• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Advertise
  • Subscribe

Drug Delivery Business

  • Clinical Trials
  • Research & Development
  • Drug-Device Combinations
  • FDA
  • Pharmaceuticals
  • Policy
  • Reports
    • Diabetes Technology Innovations Special Report
    • Continuous Glucose Monitoring (CGM) Market Report

Tandem stock rises on Q4 beats, new pay-as-you-go model

February 19, 2026 By Sean Whooley

Tandem Diabetes Care updated logo

Tandem Diabetes Care (Nasdaq:TNDM) shares got a boost today on fourth-quarter results that came in ahead of the consensus forecast.

Shares of TNDM rose 11.5% to $20.65 apiece after the market closed today.

The San Diego-based automated insulin delivery technology developer reported losses of 589 million. That equals 1¢ per share on sales of $290.4 million for the three months ended Dec. 31, 2025.

Tandem recorded a significant bottom-line slide into the red on a sales increase of 2.7%.

Losses per share landed 8¢ ahead of expectations on Wall Street. Sales also topped estimates as experts forecast $277.24 million in revenue.

Highlights in the quarter included FDA clearance to pair the Mobi pump with Android smartphones. Tandem Director of Product Marketing Ben Mar spoke to Drug Delivery Business News about the launch of that integration and the future of the company in November 2025.

“2025 was a defining year for Tandem as we surpassed $1 billion in worldwide sales and set gross margin records, while modernizing our commercial operations, reshaping our business model, and driving innovation,” said John Sheridan, president and CEO. “In 2026, we plan to build upon this momentum as we further strengthen our business, while delivering new technology solutions to improve the lives of people with diabetes.”

Tandem expects 2026 sales to range between $1.065 billion and $1.085 billion. The company intends to adopt a “pay-as-you-go” model in the U.S. It expects this to provide affordable access to customers and move the business toward more profitable revenue.

“In 2026, our goal is to expand the worldwide market by delivering double-digit pump shipment growth,” said Leigh Vosseller, EVP and CFO. “We remain committed to improving margins and profitability during this transition that positions Tandem for accelerated sales growth in 2027 and beyond.”

Filed Under: Business/Financial News, Diabetes, Drug-Device Combinations, Featured, MassDevice Earnings Roundup, Technology, Wall Street Beat Tagged With: Tandem Diabetes Care

IN CASE YOU MISSED IT

  • BD’s IV catheters plant in Utah marks 70 years
  • Novo taps Nanexa for long-acting obesity injectables with €1.17B pact
  • Abbott partners with Berry Street to add nutrition coaching to Lingo
  • Dexcom CFO to expand into COO role
  • Beta Bionics insulin patch pump scores FDA clearance

About Sean Whooley

Sean Whooley is an associate editor who mainly produces work for MassDevice, Medical Design & Outsourcing and Drug Delivery Business News. He received a bachelor's degree in multiplatform journalism from the University of Maryland, College Park. You can connect with him on LinkedIn or email him at [email protected].

Primary Sidebar

“ddb
EXPAND YOUR KNOWLEDGE AND STAY CONNECTED
Get the latest news and trends happening now in drug delivery.
MDO

MEDTECH 100 INDEX

Medtech 100 logo
Market Summary > Current Price
The MedTech 100 is a financial index calculated using the BIG100 companies covered in Medical Design and Outsourcing.
MDO

Footer

Drug Delivery Business News Logo

MassDevice Medical NETWORK

MassDevice
DeviceTalks
Medical Tubing + Extrusion
Medical Design & Outsourcing
MedTech100 Index
Drug Discovery & Development
Pharmaceutical Processing World
Medical Design Sourcing
R&D World

DRUG DELIVERY BUSINESS NEWS

Subscribe to Drug Delivery’s E-Newsletter
About
Contact us
Listen to our Weekly Podcasts
Advertise

Copyright © 2026 · Arrowfly LLC. All Rights Reserved.
The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of Arrowfly.

Privacy Policy | Terms & Conditions | RSS