Why Tandem Diabetes Care (TNDM) Is Up 14.3% After FDA Clears Android App for Mobi System and What’s Next

• Tandem Diabetes Care recently announced that the U.S. Food and Drug Administration has cleared the Android version of the Tandem Mobi mobile app, with limited release expected in December 2025 and commercial availability to follow in early 2026.
• This clearance allows Tandem’s automated insulin delivery system to reach a wider user base by enabling diabetes management directly from compatible Android smartphones.
• We’ll explore how FDA clearance expanding Tandem Mobi’s Android compatibility could influence expectations for product adoption and revenue growth.

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Tandem Diabetes Care Investment Narrative Recap

To own shares in Tandem Diabetes Care, you need to believe the company can drive consistent adoption of its insulin delivery technology in a competitive, rapidly evolving market. The recent FDA clearance for the Android version of the Tandem Mobi app could positively affect new customer adoption and near-term growth catalysts by expanding accessibility, although execution and competition remain immediate challenges; the most material risk is whether new user growth will outpace an expected flat renewal base in 2026. Recent product news most relevant to this catalyst is the October 2025 launch of t:slim X2’s integration with Abbott’s FreeStyle Libre 3 Plus CGM sensor. This widened compatibility aims to attract more CGM users into Tandem’s ecosystem, supporting growth in both new pump starts and high-margin recurring supply revenue. However, against growing opportunity, investors should also factor in that while broader device integration and Android compatibility may boost new user adoption, they do little to offset the risk if...

Read the full narrative on Tandem Diabetes Care (it's free!)

Tandem Diabetes Care is projected to reach $1.2 billion in revenue and $14.4 million in earnings by 2028. This outlook assumes annual revenue growth of 7.5% and an earnings increase of $219.9 million from current earnings of -$205.5 million.

Uncover how Tandem Diabetes Care's forecasts yield a $20.64 fair value, a 3% downside to its current price.

Exploring Other Perspectives

Five individual fair value forecasts in the Simply Wall St Community range from US$20.64 up to US$53.57 per share. Despite this range, the largest short-term question remains if expanded mobile access can offset the risk of slowing renewals in 2026; market participants hold very different views on where value and risks meet.

Explore 5 other fair value estimates on Tandem Diabetes Care - why the stock might be worth just $20.64!

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 and 1 important warning sign 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.

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