• Tandem Diabetes Care, Inc. previously announced that management would provide company updates at several investor conferences in early 2026, with live and archived webcasts available via its Investor Center.
• More recently, The Rosen Law Firm began investigating potential securities claims tied to Tandem’s voluntary medical device correction for certain t:slim X2 insulin pumps, raising fresh legal and reputational questions around its disclosure practices.
• We’ll now examine how the shareholder lawsuit investigation tied to the t:slim X2 device correction could reshape Tandem Diabetes Care’s investment narrative.

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Tandem Diabetes Care Investment Narrative Recap

To own Tandem Diabetes Care, you need to believe in the long term value of its insulin pump ecosystem and software integrations despite current losses and intense competition. Near term, the biggest swing factor is execution on product reliability and patient trust, which is now directly in focus after the t:slim X2 device correction and related shareholder investigation. This legal overhang adds to existing competitive and renewal risks, but its financial impact is not yet clear.

Against this backdrop, Tandem’s upcoming Q4 2025 earnings release on February 19, 2026 is particularly important, as it will be the first formal update after the August 2025 device correction and subsequent share price drop. Investors will be watching closely for any commentary on pump replacement costs, warranty exposure, and potential effects on new pump starts and renewals, which all link directly to the core growth and margin expansion catalysts many shareholders are focused on.

Yet behind the optimism around Tandem’s product pipeline, you should be aware that the t:slim X2 correction and securities investigation could...

Tandem Diabetes Care's narrative projects $1.2 billion revenue and $14.4 million earnings by 2028. This requires 7.5% yearly revenue growth and about a $220 million earnings increase from -$205.5 million today.

Uncover how Tandem Diabetes Care's forecasts yield a $25.71 fair value, a 36% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were expecting revenue to reach about US$1.3 billion and earnings of roughly US$52.7 million by 2028, yet the t:slim X2 device correction and securities probe show how quickly sentiment around regulatory and legal risks can shift, so it is worth comparing those bullish assumptions with more cautious views on competition and disclosure.

Explore 5 other fair value estimates on Tandem Diabetes Care - why the stock might be worth over 2x more than the current price!

Build Your Own Tandem Diabetes Care Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Tandem Diabetes Care research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Tandem Diabetes Care research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tandem Diabetes Care's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.