enhancing patient engagement and outcomes, alongside a broad innovation agenda for 2025 [8] Financial Estimates - The Zacks Consensus Estimate for Insulet's 2025 EPS has increased by 9.4% to $4.29, with an earnings yield of 1.6%, significantly higher than the industry's 0.3% [12]