CFRA Maintains Hold Rating on Tandem Diabetes Care with $22 Price Target

Monday, Aug 11, 2025 6:16 pm ET1min read

CFRA reaffirms a Hold rating on Tandem Diabetes Care (TNDM) with a $22.00 price target. Analyst Ken Leon has a 15.0% average return and a 66.02% success rate on recommended stocks. The consensus rating is Hold with a $20.40 average price target, implying a 101.68% upside from current levels. The company reported a quarterly revenue of $234.42 million and a GAAP net loss of $130.56 million for Q1.

CFRA has reaffirmed its Hold rating on Tandem Diabetes Care (TNDM) while lowering its price target to $22.00, down from $33.00. The downgrade is attributed to concerns over GLP-1 risks and the stock's discount to historical levels. Despite the downgrade, CFRA maintains its outlook, acknowledging the company's undervalued status at current levels [1].

Tandem Diabetes Care reported its second-quarter earnings, with earnings per share (EPS) of -$0.48, missing the S&P Capital IQ consensus estimate by $0.08. Sales reached $240.7 million, up 8% year-over-year, while adjusted EBITDA was -$1.8 million, representing -1% of sales. The company has also lowered its adjusted EBITDA margin guidance for 2025 from "approximately 3%" to "approximately -5%" of sales, reflecting ongoing profitability challenges [1].

CFRA expects international sales to continue growing faster than U.S. sales, anticipating a $10 million headwind in 2025 due to Tandem’s preparation for direct commercial operations in select countries. This mixed performance is reflected in recent earnings and sales reports, with TD Cowen and Barclays adjusting their price targets to $20 and $51, respectively, while maintaining their ratings [1].

Analysts have offered diverse perspectives on Tandem Diabetes Care, with a consensus rating of Hold and an average price target of $20.40, implying a 101.68% upside from current levels. The company reported a quarterly revenue of $234.42 million and a GAAP net loss of $130.56 million for Q1 [2].

References:
[1] https://www.investing.com/news/analyst-ratings/cfra-slashes-tandem-diabetes-care-stock-price-target-on-glp1-risks-93CH-4183539
[2] https://finance.yahoo.com/news/tandem-diabetes-care-inc-tndm-142700328.html

CFRA Maintains Hold Rating on Tandem Diabetes Care with $22 Price Target

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